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DGRE vs WTV
WisdomTree Emerging Markets Quality Dividend Growth Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.20% less per year.
- WTV is significantly larger than DGRE — larger funds tend to be more liquid and less likely to close.
- DGRE covers emerging markets markets; WTV covers north america.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DGRE | WTV | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.12% |
| Fund size (AUM) | $137M | $2.8B |
| Since | 2013 | 2007 |
| Dividend yield | 1.31% | 1.71% |
| Asset class | equity | equity |
| Region | emerging markets | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +49.7% | +24.8% |
| CAGR 3Y | +23.2% | +22.8% |
| CAGR 5Y | +8.6% | +13.2% |
| Sharpe 3Y | 1.08 | 1.20 |
| Volatility 1Y | 19.74% | 11.94% |
| Max drawdown | -36.95% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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