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WTDM.DE vs. IEMG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTDM.DE vs. IEMG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) and iShares Core MSCI Emerging Markets ETF (IEMG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

WTDM.DE is traded in EUR, while IEMG is traded in USD. To make them comparable, the IEMG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, WTDM.DE achieves a 7.70% return, which is significantly lower than IEMG's 19.27% return.


WTDM.DE

1D
0.05%
1M
3.49%
YTD
7.70%
6M
6.99%
1Y
18.24%
3Y*
13.36%
5Y*
12.75%
10Y*

IEMG

1D
-5.65%
1M
-2.87%
YTD
19.27%
6M
19.88%
1Y
38.09%
3Y*
17.18%
5Y*
7.11%
10Y*
9.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTDM.DE vs. IEMG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WTDM.DE
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc
7.70%0.91%24.87%14.95%-3.38%36.01%2.42%32.90%-2.38%11.34%
IEMG
iShares Core MSCI Emerging Markets ETF
19.27%16.83%13.53%8.18%-15.02%6.79%8.15%20.48%-10.93%20.50%

Correlation

The correlation between WTDM.DE and IEMG is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2016

0.37

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Return for Risk

WTDM.DE vs. IEMG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTDM.DE
WTDM.DE Risk / Return Rank: 5959
Overall Rank
WTDM.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WTDM.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
WTDM.DE Omega Ratio Rank: 5555
Omega Ratio Rank
WTDM.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
WTDM.DE Martin Ratio Rank: 6464
Martin Ratio Rank

IEMG
IEMG Risk / Return Rank: 5959
Overall Rank
IEMG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IEMG Sortino Ratio Rank: 5252
Sortino Ratio Rank
IEMG Omega Ratio Rank: 6161
Omega Ratio Rank
IEMG Calmar Ratio Rank: 6161
Calmar Ratio Rank
IEMG Martin Ratio Rank: 6464
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTDM.DE vs. IEMG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) and iShares Core MSCI Emerging Markets ETF (IEMG). 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.


WTDM.DEIEMGDifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.34

1.39

-0.05

Calmar ratioReturn relative to maximum drawdown

3.27

3.62

-0.35

Martin ratioReturn relative to average drawdown

11.42

13.03

-1.60

WTDM.DE vs. IEMG - Sharpe Ratio Comparison

The current WTDM.DE Sharpe Ratio is 1.79, which is comparable to the IEMG Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of WTDM.DE and IEMG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WTDM.DEIEMGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

2.01

-0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

0.42

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.37

+0.52

Drawdowns

WTDM.DE vs. IEMG - Drawdown Comparison

The maximum WTDM.DE drawdown since its inception was -31.19%, smaller than the maximum IEMG drawdown of -34.49%. Use the drawdown chart below to compare losses from any high point for WTDM.DE and IEMG.


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Drawdown Indicators


WTDM.DEIEMGDifference

Max Drawdown

Largest peak-to-trough decline

-31.19%

-34.49%

+3.30%

Max Drawdown (1Y)

Largest decline over 1 year

-5.48%

-10.58%

+5.10%

Max Drawdown (3Y)

Largest decline over 3 years

-20.57%

-17.88%

-2.69%

Max Drawdown (5Y)

Largest decline over 5 years

-20.57%

-22.55%

+1.98%

Max Drawdown (10Y)

Largest decline over 10 years

-32.63%

Current Drawdown

Current decline from peak

0.00%

-7.69%

+7.69%

Average Drawdown

Average peak-to-trough decline

-3.83%

-9.17%

+5.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.57%

2.93%

-1.36%

Volatility

WTDM.DE vs. IEMG - Volatility Comparison

The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) is 2.26%, while iShares Core MSCI Emerging Markets ETF (IEMG) has a volatility of 9.29%. This indicates that WTDM.DE experiences smaller price fluctuations and is considered to be less risky than IEMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTDM.DEIEMGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.26%

9.29%

-7.03%

Volatility (6M)

Calculated over the trailing 6-month period

6.54%

16.56%

-10.02%

Volatility (1Y)

Calculated over the trailing 1-year period

9.97%

19.03%

-9.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.54%

16.85%

-3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.96%

19.27%

-4.31%

WTDM.DE vs. IEMG - Expense Ratio Comparison

WTDM.DE has a 0.28% expense ratio, which is higher than IEMG's 0.09% expense ratio.


Dividends

WTDM.DE vs. IEMG - Dividend Comparison

WTDM.DE has not paid dividends to shareholders, while IEMG's dividend yield for the trailing twelve months is around 2.35%.


PositionTTM20252024202320222021202020192018201720162015
IEMG
iShares Core MSCI Emerging Markets ETF
2.35%2.75%3.20%2.89%2.71%3.06%1.87%3.15%2.76%2.35%2.28%2.53%
WTDM.DE
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


WTDM.DE and IEMG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEMG is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEMG is cheaper with a 0.09% expense ratio, compared with 0.28% for WTDM.DE.

WTDM.DE is categorized as Dividend, while IEMG is Emerging Markets Diversified. WTDM.DE tracks WisdomTree U.S. Quality Dividend Growth Index, while IEMG tracks MSCI Emerging Markets Investable Market Index (USD) (Net). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.28% for WTDM.DE and 0.09% for IEMG.

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