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DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 40.29 0.05(0.12%) September 25
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 06/23/2020 |
| 12-Mo. Yield | 2.04% |
| Expenses | 0.63% |
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Performance Analytics (As of 09/24/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -6.4 | -14.3 | -7.3 | -2.8 | 6.5 | 1.2 | 1.5 | 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 | -0.32 | -0.11 | -0.12 | 0.29 | 0.09 | 0.07 | 1.31 | -0.97 | 3.43 | 0.78 | -0.85 | -0.27 | -0.23 | 1.51 | -0.78 | 1.36 | 2.59 | -0.95 | -1.03 |
| DD(%) | NA | 39.2 | 39.2 | 44.1 | 44.1 | 44.1 | 61.8 | 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 | 36.7 | 31.4 | 22.5 | 20.4 | 19.6 | 24.9 | 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 | -0.11 | -0.03 | -0.03 | 0.06 | 0.02 | 0.02 | 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 | -0.04 | -0.04 | -0.01 | 0.0 | 0.0 | 0.01 | 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 | 1.1 | 1.09 | 1.06 | 1.05 | 1.0 | 0.92 | 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 | 0.91 | 0.9 | 0.88 | 0.86 | 0.84 | 0.79 | 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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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 |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- PEMYX (Putnam Emerging Markets Equity Y) 0.49% (100%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.91% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.55% (99%)
- FEMKX (Fidelity Emerging Markets) 0.60% (99%)
- FKEMX (Fidelity Emerging Markets K) 0.60% (98%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.87% (98%)
- CNWIX (Calamos Evolving World Growth I) 0.48% (97%)
- IEMIX (Invesco Emerging Markets Equity Instl) 0.10% (96%)
- RNWGX (American Funds New World R6) 0.72% (96%)
- MECGX (Mirae Asset GEM Great Consumer A) 1.04% (96%)
Best ETFs
- EEB (Guggenheim BRIC ETF) (85%)
- BKF (iShares MSCI BRIC) 0.11% (77%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.55% (75%)
- FRN (Guggenheim Frontier Markets ETF) (69%)
- BICK (First Trust BICK ETF) 1.52% (68%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.21% (64%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.15% (57%)
- IEMG (iShares Core MSCI Emerging Markets) 0.02% (56%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.02% (56%)
- EEM (iShares MSCI Emerging Markets) 0.09% (53%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.0% (15%)
- IHD (ING Emerging Market High Div. Equity) 0.77% (13%)
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