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DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 46.22 0.67(1.47%) August 12
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 06/24/2022 |
| 12-Mo. Yield | 3.81% |
| Expenses | 0.63% |
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Performance Analytics (As of 08/12/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.2 | -7.9 | -5.5 | 7.9 | 4.9 | 4.5 | 3.2 | 18.0 | 4.1 | 18.9 | -16.5 | 37.5 | 15.4 | -16.3 | -3.5 | -3.5 | 23.5 | -21.2 | 30.2 | 83.2 | -45.8 | -8.1 |
| SR | NA | -0.73 | -0.36 | 0.35 | 0.21 | 0.22 | 0.12 | 1.39 | 0.12 | 1.31 | -0.97 | 3.43 | 0.78 | -0.85 | -0.27 | -0.23 | 1.51 | -0.78 | 1.36 | 2.59 | -0.95 | -1.02 |
| DD(%) | NA | 17.9 | 17.9 | 39.2 | 44.1 | 44.1 | 61.8 | 6.8 | 39.2 | 10.2 | 27.3 | 4.1 | 10.9 | 28.0 | 15.4 | 18.1 | 14.3 | 30.8 | 15.7 | 18.1 | 57.7 | 15.5 |
| SD(%) | NA | 18.3 | 16.4 | 21.8 | 19.8 | 18.0 | 23.8 | 13.0 | 31.9 | 13.3 | 18.3 | 10.8 | 19.4 | 19.1 | 13.2 | 15.7 | 15.6 | 27.2 | 22.1 | 32.1 | 49.2 | 41.0 |
| TR | NA | -0.18 | -0.08 | 0.08 | 0.05 | 0.04 | 0.03 | 0.32 | 0.04 | 0.18 | -0.18 | 0.36 | 0.15 | -0.17 | -0.04 | -0.04 | 0.27 | -0.21 | 0.3 | 0.93 | -0.58 | -0.36 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.06 | -0.04 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.02 | -0.01 | 0.04 | 0.04 | 0.0 | 0.0 |
| Beta(%) | NA | 0.76 | 0.72 | 0.9 | 0.93 | 0.94 | 0.9 | 0.57 | 1.08 | 0.98 | 1.02 | 1.04 | 1.01 | 0.97 | 0.85 | 0.93 | 0.88 | 0.99 | 0.99 | 0.89 | 0.8 | 1.17 |
| RS | NA | 0.76 | 0.7 | 0.78 | 0.8 | 0.79 | 0.78 | 0.52 | 0.89 | 0.84 | 0.86 | 0.73 | 0.82 | 0.84 | 0.68 | 0.73 | 0.84 | 0.89 | 0.91 | 0.82 | 0.7 | 0.86 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2007
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) 0.83% (99%)
- GEMMX (GMO Emerging Markets VI) 0.87% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 1.29% (96%)
- DFEVX (DFA Emerging Markets Value I) 0.99% (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) 0.84% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 0.95% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 1.16% (95%)
- RNWFX (American Funds New World R5) 1.24% (95%)
- DFCEX (DFA Emerging Markets Core Equity I) 0.98% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 1.12% (94%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 1.06% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.84% (99%)
- BKF (iShares MSCI BRIC) 0.98% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 1.23% (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 1.47% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 1.15% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 1.73% (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 1.31% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 1.05% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.94% (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.08% (100%)
- IHD (ING Emerging Market High Div. Equity) 0.87% (37%)
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