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DGRE vs EFFE

Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and HARBOR OSMOSIS EMERGING MARKETS RESOURCE EFFICIENT ETF (EFFE, ETF).

5-Year PerformanceDGRE has outperformed EFFE, delivering a return of +8.3% compared to +1.8%

DGRE vs EFFE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DGRE
$149M
EFFE
$148M
Expense Ratio
Winner
DGRE
0.32%
EFFE
0.69%
Max Drawdown
DGRE
40.04%
Winner
EFFE
33.56%
Sharpe Ratio
Winner
DGRE
1.81
EFFE
1.19
5Y Beta
DGRE
0.82
Winner
EFFE
0.77
5Y Dividends CAGR
DGRE
-1.04%
EFFE
N/A

DGRE vs EFFE - Holdings Comparison

DGRE and EFFE have 1 common holdings. Overlap is 0.00%

DGRE's top 25 holdings weight is 51.02%. EFFE's top 25 holdings weight is 73.32%.

RankDGREEFFE
#1
n/a (n/a) - 14.83%
LG ELECTRONICS INC (n/a) - 5.39%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 11.01%
SK HYNIX INC (n/a) - 4.97%
#3
SK HYNIX INC (n/a) - 2.25%
LENOVO GROUP LTD (n/a) - 4.95%
#4
MEDIATEK INC (n/a) - 2.08%
ALCHIP TECHNOLOGIES LTD (n/a) - 3.74%
#5
GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.57%
ACCTON TECHNOLOGY CORP (n/a) - 3.68%
#6
ACCTON TECHNOLOGY CORP (n/a) - 1.47%
WIWYNN CORP ORDINARY SHARES (n/a) - 3.55%
#7
KGHM POLSKA MIEDZ SA (n/a) - 1.44%
KIA CORP (n/a) - 3.38%
#8
n/a (n/a) - 1.29%
WISTRON CORP (n/a) - 3.35%
#9
WIWYNN CORP ORDINARY SHARES (n/a) - 1.26%
n/a (n/a) - 3.31%
#10
YAGEO CORP (n/a) - 1.24%
QUANTA COMPUTER INC (n/a) - 3.18%
#11
n/a (n/a) - 1.20%
XIAOMI CORP CLASS B (n/a) - 3.17%
#12
LS ELECTRIC CO LTD (n/a) - 1.05%
CMOC GROUP LTD CLASS A (n/a) - 2.98%
#13
ORLEN SA (n/a) - 1.02%
SAMSUNG C&T CORP (n/a) - 2.55%
#14
ASIA VITAL COMPONENTS CO LTD (n/a) - 1.01%
KUNLUN ENERGY CO LTD (n/a) - 2.42%
#15
n/a (n/a) - 0.99%
n/a (n/a) - 2.40%
#16
VIBRA ENERGIA SA (n/a) - 0.98%
ASIAN PAINTS LTD (n/a) - 2.38%
#17
PKO BANK POLSKI SA (n/a) - 0.88%
BANK OF CHINA LTD CLASS H (n/a) - 2.33%
#18
BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.81%
GIGABYTE TECHNOLOGY CO LTD (n/a) - 2.29%
#19
CELLTRION INC (n/a) - 0.80%
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.26%
#20
RELIANCE INDUSTRIES LTD (n/a) - 0.72%
TIM SA ORDINARY SHARES (n/a) - 2.06%
#21
QUANTA COMPUTER INC (n/a) - 0.70%
BHARTI AIRTEL LTD (n/a) - 1.93%
#22
SAMSUNG LIFE INSURANCE CO LTD (n/a) - 0.65%
OIL & NATURAL GAS CORP LTD (n/a) - 1.82%
#23
SAMVARDHANA MOTHERSON INTERNATIONAL LTD (n/a) - 0.60%
VODACOM GROUP LTD (n/a) - 1.81%
#24
DELTA ELECTRONICS INC (n/a) - 0.59%
n/a (n/a) - 1.78%
#25
BANK POLSKA KASA OPIEKI SA (n/a) - 0.58%
SAUDI ARABIAN OIL CO (n/a) - 1.64%
Total Holdings28096

DGRE vs EFFE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DGRE
+3.84%
EFFE
+3.12%
3M
Winner
DGRE
+21.62%
EFFE
+19.54%
6M
Winner
DGRE
+33.01%
EFFE
+20.89%
1Y
Winner
DGRE
+49.68%
EFFE
+31.38%
5Y(CAGR)
Winner
DGRE
+8.28%
EFFE
+1.85%
10Y(CAGR)
Winner
DGRE
+9.73%
EFFE
+2.93%
Max(CAGR)
Winner
DGRE
+6.18%
EFFE
+2.45%

DGRE vs EFFE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearDGREEFFE
2026+25.97%+18.83%
2025+26.37%+22.70%
2024+4.87%-0.84%
2023+17.95%N/A
2022-22.02%N/A
2021+2.08%N/A
2020+9.38%N/A
2019+20.74%+5.04%
2018-17.60%-4.76%
2017+32.71%+14.12%
2016+14.22%+11.36%
2015-16.52%-9.58%
2014+3.49%+4.43%
2013-2.41%N/A

DGRE vs EFFE Drawdown Comparison

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

The maximum drawdown for EFFE was -32.35%, occurring on Apr 8, 2025. Recovery took 703 trading sessions.

The current DGRE drawdown is -3.05%. The current EFFE drawdown is -6.46%.

RankDGREEFFE
#1-36.95%
Jan 26, 2018 - Nov 24, 2020
-32.35%
Jan 26, 2018 - May 5, 2026
#2-36.53%
Sep 5, 2014 - Aug 24, 2017
-15.96%
Mar 23, 2015 - Apr 25, 2017
#3-35.40%
Feb 12, 2021 - Sep 24, 2024
-10.21%
Jun 2, 2026 - Jun 10, 2026
#4-20.65%
Sep 26, 2024 - Jul 3, 2025
-7.24%
May 14, 2026 - May 26, 2026
#5-17.52%
Oct 22, 2013 - Jun 9, 2014
-5.27%
Sep 11, 2017 - Dec 26, 2017
#6-13.67%
Feb 25, 2026 - Apr 17, 2026
-3.55%
Nov 26, 2014 - Dec 22, 2014
#7-10.78%
Aug 14, 2013 - Sep 18, 2013
-3.47%
Feb 5, 2015 - Mar 18, 2015
#8-7.82%
Jun 2, 2026 - Jun 5, 2026
-1.84%
Apr 26, 2017 - May 30, 2017
#9-7.13%
Sep 18, 2013 - Oct 22, 2013
-1.63%
May 11, 2026 - May 14, 2026
#10-6.19%
May 8, 2026 - May 26, 2026
-1.48%
Jun 19, 2017 - Jul 14, 2017
#11-5.64%
Jan 21, 2021 - Feb 9, 2021
-1.41%
May 26, 2026 - May 29, 2026
#12-4.96%
Jul 24, 2014 - Aug 26, 2014
-1.31%
Dec 28, 2017 - Jan 5, 2018
#13-3.87%
Oct 13, 2017 - Dec 20, 2017
-1.20%
May 6, 2026 - May 8, 2026
#14-3.86%
Nov 3, 2025 - Dec 10, 2025
-0.85%
Dec 29, 2014 - Jan 8, 2015
#15-3.49%
Aug 2, 2013 - Aug 14, 2013
-0.81%
Jan 16, 2018 - Jan 23, 2018

Correlation

Correlation between DGRE and EFFE is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

Dividend Comparison (2013 - 2026)

DGRE vs EFFE dividend yield comparison.

YearDGREEFFE
20260.16%0.00%
20251.65%4.69%
20241.90%0.00%
20232.22%0.00%
20224.38%0.00%
20212.56%0.00%
20202.11%0.00%
20192.32%0.00%
20182.71%1.82%
20173.12%3.90%
20163.18%1.76%
20153.01%4.68%
20142.45%0.61%
20130.57%0.00%

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