DEM vs USRT
Comparison between WisdomTree Emerging Markets High Dividend Fund (DEM, ETF) and ISHARES CORE U.S. REIT ETF (USRT, ETF).
5-Year PerformanceDEM has outperformed USRT, delivering a return of +9.5% compared to +6.0%
DEM vs USRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEM
$3.50B
USRT
$3.50B
Expense Ratio
DEM
0.63%
Winner
USRT
0.08%
Max Drawdown
Winner
DEM
57.03%
USRT
72.93%
Sharpe Ratio
Winner
DEM
2.06
USRT
1.06
5Y Beta
DEM
0.57
Winner
USRT
0.56
P/E Ratio
DEM
N/A
USRT
33.43
Forward P/E
DEM
N/A
USRT
34.78
5Y Dividends CAGR
Winner
DEM
6.07%
USRT
5.36%
5Y EPS CAGR
DEM
N/A
USRT
9.27%
Debt to Equity
DEM
N/A
USRT
44.25%
P/S Ratio
DEM
N/A
USRT
7.30
P/B Ratio
DEM
N/A
USRT
2.34
DEM vs USRT - Holdings Comparison
DEM and USRT have 1 common holdings. Overlap is 0.00%
DEM's top 25 holdings weight is 34.92%. USRT's top 25 holdings weight is 71.05%.
| Rank | DEM | USRT |
|---|---|---|
| #1 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.53% | WELLTOWER INC (WELL) - 8.39% |
| #2 | MEDIATEK INC (n/a) - 4.25% | PROLOGIS INC (PLD) - 7.72% |
| #3 | n/a (n/a) - 2.79% | EQUINIX INC (EQIX) - 6.68% |
| #4 | SAUDI ARABIAN OIL CO (n/a) - 2.02% | DIGITAL REALTY TRUST INC (DLR) - 4.61% |
| #5 | n/a (n/a) - 1.88% | SIMON PROPERTY GROUP INC (SPG) - 4.59% |
| #6 | ORLEN SA (n/a) - 1.76% | REALTY INCOME CORP (O) - 4.28% |
| #7 | n/a (n/a) - 1.59% | PUBLIC STORAGE (PSA) - 3.85% |
| #8 | UNITED MICROELECTRONICS CORP (n/a) - 1.47% | VENTAS INC (VTR) - 3.52% |
| #9 | PKO BANK POLSKI SA (n/a) - 1.44% | IRON MOUNTAIN INC (IRM) - 2.77% |
| #10 | QUANTA COMPUTER INC (n/a) - 1.42% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.67% |
| #11 | n/a (n/a) - 1.34% | EXTRA SPACE STORAGE INC (EXR) - 2.56% |
| #12 | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.30% | AVALONBAY COMMUNITIES INC (AVB) - 2.14% |
| #13 | VEDANTA LTD (n/a) - 1.23% | EQUITY RESIDENTIAL (EQR) - 2.06% |
| #14 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.06% | ESSEX PROPERTY TRUST INC (ESS) - 1.43% |
| #15 | AMBEV SA (n/a) - 0.94% | SUN COMMUNITIES INC (SUI) - 1.42% |
| #16 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.90% | INVITATION HOMES INC (INVH) - 1.41% |
| #17 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.89% | W.P. CAREY INC (WPC) - 1.37% |
| #18 | CHINA HONGQIAO GROUP LTD (n/a) - 0.85% | KIMCO REALTY CORP (KIM) - 1.36% |
| #19 | SAUDI TELECOM CO (n/a) - 0.82% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.31% |
| #20 | SAUDI NATIONAL BANK (n/a) - 0.81% | REGENCY CENTERS CORP (REG) - 1.25% |
| #21 | n/a (n/a) - 0.34% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.20% |
| #22 | NATIONAL ALUMINIUM CO LTD (n/a) - 0.34% | HOST HOTELS & RESORTS INC (HST) - 1.19% |
| #23 | TIM SA ORDINARY SHARES (n/a) - 0.33% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.11% |
| #24 | WT MICROELECTRONICS CO LTD (n/a) - 0.31% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.11% |
| #25 | YUTONG BUS CO LTD CLASS A (n/a) - 0.31% | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% |
| Total Holdings | 488 | 130 |
DEM vs USRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DEM
+6.83%
USRT
+6.03%
3M
DEM
+7.63%
Winner
USRT
+7.88%
6M
Winner
DEM
+19.31%
USRT
+12.99%
1Y
Winner
DEM
+33.92%
USRT
+19.05%
5Y(CAGR)
Winner
DEM
+9.55%
USRT
+6.02%
10Y(CAGR)
Winner
DEM
+10.62%
USRT
+6.16%
Max(CAGR)
DEM
+5.02%
Winner
USRT
+5.39%
DEM vs USRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DEM | USRT |
|---|---|---|
| 2026 | +15.96% | +14.48% |
| 2025 | +21.85% | +3.39% |
| 2024 | +5.66% | +7.56% |
| 2023 | +21.11% | +14.00% |
| 2022 | -10.64% | -24.01% |
| 2021 | +10.71% | +48.36% |
| 2020 | -7.42% | -6.52% |
| 2019 | +19.79% | +28.98% |
| 2018 | -8.80% | -4.39% |
| 2017 | +24.78% | +4.73% |
| 2016 | +26.16% | +9.79% |
| 2015 | -20.90% | +3.17% |
| 2014 | -10.17% | +29.43% |
| 2013 | -8.21% | -2.53% |
| 2012 | +13.65% | +16.51% |
| 2011 | -11.22% | +7.48% |
| 2010 | +20.83% | +27.25% |
| 2009 | +53.78% | +30.21% |
| 2008 | -33.89% | -37.20% |
| 2007 | +2.61% | -18.58% |
DEM vs USRT Drawdown Comparison
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The current USRT drawdown is -0.20%.
| Rank | DEM | USRT |
|---|---|---|
| #1 | -51.78% May 19, 2008 - Apr 1, 2010 | -69.91% May 11, 2007 - May 1, 2012 |
| #2 | -47.00% Apr 29, 2011 - Jan 18, 2018 | -44.38% Feb 21, 2020 - Apr 21, 2021 |
| #3 | -37.79% Jan 13, 2020 - Mar 15, 2021 | -31.00% Dec 31, 2021 - Sep 16, 2024 |
| #4 | -27.12% Feb 16, 2022 - Feb 20, 2024 | -18.70% Nov 27, 2024 - Feb 6, 2026 |
| #5 | -19.03% Jan 26, 2018 - Jan 2, 2020 | -18.52% May 21, 2013 - Jul 18, 2014 |
| #6 | -18.42% Apr 14, 2010 - Sep 13, 2010 | -15.79% Jan 26, 2015 - Mar 29, 2016 |
| #7 | -16.36% Jul 23, 2007 - Sep 27, 2007 | -14.95% Aug 1, 2016 - Jul 6, 2018 |
| #8 | -15.64% Oct 7, 2024 - Jun 6, 2025 | -13.10% Dec 6, 2018 - Jan 30, 2019 |
| #9 | -15.33% Oct 31, 2007 - May 15, 2008 | -9.02% Sep 14, 2012 - Jan 15, 2013 |
| #10 | -9.48% Jul 11, 2024 - Sep 24, 2024 | -8.19% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -9.17% Jun 4, 2021 - Jan 12, 2022 | -8.04% Mar 2, 2026 - Apr 16, 2026 |
| #12 | -7.89% Feb 25, 2026 - Apr 17, 2026 | -7.40% May 1, 2012 - Jun 29, 2012 |
| #13 | -6.69% Jan 3, 2011 - Mar 30, 2011 | -7.23% Sep 2, 2021 - Oct 26, 2021 |
| #14 | -6.36% Nov 4, 2010 - Dec 31, 2010 | -6.81% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -5.30% Sep 17, 2025 - Nov 10, 2025 | -6.13% Oct 23, 2019 - Jan 21, 2020 |
Correlation
Correlation between DEM and USRT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2007 - 2026)
DEM vs USRT dividend yield comparison.
| Year | DEM | USRT |
|---|---|---|
| 2026 | 0.43% | 0.33% |
| 2025 | 4.88% | 3.07% |
| 2024 | 5.24% | 2.85% |
| 2023 | 5.49% | 3.18% |
| 2022 | 8.62% | 3.46% |
| 2021 | 5.87% | 2.27% |
| 2020 | 4.21% | 3.12% |
| 2019 | 4.78% | 3.34% |
| 2018 | 4.47% | 5.66% |
| 2017 | 3.67% | 3.43% |
| 2016 | 3.63% | 3.98% |
| 2015 | 5.21% | 3.59% |
| 2014 | 5.51% | 3.46% |
| 2013 | 4.10% | 3.84% |
| 2012 | 3.29% | 3.48% |
| 2011 | 4.44% | 3.95% |
| 2010 | 3.24% | 3.56% |
| 2009 | 2.93% | 3.52% |
| 2008 | 5.85% | 9.54% |
| 2007 | 0.92% | 3.51% |
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