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USMF vs DGRE

WisdomTree U.S. Multifactor Fund vs WisdomTree Emerging Markets Quality Dividend Growth Fund

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

WisdomTree

Annual cost

0.32%

Fund size

$137M

Key differences

  • USMF covers north america markets; DGRE covers emerging markets.
  • USMF follows a index tracking strategy; DGRE uses active selection.
  • Over the last 3 years, DGRE has delivered higher annualized returns.

Side-by-side comparison

USMFDGRE
Annual cost (TER)0.28%0.32%
Fund size (AUM)$358M$137M
Since20172013
Dividend yield1.36%1.31%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingactive selection
CAGR 1Y+6.2%+49.7%
CAGR 3Y+14.2%+23.2%
CAGR 5Y+7.8%+8.6%
Sharpe 3Y0.851.08
Volatility 1Y10.86%19.74%
Max drawdown-36.24%-36.95%

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

Similar to USMF and DGRE