DEM vs IBDU

Comparison between WisdomTree Emerging Markets High Dividend Fund (DEM, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceDEM has outperformed IBDU, delivering a return of +10.2% compared to +1.5%

DEM vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEM(ETF)	IBDU(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.63%	0.10%
Max Drawdown	57.03%	22.93%
Sharpe Ratio	1.88	0.70
5Y Beta	0.57	0.05
5Y Dividends CAGR	6.07%	12.82%

Net Assets

DEM

$3.70B

IBDU

$3.70B

Expense Ratio

DEM

0.63%

Winner

IBDU

0.10%

Max Drawdown

DEM

57.03%

Winner

IBDU

22.93%

Sharpe Ratio

Winner

DEM

1.88

IBDU

0.70

5Y Beta

DEM

0.57

Winner

IBDU

0.05

5Y Dividends CAGR

DEM

6.07%

Winner

IBDU

12.82%

DEM vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	DEM	IBDU
1 month	+4.47%	-0.18%
3 months	+6.11%	-0.28%
6 months	+16.22%	+1.19%
1 year	+29.92%	+5.51%
5 years(CAGR)	+10.19%	+1.52%
10 years(CAGR)	+10.32%	N/A
Max(CAGR)	+4.95%	+2.38%

Winner

DEM

+4.47%

IBDU

-0.18%

Winner

DEM

+6.11%

IBDU

-0.28%

Winner

DEM

+16.22%

IBDU

+1.19%

Winner

DEM

+29.92%

IBDU

+5.51%

5Y(CAGR)

Winner

DEM

+10.19%

IBDU

+1.52%

10Y(CAGR)

DEM

+10.32%

IBDU

N/A

Max(CAGR)

Winner

DEM

+4.95%

IBDU

+2.38%

DEM vs IBDU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DEM	IBDU
2026	+14.68%	+0.40%
2025	+21.85%	+7.50%
2024	+5.66%	+4.07%
2023	+21.11%	+8.17%
2022	-10.64%	-12.44%
2021	+10.71%	-1.87%
2020	-7.42%	+10.16%
2019	+19.79%	+2.23%
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 IBDU Drawdown Comparison

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

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current DEM drawdown is -1.41%. The current IBDU drawdown is -0.66%.

Rank	DEM	IBDU
#1	-51.78% May 19, 2008 - Apr 1, 2010	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-47.00% Apr 29, 2011 - Jan 18, 2018	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-37.79% Jan 13, 2020 - Mar 15, 2021	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-27.12% Feb 16, 2022 - Feb 20, 2024	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-19.03% Jan 26, 2018 - Jan 2, 2020	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-18.42% Apr 14, 2010 - Sep 13, 2010	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-16.36% Jul 23, 2007 - Sep 27, 2007	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-15.64% Oct 7, 2024 - Jun 6, 2025	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-15.33% Oct 31, 2007 - May 15, 2008	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-9.48% Jul 11, 2024 - Sep 24, 2024	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-9.17% Jun 4, 2021 - Jan 12, 2022	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-7.89% Feb 25, 2026 - Apr 17, 2026	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-6.69% Jan 3, 2011 - Mar 30, 2011	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-6.36% Nov 4, 2010 - Dec 31, 2010	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-5.30% Sep 17, 2025 - Nov 10, 2025	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between DEM and IBDU is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2007 - 2026)

DEM vs IBDU dividend yield comparison.

Year	DEM	IBDU
2026	0.44%	1.53%
2025	4.88%	4.67%
2024	5.24%	4.75%
2023	5.49%	4.21%
2022	8.62%	3.34%
2021	5.87%	2.29%
2020	4.21%	2.42%
2019	4.78%	0.74%
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%