SEMGX vs. DGRW
Compare and contrast key facts about DWS Emerging Markets Equity Fund (SEMGX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
SEMGX is managed by DWS. It was launched on May 7, 1996. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEMGX or DGRW.
Correlation
The correlation between SEMGX and DGRW is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SEMGX vs. DGRW - Performance Comparison
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Key characteristics
SEMGX:
0.42
DGRW:
0.50
SEMGX:
0.86
DGRW:
0.92
SEMGX:
1.11
DGRW:
1.13
SEMGX:
0.26
DGRW:
0.57
SEMGX:
1.99
DGRW:
2.11
SEMGX:
5.15%
DGRW:
4.38%
SEMGX:
20.26%
DGRW:
16.41%
SEMGX:
-73.81%
DGRW:
-32.04%
SEMGX:
-25.84%
DGRW:
-4.04%
Returns By Period
In the year-to-date period, SEMGX achieves a 8.83% return, which is significantly higher than DGRW's 1.20% return. Over the past 10 years, SEMGX has underperformed DGRW with an annualized return of 2.53%, while DGRW has yielded a comparatively higher 12.08% annualized return.
SEMGX
8.83%
12.90%
9.24%
7.71%
4.51%
2.53%
DGRW
1.20%
8.82%
-1.12%
8.16%
16.22%
12.08%
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SEMGX vs. DGRW - Expense Ratio Comparison
SEMGX has a 0.98% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
SEMGX vs. DGRW — Risk-Adjusted Performance Rank
SEMGX
DGRW
SEMGX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Emerging Markets Equity Fund (SEMGX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
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Dividends
SEMGX vs. DGRW - Dividend Comparison
SEMGX's dividend yield for the trailing twelve months is around 0.14%, less than DGRW's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEMGX DWS Emerging Markets Equity Fund | 0.14% | 0.15% | 2.17% | 2.15% | 1.71% | 1.23% | 1.94% | 0.71% | 0.62% | 0.54% | 0.23% | 1.19% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.58% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
SEMGX vs. DGRW - Drawdown Comparison
The maximum SEMGX drawdown since its inception was -73.81%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for SEMGX and DGRW. For additional features, visit the drawdowns tool.
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Volatility
SEMGX vs. DGRW - Volatility Comparison
DWS Emerging Markets Equity Fund (SEMGX) has a higher volatility of 5.31% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.77%. This indicates that SEMGX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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