OAEM vs. DGS
Compare and contrast key facts about OneAscent Emerging Markets ETF (OAEM) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS).
OAEM and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OAEM is an actively managed fund by Oneascent. It was launched on Sep 14, 2022. DGS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Emerging Markets SmallCap Dividend Index. It was launched on Oct 30, 2007.
Performance
OAEM vs. DGS - Performance Comparison
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OAEM vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OAEM OneAscent Emerging Markets ETF | 10.06% | 26.67% | 0.43% | 17.97% | 1.97% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 5.34% | 21.18% | 1.13% | 19.08% | 1.86% |
Returns By Period
In the year-to-date period, OAEM achieves a 10.06% return, which is significantly higher than DGS's 5.34% return.
OAEM
- 1D
- 4.31%
- 1M
- -10.94%
- YTD
- 10.06%
- 6M
- 18.04%
- 1Y
- 41.48%
- 3Y*
- 13.52%
- 5Y*
- —
- 10Y*
- —
DGS
- 1D
- 2.72%
- 1M
- -6.99%
- YTD
- 5.34%
- 6M
- 6.67%
- 1Y
- 29.07%
- 3Y*
- 13.78%
- 5Y*
- 7.49%
- 10Y*
- 8.94%
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OAEM vs. DGS - Expense Ratio Comparison
OAEM has a 1.25% expense ratio, which is higher than DGS's 0.58% expense ratio.
Return for Risk
OAEM vs. DGS — Risk / Return Rank
OAEM
DGS
OAEM vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Emerging Markets ETF (OAEM) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| OAEM | DGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.76 | +0.10 |
Sortino ratioReturn per unit of downside risk | 2.48 | 2.37 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 2.56 | +0.22 |
Martin ratioReturn relative to average drawdown | 12.06 | 9.49 | +2.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OAEM | DGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.76 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.21 | +0.63 |
Correlation
The correlation between OAEM and DGS is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OAEM vs. DGS - Dividend Comparison
OAEM's dividend yield for the trailing twelve months is around 0.70%, less than DGS's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAEM OneAscent Emerging Markets ETF | 0.70% | 0.77% | 0.91% | 1.63% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 3.49% | 3.45% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% |
Drawdowns
OAEM vs. DGS - Drawdown Comparison
The maximum OAEM drawdown since its inception was -17.05%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for OAEM and DGS.
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Drawdown Indicators
| OAEM | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.05% | -61.83% | +44.78% |
Max Drawdown (1Y)Largest decline over 1 year | -14.63% | -10.99% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.86% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.08% | — |
Current DrawdownCurrent decline from peak | -10.94% | -7.62% | -3.32% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -12.68% | +8.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.96% | +0.42% |
Volatility
OAEM vs. DGS - Volatility Comparison
OneAscent Emerging Markets ETF (OAEM) has a higher volatility of 13.45% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 8.48%. This indicates that OAEM's price experiences larger fluctuations and is considered to be riskier than DGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OAEM | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.45% | 8.48% | +4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 11.46% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 16.59% | +5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 14.66% | +4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.00% | 17.25% | +1.75% |