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DEM: WisdomTree Emerging Markets High Dividend Fund (ETF)
Basic Info 46.16 0.23(0.50%) July 03
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/13/2007 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 5.11% |
| Expenses | 0.63% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/13/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 16.6 | 10.0 | 14.7 | 10.8 | 6.0 | 4.8 | 4.1 | 4.5 | 20.9 | -10.4 | 11.5 | -5.8 | 19.8 | -7.7 | 26.3 | 22.4 | -21.5 | -13.3 | -7.0 | 15.5 | -10.4 | 24.6 | 58.0 | -34.7 | 2.6 |
| Sharpe Ratio | NA | 2.0 | 0.41 | 0.74 | 0.56 | 0.24 | NA | 0.13 | 0.06 | 1.26 | -0.62 | 0.82 | -0.18 | 1.35 | -0.49 | 2.3 | 0.99 | -0.99 | -0.77 | -0.4 | 0.95 | -0.4 | 1.05 | 1.76 | -0.74 | 0.09 |
| Draw Down(%) | NA | 12.6 | 15.6 | 15.6 | 27.2 | 37.8 | NA | 51.9 | 10.5 | 8.4 | 27.2 | 9.2 | 37.8 | 10.5 | 19.0 | 4.3 | 12.3 | 33.5 | 23.4 | 18.3 | 15.0 | 25.6 | 18.4 | 21.9 | 51.5 | 16.4 |
| Standard Deviation(%) | NA | 16.4 | 16.5 | 15.5 | 15.6 | 19.2 | NA | 23.4 | 14.5 | 13.8 | 19.2 | 13.9 | 33.3 | 13.6 | 18.6 | 11.2 | 22.6 | 21.8 | 17.3 | 17.4 | 16.5 | 25.9 | 23.4 | 33.0 | 47.9 | 33.9 |
| Treynor Ratio | NA | 0.39 | 0.07 | 0.12 | 0.11 | 0.05 | NA | 0.03 | 0.01 | 0.18 | -0.15 | 0.17 | -0.06 | 0.18 | -0.09 | 0.23 | 0.19 | -0.19 | -0.12 | -0.06 | 0.17 | -0.11 | 0.23 | 0.61 | -0.4 | 0.03 |
| Alpha | NA | 0.04 | -0.01 | 0.02 | 0.02 | 0.01 | NA | 0.01 | -0.02 | 0.04 | 0.02 | 0.04 | -0.08 | 0.0 | 0.03 | -0.03 | 0.03 | -0.02 | -0.06 | 0.0 | -0.01 | 0.03 | 0.02 | -0.04 | 0.09 | -0.05 |
| Beta | NA | 0.84 | 0.93 | 0.94 | 0.83 | 0.99 | NA | 0.96 | 1.02 | 0.97 | 0.81 | 0.69 | 1.07 | 1.0 | 1.02 | 1.11 | 1.2 | 1.1 | 1.16 | 1.1 | 0.94 | 0.95 | 1.05 | 0.94 | 0.88 | 1.08 |
| RSquared | NA | 0.8 | 0.8 | 0.77 | 0.7 | 0.78 | NA | 0.83 | 0.79 | 0.74 | 0.72 | 0.63 | 0.81 | 0.85 | 0.84 | 0.76 | 0.85 | 0.84 | 0.75 | 0.79 | 0.86 | 0.9 | 0.89 | 0.87 | 0.86 | 0.87 |
| Yield(%) | N/A | 2.5 | 5.1 | 6.7 | 6.3 | 5.0 | 4.4 | N/A | 5.3 | 6.3 | 7.1 | 6.1 | 3.7 | 5.5 | 3.9 | 4.4 | 4.4 | 3.9 | 4.7 | 3.6 | 3.6 | 3.8 | 3.8 | 4.4 | 3.6 | 0.9 |
| Dividend Growth(%) | N/A | -53.1 | -0.9 | 4.7 | 38.8 | N/A | N/A | N/A | -5.1 | -27.2 | 20.7 | 47.0 | -21.0 | 22.1 | 7.7 | 22.8 | -17.8 | -29.0 | 11.0 | 11.0 | -17.3 | 17.6 | 32.8 | -23.3 | 289.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) 0.45% (100%)
- BKF (iShares MSCI BIC ETF) 0.07% (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) 0.50% (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) 0.81% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.82% (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) 0.53% (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) 0.08% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.44% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.40% (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) 0.25% (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 1.02% (100%)
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