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XC vs DGRE

WisdomTree True Emerging Markets Fund vs WisdomTree Emerging Markets Quality Dividend Growth Fund

XC

WisdomTree True Emerging Markets Fund

WisdomTree

Annual cost

0.32%

Fund size

$86M

DGRE

WisdomTree Emerging Markets Quality Dividend Growth Fund

WisdomTree

Annual cost

0.32%

Fund size

$137M

Key differences

  • XC follows a index tracking strategy; DGRE uses active selection.
  • Over the last 3 years, DGRE has delivered higher annualized returns.
  • DGRE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCDGRE
Annual cost (TER)0.32%0.32%
Fund size (AUM)$86M$137M
Since20222013
Dividend yield1.89%1.31%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+9.3%+49.7%
CAGR 3Y+11.6%+23.2%
CAGR 5YN/A+8.6%
Sharpe 3Y0.551.08
Volatility 1Y14.64%19.74%
Max drawdown-20.97%-36.95%

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

Similar to XC and DGRE