DEM vs HELO

Comparison between WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF) and JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF).

DEM vs HELO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEM(ETF)	HELO(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.63%	0.50%
Max Drawdown	57.03%	11.02%
Sharpe Ratio	1.59	0.87
5Y Beta	0.60	0.47
P/E Ratio	N/A	26.75
Forward P/E	N/A	20.92
PEG Ratio	N/A	0.52
5Y Dividends CAGR	6.07%	N/A
5Y EPS CAGR	N/A	27.02%
Debt to Equity	N/A	7.94%
P/S Ratio	N/A	3.91
P/B Ratio	N/A	5.58

Net Assets

DEM

$4B

Winner

HELO

$4.10B

Expense Ratio

DEM

0.63%

Winner

HELO

0.50%

Max Drawdown

DEM

57.03%

Winner

HELO

11.02%

Sharpe Ratio

Winner

DEM

1.59

HELO

0.87

5Y Beta

DEM

0.60

Winner

HELO

0.47

P/E Ratio

DEM

N/A

HELO

26.75

Forward P/E

DEM

N/A

HELO

20.92

PEG Ratio

DEM

N/A

HELO

0.52

5Y Dividends CAGR

DEM

6.07%

HELO

N/A

5Y EPS CAGR

DEM

N/A

HELO

27.02%

Debt to Equity

DEM

N/A

HELO

7.94%

P/S Ratio

DEM

N/A

HELO

3.91

P/B Ratio

DEM

N/A

HELO

5.58

DEM vs HELO - Holdings Comparison

DEM and HELO have 1 common holdings. Overlap is -3.55%

DEM's top 25 holdings weight is 39.48%. HELO's top 25 holdings weight is 58.82%.

Rank	DEM	HELO
#1	MEDIATEK INC (n/a) - 6.85%	NVIDIA CORP (NVDA) - 9.42%
#2	CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.13%	APPLE INC (AAPL) - 7.16%
#3	UNITED MICROELECTRONICS CORP (n/a) - 2.60%	MICROSOFT CORP (MSFT) - 5.69%
#4	n/a (n/a) - 2.45%	AMAZON.COM INC (AMZN) - 4.79%
#5	SAUDI ARABIAN OIL CO (n/a) - 1.87%	ALPHABET INC CLASS A (GOOGL) - 3.85%
#6	ORLEN SA (n/a) - 1.86%	BROADCOM INC (AVGO) - 3.46%
#7	n/a (n/a) - 1.67%	ALPHABET INC CLASS C (GOOG) - 2.51%
#8	QUANTA COMPUTER INC (n/a) - 1.64%	META PLATFORMS INC CLASS A (META) - 2.37%
#9	n/a (n/a) - 1.45%	TESLA INC (TSLA) - 1.63%
#10	PKO BANK POLSKI SA (n/a) - 1.38%	EXXON MOBIL CORP (XOM) - 1.55%
#11	n/a (n/a) - 1.32%	MICRON TECHNOLOGY INC (MU) - 1.52%
#12	INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.26%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31%
#13	ASUSTEK COMPUTER INC (n/a) - 1.16%	MASTERCARD INC CLASS A (MA) - 1.27%
#14	CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.99%	JOHNSON & JOHNSON (JNJ) - 1.17%
#15	AMBEV SA (n/a) - 0.99%	LAM RESEARCH CORP (LRCX) - 1.13%
#16	CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.94%	ELI LILLY AND CO (LLY) - 1.13%
#17	INNOLUX CORP (n/a) - 0.91%	ADVANCED MICRO DEVICES INC (AMD) - 1.11%
#18	TATA CONSULTANCY SERVICES LTD (n/a) - 0.83%	ABBVIE INC (ABBV) - 1.08%
#19	FIRSTRAND LTD (n/a) - 0.79%	VISA INC CLASS A (V) - 1.04%
#20	SAUDI TELECOM CO (n/a) - 0.77%	BANK OF AMERICA CORP (BAC) - 0.97%
#21	BANK POLSKA KASA OPIEKI SA (n/a) - 0.75%	PEPSICO INC (PEP) - 0.97%
#22	EVERGREEN MARINE CORP (TAIWAN) LTD (n/a) - 0.75%	TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.96%
#23	SAUDI NATIONAL BANK (n/a) - 0.74%	RTX CORP (RTX) - 0.91%
#24	CHINA HONGQIAO GROUP LTD (n/a) - 0.70%	NEXTERA ENERGY INC (NEE) - 0.91%
#25	n/a (n/a) - 0.68%	AT&T INC (T) - 0.91%
Total Holdings	531	157

DEM vs HELO - Historical Returns

Returns include dividend reinvestment.

Period	DEM	HELO
1 month	+3.24%	-0.49%
3 months	+14.22%	+3.35%
6 months	+21.06%	+1.93%
1 year	+28.20%	+9.19%
5 years(CAGR)	+9.65%	N/A
10 years(CAGR)	+10.62%	N/A
Max(CAGR)	+5.11%	+12.45%

Winner

DEM

+3.24%

HELO

-0.49%

Winner

DEM

+14.22%

HELO

+3.35%

Winner

DEM

+21.06%

HELO

+1.93%

Winner

DEM

+28.20%

HELO

+9.19%

5Y(CAGR)

DEM

+9.65%

HELO

N/A

10Y(CAGR)

DEM

+10.62%

HELO

N/A

Max(CAGR)

DEM

+5.11%

Winner

HELO

+12.45%

DEM vs HELO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DEM	HELO
2026	+18.40%	+1.48%
2025	+21.85%	+8.10%
2024	+5.66%	+18.31%
2023	+21.11%	+6.30%
2022	-10.64%	N/A
2021	+10.71%	N/A
2020	-7.42%	N/A
2019	+19.79%	N/A
2018	-8.80%	N/A
2017	+24.78%	N/A
2016	+26.16%	N/A
2015	-20.90%	N/A
2014	-10.17%	N/A
2013	-8.21%	N/A
2012	+13.65%	N/A
2011	-11.22%	N/A
2010	+20.83%	N/A
2009	+53.78%	N/A
2008	-33.89%	N/A
2007	+2.61%	N/A

DEM vs HELO Drawdown Comparison

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

The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.

The current DEM drawdown is -1.29%. The current HELO drawdown is -1.07%.

Rank	DEM	HELO
#1	-51.78% May 19, 2008 - Apr 1, 2010	-10.89% Feb 19, 2025 - Aug 12, 2025
#2	-47.00% Apr 29, 2011 - Jan 18, 2018	-5.76% Feb 9, 2026 - Apr 22, 2026
#3	-37.79% Jan 13, 2020 - Mar 15, 2021	-4.16% Jul 16, 2024 - Aug 16, 2024
#4	-27.12% Feb 16, 2022 - Feb 20, 2024	-3.60% Oct 17, 2023 - Nov 3, 2023
#5	-19.03% Jan 26, 2018 - Jan 2, 2020	-2.93% Mar 28, 2024 - May 6, 2024
#6	-18.42% Apr 14, 2010 - Sep 13, 2010	-2.71% Aug 30, 2024 - Sep 19, 2024
#7	-16.36% Jul 23, 2007 - Sep 27, 2007	-2.56% Dec 26, 2024 - Jan 23, 2025
#8	-15.64% Oct 7, 2024 - Jun 6, 2025	-2.38% Nov 12, 2025 - Nov 25, 2025
#9	-15.33% Oct 31, 2007 - May 15, 2008	-2.21% Dec 5, 2024 - Dec 26, 2024
#10	-9.48% Jul 11, 2024 - Sep 24, 2024	-2.09% Jan 12, 2026 - Jan 27, 2026
#11	-9.17% Jun 4, 2021 - Jan 12, 2022	-1.81% Dec 11, 2025 - Dec 22, 2025
#12	-7.89% Feb 25, 2026 - Apr 17, 2026	-1.72% Jun 1, 2026 - Jun 10, 2026
#13	-6.69% Jan 3, 2011 - Mar 30, 2011	-1.50% Oct 29, 2024 - Nov 6, 2024
#14	-6.36% Nov 4, 2010 - Dec 31, 2010	-1.45% Jan 23, 2025 - Feb 19, 2025
#15	-5.30% Sep 17, 2025 - Nov 10, 2025	-1.34% Oct 6, 2025 - Oct 20, 2025

Correlation

Correlation between DEM and HELO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2007 - 2026)

DEM vs HELO dividend yield comparison.

Year	DEM	HELO
2026	0.42%	0.10%
2025	4.88%	0.67%
2024	5.24%	0.60%
2023	5.49%	0.19%
2022	8.62%	0.00%
2021	5.87%	0.00%
2020	4.21%	0.00%
2019	4.78%	0.00%
2018	4.47%	0.00%
2017	3.67%	0.00%
2016	3.63%	0.00%
2015	5.21%	0.00%
2014	5.51%	0.00%
2013	4.10%	0.00%
2012	3.29%	0.00%
2011	4.44%	0.00%
2010	3.24%	0.00%
2009	2.93%	0.00%
2008	5.85%	0.00%
2007	0.92%	0.00%