DGRS vs CEMB

Comparison between WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF) and ISHARES J.P. MORGAN EM CORPORATE BOND ETF (CEMB, ETF).

5-Year PerformanceDGRS has outperformed CEMB, delivering a return of +8.1% compared to +1.9%

DGRS vs CEMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGRS(ETF)	CEMB(ETF)
Net Assets	$403M	$404M
Expense Ratio	0.38%	0.50%
Max Drawdown	45.69%	25.91%
Sharpe Ratio	0.97	0.09
5Y Beta	0.85	0.13
P/E Ratio	21.22	N/A
Forward P/E	12.55	N/A
5Y Dividends CAGR	4.27%	3.26%
5Y EPS CAGR	12.46%	N/A
Debt to Equity	90.44%	N/A
P/S Ratio	1.07	N/A
P/B Ratio	2.04	N/A

Net Assets

DGRS

$403M

Winner

CEMB

$404M

Expense Ratio

Winner

DGRS

0.38%

CEMB

0.50%

Max Drawdown

DGRS

45.69%

Winner

CEMB

25.91%

Sharpe Ratio

Winner

DGRS

0.97

CEMB

0.09

5Y Beta

DGRS

0.85

Winner

CEMB

0.13

P/E Ratio

DGRS

21.22

CEMB

N/A

Forward P/E

DGRS

12.55

CEMB

N/A

5Y Dividends CAGR

Winner

DGRS

4.27%

CEMB

3.26%

5Y EPS CAGR

DGRS

12.46%

CEMB

N/A

Debt to Equity

DGRS

90.44%

CEMB

N/A

P/S Ratio

DGRS

1.07

CEMB

N/A

P/B Ratio

DGRS

2.04

CEMB

N/A

DGRS vs CEMB - Historical Returns

Returns include dividend reinvestment.

Period	DGRS	CEMB
1 month	+0.36%	+0.82%
3 months	+6.07%	+0.75%
6 months	+8.49%	+0.49%
1 year	+20.67%	+4.21%
5 years(CAGR)	+8.09%	+1.88%
10 years(CAGR)	+9.47%	+3.37%
Max(CAGR)	+9.41%	+3.66%

DGRS

+0.36%

Winner

CEMB

+0.82%

Winner

DGRS

+6.07%

CEMB

+0.75%

Winner

DGRS

+8.49%

CEMB

+0.49%

Winner

DGRS

+20.67%

CEMB

+4.21%

5Y(CAGR)

Winner

DGRS

+8.09%

CEMB

+1.88%

10Y(CAGR)

Winner

DGRS

+9.47%

CEMB

+3.37%

Max(CAGR)

Winner

DGRS

+9.41%

CEMB

+3.66%

DGRS vs CEMB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	DGRS	CEMB
2026	+20.94%	+2.08%
2025	+0.64%	+8.77%
2024	+10.63%	+6.15%
2023	+20.65%	+8.26%
2022	-13.21%	-12.21%
2021	+24.72%	-0.61%
2020	+8.02%	+6.46%
2019	+23.77%	+13.74%
2018	-10.85%	-3.04%
2017	+6.98%	+6.77%
2016	+33.41%	+10.83%
2015	-6.30%	-1.70%
2014	+6.01%	+0.11%
2013	+14.92%	-5.29%
2012	N/A	+9.22%

DGRS vs CEMB Drawdown Comparison

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The maximum drawdown for CEMB was -20.84%, occurring on Mar 19, 2020. Recovery took 114 trading sessions.

The current DGRS drawdown is -2.88%.

Rank	DGRS	CEMB
#1	-44.82% Jan 16, 2020 - Nov 24, 2020	-20.84% Feb 21, 2020 - Aug 4, 2020
#2	-27.57% Nov 25, 2024 - Feb 4, 2026	-20.49% Sep 13, 2021 - Sep 27, 2024
#3	-24.12% Jan 4, 2022 - Dec 14, 2023	-11.84% May 2, 2013 - Jun 2, 2014
#4	-22.95% Aug 21, 2018 - Nov 5, 2019	-9.58% May 11, 2015 - Apr 4, 2016
#5	-21.01% Jun 23, 2015 - Jul 11, 2016	-7.73% Jul 10, 2014 - Apr 24, 2015
#6	-10.76% Jul 1, 2014 - Nov 12, 2014	-5.60% Jan 11, 2018 - Feb 4, 2019
#7	-9.80% Jun 8, 2021 - Nov 5, 2021	-4.05% Oct 25, 2016 - Jan 9, 2017
#8	-9.28% Jul 31, 2024 - Oct 16, 2024	-3.10% Feb 28, 2025 - May 29, 2025
#9	-8.90% Feb 6, 2026 - Apr 17, 2026	-2.88% Feb 27, 2026 - Jun 1, 2026
#10	-8.69% Dec 26, 2013 - Apr 1, 2014	-2.75% May 7, 2012 - Jun 21, 2012
#11	-8.44% Dec 9, 2016 - Sep 27, 2017	-2.49% Feb 10, 2021 - Jun 15, 2021
#12	-8.37% Jan 23, 2018 - May 30, 2018	-2.49% May 12, 2016 - Jul 8, 2016
#13	-7.35% Nov 16, 2021 - Jan 4, 2022	-2.29% Jan 24, 2013 - Apr 5, 2013
#14	-7.07% Mar 12, 2021 - May 6, 2021	-2.11% Sep 27, 2024 - Feb 24, 2025
#15	-6.80% Mar 28, 2024 - Jul 15, 2024	-2.11% Sep 11, 2012 - Oct 16, 2012

Correlation

Correlation between DGRS and CEMB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

DGRS vs CEMB dividend yield comparison.

Year	DGRS	CEMB
2026	0.96%	3.02%
2025	2.68%	5.14%
2024	2.15%	5.11%
2023	2.36%	4.77%
2022	2.88%	4.29%
2021	2.19%	3.51%
2020	2.32%	3.86%
2019	2.39%	4.19%
2018	2.64%	4.66%
2017	1.90%	4.06%
2016	1.82%	4.26%
2015	2.55%	4.76%
2014	2.07%	4.23%
2013	0.50%	3.93%
2012	0.00%	2.50%