CEMB vs DGRS

Comparison between ISHARES J.P. MORGAN EM CORPORATE BOND ETF (CEMB, ETF) and WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF).

5-Year PerformanceDGRS has outperformed CEMB, delivering a return of +8.1% compared to +1.9%

CEMB vs DGRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CEMB(ETF)	DGRS(ETF)
Net Assets	$404M	$403M
Expense Ratio	0.50%	0.38%
Max Drawdown	25.91%	45.69%
Sharpe Ratio	0.09	0.97
5Y Beta	0.13	0.85
P/E Ratio	N/A	21.22
Forward P/E	N/A	12.55
5Y Dividends CAGR	3.26%	4.27%
5Y EPS CAGR	N/A	12.46%
Debt to Equity	N/A	90.44%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	2.04

Net Assets

Winner

CEMB

$404M

DGRS

$403M

Expense Ratio

CEMB

0.50%

Winner

DGRS

0.38%

Max Drawdown

Winner

CEMB

25.91%

DGRS

45.69%

Sharpe Ratio

CEMB

0.09

Winner

DGRS

0.97

5Y Beta

Winner

CEMB

0.13

DGRS

0.85

P/E Ratio

CEMB

N/A

DGRS

21.22

Forward P/E

CEMB

N/A

DGRS

12.55

5Y Dividends CAGR

CEMB

3.26%

Winner

DGRS

4.27%

5Y EPS CAGR

CEMB

N/A

DGRS

12.46%

Debt to Equity

CEMB

N/A

DGRS

90.44%

P/S Ratio

CEMB

N/A

DGRS

1.07

P/B Ratio

CEMB

N/A

DGRS

2.04

CEMB vs DGRS - Historical Returns

Returns include dividend reinvestment.

Period	CEMB	DGRS
1 month	+0.82%	+0.36%
3 months	+0.75%	+6.07%
6 months	+0.49%	+8.49%
1 year	+4.21%	+20.67%
5 years(CAGR)	+1.88%	+8.09%
10 years(CAGR)	+3.37%	+9.47%
Max(CAGR)	+3.66%	+9.41%

Winner

CEMB

+0.82%

DGRS

+0.36%

CEMB

+0.75%

Winner

DGRS

+6.07%

CEMB

+0.49%

Winner

DGRS

+8.49%

CEMB

+4.21%

Winner

DGRS

+20.67%

5Y(CAGR)

CEMB

+1.88%

Winner

DGRS

+8.09%

10Y(CAGR)

CEMB

+3.37%

Winner

DGRS

+9.47%

Max(CAGR)

CEMB

+3.66%

Winner

DGRS

+9.41%

CEMB vs DGRS - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CEMB	DGRS
2026	+2.08%	+20.94%
2025	+8.77%	+0.64%
2024	+6.15%	+10.63%
2023	+8.26%	+20.65%
2022	-12.21%	-13.21%
2021	-0.61%	+24.72%
2020	+6.46%	+8.02%
2019	+13.74%	+23.77%
2018	-3.04%	-10.85%
2017	+6.77%	+6.98%
2016	+10.83%	+33.41%
2015	-1.70%	-6.30%
2014	+0.11%	+6.01%
2013	-5.29%	+14.92%
2012	+9.22%	N/A

CEMB vs DGRS Drawdown Comparison

The maximum drawdown for CEMB was -20.84%, occurring on Mar 19, 2020. Recovery took 114 trading sessions.

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The current DGRS drawdown is -2.88%.

Rank	CEMB	DGRS
#1	-20.84% Feb 21, 2020 - Aug 4, 2020	-44.82% Jan 16, 2020 - Nov 24, 2020
#2	-20.49% Sep 13, 2021 - Sep 27, 2024	-27.57% Nov 25, 2024 - Feb 4, 2026
#3	-11.84% May 2, 2013 - Jun 2, 2014	-24.12% Jan 4, 2022 - Dec 14, 2023
#4	-9.58% May 11, 2015 - Apr 4, 2016	-22.95% Aug 21, 2018 - Nov 5, 2019
#5	-7.73% Jul 10, 2014 - Apr 24, 2015	-21.01% Jun 23, 2015 - Jul 11, 2016
#6	-5.60% Jan 11, 2018 - Feb 4, 2019	-10.76% Jul 1, 2014 - Nov 12, 2014
#7	-4.05% Oct 25, 2016 - Jan 9, 2017	-9.80% Jun 8, 2021 - Nov 5, 2021
#8	-3.10% Feb 28, 2025 - May 29, 2025	-9.28% Jul 31, 2024 - Oct 16, 2024
#9	-2.88% Feb 27, 2026 - Jun 1, 2026	-8.90% Feb 6, 2026 - Apr 17, 2026
#10	-2.75% May 7, 2012 - Jun 21, 2012	-8.69% Dec 26, 2013 - Apr 1, 2014
#11	-2.49% Feb 10, 2021 - Jun 15, 2021	-8.44% Dec 9, 2016 - Sep 27, 2017
#12	-2.49% May 12, 2016 - Jul 8, 2016	-8.37% Jan 23, 2018 - May 30, 2018
#13	-2.29% Jan 24, 2013 - Apr 5, 2013	-7.35% Nov 16, 2021 - Jan 4, 2022
#14	-2.11% Sep 27, 2024 - Feb 24, 2025	-7.07% Mar 12, 2021 - May 6, 2021
#15	-2.11% Sep 11, 2012 - Oct 16, 2012	-6.80% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between CEMB and DGRS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

CEMB vs DGRS dividend yield comparison.

Year	CEMB	DGRS
2026	3.02%	0.96%
2025	5.14%	2.68%
2024	5.11%	2.15%
2023	4.77%	2.36%
2022	4.29%	2.88%
2021	3.51%	2.19%
2020	3.86%	2.32%
2019	4.19%	2.39%
2018	4.66%	2.64%
2017	4.06%	1.90%
2016	4.26%	1.82%
2015	4.76%	2.55%
2014	4.23%	2.07%
2013	3.93%	0.50%
2012	2.50%	0.00%