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DGS: WisdomTree Emerging Markets SmCp Div ETF (ETF)
Basic Info 48.84 0.35(0.71%) January 22
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 10/30/2007 |
| Last Dividend Date: | 12/21/2020 |
| 12-Mo. Yield | 2.04% |
| Expenses | 0.63% |
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Performance Analytics (As of 01/22/2021)
| 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 | 2.3 | 6.9 | -0.4 | 13.0 | 2.6 | 3.2 | 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 | 3.82 | 0.21 | -0.06 | 0.61 | 0.12 | 0.11 | 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 | 1.6 | 38.3 | 44.1 | 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 | 13.5 | 31.9 | 22.6 | 20.0 | 19.5 | 24.7 | 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 | 0.77 | 0.06 | -0.01 | 0.12 | 0.02 | 0.03 | 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 | -0.18 | -0.05 | -0.02 | -0.01 | 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 | 0.67 | 1.07 | 1.05 | 1.04 | 0.99 | 0.92 | 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 | 0.7 | 0.88 | 0.87 | 0.85 | 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
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- JFAMX (JPMorgan Emerging Mkts Eq A) (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.14% (100%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.47% (99%)
- EMFIX (Ashmore Emerging Markets Equity Instl) (98%)
- CNWIX (Calamos Evolving World Growth I) 0.72% (98%)
- PEMYX (Putnam Emerging Markets Equity Y) 0.70% (97%)
- MADCX (BlackRock Emerging Mkts Instl) 0.89% (97%)
- FIMKX (Fidelity Advisor Emerging Markets I) 1.45% (95%)
- FEMKX (Fidelity Emerging Markets) 0.39% (95%)
- DPEGX (Delaware Pooled Em Markets II) 1.27% (94%)
Best ETFs
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.26% (90%)
- BICK (First Trust BICK ETF) 1.08% (77%)
- BKF (iShares MSCI BRIC) 0.60% (56%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.60% (53%)
- IEMG (iShares Core MSCI Emerging Markets) 0.90% (47%)
- EEM (iShares MSCI Emerging Markets) 0.87% (45%)
- SCHE (Schwab Emerging Markets Equity ETF) 1.02% (42%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.72% (41%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.24% (31%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.65% (30%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 1.17% (84%)
- IHD (ING Emerging Market High Div. Equity) 0.74% (33%)
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