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DGRE vs IEMG

WisdomTree Emerging Markets Quality Dividend Growth Fund vs iShares Core MSCI Emerging Markets ETF

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

WisdomTree

Annual cost

0.32%

Fund size

$137M

IEMG

iShares Core MSCI Emerging Markets ETF

iShares

Annual cost

0.09%

Fund size

$151.2B

Key differences

  • IEMG costs 0.23% less per year.
  • IEMG is significantly larger than DGRE — larger funds tend to be more liquid and less likely to close.
  • DGRE follows a active selection strategy; IEMG uses index tracking.
  • Over the last 3 years, DGRE has delivered higher annualized returns.

Side-by-side comparison

DGREIEMG
Annual cost (TER)0.32%0.09%
Fund size (AUM)$137M$151.2B
Since20132012
Dividend yield1.31%2.37%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+49.7%+44.7%
CAGR 3Y+23.2%+21.9%
CAGR 5Y+8.6%+7.7%
Sharpe 3Y1.081.02
Volatility 1Y19.74%19.02%
Max drawdown-36.95%-38.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DGRE and IEMG