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DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 44.97 0.12(0.27%) December 02
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 09/26/2022 |
| 12-Mo. Yield | 3.81% |
| Expenses | 0.63% |
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Performance Analytics (As of 12/01/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.4 | -6.8 | -2.5 | 6.9 | 3.8 | 4.1 | 3.8 | 3.3 | 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 | -0.66 | -0.44 | 0.21 | 0.1 | 0.19 | NA | 0.11 | 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 | 21.3 | 21.3 | 39.2 | 44.1 | 44.1 | NA | 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 | 18.4 | 18.0 | 22.4 | 20.1 | 18.2 | NA | 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 | -0.15 | -0.11 | 0.05 | 0.02 | 0.04 | NA | 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 | 0.02 | 0.03 | 0.02 | 0.01 | 0.01 | NA | 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 | 0.79 | 0.75 | 0.9 | 0.92 | 0.94 | NA | 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 | 0.77 | 0.72 | 0.78 | 0.8 | 0.79 | NA | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) 0.59% (99%)
- GEMMX (GMO Emerging Markets VI) 0.04% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 0.12% (96%)
- DFEVX (DFA Emerging Markets Value I) 0.15% (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) 0.13% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 0.26% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 0.33% (95%)
- RNWFX (American Funds New World R5) 0.13% (94%)
- DFCEX (DFA Emerging Markets Core Equity I) 0.05% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.57% (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 0.38% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.87% (99%)
- BKF (iShares MSCI BRIC) 1.38% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 0.0% (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.27% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.75% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.11% (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 0.28% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.62% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.44% (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 1.40% (100%)
- IHD (ING Emerging Market High Div. Equity) 1.10% (37%)
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