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WTV vs DEM

WisdomTree U.S. Value Fund vs WisdomTree Emerging Markets High Dividend Fund

WTV

WisdomTree U.S. Value Fund

WisdomTree

Annual cost

0.12%

Fund size

$2.8B

DEM

WisdomTree Emerging Markets High Dividend Fund

WisdomTree

Annual cost

0.63%

Fund size

$3.7B

Key differences

  • WTV costs 0.51% less per year.
  • WTV covers north america markets; DEM covers emerging markets.
  • WTV follows a active selection strategy; DEM uses index tracking.
  • Over the last 3 years, WTV has delivered higher annualized returns.

Side-by-side comparison

WTVDEM
Annual cost (TER)0.12%0.63%
Fund size (AUM)$2.8B$3.7B
Since20072007
Dividend yield1.71%4.05%
Asset classequityequity
Regionnorth americaemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+28.3%
CAGR 3Y+22.8%+18.3%
CAGR 5Y+13.2%+10.1%
Sharpe 3Y1.200.99
Volatility 1Y11.94%13.28%
Max drawdown-42.18%-37.79%

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

Similar to WTV and DEM