DGRE vs MBS
Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and ANGEL OAK MORTGAGE-BACKED SECURITIES ETF (MBS, ETF).
DGRE vs MBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGRE
$148M
Winner
MBS
$148M
Expense Ratio
Winner
DGRE
0.32%
MBS
0.49%
Max Drawdown
DGRE
40.04%
Winner
MBS
5.70%
Sharpe Ratio
Winner
DGRE
1.45
MBS
0.72
5Y Beta
DGRE
0.85
Winner
MBS
0.02
5Y Dividends CAGR
DGRE
1.17%
MBS
N/A
DGRE vs MBS - Holdings Comparison
DGRE and MBS have 1 common holdings. Overlap is -6.59%
DGRE's top 25 holdings weight is 47.73%. MBS's top 25 holdings weight is 69.04%.
| Rank | DGRE | MBS |
|---|---|---|
| #1 | n/a (n/a) - 15.72% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 6.34% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.70% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 6.33% |
| #3 | SK HYNIX INC (n/a) - 1.97% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 5.59% |
| #4 | MEDIATEK INC (n/a) - 1.75% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 5.22% |
| #5 | n/a (n/a) - 1.64% | CASH OFFSET (n/a) - 4.86% |
| #6 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.50% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 4.06% |
| #7 | ACCTON TECHNOLOGY CORP (n/a) - 1.49% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.01% |
| #8 | KGHM POLSKA MIEDZ SA (n/a) - 1.25% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 3.25% |
| #9 | YAGEO CORP (n/a) - 1.19% | JP MORGAN MORTGAGE TRUST 2.5% (n/a) - 2.62% |
| #10 | WIWYNN CORP ORDINARY SHARES (n/a) - 1.18% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 2.58% |
| #11 | VIBRA ENERGIA SA (n/a) - 1.15% | PRET 2025-RPL1 TRUST 4% (n/a) - 2.48% |
| #12 | n/a (n/a) - 1.07% | FIRST AMERICAN GOVERNMENT OBLIGS U (FGUXX) - 2.36% |
| #13 | ORLEN SA (n/a) - 1.06% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 2.27% |
| #14 | n/a (n/a) - 1.02% | FIGRE TR 2025-HE5 FRN 6.36% (n/a) - 1.96% |
| #15 | PKO BANK POLSKI SA (n/a) - 1.00% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.87% |
| #16 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.94% | PRPM LLC 2025-RCF1 4.5% (n/a) - 1.75% |
| #17 | LS ELECTRIC CO LTD (n/a) - 0.88% | n/a (n/a) - 1.61% |
| #18 | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.83% | FIGRE TR 2025-HE1 6.59% (n/a) - 1.37% |
| #19 | CELLTRION INC (n/a) - 0.82% | n/a (n/a) - 1.33% |
| #20 | RELIANCE INDUSTRIES LTD (n/a) - 0.75% | n/a (n/a) - 1.28% |
| #21 | HANWHA AEROSPACE CO LTD (n/a) - 0.38% | PRET 2025-RPL2 TRUST 4% (n/a) - 1.26% |
| #22 | LARSEN & TOUBRO LTD (n/a) - 0.38% | SG RESIDENTIAL MORTGAGE TRUST 1.56% (n/a) - 1.21% |
| #23 | BID CORP LTD (n/a) - 0.36% | COLT 2022-3 MORTGAGE LOAN TRUST 4.2% (n/a) - 1.16% |
| #24 | KING SLIDE WORKS CO LTD (n/a) - 0.35% | n/a (n/a) - 1.16% |
| #25 | INFOSYS LTD (n/a) - 0.35% | MFA 2021-INV2 TRUST 3.2% (n/a) - 1.11% |
| Total Holdings | 240 | 70 |
DGRE vs MBS - Historical Returns
Returns include dividend reinvestment.
1M
DGRE
-6.97%
Winner
MBS
+0.11%
3M
Winner
DGRE
+7.18%
MBS
-0.19%
6M
Winner
DGRE
+19.09%
MBS
+1.03%
1Y
Winner
DGRE
+41.45%
MBS
+5.66%
5Y(CAGR)
DGRE
+8.38%
MBS
N/A
10Y(CAGR)
DGRE
+8.52%
MBS
N/A
Max(CAGR)
DGRE
+5.90%
Winner
MBS
+6.14%
DGRE vs MBS - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DGRE | MBS |
|---|---|---|
| 2026 | +22.51% | +1.03% |
| 2025 | +26.37% | +8.12% |
| 2024 | +4.87% | +5.78% |
| 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 MBS Drawdown Comparison
The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.
The maximum drawdown for MBS was -4.09%, occurring on Jan 13, 2025. Recovery took 133 trading sessions.
The current DGRE drawdown is -7.61%. The current MBS drawdown is -1.12%.
| Rank | DGRE | MBS |
|---|---|---|
| #1 | -36.95% Jan 26, 2018 - Nov 24, 2020 | -4.09% Sep 20, 2024 - Apr 3, 2025 |
| #2 | -36.53% Sep 5, 2014 - Aug 24, 2017 | -2.82% Mar 11, 2024 - Jun 4, 2024 |
| #3 | -35.40% Feb 12, 2021 - Sep 24, 2024 | -2.54% Apr 4, 2025 - Aug 1, 2025 |
| #4 | -20.65% Sep 26, 2024 - Jul 3, 2025 | -2.20% Mar 2, 2026 - May 19, 2026 |
| #5 | -17.52% Oct 22, 2013 - Jun 9, 2014 | -1.12% Jun 6, 2024 - Jun 14, 2024 |
| #6 | -13.67% Feb 25, 2026 - Apr 17, 2026 | -0.85% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -10.78% Aug 14, 2013 - Sep 18, 2013 | -0.77% Jan 9, 2026 - Feb 5, 2026 |
| #8 | -10.56% Jun 18, 2026 - Jul 20, 2026 | -0.75% Jun 25, 2024 - Jul 5, 2024 |
| #9 | -7.82% Jun 2, 2026 - Jun 15, 2026 | -0.74% Oct 28, 2025 - Nov 28, 2025 |
| #10 | -7.13% Sep 18, 2013 - Oct 22, 2013 | -0.65% Feb 20, 2024 - Feb 28, 2024 |
| #11 | -6.19% May 8, 2026 - May 26, 2026 | -0.53% Nov 28, 2025 - Dec 26, 2025 |
| #12 | -5.64% Jan 21, 2021 - Feb 9, 2021 | -0.48% Jul 8, 2024 - Jul 12, 2024 |
| #13 | -4.96% Jul 24, 2014 - Aug 26, 2014 | -0.45% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -3.87% Oct 13, 2017 - Dec 20, 2017 | -0.40% Aug 21, 2024 - Aug 27, 2024 |
| #15 | -3.86% Nov 3, 2025 - Dec 10, 2025 | -0.34% Sep 17, 2025 - Sep 30, 2025 |
Correlation
Correlation between DGRE and MBS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2013 - 2026)
DGRE vs MBS dividend yield comparison.
| Year | DGRE | MBS |
|---|---|---|
| 2026 | 0.69% | 2.73% |
| 2025 | 1.65% | 5.28% |
| 2024 | 1.90% | 4.52% |
| 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% |
Select Stocks to Compare
Popular: DGRE vs SPYMBS vs SPY
More Comparisons
Compare with similar stocks