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DEM vs SPY

Comparison between WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DEM, delivering a return of +13.2% compared to +9.8%

DEM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DEM
$4B
Winner
SPY
$784B
Expense Ratio
DEM
0.63%
Winner
SPY
0.09%
Max Drawdown
DEM
57.03%
Winner
SPY
56.47%
Sharpe Ratio
Winner
DEM
1.59
SPY
1.54
5Y Beta
Winner
DEM
0.60
SPY
1.00
P/E Ratio
DEM
N/A
SPY
27.62
Forward P/E
DEM
N/A
SPY
21.11
5Y Dividends CAGR
Winner
DEM
6.07%
SPY
6.00%
5Y EPS CAGR
DEM
N/A
SPY
25.30%
Debt to Equity
DEM
N/A
SPY
31.11%
P/S Ratio
DEM
N/A
SPY
3.49
P/B Ratio
DEM
N/A
SPY
5.30

DEM vs SPY - Holdings Comparison

DEM and SPY have 1 common holdings. Overlap is 0.00%

DEM's top 25 holdings weight is 39.53%. SPY's top 25 holdings weight is 51.24%.

RankDEMSPY
#1
MEDIATEK INC (n/a) - 6.79%
NVIDIA CORP (NVDA) - 7.81%
#2
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.17%
APPLE INC (AAPL) - 6.81%
#3
UNITED MICROELECTRONICS CORP (n/a) - 2.58%
MICROSOFT CORP (MSFT) - 4.53%
#4
n/a (n/a) - 2.56%
AMAZON.COM INC (AMZN) - 3.72%
#5
SAUDI ARABIAN OIL CO (n/a) - 1.82%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
n/a (n/a) - 1.77%
BROADCOM INC (AVGO) - 2.77%
#7
ORLEN SA (n/a) - 1.67%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
QUANTA COMPUTER INC (n/a) - 1.53%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
PKO BANK POLSKI SA (n/a) - 1.47%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
n/a (n/a) - 1.40%
TESLA INC (TSLA) - 1.76%
#11
n/a (n/a) - 1.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.21%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
CTBC FINANCIAL HOLDING CO LTD (n/a) - 1.10%
ELI LILLY AND CO (LLY) - 1.38%
#14
ASUSTEK COMPUTER INC (n/a) - 1.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
AMBEV SA (n/a) - 1.00%
EXXON MOBIL CORP (XOM) - 0.92%
#16
INNOLUX CORP (n/a) - 0.95%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.88%
VISA INC CLASS A (V) - 0.87%
#18
FIRSTRAND LTD (n/a) - 0.86%
INTEL CORP (INTC) - 0.85%
#19
SAUDI TELECOM CO (n/a) - 0.80%
WALMART INC (WMT) - 0.82%
#20
HOLY STONE ENTERPRISE CO LTD (n/a) - 0.79%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
SAUDI NATIONAL BANK (n/a) - 0.77%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TATA CONSULTANCY SERVICES LTD (n/a) - 0.76%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
BANK POLSKA KASA OPIEKI SA (n/a) - 0.75%
CATERPILLAR INC (CAT) - 0.68%
#24
FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.74%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.73%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings529505

DEM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DEM
+1.59%
SPY
-1.37%
3M
Winner
DEM
+12.28%
SPY
+12.22%
6M
Winner
DEM
+18.39%
SPY
+7.20%
1Y
Winner
DEM
+28.31%
SPY
+23.58%
5Y(CAGR)
DEM
+9.83%
Winner
SPY
+13.19%
10Y(CAGR)
DEM
+9.83%
Winner
SPY
+15.12%
Max(CAGR)
DEM
+5.02%
Winner
SPY
+8.44%

DEM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDEMSPY
2026+16.70%+7.95%
2025+21.85%+18.00%
2024+5.66%+25.59%
2023+21.11%+26.72%
2022-10.64%-18.64%
2021+10.71%+30.52%
2020-7.42%+17.28%
2019+19.79%+31.09%
2018-8.80%-5.24%
2017+24.78%+20.78%
2016+26.16%+13.59%
2015-20.90%+1.31%
2014-10.17%+14.56%
2013-8.21%+29.00%
2012+13.65%+14.17%
2011-11.22%+0.85%
2010+20.83%+13.14%
2009+53.78%+22.67%
2008-33.89%-36.25%
2007+2.61%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DEM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DEM drawdown is -2.71%. The current SPY drawdown is -3.18%.

RankDEMSPY
#1-51.78%
May 19, 2008 - Apr 1, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.00%
Apr 29, 2011 - Jan 18, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.79%
Jan 13, 2020 - Mar 15, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.12%
Feb 16, 2022 - Feb 20, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.03%
Jan 26, 2018 - Jan 2, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.42%
Apr 14, 2010 - Sep 13, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.36%
Jul 23, 2007 - Sep 27, 2007		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.64%
Oct 7, 2024 - Jun 6, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.33%
Oct 31, 2007 - May 15, 2008		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.48%
Jul 11, 2024 - Sep 24, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.17%
Jun 4, 2021 - Jan 12, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.89%
Feb 25, 2026 - Apr 17, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.69%
Jan 3, 2011 - Mar 30, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.36%
Nov 4, 2010 - Dec 31, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.30%
Sep 17, 2025 - Nov 10, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DEM and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

DEM vs SPY dividend yield comparison.

YearDEMSPY
20260.43%0.50%
20254.88%1.07%
20245.24%1.21%
20235.49%1.40%
20228.62%1.65%
20215.87%1.20%
20204.21%1.52%
20194.78%1.75%
20184.47%2.04%
20173.67%1.80%
20163.63%2.03%
20155.21%2.06%
20145.51%1.87%
20134.10%1.81%
20123.29%2.18%
20114.44%2.05%
20103.24%1.80%
20092.93%1.95%
20085.85%3.02%
20070.92%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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