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DGRE vs GEM

WisdomTree Emerging Markets Quality Dividend Growth Fund vs Goldman Sachs ActiveBeta Emerging Markets Equity ETF

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

Annual cost

0.32%

Fund size

$148M

GEM

Goldman Sachs ActiveBeta Emerging Markets Equity ETF

Annual cost

0.35%

Fund size

$1.7B

Key differences

Both DGRE and GEM are equity ETFs. DGRE charges 0.32% a year and GEM 0.35%. The main difference: DGRE follows a active selection strategy; GEM uses index enhanced.

  • DGRE follows a active selection strategy; GEM uses index enhanced.
  • GEM is much larger than DGRE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DGREGEM
Annual cost (TER)0.32%0.35%
Fund size (AUM)$148M$1.7B
Since20132015
Dividend yield1.21%1.85%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex enhanced
CAGR 1Y+48.1%+43.1%
CAGR 3Y+22.9%+22.0%
CAGR 5Y+7.5%+6.6%
Sharpe 3Y1.041.00
Volatility 1Y21.11%20.68%
Max drawdown-36.95%-37.02%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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