Screener
XSOE vs DGS
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs WisdomTree Emerging Markets SmallCap Dividend Fund
Key differences
- XSOE costs 0.26% less per year.
- Over the last 3 years, XSOE has delivered higher annualized returns.
- DGS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSOE | DGS | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.58% |
| Fund size (AUM) | $2.0B | $1.8B |
| Since | 2014 | 2007 |
| Dividend yield | 1.43% | 3.31% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +44.9% | +27.7% |
| CAGR 3Y | +21.5% | +16.7% |
| CAGR 5Y | +5.1% | +9.3% |
| Sharpe 3Y | 0.98 | 0.89 |
| Volatility 1Y | 19.29% | 15.41% |
| Max drawdown | -45.23% | -44.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XSOE and DGS
Explore further