DGRE vs DMAX

Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF).

DGRE vs DMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRE(ETF)	DMAX(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.32%	0.50%
Max Drawdown	40.04%	3.37%
Sharpe Ratio	1.73	1.80
5Y Beta	0.81	0.17
5Y Dividends CAGR	-1.04%	N/A

Net Assets

Winner

DGRE

$137M

DMAX

$137M

Expense Ratio

Winner

DGRE

0.32%

DMAX

0.50%

Max Drawdown

DGRE

40.04%

Winner

DMAX

3.37%

Sharpe Ratio

DGRE

1.73

Winner

DMAX

1.80

5Y Beta

DGRE

0.81

Winner

DMAX

0.17

5Y Dividends CAGR

DGRE

-1.04%

DMAX

N/A

DGRE vs DMAX - Holdings Comparison

DGRE and DMAX have 0 common holdings. Overlap is 0.00%

DGRE's top 25 holdings weight is 49.25%. DMAX's top 25 holdings weight is 105.06%.

Rank	DGRE	DMAX
#1	n/a (n/a) - 14.61%	ISHARES CORE S&P 500 ETF (IVV) - 105.06%
#2	SAMSUNG ELECTRONICS CO LTD (n/a) - 9.49%	N/A
#3	SK HYNIX INC (n/a) - 2.03%	N/A
#4	MEDIATEK INC (n/a) - 2.02%	N/A
#5	ACCTON TECHNOLOGY CORP (n/a) - 1.64%	N/A
#6	GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.56%	N/A
#7	KGHM POLSKA MIEDZ SA (n/a) - 1.32%	N/A
#8	LS ELECTRIC CO LTD (n/a) - 1.28%	N/A
#9	n/a (n/a) - 1.28%	N/A
#10	WIWYNN CORP ORDINARY SHARES (n/a) - 1.25%	N/A
#11	n/a (n/a) - 1.08%	N/A
#12	VIBRA ENERGIA SA (n/a) - 1.07%	N/A
#13	ASIA VITAL COMPONENTS CO LTD (n/a) - 1.06%	N/A
#14	ORLEN SA (n/a) - 1.03%	N/A
#15	n/a (n/a) - 1.01%	N/A
#16	YAGEO CORP (n/a) - 1.00%	N/A
#17	PKO BANK POLSKI SA (n/a) - 0.95%	N/A
#18	BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.87%	N/A
#19	CELLTRION INC (n/a) - 0.86%	N/A
#20	RELIANCE INDUSTRIES LTD (n/a) - 0.76%	N/A
#21	HYUNDAI GLOVIS CO LTD (n/a) - 0.65%	N/A
#22	YUHAN CORP (n/a) - 0.62%	N/A
#23	DELTA ELECTRONICS INC (n/a) - 0.61%	N/A
#24	BANK POLSKA KASA OPIEKI SA (n/a) - 0.61%	N/A
#25	STANDARD BANK GROUP LTD (n/a) - 0.59%	N/A
Total Holdings	280	1

DGRE vs DMAX - Historical Returns

Returns include dividend reinvestment.

Period	DGRE	DMAX
1 month	-1.35%	+0.52%
3 months	+12.91%	+1.81%
6 months	+26.44%	+2.65%
1 year	+45.05%	+8.27%
5 years(CAGR)	+7.05%	N/A
10 years(CAGR)	+8.79%	N/A
Max(CAGR)	+5.77%	+7.00%

DGRE

-1.35%

Winner

DMAX

+0.52%

Winner

DGRE

+12.91%

DMAX

+1.81%

Winner

DGRE

+26.44%

DMAX

+2.65%

Winner

DGRE

+45.05%

DMAX

+8.27%

5Y(CAGR)

DGRE

+7.05%

DMAX

N/A

10Y(CAGR)

DGRE

+8.79%

DMAX

N/A

Max(CAGR)

DGRE

+5.77%

Winner

DMAX

+7.00%

DGRE vs DMAX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DGRE	DMAX
2026	+19.77%	+2.08%
2025	+26.37%	+7.81%
2024	+4.87%	N/A
2023	+17.95%	N/A
2022	-22.02%	N/A
2021	+2.08%	N/A
2020	+9.38%	N/A
2019	+20.74%	N/A
2018	-17.60%	N/A
2017	+32.71%	N/A
2016	+14.22%	N/A
2015	-16.52%	N/A
2014	+3.49%	N/A
2013	-2.41%	N/A

DGRE vs DMAX Drawdown Comparison

The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The current DGRE drawdown is -7.82%. The current DMAX drawdown is -0.29%.

Rank	DGRE	DMAX
#1	-36.95% Jan 26, 2018 - Nov 24, 2020	-3.37% Feb 19, 2025 - May 16, 2025
#2	-36.53% Sep 5, 2014 - Aug 24, 2017	-1.41% Feb 25, 2026 - Apr 13, 2026
#3	-35.40% Feb 12, 2021 - Sep 24, 2024	-0.64% Nov 11, 2025 - Nov 25, 2025
#4	-20.65% Sep 26, 2024 - Jul 3, 2025	-0.56% Jan 6, 2025 - Jan 17, 2025
#5	-17.52% Oct 22, 2013 - Jun 9, 2014	-0.55% May 16, 2025 - Jun 3, 2025
#6	-13.67% Feb 25, 2026 - Apr 17, 2026	-0.49% Jul 25, 2025 - Aug 8, 2025
#7	-10.78% Aug 14, 2013 - Sep 18, 2013	-0.47% Jan 22, 2025 - Feb 18, 2025
#8	-7.82% Jun 2, 2026 - Jun 5, 2026	-0.46% Feb 2, 2026 - Feb 9, 2026
#9	-7.13% Sep 18, 2013 - Oct 22, 2013	-0.42% Oct 8, 2025 - Oct 20, 2025
#10	-6.19% May 8, 2026 - May 26, 2026	-0.41% Jan 6, 2026 - Jan 27, 2026
#11	-5.64% Jan 21, 2021 - Feb 9, 2021	-0.30% Feb 9, 2026 - Feb 20, 2026
#12	-4.96% Jul 24, 2014 - Aug 26, 2014	-0.29% Jun 2, 2026 - Jun 5, 2026
#13	-3.87% Oct 13, 2017 - Dec 20, 2017	-0.28% Nov 3, 2025 - Nov 10, 2025
#14	-3.86% Nov 3, 2025 - Dec 10, 2025	-0.24% Aug 28, 2025 - Sep 5, 2025
#15	-3.49% Aug 2, 2013 - Aug 14, 2013	-0.24% Jun 12, 2025 - Jun 23, 2025

Correlation

Correlation between DGRE and DMAX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

DGRE vs DMAX dividend yield comparison.

Year	DGRE	DMAX
2026	0.17%	0.00%
2025	1.65%	1.18%
2024	1.90%	0.00%
2023	2.22%	0.00%
2022	4.38%	0.00%
2021	2.56%	0.00%
2020	2.11%	0.00%
2019	2.32%	0.00%
2018	2.71%	0.00%
2017	3.12%	0.00%
2016	3.18%	0.00%
2015	3.01%	0.00%
2014	2.45%	0.00%
2013	0.57%	0.00%