DEM vs SUSA
Comparison between WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceSUSA has outperformed DEM, delivering a return of +11.1% compared to +10.4%
DEM vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEM
$3.90B
Winner
SUSA
$4B
Expense Ratio
DEM
0.63%
Winner
SUSA
0.25%
Max Drawdown
DEM
57.03%
Winner
SUSA
54.94%
Sharpe Ratio
DEM
1.30
Winner
SUSA
1.42
5Y Beta
Winner
DEM
0.60
SUSA
0.95
P/E Ratio
DEM
N/A
SUSA
29.22
Forward P/E
DEM
N/A
SUSA
21.51
PEG Ratio
DEM
N/A
SUSA
3.19
5Y Dividends CAGR
Winner
DEM
6.61%
SUSA
5.99%
5Y EPS CAGR
DEM
N/A
SUSA
25.81%
Debt to Equity
DEM
N/A
SUSA
108.10%
P/S Ratio
DEM
N/A
SUSA
3.69
P/B Ratio
DEM
N/A
SUSA
6.48
DEM vs SUSA - Holdings Comparison
DEM and SUSA have 1 common holdings. Overlap is -0.01%
DEM's top 25 holdings weight is 37.21%. SUSA's top 25 holdings weight is 48.27%.
| Rank | DEM | SUSA |
|---|---|---|
| #1 | MEDIATEK INC (n/a) - 5.95% | NVIDIA CORP (NVDA) - 7.19% |
| #2 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.25% | APPLE INC (AAPL) - 6.32% |
| #3 | n/a (n/a) - 2.65% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | UNITED MICROELECTRONICS CORP (n/a) - 2.60% | ALPHABET INC CLASS C (GOOG) - 3.41% |
| #5 | ORLEN SA (n/a) - 1.94% | ALPHABET INC CLASS A (GOOGL) - 2.62% |
| #6 | SAUDI ARABIAN OIL CO (n/a) - 1.91% | BROADCOM INC (AVGO) - 2.57% |
| #7 | n/a (n/a) - 1.84% | TESLA INC (TSLA) - 1.84% |
| #8 | PKO BANK POLSKI SA (n/a) - 1.53% | MICRON TECHNOLOGY INC (MU) - 1.72% |
| #9 | n/a (n/a) - 1.51% | ADVANCED MICRO DEVICES INC (AMD) - 1.51% |
| #10 | n/a (n/a) - 1.47% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #11 | QUANTA COMPUTER INC (n/a) - 1.39% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.29% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% |
| #13 | AMBEV SA (n/a) - 1.03% | MORGAN STANLEY (MS) - 1.29% |
| #14 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 1.02% | LAM RESEARCH CORP (LRCX) - 1.28% |
| #15 | ASUSTEK COMPUTER INC (n/a) - 0.99% | THE HOME DEPOT INC (HD) - 1.15% |
| #16 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.93% | VISA INC CLASS A (V) - 1.04% |
| #17 | FIRSTRAND LTD (n/a) - 0.88% | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% |
| #18 | INNOLUX CORP (n/a) - 0.87% | PALO ALTO NETWORKS INC (PANW) - 1.01% |
| #19 | SAUDI TELECOM CO (n/a) - 0.79% | ECOLAB INC (ECL) - 0.98% |
| #20 | SAUDI NATIONAL BANK (n/a) - 0.78% | INTEL CORP (INTC) - 0.95% |
| #21 | WPG HOLDING CO LTD (n/a) - 0.33% | MASTERCARD INC CLASS A (MA) - 0.91% |
| #22 | H WORLD GROUP LTD ORDINARY SHARES (n/a) - 0.33% | CUMMINS INC (CMI) - 0.88% |
| #23 | POWERTECH TECHNOLOGY INC (n/a) - 0.32% | CISCO SYSTEMS INC (CSCO) - 0.81% |
| #24 | n/a (n/a) - 0.31% | AMERICAN EXPRESS CO (AXP) - 0.79% |
| #25 | L & K ENGINEERING CO LTD (n/a) - 0.30% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% |
| Total Holdings | 510 | 197 |
DEM vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
DEM
+0.31%
Winner
SUSA
+1.78%
3M
DEM
+1.69%
Winner
SUSA
+5.79%
6M
DEM
+10.00%
Winner
SUSA
+12.41%
1Y
Winner
DEM
+24.52%
SUSA
+23.41%
5Y(CAGR)
DEM
+10.41%
Winner
SUSA
+11.08%
10Y(CAGR)
DEM
+9.18%
Winner
SUSA
+14.80%
Max(CAGR)
DEM
+5.02%
Winner
SUSA
+10.54%
DEM vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DEM | SUSA |
|---|---|---|
| 2026 | +17.39% | +13.47% |
| 2025 | +21.85% | +15.98% |
| 2024 | +5.66% | +23.30% |
| 2023 | +21.11% | +24.42% |
| 2022 | -10.64% | -21.45% |
| 2021 | +10.71% | +32.05% |
| 2020 | -7.42% | +23.86% |
| 2019 | +19.79% | +32.49% |
| 2018 | -8.80% | -6.02% |
| 2017 | +24.78% | +21.51% |
| 2016 | +26.16% | +14.22% |
| 2015 | -20.90% | -1.77% |
| 2014 | -10.17% | +14.77% |
| 2013 | -8.21% | +27.63% |
| 2012 | +13.65% | +8.75% |
| 2011 | -11.22% | +0.57% |
| 2010 | +20.83% | +12.48% |
| 2009 | +53.78% | +26.93% |
| 2008 | -33.89% | -34.56% |
| 2007 | +2.61% | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
DEM vs SUSA Drawdown Comparison
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current DEM drawdown is -2.13%. The current SUSA drawdown is -0.29%.
| Rank | DEM | SUSA |
|---|---|---|
| #1 | -51.78% May 19, 2008 - Apr 1, 2010 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -47.00% Apr 29, 2011 - Jan 18, 2018 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -37.79% Jan 13, 2020 - Mar 15, 2021 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -27.12% Feb 16, 2022 - Feb 20, 2024 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -19.03% Jan 26, 2018 - Jan 2, 2020 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -18.42% Apr 14, 2010 - Sep 13, 2010 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -16.36% Jul 23, 2007 - Sep 27, 2007 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -15.64% Oct 7, 2024 - Jun 6, 2025 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -15.33% Oct 31, 2007 - May 15, 2008 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -9.48% Jul 11, 2024 - Sep 24, 2024 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -9.17% Jun 4, 2021 - Jan 12, 2022 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -7.89% Feb 25, 2026 - Apr 17, 2026 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -6.69% Jan 3, 2011 - Mar 30, 2011 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -6.36% Nov 4, 2010 - Dec 31, 2010 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -6.07% Jun 2, 2026 - Jul 29, 2026 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between DEM and SUSA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2005 - 2026)
DEM vs SUSA dividend yield comparison.
| Year | DEM | SUSA |
|---|---|---|
| 2026 | 1.76% | 0.38% |
| 2025 | 4.88% | 0.89% |
| 2024 | 5.24% | 1.15% |
| 2023 | 5.49% | 1.32% |
| 2022 | 8.62% | 1.52% |
| 2021 | 5.87% | 0.98% |
| 2020 | 4.21% | 1.17% |
| 2019 | 4.78% | 1.52% |
| 2018 | 4.47% | 1.73% |
| 2017 | 3.67% | 1.40% |
| 2016 | 3.63% | 1.56% |
| 2015 | 5.21% | 1.42% |
| 2014 | 5.51% | 1.21% |
| 2013 | 4.10% | 1.30% |
| 2012 | 3.29% | 1.77% |
| 2011 | 4.44% | 1.45% |
| 2010 | 3.24% | 1.48% |
| 2009 | 2.93% | 1.64% |
| 2008 | 5.85% | 2.30% |
| 2007 | 0.93% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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