DEM vs AAXJ
Comparison between WisdomTree Emerging Markets High Dividend Fund (DEM, ETF) and ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF).
5-Year PerformanceDEM has outperformed AAXJ, delivering a return of +10.2% compared to +7.0%
DEM vs AAXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEM
$3.70B
Winner
AAXJ
$3.80B
Expense Ratio
Winner
DEM
0.63%
AAXJ
0.72%
Max Drawdown
DEM
57.03%
Winner
AAXJ
49.37%
Sharpe Ratio
DEM
2.07
Winner
AAXJ
2.34
5Y Beta
Winner
DEM
0.57
AAXJ
0.81
5Y Dividends CAGR
DEM
6.07%
Winner
AAXJ
7.97%
DEM vs AAXJ - Holdings Comparison
DEM and AAXJ have 1 common holdings. Overlap is -0.53%
DEM's top 25 holdings weight is 34.92%. AAXJ's top 25 holdings weight is 48.76%.
| Rank | DEM | AAXJ |
|---|---|---|
| #1 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.53% | n/a (n/a) - 16.37% |
| #2 | MEDIATEK INC (n/a) - 4.25% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.01% |
| #3 | n/a (n/a) - 2.79% | SK HYNIX INC (n/a) - 5.03% |
| #4 | SAUDI ARABIAN OIL CO (n/a) - 2.02% | TENCENT HOLDINGS LTD (n/a) - 3.60% |
| #5 | n/a (n/a) - 1.88% | n/a (n/a) - 2.69% |
| #6 | ORLEN SA (n/a) - 1.76% | MEDIATEK INC (n/a) - 1.42% |
| #7 | n/a (n/a) - 1.59% | DELTA ELECTRONICS INC (n/a) - 1.25% |
| #8 | UNITED MICROELECTRONICS CORP (n/a) - 1.47% | AIA GROUP LTD (n/a) - 1.07% |
| #9 | PKO BANK POLSKI SA (n/a) - 1.44% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.00% |
| #10 | QUANTA COMPUTER INC (n/a) - 1.42% | DBS GROUP HOLDINGS LTD (n/a) - 0.90% |
| #11 | n/a (n/a) - 1.34% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.89% |
| #12 | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.30% | n/a (n/a) - 0.88% |
| #13 | VEDANTA LTD (n/a) - 1.23% | RELIANCE INDUSTRIES LTD (n/a) - 0.87% |
| #14 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.06% | HDFC BANK LTD (n/a) - 0.86% |
| #15 | AMBEV SA (n/a) - 0.94% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.73% |
| #16 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.90% | PDD HOLDINGS INC ADR (PDD) - 0.64% |
| #17 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.89% | ICICI BANK LTD (n/a) - 0.64% |
| #18 | CHINA HONGQIAO GROUP LTD (n/a) - 0.85% | XIAOMI CORP CLASS B (n/a) - 0.63% |
| #19 | SAUDI TELECOM CO (n/a) - 0.82% | SK SQUARE (n/a) - 0.58% |
| #20 | SAUDI NATIONAL BANK (n/a) - 0.81% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.56% |
| #21 | n/a (n/a) - 0.34% | HANA FINANCIAL GROUP INC (n/a) - 0.23% |
| #22 | NATIONAL ALUMINIUM CO LTD (n/a) - 0.34% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.23% |
| #23 | TIM SA ORDINARY SHARES (n/a) - 0.33% | KIA CORP (n/a) - 0.23% |
| #24 | WT MICROELECTRONICS CO LTD (n/a) - 0.31% | POSCO HOLDINGS INC (n/a) - 0.23% |
| #25 | YUTONG BUS CO LTD CLASS A (n/a) - 0.31% | CK HUTCHISON HOLDINGS LTD (n/a) - 0.22% |
| Total Holdings | 488 | 877 |
DEM vs AAXJ - Historical Returns
Returns include dividend reinvestment.
1M
DEM
+4.47%
Winner
AAXJ
+9.98%
3M
DEM
+6.11%
Winner
AAXJ
+10.06%
6M
DEM
+16.22%
Winner
AAXJ
+21.20%
1Y
DEM
+29.92%
Winner
AAXJ
+48.49%
5Y(CAGR)
Winner
DEM
+10.19%
AAXJ
+6.97%
10Y(CAGR)
Winner
DEM
+10.32%
AAXJ
+10.18%
Max(CAGR)
DEM
+4.95%
Winner
AAXJ
+6.60%
DEM vs AAXJ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DEM | AAXJ |
|---|---|---|
| 2026 | +14.68% | +18.44% |
| 2025 | +21.85% | +32.06% |
| 2024 | +5.66% | +12.32% |
| 2023 | +21.11% | +3.42% |
| 2022 | -10.64% | -20.91% |
| 2021 | +10.71% | -6.56% |
| 2020 | -7.42% | +21.04% |
| 2019 | +19.79% | +18.74% |
| 2018 | -8.80% | -16.78% |
| 2017 | +24.78% | +40.39% |
| 2016 | +26.16% | +7.84% |
| 2015 | -20.90% | -9.87% |
| 2014 | -10.17% | +6.28% |
| 2013 | -8.21% | -0.52% |
| 2012 | +13.65% | +20.37% |
| 2011 | -11.22% | -21.26% |
| 2010 | +20.83% | +13.23% |
| 2009 | +53.78% | +60.72% |
| 2008 | -33.89% | -32.98% |
| 2007 | +2.61% | N/A |
DEM vs AAXJ Drawdown Comparison
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.
The current DEM drawdown is -1.41%. The current AAXJ drawdown is -3.27%.
| Rank | DEM | AAXJ |
|---|---|---|
| #1 | -51.78% May 19, 2008 - Apr 1, 2010 | -49.37% Aug 15, 2008 - Jul 20, 2009 |
| #2 | -47.00% Apr 29, 2011 - Jan 18, 2018 | -44.50% Feb 17, 2021 - Oct 20, 2025 |
| #3 | -37.79% Jan 13, 2020 - Mar 15, 2021 | -32.99% Jan 26, 2018 - Oct 9, 2020 |
| #4 | -27.12% Feb 16, 2022 - Feb 20, 2024 | -31.09% Apr 27, 2015 - May 25, 2017 |
| #5 | -19.03% Jan 26, 2018 - Jan 2, 2020 | -29.50% Apr 21, 2011 - May 16, 2014 |
| #6 | -18.42% Apr 14, 2010 - Sep 13, 2010 | -15.57% Apr 14, 2010 - Sep 20, 2010 |
| #7 | -16.36% Jul 23, 2007 - Sep 27, 2007 | -14.07% Jan 11, 2010 - Apr 1, 2010 |
| #8 | -15.64% Oct 7, 2024 - Jun 6, 2025 | -13.66% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -15.33% Oct 31, 2007 - May 15, 2008 | -10.90% Sep 5, 2014 - Apr 8, 2015 |
| #10 | -9.48% Jul 11, 2024 - Sep 24, 2024 | -9.49% Nov 5, 2010 - Apr 21, 2011 |
| #11 | -9.17% Jun 4, 2021 - Jan 12, 2022 | -8.35% Aug 3, 2009 - Sep 10, 2009 |
| #12 | -7.89% Feb 25, 2026 - Apr 17, 2026 | -8.19% Oct 19, 2009 - Nov 16, 2009 |
| #13 | -6.69% Jan 3, 2011 - Mar 30, 2011 | -6.51% Jul 20, 2009 - Aug 3, 2009 |
| #14 | -6.36% Nov 4, 2010 - Dec 31, 2010 | -5.95% Oct 29, 2025 - Jan 2, 2026 |
| #15 | -5.30% Sep 17, 2025 - Nov 10, 2025 | -5.74% Nov 22, 2017 - Jan 2, 2018 |
Correlation
Correlation between DEM and AAXJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2007 - 2026)
DEM vs AAXJ dividend yield comparison.
| Year | DEM | AAXJ |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 4.88% | 1.81% |
| 2024 | 5.24% | 1.86% |
| 2023 | 5.49% | 1.95% |
| 2022 | 8.62% | 1.74% |
| 2021 | 5.87% | 2.21% |
| 2020 | 4.21% | 1.06% |
| 2019 | 4.78% | 1.83% |
| 2018 | 4.47% | 2.10% |
| 2017 | 3.67% | 1.99% |
| 2016 | 3.63% | 1.77% |
| 2015 | 5.21% | 2.44% |
| 2014 | 5.51% | 1.78% |
| 2013 | 4.10% | 1.77% |
| 2012 | 3.29% | 1.73% |
| 2011 | 4.44% | 2.11% |
| 2010 | 3.24% | 1.51% |
| 2009 | 2.93% | 1.26% |
| 2008 | 5.85% | 0.19% |
| 2007 | 0.92% | 0.00% |
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