DGS vs IYJ
Comparison between WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).
5-Year PerformanceIYJ has outperformed DGS, delivering a return of +8.9% compared to +7.9%
DGS vs IYJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGS
$1.80B
IYJ
$1.80B
Expense Ratio
DGS
0.58%
Winner
IYJ
0.38%
Max Drawdown
Winner
DGS
61.86%
IYJ
62.80%
Sharpe Ratio
Winner
DGS
1.18
IYJ
0.90
5Y Beta
Winner
DGS
0.66
IYJ
0.92
P/E Ratio
DGS
N/A
IYJ
31.22
Forward P/E
DGS
N/A
IYJ
23.17
5Y Dividends CAGR
DGS
3.78%
Winner
IYJ
5.34%
5Y EPS CAGR
DGS
N/A
IYJ
11.95%
Debt to Equity
DGS
N/A
IYJ
64.79%
P/S Ratio
DGS
N/A
IYJ
3.10
P/B Ratio
DGS
N/A
IYJ
6.02
DGS vs IYJ - Holdings Comparison
DGS and IYJ have 1 common holdings. Overlap is -0.08%
DGS's top 25 holdings weight is 18.81%. IYJ's top 25 holdings weight is 56.75%.
| Rank | DGS | IYJ |
|---|---|---|
| #1 | INNOLUX CORP (n/a) - 2.47% | VISA INC CLASS A (V) - 6.90% |
| #2 | GROWTHPOINT PROPERTIES LTD (n/a) - 1.20% | CATERPILLAR INC (CAT) - 5.49% |
| #3 | POWERTECH TECHNOLOGY INC (n/a) - 1.17% | MASTERCARD INC CLASS A (MA) - 4.92% |
| #4 | COMPEQ MANUFATURING CO LTD (n/a) - 0.98% | GE AEROSPACE (GE) - 4.61% |
| #5 | BANCO DEL BAJIO SA (n/a) - 0.94% | GE VERNOVA INC (GEV) - 3.51% |
| #6 | OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.93% | RTX CORP (RTX) - 3.20% |
| #7 | SAMSUNG SECURITIES CO LTD (n/a) - 0.79% | AMERICAN EXPRESS CO (AXP) - 2.28% |
| #8 | WPG HOLDING CO LTD (n/a) - 0.76% | BOEING CO (BA) - 2.11% |
| #9 | ALIOR BANK SA (n/a) - 0.74% | EATON CORP PLC (ETN) - 1.99% |
| #10 | n/a (n/a) - 0.71% | UNION PACIFIC CORP (UNP) - 1.91% |
| #11 | n/a (n/a) - 0.70% | HONEYWELL INTERNATIONAL INC (HON) - 1.80% |
| #12 | BNK FINANCIAL GROUP INC (n/a) - 0.68% | DEERE & CO (DE) - 1.78% |
| #13 | SYNNEX TECHNOLOGY INTERNATIONAL CORP (n/a) - 0.68% | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% |
| #14 | LOJAS RENNER SA (n/a) - 0.67% | PARKER HANNIFIN CORP (PH) - 1.48% |
| #15 | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.67% | HOWMET AEROSPACE INC (HWM) - 1.41% |
| #16 | REDEFINE PROPERTIES LTD (n/a) - 0.67% | LOCKHEED MARTIN CORP (LMT) - 1.36% |
| #17 | NATIONAL ALUMINIUM CO LTD (n/a) - 0.66% | QUANTA SERVICES INC (PWR) - 1.31% |
| #18 | WISDOMTREE EMERGING MARKETS HIGH DIV ETF (DEM) - 0.61% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.31% |
| #19 | TIGER BRANDS LTD (n/a) - 0.59% | CUMMINS INC (CMI) - 1.23% |
| #20 | MOMENTUM GROUP LTD (n/a) - 0.59% | ACCENTURE PLC CLASS A (ACN) - 1.19% |
| #21 | WESTPORTS HOLDINGS BHD (n/a) - 0.33% | GENERAL DYNAMICS CORP (GD) - 1.14% |
| #22 | UNITED PLANTATION BHD (n/a) - 0.32% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.09% |
| #23 | HD CONSTRUCTION EQUIPMENT (n/a) - 0.32% | n/a (JCI) - 1.09% |
| #24 | WOOLWORTHS HOLDINGS LTD (n/a) - 0.32% | CSX CORP (CSX) - 1.06% |
| #25 | TA CHEN STAINLESS PIPE CO LTD (n/a) - 0.31% | 3M CO (MMM) - 1.05% |
| Total Holdings | 965 | 200 |
DGS vs IYJ - Historical Returns
Returns include dividend reinvestment.
1M
DGS
-0.76%
Winner
IYJ
+2.69%
3M
DGS
+7.04%
Winner
IYJ
+8.19%
6M
Winner
DGS
+13.24%
IYJ
+6.89%
1Y
Winner
DGS
+23.99%
IYJ
+16.33%
5Y(CAGR)
DGS
+7.88%
Winner
IYJ
+8.86%
10Y(CAGR)
DGS
+9.27%
Winner
IYJ
+13.05%
Max(CAGR)
DGS
+4.94%
Winner
IYJ
+9.09%
DGS vs IYJ - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DGS | IYJ |
|---|---|---|
| 2026 | +11.98% | +7.01% |
| 2025 | +21.54% | +12.53% |
| 2024 | +2.43% | +18.77% |
| 2023 | +19.10% | +19.58% |
| 2022 | -12.49% | -13.50% |
| 2021 | +14.74% | +19.46% |
| 2020 | +2.77% | +17.05% |
| 2019 | +18.19% | +33.83% |
| 2018 | -17.50% | -11.11% |
| 2017 | +36.41% | +24.79% |
| 2016 | +18.17% | +22.57% |
| 2015 | -15.60% | -0.32% |
| 2014 | -0.83% | +9.85% |
| 2013 | -4.86% | +38.45% |
| 2012 | +21.66% | +17.28% |
| 2011 | -21.96% | -0.58% |
| 2010 | +26.25% | +25.48% |
| 2009 | +78.59% | +24.03% |
| 2008 | -44.68% | -37.58% |
| 2007 | -8.13% | +14.10% |
| 2006 | N/A | +13.52% |
| 2005 | N/A | +6.41% |
| 2004 | N/A | +17.61% |
| 2003 | N/A | +29.55% |
| 2002 | N/A | -24.28% |
| 2001 | N/A | -4.21% |
| 2000 | N/A | -6.08% |
DGS vs IYJ Drawdown Comparison
The maximum drawdown for DGS was -61.82%, occurring on Nov 20, 2008. Recovery took 720 trading sessions.
The maximum drawdown for IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.
The current DGS drawdown is -3.33%. The current IYJ drawdown is -1.60%.
| Rank | DGS | IYJ |
|---|---|---|
| #1 | -61.82% Oct 31, 2007 - Sep 10, 2010 | -61.12% Oct 9, 2007 - Feb 1, 2011 |
| #2 | -44.06% Jan 26, 2018 - Feb 19, 2021 | -48.70% Sep 1, 2000 - Dec 1, 2005 |
| #3 | -35.77% May 8, 2013 - Jul 12, 2017 | -40.20% Feb 12, 2020 - Sep 2, 2020 |
| #4 | -30.82% Apr 29, 2011 - May 6, 2013 | -26.24% Sep 2, 2021 - Dec 14, 2023 |
| #5 | -24.85% Sep 13, 2021 - Dec 27, 2023 | -26.11% Apr 29, 2011 - Mar 13, 2012 |
| #6 | -19.31% Sep 27, 2024 - Jun 5, 2025 | -23.50% Sep 21, 2018 - Apr 5, 2019 |
| #7 | -11.36% Jan 5, 2011 - Apr 6, 2011 | -19.67% Nov 29, 2024 - Jul 1, 2025 |
| #8 | -10.05% Feb 25, 2026 - Apr 17, 2026 | -14.15% May 21, 2015 - Mar 30, 2016 |
| #9 | -9.06% Jul 16, 2024 - Sep 19, 2024 | -13.10% May 9, 2006 - Dec 18, 2006 |
| #10 | -6.37% Nov 4, 2010 - Dec 31, 2010 | -11.67% Mar 19, 2012 - Sep 13, 2012 |
| #11 | -5.43% May 26, 2026 - Jun 15, 2026 | -11.39% Mar 2, 2026 - Jun 16, 2026 |
| #12 | -5.26% May 7, 2021 - Jun 1, 2021 | -10.78% Jan 26, 2018 - Sep 12, 2018 |
| #13 | -4.95% Dec 29, 2023 - Feb 22, 2024 | -10.40% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -4.92% Sep 17, 2025 - Jan 2, 2026 | -9.96% Jun 9, 2014 - Oct 31, 2014 |
| #15 | -4.73% Jul 15, 2021 - Aug 27, 2021 | -8.24% Jul 20, 2000 - Aug 21, 2000 |
Correlation
Correlation between DGS and IYJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
DGS vs IYJ dividend yield comparison.
| Year | DGS | IYJ |
|---|---|---|
| 2026 | 0.31% | 0.30% |
| 2025 | 3.45% | 0.83% |
| 2024 | 3.36% | 0.88% |
| 2023 | 4.55% | 1.05% |
| 2022 | 5.34% | 1.05% |
| 2021 | 3.98% | 0.76% |
| 2020 | 3.69% | 1.74% |
| 2019 | 3.95% | 2.63% |
| 2018 | 4.24% | 2.86% |
| 2017 | 2.81% | 2.58% |
| 2016 | 3.42% | 2.77% |
| 2015 | 3.28% | 3.05% |
| 2014 | 3.20% | 2.92% |
| 2013 | 3.45% | 2.29% |
| 2012 | 2.95% | 3.32% |
| 2011 | 4.10% | 3.09% |
| 2010 | 2.37% | 3.11% |
| 2009 | 2.84% | 3.44% |
| 2008 | 5.03% | 4.63% |
| 2007 | 0.10% | 2.41% |
| 2006 | 0.00% | 2.14% |
| 2005 | 0.00% | 2.19% |
| 2004 | 0.00% | 1.64% |
| 2003 | 0.00% | 1.60% |
| 2002 | 0.00% | 1.92% |
| 2001 | 0.00% | 1.19% |
| 2000 | 0.00% | 1.00% |
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