DEM vs IFRA
Comparison between WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF) and ISHARES U.S. INFRASTRUCTURE ETF (IFRA, ETF).
5-Year PerformanceIFRA has outperformed DEM, delivering a return of +13.2% compared to +9.7%
DEM vs IFRA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEM
$4B
Winner
IFRA
$4.10B
Expense Ratio
DEM
0.63%
Winner
IFRA
0.30%
Max Drawdown
DEM
57.03%
Winner
IFRA
41.06%
Sharpe Ratio
Winner
DEM
1.59
IFRA
1.56
5Y Beta
Winner
DEM
0.60
IFRA
0.73
P/E Ratio
DEM
N/A
IFRA
26.35
Forward P/E
DEM
N/A
IFRA
21.33
5Y Dividends CAGR
DEM
6.07%
Winner
IFRA
14.81%
5Y EPS CAGR
DEM
N/A
IFRA
14.50%
Debt to Equity
DEM
N/A
IFRA
67.12%
P/S Ratio
DEM
N/A
IFRA
2.62
P/B Ratio
DEM
N/A
IFRA
3.28
DEM vs IFRA - Holdings Comparison
DEM and IFRA have 1 common holdings. Overlap is 0.00%
DEM's top 25 holdings weight is 39.48%. IFRA's top 25 holdings weight is 58.80%.
| Rank | DEM | IFRA |
|---|---|---|
| #1 | MEDIATEK INC (n/a) - 6.85% | CATERPILLAR INC (CAT) - 4.90% |
| #2 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.13% | QUANTA SERVICES INC (PWR) - 4.09% |
| #3 | UNITED MICROELECTRONICS CORP (n/a) - 2.60% | UNION PACIFIC CORP (UNP) - 4.00% |
| #4 | n/a (n/a) - 2.45% | NEXTERA ENERGY INC (NEE) - 3.54% |
| #5 | SAUDI ARABIAN OIL CO (n/a) - 1.87% | CSX CORP (CSX) - 3.42% |
| #6 | ORLEN SA (n/a) - 1.86% | CRH PLC (CRH) - 2.86% |
| #7 | n/a (n/a) - 1.67% | NORFOLK SOUTHERN CORP (NSC) - 2.75% |
| #8 | QUANTA COMPUTER INC (n/a) - 1.64% | SOUTHERN CO (SO) - 2.58% |
| #9 | n/a (n/a) - 1.45% | UNITED RENTALS INC (URI) - 2.51% |
| #10 | PKO BANK POLSKI SA (n/a) - 1.38% | COMFORT SYSTEMS USA INC (FIX) - 2.49% |
| #11 | n/a (n/a) - 1.32% | DUKE ENERGY CORP (DUK) - 2.41% |
| #12 | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.26% | CONSTELLATION ENERGY CORP (CEG) - 2.31% |
| #13 | ASUSTEK COMPUTER INC (n/a) - 1.16% | NUCOR CORP (NUE) - 2.29% |
| #14 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.99% | WILLIAMS COMPANIES INC (WMB) - 2.20% |
| #15 | AMBEV SA (n/a) - 0.99% | TC ENERGY CORP (TRP) - 1.78% |
| #16 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.94% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.73% |
| #17 | INNOLUX CORP (n/a) - 0.91% | KINDER MORGAN INC CLASS P (KMI) - 1.55% |
| #18 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.83% | EMCOR GROUP INC (EME) - 1.47% |
| #19 | FIRSTRAND LTD (n/a) - 0.79% | VULCAN MATERIALS CO (VMC) - 1.47% |
| #20 | SAUDI TELECOM CO (n/a) - 0.77% | DOMINION ENERGY INC (D) - 1.47% |
| #21 | BANK POLSKA KASA OPIEKI SA (n/a) - 0.75% | SEMPRA (SRE) - 1.47% |
| #22 | EVERGREEN MARINE CORP (TAIWAN) LTD (n/a) - 0.75% | STEEL DYNAMICS INC (STLD) - 1.42% |
| #23 | SAUDI NATIONAL BANK (n/a) - 0.74% | ONEOK INC (OKE) - 1.38% |
| #24 | CHINA HONGQIAO GROUP LTD (n/a) - 0.70% | MARTIN MARIETTA MATERIALS INC (MLM) - 1.37% |
| #25 | n/a (n/a) - 0.68% | VISTRA CORP (VST) - 1.34% |
| Total Holdings | 531 | 166 |
DEM vs IFRA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEM
+3.24%
IFRA
+0.57%
3M
Winner
DEM
+14.22%
IFRA
+8.28%
6M
Winner
DEM
+21.06%
IFRA
+17.32%
1Y
DEM
+28.20%
Winner
IFRA
+29.67%
5Y(CAGR)
DEM
+9.65%
Winner
IFRA
+13.16%
10Y(CAGR)
DEM
+10.62%
Winner
IFRA
+13.67%
Max(CAGR)
DEM
+5.11%
Winner
IFRA
+13.67%
DEM vs IFRA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DEM | IFRA |
|---|---|---|
| 2026 | +18.40% | +16.71% |
| 2025 | +21.85% | +16.09% |
| 2024 | +5.66% | +17.17% |
| 2023 | +21.11% | +13.50% |
| 2022 | -10.64% | -3.13% |
| 2021 | +10.71% | +32.19% |
| 2020 | -7.42% | +8.22% |
| 2019 | +19.79% | +26.84% |
| 2018 | -8.80% | -8.54% |
| 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 IFRA Drawdown Comparison
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The maximum drawdown for IFRA was -41.06%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current DEM drawdown is -1.29%. The current IFRA drawdown is -1.30%.
| Rank | DEM | IFRA |
|---|---|---|
| #1 | -51.78% May 19, 2008 - Apr 1, 2010 | -41.06% Feb 20, 2020 - Nov 16, 2020 |
| #2 | -47.00% Apr 29, 2011 - Jan 18, 2018 | -19.93% Nov 25, 2024 - Jul 22, 2025 |
| #3 | -37.79% Jan 13, 2020 - Mar 15, 2021 | -19.50% Sep 18, 2018 - Jun 28, 2019 |
| #4 | -27.12% Feb 16, 2022 - Feb 20, 2024 | -18.48% Apr 20, 2022 - Feb 1, 2023 |
| #5 | -19.03% Jan 26, 2018 - Jan 2, 2020 | -13.99% Jul 26, 2023 - Dec 19, 2023 |
| #6 | -18.42% Apr 14, 2010 - Sep 13, 2010 | -11.09% Feb 2, 2023 - Jul 12, 2023 |
| #7 | -16.36% Jul 23, 2007 - Sep 27, 2007 | -8.40% Mar 2, 2026 - Apr 23, 2026 |
| #8 | -15.64% Oct 7, 2024 - Jun 6, 2025 | -8.22% Jan 4, 2022 - Mar 17, 2022 |
| #9 | -15.33% Oct 31, 2007 - May 15, 2008 | -7.85% Sep 2, 2021 - Nov 3, 2021 |
| #10 | -9.48% Jul 11, 2024 - Sep 24, 2024 | -7.60% May 7, 2021 - Aug 11, 2021 |
| #11 | -9.17% Jun 4, 2021 - Jan 12, 2022 | -7.12% Jul 5, 2019 - Sep 11, 2019 |
| #12 | -7.89% Feb 25, 2026 - Apr 17, 2026 | -7.03% May 21, 2024 - Jul 16, 2024 |
| #13 | -6.69% Jan 3, 2011 - Mar 30, 2011 | -6.62% Nov 23, 2021 - Dec 27, 2021 |
| #14 | -6.36% Nov 4, 2010 - Dec 31, 2010 | -6.34% Jul 31, 2024 - Sep 17, 2024 |
| #15 | -5.30% Sep 17, 2025 - Nov 10, 2025 | -6.13% Dec 26, 2023 - Feb 29, 2024 |
Correlation
Correlation between DEM and IFRA is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
DEM vs IFRA dividend yield comparison.
| Year | DEM | IFRA |
|---|---|---|
| 2026 | 0.42% | 0.44% |
| 2025 | 4.88% | 1.84% |
| 2024 | 5.24% | 1.75% |
| 2023 | 5.49% | 1.98% |
| 2022 | 8.62% | 1.98% |
| 2021 | 5.87% | 1.63% |
| 2020 | 4.21% | 2.08% |
| 2019 | 4.78% | 1.68% |
| 2018 | 4.47% | 2.50% |
| 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% |
Select Stocks to Compare
Popular: DEM vs SPYIFRA vs SPY
More Comparisons
Compare with similar stocks