DGRE vs HYI

Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and Western Asset High Yield Defined Opportunity Fund Inc (HYI, ETF).

5-Year PerformanceDGRE has outperformed HYI, delivering a return of +8.4% compared to +1.5%

DGRE vs HYI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRE(ETF)	HYI(ETF)
Net Assets	$148M	$148M
Expense Ratio	0.32%	N/A
Max Drawdown	40.04%	48.50%
Sharpe Ratio	1.45	-0.77
5Y Beta	0.85	0.25
5Y Dividends CAGR	1.17%	1.72%

Net Assets

Winner

DGRE

$148M

HYI

$148M

Expense Ratio

DGRE

0.32%

HYI

N/A

Max Drawdown

Winner

DGRE

40.04%

HYI

48.50%

Sharpe Ratio

Winner

DGRE

1.45

HYI

-0.77

5Y Beta

DGRE

0.85

Winner

HYI

0.25

5Y Dividends CAGR

DGRE

1.17%

Winner

HYI

1.72%

DGRE vs HYI - Historical Returns

Returns include dividend reinvestment.

Period	DGRE	HYI
1 month	-6.97%	+1.57%
3 months	+7.18%	-0.38%
6 months	+19.09%	+0.13%
1 year	+41.45%	-1.41%
5 years(CAGR)	+8.38%	+1.50%
10 years(CAGR)	+8.52%	+5.06%
Max(CAGR)	+5.90%	+4.65%

DGRE

-6.97%

Winner

HYI

+1.57%

Winner

DGRE

+7.18%

HYI

-0.38%

Winner

DGRE

+19.09%

HYI

+0.13%

Winner

DGRE

+41.45%

HYI

-1.41%

5Y(CAGR)

Winner

DGRE

+8.38%

HYI

+1.50%

10Y(CAGR)

Winner

DGRE

+8.52%

HYI

+5.06%

Max(CAGR)

Winner

DGRE

+5.90%

HYI

+4.65%

DGRE vs HYI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DGRE	HYI
2026	+22.51%	+0.49%
2025	+26.37%	+3.47%
2024	+4.87%	+7.19%
2023	+17.95%	+7.84%
2022	-22.02%	-13.47%
2021	+2.08%	+10.82%
2020	+9.38%	+7.09%
2019	+20.74%	+26.70%
2018	-17.60%	-6.90%
2017	+32.71%	+8.07%
2016	+14.22%	+17.18%
2015	-16.52%	-2.30%
2014	+3.49%	-4.39%
2013	-2.41%	+3.50%
2012	N/A	+18.60%
2011	N/A	-0.27%
2010	N/A	-7.98%

DGRE vs HYI Drawdown Comparison

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

The maximum drawdown for HYI was -36.03%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.

The current DGRE drawdown is -7.61%. The current HYI drawdown is -4.17%.

Rank	DGRE	HYI
#1	-36.95% Jan 26, 2018 - Nov 24, 2020	-36.03% Feb 18, 2020 - Nov 25, 2020
#2	-36.53% Sep 5, 2014 - Aug 24, 2017	-26.34% Nov 5, 2021 - Feb 18, 2025
#3	-35.40% Feb 12, 2021 - Sep 24, 2024	-18.70% Jul 8, 2011 - Jan 25, 2012
#4	-20.65% Sep 26, 2024 - Jul 3, 2025	-18.60% Jun 30, 2014 - Jul 11, 2016
#5	-17.52% Oct 22, 2013 - Jun 9, 2014	-10.69% May 15, 2013 - May 8, 2014
#6	-13.67% Feb 25, 2026 - Apr 17, 2026	-10.68% Sep 27, 2012 - Mar 13, 2013
#7	-10.78% Aug 14, 2013 - Sep 18, 2013	-9.67% Oct 17, 2018 - Feb 1, 2019
#8	-10.56% Jun 18, 2026 - Jul 20, 2026	-8.88% Nov 1, 2010 - May 12, 2011
#9	-7.82% Jun 2, 2026 - Jun 15, 2026	-8.19% Sep 16, 2025 - Mar 30, 2026
#10	-7.13% Sep 18, 2013 - Oct 22, 2013	-7.44% Mar 30, 2012 - Jul 9, 2012
#11	-6.19% May 8, 2026 - May 26, 2026	-6.52% Sep 30, 2016 - Jan 3, 2017
#12	-5.64% Jan 21, 2021 - Feb 9, 2021	-5.74% Feb 25, 2025 - May 29, 2025
#13	-4.96% Jul 24, 2014 - Aug 26, 2014	-4.59% Oct 13, 2017 - Oct 17, 2018
#14	-3.87% Oct 13, 2017 - Dec 20, 2017	-4.13% Aug 1, 2019 - Sep 18, 2019
#15	-3.86% Nov 3, 2025 - Dec 10, 2025	-4.01% May 3, 2019 - Jun 19, 2019

Correlation

Correlation between DGRE and HYI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2010 - 2026)

DGRE vs HYI dividend yield comparison.

Year	DGRE	HYI
2026	0.69%	5.36%
2025	1.65%	10.22%
2024	1.90%	9.64%
2023	2.22%	9.40%
2022	4.38%	9.09%
2021	2.56%	7.19%
2020	2.11%	7.35%
2019	2.32%	6.87%
2018	2.71%	8.10%
2017	3.12%	7.81%
2016	3.18%	8.73%
2015	3.01%	9.36%
2014	2.45%	8.75%
2013	0.57%	8.98%
2012	0.00%	9.52%
2011	0.00%	10.65%
2010	0.00%	0.80%