SPYX.DE vs. DGSE.L
Compare and contrast key facts about SPDR MSCI Emerging Markets Small Cap UCITS ETF (SPYX.DE) and WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L).
SPYX.DE and DGSE.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPYX.DE is a passively managed fund by State Street that tracks the performance of the MSCI Emerging Markets Small Cap. It was launched on May 13, 2011. DGSE.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Emerging Markets SMID NR USD. It was launched on Nov 19, 2014. Both SPYX.DE and DGSE.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPYX.DE or DGSE.L.
Correlation
The correlation between SPYX.DE and DGSE.L is 0.66, 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
SPYX.DE vs. DGSE.L - Performance Comparison
Key characteristics
SPYX.DE:
0.40
DGSE.L:
0.53
SPYX.DE:
0.61
DGSE.L:
0.80
SPYX.DE:
1.09
DGSE.L:
1.10
SPYX.DE:
0.48
DGSE.L:
0.78
SPYX.DE:
1.50
DGSE.L:
2.39
SPYX.DE:
3.57%
DGSE.L:
2.35%
SPYX.DE:
13.21%
DGSE.L:
10.69%
SPYX.DE:
-41.12%
DGSE.L:
-31.23%
SPYX.DE:
-3.68%
DGSE.L:
-1.72%
Returns By Period
In the year-to-date period, SPYX.DE achieves a 0.24% return, which is significantly lower than DGSE.L's 2.15% return. Over the past 10 years, SPYX.DE has underperformed DGSE.L with an annualized return of 6.65%, while DGSE.L has yielded a comparatively higher 9.58% annualized return.
SPYX.DE
0.24%
1.13%
3.03%
6.03%
8.96%
6.65%
DGSE.L
2.15%
2.17%
2.75%
6.53%
7.38%
9.58%
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SPYX.DE vs. DGSE.L - Expense Ratio Comparison
SPYX.DE has a 0.55% expense ratio, which is higher than DGSE.L's 0.54% expense ratio.
Risk-Adjusted Performance
SPYX.DE vs. DGSE.L — Risk-Adjusted Performance Rank
SPYX.DE
DGSE.L
SPYX.DE vs. DGSE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR MSCI Emerging Markets Small Cap UCITS ETF (SPYX.DE) and WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L). 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.
Dividends
SPYX.DE vs. DGSE.L - Dividend Comparison
SPYX.DE has not paid dividends to shareholders, while DGSE.L's dividend yield for the trailing twelve months is around 3.24%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
SPYX.DE SPDR MSCI Emerging Markets Small Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DGSE.L WisdomTree Emerging Markets SmallCap Dividend UCITS ETF | 3.24% | 4.83% | 3.53% | 3.96% | 2.92% | 2.95% | 3.30% | 3.05% | 2.31% | 1.39% | 3.24% |
Drawdowns
SPYX.DE vs. DGSE.L - Drawdown Comparison
The maximum SPYX.DE drawdown since its inception was -41.12%, which is greater than DGSE.L's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for SPYX.DE and DGSE.L. For additional features, visit the drawdowns tool.
Volatility
SPYX.DE vs. DGSE.L - Volatility Comparison
SPDR MSCI Emerging Markets Small Cap UCITS ETF (SPYX.DE) has a higher volatility of 4.39% compared to WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) at 2.60%. This indicates that SPYX.DE's price experiences larger fluctuations and is considered to be riskier than DGSE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.