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DGS vs XC
WisdomTree Emerging Markets SmallCap Dividend Fund vs WisdomTree True Emerging Markets Fund
Key differences
- XC costs 0.26% less per year.
- DGS is significantly larger than XC — larger funds tend to be more liquid and less likely to close.
- 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
| DGS | XC | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.32% |
| Fund size (AUM) | $1.8B | $86M |
| Since | 2007 | 2022 |
| Dividend yield | 3.31% | 1.89% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.7% | +9.3% |
| CAGR 3Y | +16.7% | +11.6% |
| CAGR 5Y | +9.3% | N/A |
| Sharpe 3Y | 0.89 | 0.55 |
| Volatility 1Y | 15.41% | 14.64% |
| Max drawdown | -44.08% | -20.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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