STXE vs. DGS
Compare and contrast key facts about Strive Emerging Markets Ex-China ETF (STXE) and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS).
STXE and DGS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STXE is a passively managed fund by Strive that tracks the performance of the Bloomberg US 1000 Dividend Growth Index - Benchmark TR Gross. It was launched on Jan 30, 2023. 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. Both STXE and DGS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
STXE vs. DGS - Performance Comparison
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STXE vs. DGS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
STXE Strive Emerging Markets Ex-China ETF | 9.19% | 34.23% | 2.09% | 11.74% |
DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 5.34% | 21.18% | 1.13% | 11.24% |
Returns By Period
In the year-to-date period, STXE achieves a 9.19% return, which is significantly higher than DGS's 5.34% return.
STXE
- 1D
- 3.84%
- 1M
- -10.86%
- YTD
- 9.19%
- 6M
- 19.90%
- 1Y
- 47.19%
- 3Y*
- 19.35%
- 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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STXE vs. DGS - Expense Ratio Comparison
STXE has a 0.32% expense ratio, which is lower than DGS's 0.58% expense ratio.
Return for Risk
STXE vs. DGS — Risk / Return Rank
STXE
DGS
STXE vs. DGS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strive Emerging Markets Ex-China ETF (STXE) 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.
| STXE | DGS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.23 | 1.76 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.89 | 2.37 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.34 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 2.56 | +0.69 |
Martin ratioReturn relative to average drawdown | 13.92 | 9.49 | +4.43 |
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
| STXE | DGS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 1.76 | +0.46 |
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 | 1.08 | 0.21 | +0.88 |
Correlation
The correlation between STXE and DGS is 0.81, 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
STXE vs. DGS - Dividend Comparison
STXE's dividend yield for the trailing twelve months is around 2.46%, less than DGS's 3.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STXE Strive Emerging Markets Ex-China ETF | 2.46% | 2.66% | 3.22% | 1.08% | 0.00% | 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
STXE vs. DGS - Drawdown Comparison
The maximum STXE drawdown since its inception was -18.92%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for STXE and DGS.
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Drawdown Indicators
| STXE | DGS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.92% | -61.83% | +42.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -10.99% | -3.52% |
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 | -11.23% | -7.62% | -3.61% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -12.68% | +8.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.39% | 2.96% | +0.43% |
Volatility
STXE vs. DGS - Volatility Comparison
Strive Emerging Markets Ex-China ETF (STXE) has a higher volatility of 12.98% compared to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) at 8.48%. This indicates that STXE'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
| STXE | DGS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.98% | 8.48% | +4.50% |
Volatility (6M)Calculated over the trailing 6-month period | 17.36% | 11.46% | +5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.30% | 16.59% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.37% | 14.66% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 17.25% | -0.88% |