Screener
EVLU vs DGRE
iShares MSCI Emerging Markets Value Factor ETF vs WisdomTree Emerging Markets Quality Dividend Growth Fund
Key differences
- DGRE is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
- EVLU follows a index tracking strategy; DGRE uses active selection.
- DGRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVLU | DGRE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.32% |
| Fund size (AUM) | $13M | $137M |
| Since | 2024 | 2013 |
| Dividend yield | 4.54% | 1.31% |
| Asset class | equity | equity |
| Region | — | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +59.9% | +49.7% |
| CAGR 3Y | N/A | +23.2% |
| CAGR 5Y | N/A | +8.6% |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | 18.33% | 19.74% |
| Max drawdown | -17.17% | -36.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EVLU and DGRE
Explore further