DGS vs AVIG

Comparison between WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS, ETF) and AVANTIS CORE FIXED INCOME ETF (AVIG, ETF).

5-Year PerformanceDGS has outperformed AVIG, delivering a return of +8.4% compared to +0.3%

DGS vs AVIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DGS(ETF)	AVIG(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.58%	0.15%
Max Drawdown	61.86%	23.45%
Sharpe Ratio	1.79	0.54
5Y Beta	0.63	0.06
5Y Dividends CAGR	3.78%	46.85%

Net Assets

DGS

$1.60B

Winner

AVIG

$1.70B

Expense Ratio

DGS

0.58%

Winner

AVIG

0.15%

Max Drawdown

DGS

61.86%

Winner

AVIG

23.45%

Sharpe Ratio

Winner

DGS

1.79

AVIG

0.54

5Y Beta

DGS

0.63

Winner

AVIG

0.06

5Y Dividends CAGR

DGS

3.78%

Winner

AVIG

46.85%

DGS vs AVIG - Historical Returns

Returns include dividend reinvestment.

Period	DGS	AVIG
1 month	+5.00%	+0.18%
3 months	+4.89%	-0.03%
6 months	+17.70%	+1.16%
1 year	+34.36%	+6.27%
5 years(CAGR)	+8.37%	+0.26%
10 years(CAGR)	+10.32%	N/A
Max(CAGR)	+5.09%	-0.04%

Winner

DGS

+5.00%

AVIG

+0.18%

Winner

DGS

+4.89%

AVIG

-0.03%

Winner

DGS

+17.70%

AVIG

+1.16%

Winner

DGS

+34.36%

AVIG

+6.27%

5Y(CAGR)

Winner

DGS

+8.37%

AVIG

+0.26%

10Y(CAGR)

DGS

+10.32%

AVIG

N/A

Max(CAGR)

Winner

DGS

+5.09%

AVIG

-0.04%

DGS vs AVIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DGS	AVIG
2026	+14.36%	+0.61%
2025	+21.54%	+7.93%
2024	+2.43%	+2.00%
2023	+19.10%	+5.87%
2022	-12.49%	-13.37%
2021	+14.74%	-2.02%
2020	+2.77%	+0.96%
2019	+18.19%	N/A
2018	-17.50%	N/A
2017	+36.41%	N/A
2016	+18.17%	N/A
2015	-15.60%	N/A
2014	-0.83%	N/A
2013	-4.86%	N/A
2012	+21.66%	N/A
2011	-21.96%	N/A
2010	+26.25%	N/A
2009	+78.59%	N/A
2008	-44.68%	N/A
2007	-8.13%	N/A

DGS vs AVIG Drawdown Comparison

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

The maximum drawdown for AVIG was -19.64%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current AVIG drawdown is -1.20%.

Rank	DGS	AVIG
#1	-61.82% Oct 31, 2007 - Sep 10, 2010	-19.64% Dec 31, 2020 - Oct 20, 2022
#2	-44.06% Jan 26, 2018 - Feb 19, 2021	-0.82% Nov 5, 2020 - Nov 20, 2020
#3	-35.77% May 8, 2013 - Jul 12, 2017	-0.64% Oct 15, 2020 - Nov 4, 2020
#4	-30.82% Apr 29, 2011 - May 6, 2013	-0.42% Nov 30, 2020 - Dec 22, 2020
#5	-24.85% Sep 13, 2021 - Dec 27, 2023	-0.10% Nov 20, 2020 - Nov 27, 2020
#6	-19.31% Sep 27, 2024 - Jun 5, 2025	-0.04% Dec 22, 2020 - Dec 24, 2020
#7	-11.36% Jan 5, 2011 - Apr 6, 2011	N/A
#8	-10.05% Feb 25, 2026 - Apr 17, 2026	N/A
#9	-9.06% Jul 16, 2024 - Sep 19, 2024	N/A
#10	-6.37% Nov 4, 2010 - Dec 31, 2010	N/A
#11	-5.26% May 7, 2021 - Jun 1, 2021	N/A
#12	-4.95% Dec 29, 2023 - Feb 22, 2024	N/A
#13	-4.92% Sep 17, 2025 - Jan 2, 2026	N/A
#14	-4.73% Jul 15, 2021 - Aug 27, 2021	N/A
#15	-4.49% Apr 9, 2024 - May 2, 2024	N/A

Correlation

Correlation between DGS and AVIG is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2007 - 2026)

DGS vs AVIG dividend yield comparison.

Year	DGS	AVIG
2026	0.30%	1.44%
2025	3.45%	4.36%
2024	3.36%	4.66%
2023	4.55%	4.06%
2022	5.34%	2.53%
2021	3.98%	1.12%
2020	3.69%	0.22%
2019	3.95%	0.00%
2018	4.24%	0.00%
2017	2.81%	0.00%
2016	3.42%	0.00%
2015	3.28%	0.00%
2014	3.20%	0.00%
2013	3.45%	0.00%
2012	2.95%	0.00%
2011	4.10%	0.00%
2010	2.37%	0.00%
2009	2.84%	0.00%
2008	5.03%	0.00%
2007	0.10%	0.00%