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DGRE vs SPY

Comparison between WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DGRE, delivering a return of +13.3% compared to +7.1%

DGRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DGRE
$137M
Winner
SPY
$735B
Expense Ratio
DGRE
0.32%
Winner
SPY
0.09%
Max Drawdown
Winner
DGRE
40.04%
SPY
56.47%
Sharpe Ratio
Winner
DGRE
1.73
SPY
1.62
5Y Beta
Winner
DGRE
0.81
SPY
1.00
P/E Ratio
DGRE
N/A
SPY
28.99
Forward P/E
DGRE
N/A
SPY
22.37
5Y Dividends CAGR
DGRE
-1.04%
Winner
SPY
5.43%
5Y EPS CAGR
DGRE
N/A
SPY
26.05%
Debt to Equity
DGRE
N/A
SPY
32.40%
P/S Ratio
DGRE
N/A
SPY
3.74
P/B Ratio
DGRE
N/A
SPY
5.61

DGRE vs SPY - Holdings Comparison

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

DGRE's top 25 holdings weight is 49.25%. SPY's top 25 holdings weight is 52.37%.

RankDGRESPY
#1
n/a (n/a) - 14.61%
NVIDIA CORP (NVDA) - 8.10%
#2
SAMSUNG ELECTRONICS CO LTD (n/a) - 9.49%
APPLE INC (AAPL) - 7.02%
#3
SK HYNIX INC (n/a) - 2.03%
MICROSOFT CORP (MSFT) - 4.79%
#4
MEDIATEK INC (n/a) - 2.02%
AMAZON.COM INC (AMZN) - 4.02%
#5
ACCTON TECHNOLOGY CORP (n/a) - 1.64%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.56%
BROADCOM INC (AVGO) - 3.10%
#7
KGHM POLSKA MIEDZ SA (n/a) - 1.32%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
LS ELECTRIC CO LTD (n/a) - 1.28%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
n/a (n/a) - 1.28%
TESLA INC (TSLA) - 1.89%
#10
WIWYNN CORP ORDINARY SHARES (n/a) - 1.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
n/a (n/a) - 1.08%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VIBRA ENERGIA SA (n/a) - 1.07%
ELI LILLY AND CO (LLY) - 1.31%
#13
ASIA VITAL COMPONENTS CO LTD (n/a) - 1.06%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ORLEN SA (n/a) - 1.03%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
n/a (n/a) - 1.01%
EXXON MOBIL CORP (XOM) - 0.97%
#16
YAGEO CORP (n/a) - 1.00%
INTEL CORP (INTC) - 0.90%
#17
PKO BANK POLSKI SA (n/a) - 0.95%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.87%
VISA INC CLASS A (V) - 0.85%
#19
CELLTRION INC (n/a) - 0.86%
WALMART INC (WMT) - 0.81%
#20
RELIANCE INDUSTRIES LTD (n/a) - 0.76%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
HYUNDAI GLOVIS CO LTD (n/a) - 0.65%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
YUHAN CORP (n/a) - 0.62%
CATERPILLAR INC (CAT) - 0.66%
#23
DELTA ELECTRONICS INC (n/a) - 0.61%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
BANK POLSKA KASA OPIEKI SA (n/a) - 0.61%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
STANDARD BANK GROUP LTD (n/a) - 0.59%
ABBVIE INC (ABBV) - 0.58%
Total Holdings280505

DGRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DGRE
-1.35%
Winner
SPY
+1.90%
3M
Winner
DGRE
+12.91%
SPY
+8.55%
6M
Winner
DGRE
+26.44%
SPY
+8.18%
1Y
Winner
DGRE
+45.05%
SPY
+25.79%
5Y(CAGR)
DGRE
+7.05%
Winner
SPY
+13.32%
10Y(CAGR)
DGRE
+8.79%
Winner
SPY
+15.19%
Max(CAGR)
DGRE
+5.77%
Winner
SPY
+8.47%

DGRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDGRESPY
2026+19.77%+8.26%
2025+26.37%+18.00%
2024+4.87%+25.59%
2023+17.95%+26.72%
2022-22.02%-18.64%
2021+2.08%+30.52%
2020+9.38%+17.28%
2019+20.74%+31.09%
2018-17.60%-5.24%
2017+32.71%+20.78%
2016+14.22%+13.59%
2015-16.52%+1.31%
2014+3.49%+14.56%
2013-2.41%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DGRE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DGRE drawdown is -7.82%. The current SPY drawdown is -2.90%.

RankDGRESPY
#1-36.95%
Jan 26, 2018 - Nov 24, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.53%
Sep 5, 2014 - Aug 24, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.40%
Feb 12, 2021 - Sep 24, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.65%
Sep 26, 2024 - Jul 3, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.52%
Oct 22, 2013 - Jun 9, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.67%
Feb 25, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.78%
Aug 14, 2013 - Sep 18, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.82%
Jun 2, 2026 - Jun 5, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.13%
Sep 18, 2013 - Oct 22, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.19%
May 8, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.64%
Jan 21, 2021 - Feb 9, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.96%
Jul 24, 2014 - Aug 26, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.87%
Oct 13, 2017 - Dec 20, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.86%
Nov 3, 2025 - Dec 10, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.49%
Aug 2, 2013 - Aug 14, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DGRE and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

DGRE vs SPY dividend yield comparison.

YearDGRESPY
20260.17%0.24%
20251.65%1.07%
20241.90%1.21%
20232.22%1.40%
20224.38%1.65%
20212.56%1.20%
20202.11%1.52%
20192.32%1.75%
20182.71%2.04%
20173.12%1.80%
20163.18%2.03%
20153.01%2.06%
20142.45%1.87%
20130.57%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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