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DGS vs EMCB

WisdomTree Emerging Markets SmallCap Dividend Fund vs WisdomTree Emerging Markets Corporate Bond Fund

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.8B

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

WisdomTree

Annual cost

0.61%

Fund size

$100M

Key differences

  • DGS is significantly larger than EMCB — larger funds tend to be more liquid and less likely to close.
  • DGS is classified as equity, while EMCB is fixed income — different risk/return profiles.
  • DGS follows a index tracking strategy; EMCB uses active selection.
  • Over the last 3 years, DGS has delivered higher annualized returns.
  • DGS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DGSEMCB
Annual cost (TER)0.58%0.61%
Fund size (AUM)$1.8B$100M
Since20072012
Dividend yield3.31%5.37%
Asset classequityfixed income
Regionemerging markets
Strategyindex trackingactive selection
CAGR 1Y+27.7%+7.5%
CAGR 3Y+16.7%+7.7%
CAGR 5Y+9.3%+2.1%
Sharpe 3Y0.890.62
Volatility 1Y15.41%4.47%
Max drawdown-44.08%-22.81%

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

Similar to DGS and EMCB