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 +13.3% compared to +9.5%
DEM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEM
$3.50B
Winner
SPY
$652B
Expense Ratio
DEM
0.63%
Winner
SPY
0.09%
Max Drawdown
DEM
57.03%
Winner
SPY
56.47%
Sharpe Ratio
DEM
2.06
Winner
SPY
2.07
5Y Beta
Winner
DEM
0.57
SPY
1.00
P/E Ratio
DEM
N/A
SPY
28.24
Forward P/E
DEM
N/A
SPY
21.85
5Y Dividends CAGR
Winner
DEM
6.07%
SPY
5.43%
5Y EPS CAGR
DEM
N/A
SPY
25.79%
Debt to Equity
DEM
N/A
SPY
22.35%
P/S Ratio
DEM
N/A
SPY
3.55
P/B Ratio
DEM
N/A
SPY
5.29
DEM vs SPY - Holdings Comparison
DEM and SPY have 1 common holdings. Overlap is 0.00%
DEM's top 25 holdings weight is 34.92%. SPY's top 25 holdings weight is 51.32%.
| Rank | DEM | SPY |
|---|---|---|
| #1 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.53% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MEDIATEK INC (n/a) - 4.25% | APPLE INC (AAPL) - 6.48% |
| #3 | n/a (n/a) - 2.79% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SAUDI ARABIAN OIL CO (n/a) - 2.02% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | n/a (n/a) - 1.88% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ORLEN SA (n/a) - 1.76% | BROADCOM INC (AVGO) - 3.09% |
| #7 | n/a (n/a) - 1.59% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | UNITED MICROELECTRONICS CORP (n/a) - 1.47% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | PKO BANK POLSKI SA (n/a) - 1.44% | TESLA INC (TSLA) - 1.73% |
| #10 | QUANTA COMPUTER INC (n/a) - 1.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | n/a (n/a) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.30% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | VEDANTA LTD (n/a) - 1.23% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.06% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AMBEV SA (n/a) - 0.94% | WALMART INC (WMT) - 0.91% |
| #16 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.89% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CHINA HONGQIAO GROUP LTD (n/a) - 0.85% | VISA INC CLASS A (V) - 0.85% |
| #19 | SAUDI TELECOM CO (n/a) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | SAUDI NATIONAL BANK (n/a) - 0.81% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | n/a (n/a) - 0.34% | INTEL CORP (INTC) - 0.65% |
| #22 | NATIONAL ALUMINIUM CO LTD (n/a) - 0.34% | NETFLIX INC (NFLX) - 0.64% |
| #23 | TIM SA ORDINARY SHARES (n/a) - 0.33% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | WT MICROELECTRONICS CO LTD (n/a) - 0.31% | CHEVRON CORP (CVX) - 0.58% |
| #25 | YUTONG BUS CO LTD CLASS A (n/a) - 0.31% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 488 | 505 |
DEM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DEM
+6.83%
Winner
SPY
+9.11%
3M
Winner
DEM
+7.63%
SPY
+6.59%
6M
Winner
DEM
+19.31%
SPY
+10.56%
1Y
Winner
DEM
+33.92%
SPY
+32.04%
5Y(CAGR)
DEM
+9.55%
Winner
SPY
+13.35%
10Y(CAGR)
DEM
+10.62%
Winner
SPY
+15.49%
Max(CAGR)
DEM
+5.02%
Winner
SPY
+8.50%
DEM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DEM | SPY |
|---|---|---|
| 2026 | +15.96% | +8.27% |
| 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% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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.
| Rank | DEM | SPY |
|---|---|---|
| #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.
| Year | DEM | SPY |
|---|---|---|
| 2026 | 0.43% | 0.24% |
| 2025 | 4.88% | 1.07% |
| 2024 | 5.24% | 1.21% |
| 2023 | 5.49% | 1.40% |
| 2022 | 8.62% | 1.65% |
| 2021 | 5.87% | 1.20% |
| 2020 | 4.21% | 1.52% |
| 2019 | 4.78% | 1.75% |
| 2018 | 4.47% | 2.04% |
| 2017 | 3.67% | 1.80% |
| 2016 | 3.63% | 2.03% |
| 2015 | 5.21% | 2.06% |
| 2014 | 5.51% | 1.87% |
| 2013 | 4.10% | 1.81% |
| 2012 | 3.29% | 2.18% |
| 2011 | 4.44% | 2.05% |
| 2010 | 3.24% | 1.80% |
| 2009 | 2.93% | 1.95% |
| 2008 | 5.85% | 3.02% |
| 2007 | 0.92% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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