WAESX vs. DGS
Compare and contrast key facts about Wasatch Emerging Markets Select Fund (WAESX) and WisdomTree Emerging Markets SmallCap Divdend Fund (DGS).
WAESX is managed by Wasatch. It was launched on Dec 12, 2012. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAESX or DGS.
Correlation
The correlation between WAESX and DGS is 0.69, 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
WAESX vs. DGS - Performance Comparison
Key characteristics
WAESX:
0.76
DGS:
0.46
WAESX:
1.13
DGS:
0.69
WAESX:
1.14
DGS:
1.09
WAESX:
0.31
DGS:
0.48
WAESX:
2.25
DGS:
1.17
WAESX:
4.95%
DGS:
4.86%
WAESX:
14.70%
DGS:
12.52%
WAESX:
-46.09%
DGS:
-61.83%
WAESX:
-26.52%
DGS:
-7.09%
Returns By Period
In the year-to-date period, WAESX achieves a 7.10% return, which is significantly higher than DGS's 2.17% return. Over the past 10 years, WAESX has outperformed DGS with an annualized return of 5.51%, while DGS has yielded a comparatively lower 5.16% annualized return.
WAESX
7.10%
6.65%
1.20%
11.57%
5.85%
5.51%
DGS
2.17%
3.37%
-3.44%
4.35%
6.77%
5.16%
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WAESX vs. DGS - Expense Ratio Comparison
WAESX has a 1.32% expense ratio, which is higher than DGS's 0.63% expense ratio.
Risk-Adjusted Performance
WAESX vs. DGS — Risk-Adjusted Performance Rank
WAESX
DGS
WAESX vs. DGS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Select Fund (WAESX) and WisdomTree Emerging Markets SmallCap Divdend 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.
Dividends
WAESX vs. DGS - Dividend Comparison
WAESX has not paid dividends to shareholders, while DGS's dividend yield for the trailing twelve months is around 3.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% |
DGS WisdomTree Emerging Markets SmallCap Divdend Fund | 3.29% | 3.36% | 4.55% | 5.34% | 3.98% | 3.69% | 3.95% | 4.24% | 2.81% | 3.42% | 3.28% | 3.20% |
Drawdowns
WAESX vs. DGS - Drawdown Comparison
The maximum WAESX drawdown since its inception was -46.09%, smaller than the maximum DGS drawdown of -61.83%. Use the drawdown chart below to compare losses from any high point for WAESX and DGS. For additional features, visit the drawdowns tool.
Volatility
WAESX vs. DGS - Volatility Comparison
Wasatch Emerging Markets Select Fund (WAESX) has a higher volatility of 4.10% compared to WisdomTree Emerging Markets SmallCap Divdend Fund (DGS) at 2.67%. This indicates that WAESX'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.