DGS vs AOM

Comparison between WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceDGS has outperformed AOM, delivering a return of +8.4% compared to +4.8%

DGS vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGS(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.58%	0.15%
Max Drawdown	61.86%	21.59%
Sharpe Ratio	1.79	1.79
5Y Beta	0.63	0.39
5Y Dividends CAGR	3.78%	14.67%

Net Assets

DGS

$1.60B

Winner

AOM

$1.70B

Expense Ratio

DGS

0.58%

Winner

AOM

0.15%

Max Drawdown

DGS

61.86%

Winner

AOM

21.59%

Sharpe Ratio

Winner

DGS

1.79

AOM

1.79

5Y Beta

DGS

0.63

Winner

AOM

0.39

5Y Dividends CAGR

DGS

3.78%

Winner

AOM

14.67%

DGS vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	DGS	AOM
1 month	+5.00%	+3.04%
3 months	+4.89%	+2.10%
6 months	+17.70%	+5.81%
1 year	+34.36%	+16.29%
5 years(CAGR)	+8.37%	+4.77%
10 years(CAGR)	+10.32%	+6.32%
Max(CAGR)	+5.09%	+6.75%

Winner

DGS

+5.00%

AOM

+3.04%

Winner

DGS

+4.89%

AOM

+2.10%

Winner

DGS

+17.70%

AOM

+5.81%

Winner

DGS

+34.36%

AOM

+16.29%

5Y(CAGR)

Winner

DGS

+8.37%

AOM

+4.77%

10Y(CAGR)

Winner

DGS

+10.32%

AOM

+6.32%

Max(CAGR)

DGS

+5.09%

Winner

AOM

+6.75%

DGS vs AOM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DGS	AOM
2026	+14.36%	+4.21%
2025	+21.54%	+13.40%
2024	+2.43%	+8.57%
2023	+19.10%	+11.84%
2022	-12.49%	-14.50%
2021	+14.74%	+7.13%
2020	+2.77%	+9.61%
2019	+18.19%	+15.48%
2018	-17.50%	-4.21%
2017	+36.41%	+11.47%
2016	+18.17%	+6.20%
2015	-15.60%	-1.18%
2014	-0.83%	+5.12%
2013	-4.86%	+8.94%
2012	+21.66%	+7.99%
2011	-21.96%	+1.82%
2010	+26.25%	+7.03%
2009	+78.59%	+12.74%
2008	-44.68%	+7.29%
2007	-8.13%	N/A

DGS vs AOM Drawdown Comparison

The maximum drawdown for DGS was -61.82%, occurring on Nov 20, 2008. Recovery took 720 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

Rank	DGS	AOM
#1	-61.82% Oct 31, 2007 - Sep 10, 2010	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-44.06% Jan 26, 2018 - Feb 19, 2021	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-35.77% May 8, 2013 - Jul 12, 2017	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-30.82% Apr 29, 2011 - May 6, 2013	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-24.85% Sep 13, 2021 - Dec 27, 2023	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-19.31% Sep 27, 2024 - Jun 5, 2025	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-11.36% Jan 5, 2011 - Apr 6, 2011	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-10.05% Feb 25, 2026 - Apr 17, 2026	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-9.06% Jul 16, 2024 - Sep 19, 2024	-6.54% Feb 14, 2025 - May 13, 2025
#10	-6.37% Nov 4, 2010 - Dec 31, 2010	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	-5.26% May 7, 2021 - Jun 1, 2021	-5.27% May 21, 2013 - Sep 18, 2013
#12	-4.95% Dec 29, 2023 - Feb 22, 2024	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	-4.92% Sep 17, 2025 - Jan 2, 2026	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	-4.73% Jul 15, 2021 - Aug 27, 2021	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	-4.49% Apr 9, 2024 - May 2, 2024	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between DGS and AOM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

DGS vs AOM dividend yield comparison.

Year	DGS	AOM
2026	0.30%	0.63%
2025	3.45%	2.98%
2024	3.36%	3.10%
2023	4.55%	2.79%
2022	5.34%	2.27%
2021	3.98%	1.56%
2020	3.69%	2.02%
2019	3.95%	2.66%
2018	4.24%	2.53%
2017	2.81%	3.31%
2016	3.42%	2.14%
2015	3.28%	1.98%
2014	3.20%	2.08%
2013	3.45%	1.87%
2012	2.95%	2.11%
2011	4.10%	2.33%
2010	2.37%	1.72%
2009	2.84%	2.01%
2008	5.03%	0.58%
2007	0.10%	0.00%