Find A Portfolio/Ticker
Comparison Box
DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 53.96 0.24(0.44%) July 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 3.55% |
| Expenses | 0.63% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 14.9 | 36.1 | 8.0 | 9.5 | 3.8 | 3.9 | 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 | 2.04 | 2.67 | 0.33 | 0.45 | 0.17 | 0.14 | 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 | -1.03 |
| DD(%) | NA | 5.3 | 5.4 | 39.2 | 44.1 | 44.1 | 61.8 | 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 | 13.4 | 13.5 | 22.1 | 19.4 | 19.3 | 24.3 | 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 | 0.5 | 0.58 | 0.07 | 0.09 | 0.03 | 0.04 | 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 | 0.09 | 0.08 | 0.0 | 0.0 | 0.0 | 0.01 | -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 | 0.55 | 0.63 | 0.98 | 0.99 | 0.97 | 0.91 | 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 | 0.53 | 0.59 | 0.83 | 0.82 | 0.83 | 0.79 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
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
- EMFIX (Ashmore Emerging Markets Equity Instl) 1.16% (100%)
- WAEMX (Wasatch Emerging Markets Small Cap) 1.21% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 1.65% (99%)
- ESCIX (Ashmore Emerging Markets Sm Cp Eq Instl) 0.25% (99%)
- RNWGX (American Funds New World R6) 1.08% (99%)
- GPEIX (Grandeur Peak Emerging Markets Opportunities I) 0.64% (98%)
- DRESX (Driehaus Emerging Markets Small Cap Gr) 0.32% (97%)
- BESIX (William Blair Emerg Mkts Sm Cp Gr I) 0.88% (94%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 1.19% (94%)
- CNWIX (Calamos Evolving World Growth I) 1.33% (93%)
Best ETFs
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.56% (77%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 3.12% (76%)
- EEMS (iShares MSCI Emerging Markets Small-Cap) 0.64% (75%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.96% (74%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.40% (65%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.97% (52%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.44% (49%)
- FM (iShares MSCI Frontier 100) 0.54% (47%)
- IEMG (iShares Core MSCI Emerging Markets) 0.88% (46%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.68% (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.89% (81%)
- IHD (ING Emerging Market High Div. Equity) 1.31% (62%)
Latest Articles Related to DGS
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments