DGS vs SPY
Comparison between WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DGS, delivering a return of +13.3% compared to +8.4%
DGS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGS
$1.60B
Winner
SPY
$652B
Expense Ratio
DGS
0.58%
Winner
SPY
0.09%
Max Drawdown
DGS
61.86%
Winner
SPY
56.47%
Sharpe Ratio
DGS
1.79
Winner
SPY
2.07
5Y Beta
Winner
DGS
0.63
SPY
1.00
P/E Ratio
DGS
N/A
SPY
28.24
Forward P/E
DGS
N/A
SPY
21.85
5Y Dividends CAGR
DGS
3.78%
Winner
SPY
5.43%
5Y EPS CAGR
DGS
N/A
SPY
25.79%
Debt to Equity
DGS
N/A
SPY
22.35%
P/S Ratio
DGS
N/A
SPY
3.55
P/B Ratio
DGS
N/A
SPY
5.29
DGS vs SPY - Holdings Comparison
DGS and SPY have 1 common holdings. Overlap is 0.00%
DGS's top 25 holdings weight is 17.69%. SPY's top 25 holdings weight is 51.32%.
| Rank | DGS | SPY |
|---|---|---|
| #1 | INNOLUX CORP (n/a) - 1.24% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | GROWTHPOINT PROPERTIES LTD (n/a) - 1.20% | APPLE INC (AAPL) - 6.48% |
| #3 | COMPEQ MANUFATURING CO LTD (n/a) - 1.03% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | BANCO DEL BAJIO SA (n/a) - 0.99% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.93% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | n/a (n/a) - 0.87% | BROADCOM INC (AVGO) - 3.09% |
| #7 | NATIONAL ALUMINIUM CO LTD (n/a) - 0.79% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | n/a (n/a) - 0.74% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | POWERTECH TECHNOLOGY INC (n/a) - 0.74% | TESLA INC (TSLA) - 1.73% |
| #10 | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | SAMSUNG SECURITIES CO LTD (n/a) - 0.73% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | BNK FINANCIAL GROUP INC (n/a) - 0.73% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | WPG HOLDING CO LTD (n/a) - 0.73% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | LOJAS RENNER SA (n/a) - 0.72% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | n/a (n/a) - 0.71% | WALMART INC (WMT) - 0.91% |
| #16 | ALIOR BANK SA (n/a) - 0.70% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | REDEFINE PROPERTIES LTD (n/a) - 0.69% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | SYNNEX TECHNOLOGY INTERNATIONAL CORP (n/a) - 0.64% | VISA INC CLASS A (V) - 0.85% |
| #19 | TIGER BRANDS LTD (n/a) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | AMMB HOLDINGS BHD (n/a) - 0.59% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | TRANSCEND INFORMATION INC (n/a) - 0.32% | INTEL CORP (INTC) - 0.65% |
| #22 | TOPCO SCIENTIFIC CO LTD (n/a) - 0.32% | NETFLIX INC (NFLX) - 0.64% |
| #23 | CAPITAL SECURITIES CORP (n/a) - 0.31% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | TIME DOTCOM BHD (n/a) - 0.31% | CHEVRON CORP (CVX) - 0.58% |
| #25 | MEGACABLE HOLDINGS SAB DE CV (n/a) - 0.31% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 970 | 505 |
DGS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DGS
+5.00%
Winner
SPY
+9.11%
3M
DGS
+4.89%
Winner
SPY
+6.59%
6M
Winner
DGS
+17.70%
SPY
+10.56%
1Y
Winner
DGS
+34.36%
SPY
+32.04%
5Y(CAGR)
DGS
+8.37%
Winner
SPY
+13.35%
10Y(CAGR)
DGS
+10.32%
Winner
SPY
+15.49%
Max(CAGR)
DGS
+5.09%
Winner
SPY
+8.50%
DGS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DGS | SPY |
|---|---|---|
| 2026 | +14.36% | +8.27% |
| 2025 | +21.54% | +18.00% |
| 2024 | +2.43% | +25.59% |
| 2023 | +19.10% | +26.72% |
| 2022 | -12.49% | -18.64% |
| 2021 | +14.74% | +30.52% |
| 2020 | +2.77% | +17.28% |
| 2019 | +18.19% | +31.09% |
| 2018 | -17.50% | -5.24% |
| 2017 | +36.41% | +20.78% |
| 2016 | +18.17% | +13.59% |
| 2015 | -15.60% | +1.31% |
| 2014 | -0.83% | +14.56% |
| 2013 | -4.86% | +29.00% |
| 2012 | +21.66% | +14.17% |
| 2011 | -21.96% | +0.85% |
| 2010 | +26.25% | +13.14% |
| 2009 | +78.59% | +22.67% |
| 2008 | -44.68% | -36.25% |
| 2007 | -8.13% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DGS vs SPY Drawdown Comparison
The maximum drawdown for DGS was -61.82%, occurring on Nov 20, 2008. Recovery took 720 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | DGS | SPY |
|---|---|---|
| #1 | -61.82% Oct 31, 2007 - Sep 10, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.06% Jan 26, 2018 - Feb 19, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -35.77% May 8, 2013 - Jul 12, 2017 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.82% Apr 29, 2011 - May 6, 2013 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.85% Sep 13, 2021 - Dec 27, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.31% Sep 27, 2024 - Jun 5, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.36% Jan 5, 2011 - Apr 6, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.05% Feb 25, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.06% Jul 16, 2024 - Sep 19, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.37% Nov 4, 2010 - Dec 31, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.26% May 7, 2021 - Jun 1, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.95% Dec 29, 2023 - Feb 22, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.92% Sep 17, 2025 - Jan 2, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.73% Jul 15, 2021 - Aug 27, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.49% Apr 9, 2024 - May 2, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DGS and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
DGS vs SPY dividend yield comparison.
| Year | DGS | SPY |
|---|---|---|
| 2026 | 0.30% | 0.24% |
| 2025 | 3.45% | 1.07% |
| 2024 | 3.36% | 1.21% |
| 2023 | 4.55% | 1.40% |
| 2022 | 5.34% | 1.65% |
| 2021 | 3.98% | 1.20% |
| 2020 | 3.69% | 1.52% |
| 2019 | 3.95% | 1.75% |
| 2018 | 4.24% | 2.04% |
| 2017 | 2.81% | 1.80% |
| 2016 | 3.42% | 2.03% |
| 2015 | 3.28% | 2.06% |
| 2014 | 3.20% | 1.87% |
| 2013 | 3.45% | 1.81% |
| 2012 | 2.95% | 2.18% |
| 2011 | 4.10% | 2.05% |
| 2010 | 2.37% | 1.80% |
| 2009 | 2.84% | 1.95% |
| 2008 | 5.03% | 3.02% |
| 2007 | 0.10% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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