BWG vs DGRE

Comparison between BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).

5-Year PerformanceDGRE has outperformed BWG, delivering a return of +8.3% compared to +1.8%

BWG vs DGRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWG(ETF)	DGRE(ETF)
Net Assets	$149M	$149M
Expense Ratio	N/A	0.32%
Max Drawdown	67.84%	40.04%
Sharpe Ratio	0.62	1.81
5Y Beta	0.34	0.82
5Y Dividends CAGR	1.61%	-1.04%

Net Assets

Winner

BWG

$149M

DGRE

$149M

Expense Ratio

BWG

N/A

DGRE

0.32%

Max Drawdown

BWG

67.84%

Winner

DGRE

40.04%

Sharpe Ratio

BWG

0.62

Winner

DGRE

1.81

5Y Beta

Winner

BWG

0.34

DGRE

0.82

5Y Dividends CAGR

Winner

BWG

1.61%

DGRE

-1.04%

BWG vs DGRE - Historical Returns

Returns include dividend reinvestment.

Period	BWG	DGRE
1 month	+0.27%	+3.84%
3 months	+4.15%	+21.62%
6 months	+0.52%	+33.01%
1 year	+9.58%	+49.68%
5 years(CAGR)	+1.79%	+8.28%
10 years(CAGR)	+4.94%	+9.73%
Max(CAGR)	+3.17%	+6.18%

BWG

+0.27%

Winner

DGRE

+3.84%

BWG

+4.15%

Winner

DGRE

+21.62%

BWG

+0.52%

Winner

DGRE

+33.01%

BWG

+9.58%

Winner

DGRE

+49.68%

5Y(CAGR)

BWG

+1.79%

Winner

DGRE

+8.28%

10Y(CAGR)

BWG

+4.94%

Winner

DGRE

+9.73%

Max(CAGR)

BWG

+3.17%

Winner

DGRE

+6.18%

BWG vs DGRE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BWG	DGRE
2026	+0.05%	+25.97%
2025	+16.63%	+26.37%
2024	+8.11%	+4.87%
2023	+15.67%	+17.95%
2022	-21.86%	-22.02%
2021	+2.00%	+2.08%
2020	+4.50%	+9.38%
2019	+30.08%	+20.74%
2018	-12.62%	-17.60%
2017	+16.07%	+32.71%
2016	+12.89%	+14.22%
2015	-20.90%	-16.52%
2014	+7.60%	+3.49%
2013	-9.61%	-2.41%
2012	+6.06%	N/A

BWG vs DGRE Drawdown Comparison

The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.

The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The current BWG drawdown is -4.09%. The current DGRE drawdown is -3.05%.

Rank	BWG	DGRE
#1	-35.45% May 9, 2013 - Jan 18, 2018	-36.95% Jan 26, 2018 - Nov 24, 2020
#2	-34.27% Feb 20, 2020 - Jan 28, 2021	-36.53% Sep 5, 2014 - Aug 24, 2017
#3	-34.11% Sep 3, 2021 - Jun 30, 2025	-35.40% Feb 12, 2021 - Sep 24, 2024
#4	-18.97% Jan 25, 2018 - Aug 1, 2019	-20.65% Sep 26, 2024 - Jul 3, 2025
#5	-13.69% May 7, 2012 - Aug 6, 2012	-17.52% Oct 22, 2013 - Jun 9, 2014
#6	-12.02% Feb 11, 2026 - Mar 30, 2026	-13.67% Feb 25, 2026 - Apr 17, 2026
#7	-5.70% Sep 17, 2025 - Jan 28, 2026	-10.78% Aug 14, 2013 - Sep 18, 2013
#8	-4.94% Feb 17, 2021 - May 27, 2021	-7.82% Jun 2, 2026 - Jun 5, 2026
#9	-4.71% Feb 11, 2013 - Apr 9, 2013	-7.13% Sep 18, 2013 - Oct 22, 2013
#10	-4.44% Aug 7, 2012 - Sep 6, 2012	-6.19% May 8, 2026 - May 26, 2026
#11	-4.37% Nov 12, 2012 - Dec 11, 2012	-5.64% Jan 21, 2021 - Feb 9, 2021
#12	-3.10% Jun 9, 2021 - Aug 30, 2021	-4.96% Jul 24, 2014 - Aug 26, 2014
#13	-3.09% Oct 23, 2012 - Nov 9, 2012	-3.87% Oct 13, 2017 - Dec 20, 2017
#14	-2.00% Jul 9, 2025 - Aug 4, 2025	-3.86% Nov 3, 2025 - Dec 10, 2025
#15	-1.80% Aug 16, 2019 - Sep 24, 2019	-3.49% Aug 2, 2013 - Aug 14, 2013

Correlation

Correlation between BWG and DGRE is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2012 - 2026)

BWG vs DGRE dividend yield comparison.

Year	BWG	DGRE
2026	5.02%	0.16%
2025	11.47%	1.65%
2024	12.00%	1.90%
2023	11.73%	2.22%
2022	13.25%	4.38%
2021	8.20%	2.56%
2020	6.81%	2.11%
2019	6.55%	2.32%
2018	8.70%	2.71%
2017	8.35%	3.12%
2016	10.31%	3.18%
2015	16.41%	3.01%
2014	8.95%	2.45%
2013	10.28%	0.57%
2012	4.64%	0.00%