DGS vs XHLF
Comparison between WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
DGS vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DGS
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
DGS
0.58%
Winner
XHLF
0.03%
Max Drawdown
DGS
61.86%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
DGS
1.18
XHLF
0.13
5Y Beta
DGS
0.66
Winner
XHLF
-0.00
5Y Dividends CAGR
DGS
3.78%
XHLF
N/A
DGS vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
DGS
-0.76%
Winner
XHLF
+0.24%
3M
Winner
DGS
+7.04%
XHLF
+0.86%
6M
Winner
DGS
+13.24%
XHLF
+1.65%
1Y
Winner
DGS
+23.99%
XHLF
+3.82%
5Y(CAGR)
DGS
+7.88%
XHLF
N/A
10Y(CAGR)
DGS
+9.27%
XHLF
N/A
Max(CAGR)
Winner
DGS
+4.94%
XHLF
+4.42%
DGS vs XHLF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DGS | XHLF |
|---|---|---|
| 2026 | +11.98% | +1.49% |
| 2025 | +21.54% | +4.21% |
| 2024 | +2.43% | +5.06% |
| 2023 | +19.10% | +4.90% |
| 2022 | -12.49% | +0.96% |
| 2021 | +14.74% | N/A |
| 2020 | +2.77% | N/A |
| 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 XHLF Drawdown Comparison
The maximum drawdown for DGS was -61.82%, occurring on Nov 20, 2008. Recovery took 720 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current DGS drawdown is -3.33%.
| Rank | DGS | XHLF |
|---|---|---|
| #1 | -61.82% Oct 31, 2007 - Sep 10, 2010 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -44.06% Jan 26, 2018 - Feb 19, 2021 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -35.77% May 8, 2013 - Jul 12, 2017 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -30.82% Apr 29, 2011 - May 6, 2013 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -24.85% Sep 13, 2021 - Dec 27, 2023 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -19.31% Sep 27, 2024 - Jun 5, 2025 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -11.36% Jan 5, 2011 - Apr 6, 2011 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -10.05% Feb 25, 2026 - Apr 17, 2026 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -9.06% Jul 16, 2024 - Sep 19, 2024 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -6.37% Nov 4, 2010 - Dec 31, 2010 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -5.43% May 26, 2026 - Jun 15, 2026 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -5.26% May 7, 2021 - Jun 1, 2021 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -4.95% Dec 29, 2023 - Feb 22, 2024 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -4.92% Sep 17, 2025 - Jan 2, 2026 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -4.73% Jul 15, 2021 - Aug 27, 2021 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between DGS and XHLF 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 XHLF dividend yield comparison.
| Year | DGS | XHLF |
|---|---|---|
| 2026 | 0.31% | 1.52% |
| 2025 | 3.45% | 3.99% |
| 2024 | 3.36% | 4.96% |
| 2023 | 4.55% | 4.50% |
| 2022 | 5.34% | 0.86% |
| 2021 | 3.98% | 0.00% |
| 2020 | 3.69% | 0.00% |
| 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% |
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