Screener
DGRE vs EVLU
WisdomTree Emerging Markets Quality Dividend Growth Fund vs iShares MSCI Emerging Markets Value Factor ETF
Key differences
- DGRE is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
- DGRE follows a active selection strategy; EVLU uses index tracking.
- DGRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DGRE | EVLU | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.35% |
| Fund size (AUM) | $137M | $13M |
| Since | 2013 | 2024 |
| Dividend yield | 1.31% | 4.54% |
| Asset class | equity | equity |
| Region | emerging markets | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +49.7% | +59.9% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 1.08 | N/A |
| Volatility 1Y | 19.74% | 18.33% |
| Max drawdown | -36.95% | -17.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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