DEM vs GVI

Comparison between WisdomTree Emerging Markets High Dividend Fund (DEM, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).

5-Year PerformanceDEM has outperformed GVI, delivering a return of +10.2% compared to +1.1%

DEM vs GVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEM(ETF)	GVI(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.63%	0.20%
Max Drawdown	57.03%	15.45%
Sharpe Ratio	1.88	0.18
5Y Beta	0.57	0.00
5Y Dividends CAGR	6.07%	15.53%

Net Assets

DEM

$3.70B

Winner

GVI

$3.80B

Expense Ratio

DEM

0.63%

Winner

GVI

0.20%

Max Drawdown

DEM

57.03%

Winner

GVI

15.45%

Sharpe Ratio

Winner

DEM

1.88

GVI

0.18

5Y Beta

DEM

0.57

Winner

GVI

0.00

5Y Dividends CAGR

DEM

6.07%

Winner

GVI

15.53%

DEM vs GVI - Historical Returns

Returns include dividend reinvestment.

Period	DEM	GVI
1 month	+4.47%	-0.33%
3 months	+6.11%	-0.62%
6 months	+16.22%	+0.46%
1 year	+29.92%	+4.40%
5 years(CAGR)	+10.19%	+1.12%
10 years(CAGR)	+10.32%	+1.81%
Max(CAGR)	+4.95%	+2.88%

Winner

DEM

+4.47%

GVI

-0.33%

Winner

DEM

+6.11%

GVI

-0.62%

Winner

DEM

+16.22%

GVI

+0.46%

Winner

DEM

+29.92%

GVI

+4.40%

5Y(CAGR)

Winner

DEM

+10.19%

GVI

+1.12%

10Y(CAGR)

Winner

DEM

+10.32%

GVI

+1.81%

Max(CAGR)

Winner

DEM

+4.95%

GVI

+2.88%

DEM vs GVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DEM	GVI
2026	+14.68%	+0.05%
2025	+21.85%	+6.67%
2024	+5.66%	+3.20%
2023	+21.11%	+4.97%
2022	-10.64%	-8.04%
2021	+10.71%	-1.86%
2020	-7.42%	+6.17%
2019	+19.79%	+6.42%
2018	-8.80%	+0.87%
2017	+24.78%	+1.83%
2016	+26.16%	+1.83%
2015	-20.90%	+0.52%
2014	-10.17%	+2.75%
2013	-8.21%	-0.81%
2012	+13.65%	+3.65%
2011	-11.22%	+6.01%
2010	+20.83%	+5.16%
2009	+53.78%	+2.78%
2008	-33.89%	+7.86%
2007	+2.61%	+7.61%

DEM vs GVI Drawdown Comparison

The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The current DEM drawdown is -1.41%. The current GVI drawdown is -1.15%.

Rank	DEM	GVI
#1	-51.78% May 19, 2008 - Apr 1, 2010	-12.93% Aug 2, 2021 - Jun 23, 2025
#2	-47.00% Apr 29, 2011 - Jan 18, 2018	-7.54% Sep 9, 2008 - Dec 1, 2008
#3	-37.79% Jan 13, 2020 - Mar 15, 2021	-5.96% Mar 9, 2020 - May 19, 2020
#4	-27.12% Feb 16, 2022 - Feb 20, 2024	-3.57% May 1, 2013 - May 20, 2014
#5	-19.03% Jan 26, 2018 - Jan 2, 2020	-3.53% Jan 14, 2009 - Jul 31, 2009
#6	-18.42% Apr 14, 2010 - Sep 13, 2010	-3.39% Oct 11, 2010 - May 27, 2011
#7	-16.36% Jul 23, 2007 - Sep 27, 2007	-3.30% Jul 8, 2016 - Aug 29, 2017
#8	-15.64% Oct 7, 2024 - Jun 6, 2025	-2.99% Sep 7, 2017 - Jan 3, 2019
#9	-15.33% Oct 31, 2007 - May 15, 2008	-2.54% Apr 11, 2008 - Sep 3, 2008
#10	-9.48% Jul 11, 2024 - Sep 24, 2024	-2.17% Dec 31, 2020 - Aug 2, 2021
#11	-9.17% Jun 4, 2021 - Jan 12, 2022	-1.79% Feb 27, 2026 - Mar 26, 2026
#12	-7.89% Feb 25, 2026 - Apr 17, 2026	-1.78% Jan 30, 2015 - Oct 2, 2015
#13	-6.69% Jan 3, 2011 - Mar 30, 2011	-1.69% Dec 30, 2008 - Jan 14, 2009
#14	-6.36% Nov 4, 2010 - Dec 31, 2010	-1.69% Sep 21, 2011 - Nov 1, 2011
#15	-5.30% Sep 17, 2025 - Nov 10, 2025	-1.68% May 8, 2007 - Jul 26, 2007

Correlation

Correlation between DEM and GVI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2007 - 2026)

DEM vs GVI dividend yield comparison.

Year	DEM	GVI
2026	0.44%	1.22%
2025	4.88%	3.48%
2024	5.24%	3.40%
2023	5.49%	2.75%
2022	8.62%	1.86%
2021	5.87%	1.46%
2020	4.21%	1.84%
2019	4.78%	2.29%
2018	4.47%	2.16%
2017	3.67%	1.91%
2016	3.63%	1.77%
2015	5.21%	1.75%
2014	5.51%	1.72%
2013	4.10%	1.77%
2012	3.29%	2.13%
2011	4.44%	2.63%
2010	3.24%	2.86%
2009	2.93%	3.32%
2008	5.85%	4.02%
2007	0.92%	4.42%