Find A Portfolio/Ticker
Comparison Box
DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 52.45 0.16(0.31%) April 16
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 3.55% |
| Expenses | 0.63% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/16/2021)
| 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(%) | 1.1 | 10.2 | 56.4 | 3.4 | 10.3 | 3.1 | 3.7 | 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 | 2.94 | 3.31 | 0.11 | 0.49 | 0.14 | 0.13 | 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 | 4.8 | 5.8 | 40.7 | 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 | 13.7 | 17.0 | 22.2 | 19.7 | 19.4 | 24.5 | 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 | 0.7 | 0.71 | 0.03 | 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 | 0.05 | -0.01 | 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 | 0.58 | 0.79 | 1.0 | 1.02 | 0.98 | 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 | 0.71 | 0.72 | 0.86 | 0.84 | 0.84 | 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) 0.69% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.72% (100%)
- DPEGX (Delaware Pooled Em Markets II) 0.44% (99%)
- CNWIX (Calamos Evolving World Growth I) 0.26% (99%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.21% (99%)
- RNWGX (American Funds New World R6) 0.31% (98%)
- FIMKX (Fidelity Advisor Emerging Markets I) 0.34% (98%)
- FEMKX (Fidelity Emerging Markets) 0.19% (97%)
- MADCX (BlackRock Emerging Mkts Instl) 0.32% (97%)
- FKEMX (Fidelity Emerging Markets K) 0.21% (97%)
Best ETFs
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.75% (77%)
- BICK (First Trust BICK ETF) 0.89% (71%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.14% (57%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.50% (54%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 1.18% (50%)
- BKF (iShares MSCI BRIC) 0.93% (49%)
- IEMG (iShares Core MSCI Emerging Markets) 0.27% (47%)
- EEM (iShares MSCI Emerging Markets) 0.26% (41%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.32% (36%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.40% (35%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.51% (93%)
- IHD (ING Emerging Market High Div. Equity) 0.25% (30%)
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