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DGRS vs EDD

Comparison between WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF) and Morgan Stanley Emerging Markets Domestic Debt Fund Inc (EDD, ETF).

5-Year PerformanceDGRS has outperformed EDD, delivering a return of +5.9% compared to +5.7%

DGRS vs EDD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DGRS
$386M
EDD
$385M
Expense Ratio
DGRS
0.38%
EDD
N/A
Max Drawdown
Winner
DGRS
45.69%
EDD
82.01%
Sharpe Ratio
Winner
DGRS
1.17
EDD
0.89
5Y Beta
DGRS
0.88
Winner
EDD
0.39
P/E Ratio
DGRS
23.21
EDD
N/A
Forward P/E
DGRS
12.45
EDD
N/A
5Y Dividends CAGR
DGRS
6.34%
Winner
EDD
10.32%
5Y EPS CAGR
DGRS
11.81%
EDD
N/A
Debt to Equity
DGRS
90.75%
EDD
N/A
P/S Ratio
DGRS
1.08
EDD
N/A
P/B Ratio
DGRS
1.99
EDD
N/A

DGRS vs EDD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DGRS
-1.09%
EDD
-1.64%
3M
Winner
DGRS
+3.02%
EDD
-0.37%
6M
Winner
DGRS
+13.47%
EDD
+0.02%
1Y
Winner
DGRS
+25.75%
EDD
+16.75%
5Y(CAGR)
Winner
DGRS
+5.92%
EDD
+5.68%
10Y(CAGR)
Winner
DGRS
+9.52%
EDD
+4.92%
Max(CAGR)
Winner
DGRS
+9.00%
EDD
+2.32%

DGRS vs EDD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDGRSEDD
2026+12.90%+0.53%
2025+0.64%+33.64%
2024+10.63%+8.65%
2023+20.65%+15.09%
2022-13.21%-13.81%
2021+24.72%-6.90%
2020+8.02%-3.37%
2019+23.77%+23.80%
2018-10.85%-14.76%
2017+6.98%+16.65%
2016+33.41%+15.50%
2015-6.30%-27.07%
2014+6.01%-12.15%
2013+14.92%-15.46%
2012N/A+23.59%
2011N/A-6.52%
2010N/A+24.94%
2009N/A+36.69%
2008N/A-29.10%
2007N/A-3.89%

DGRS vs EDD Drawdown Comparison

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

The maximum drawdown for EDD was -59.42%, occurring on Nov 21, 2008. Recovery took 726 trading sessions.

The current DGRS drawdown is -1.62%. The current EDD drawdown is -9.90%.

RankDGRSEDD
#1-44.82%
Jan 16, 2020 - Nov 24, 2020
-59.42%
May 17, 2007 - Apr 6, 2010
#2-27.57%
Nov 25, 2024 - Feb 4, 2026
-56.67%
May 8, 2013 - Jan 13, 2026
#3-24.12%
Jan 4, 2022 - Dec 14, 2023
-20.40%
Jul 22, 2011 - Mar 1, 2012
#4-22.95%
Aug 21, 2018 - Nov 5, 2019
-17.67%
Feb 13, 2026 - Mar 30, 2026
#5-21.01%
Jun 23, 2015 - Jul 11, 2016
-14.90%
May 1, 2012 - Jul 20, 2012
#6-10.76%
Jul 1, 2014 - Nov 12, 2014
-12.21%
Apr 26, 2010 - Jul 20, 2010
#7-9.80%
Jun 8, 2021 - Nov 5, 2021
-12.13%
Nov 4, 2010 - Apr 28, 2011
#8-9.28%
Jul 31, 2024 - Oct 16, 2024
-7.65%
Sep 14, 2012 - Dec 19, 2012
#9-8.90%
Feb 6, 2026 - Apr 17, 2026
-6.34%
Mar 1, 2012 - May 1, 2012
#10-8.69%
Dec 26, 2013 - Apr 1, 2014
-4.99%
Feb 14, 2013 - May 2, 2013
#11-8.44%
Dec 9, 2016 - Sep 27, 2017
-3.40%
Aug 24, 2010 - Sep 9, 2010
#12-8.37%
Jan 23, 2018 - May 30, 2018
-3.12%
Jul 1, 2011 - Jul 21, 2011
#13-7.35%
Nov 16, 2021 - Jan 4, 2022
-3.10%
Jun 6, 2011 - Jun 30, 2011
#14-7.07%
Mar 12, 2021 - May 6, 2021
-2.63%
May 2, 2011 - May 31, 2011
#15-6.80%
Mar 28, 2024 - Jul 15, 2024
-2.63%
Oct 14, 2010 - Nov 3, 2010

Correlation

Correlation between DGRS and EDD is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2007 - 2026)

DGRS vs EDD dividend yield comparison.

YearDGRSEDD
20260.65%2.59%
20252.68%9.76%
20242.15%11.45%
20232.36%7.30%
20222.88%6.82%
20212.19%6.93%
20202.32%6.92%
20192.39%8.15%
20182.64%9.90%
20171.90%8.18%
20161.82%10.32%
20152.55%12.65%
20142.07%9.47%
20130.50%12.68%
20120.00%6.53%
20110.00%8.48%
20100.00%7.43%
20090.00%7.68%
20080.00%19.07%
20070.00%11.52%

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