DMAX vs DGRE

Comparison between ISHARES LARGE CAP MAX BUFFER DEC ETF (DMAX, ETF) and WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND (DGRE, ETF).

DMAX vs DGRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DMAX(ETF)	DGRE(ETF)
Net Assets	$137M	$137M
Expense Ratio	0.50%	0.32%
Max Drawdown	3.37%	40.04%
Sharpe Ratio	1.80	1.73
5Y Beta	0.17	0.81
5Y Dividends CAGR	N/A	-1.04%

Net Assets

DMAX

$137M

Winner

DGRE

$137M

Expense Ratio

DMAX

0.50%

Winner

DGRE

0.32%

Max Drawdown

Winner

DMAX

3.37%

DGRE

40.04%

Sharpe Ratio

Winner

DMAX

1.80

DGRE

1.73

5Y Beta

Winner

DMAX

0.17

DGRE

0.81

5Y Dividends CAGR

DMAX

N/A

DGRE

-1.04%

DMAX vs DGRE - Holdings Comparison

DMAX and DGRE have 0 common holdings. Overlap is 0.00%

DMAX's top 25 holdings weight is 105.06%. DGRE's top 25 holdings weight is 49.25%.

Rank	DMAX	DGRE
#1	ISHARES CORE S&P 500 ETF (IVV) - 105.06%	n/a (n/a) - 14.61%
#2	N/A	SAMSUNG ELECTRONICS CO LTD (n/a) - 9.49%
#3	N/A	SK HYNIX INC (n/a) - 2.03%
#4	N/A	MEDIATEK INC (n/a) - 2.02%
#5	N/A	ACCTON TECHNOLOGY CORP (n/a) - 1.64%
#6	N/A	GRUPO MEXICO SAB DE CV CLASS B (n/a) - 1.56%
#7	N/A	KGHM POLSKA MIEDZ SA (n/a) - 1.32%
#8	N/A	LS ELECTRIC CO LTD (n/a) - 1.28%
#9	N/A	n/a (n/a) - 1.28%
#10	N/A	WIWYNN CORP ORDINARY SHARES (n/a) - 1.25%
#11	N/A	n/a (n/a) - 1.08%
#12	N/A	VIBRA ENERGIA SA (n/a) - 1.07%
#13	N/A	ASIA VITAL COMPONENTS CO LTD (n/a) - 1.06%
#14	N/A	ORLEN SA (n/a) - 1.03%
#15	N/A	n/a (n/a) - 1.01%
#16	N/A	YAGEO CORP (n/a) - 1.00%
#17	N/A	PKO BANK POLSKI SA (n/a) - 0.95%
#18	N/A	BANCO DE CREDITO E INVERSIONES SA (n/a) - 0.87%
#19	N/A	CELLTRION INC (n/a) - 0.86%
#20	N/A	RELIANCE INDUSTRIES LTD (n/a) - 0.76%
#21	N/A	HYUNDAI GLOVIS CO LTD (n/a) - 0.65%
#22	N/A	YUHAN CORP (n/a) - 0.62%
#23	N/A	DELTA ELECTRONICS INC (n/a) - 0.61%
#24	N/A	BANK POLSKA KASA OPIEKI SA (n/a) - 0.61%
#25	N/A	STANDARD BANK GROUP LTD (n/a) - 0.59%
Total Holdings	1	280

DMAX vs DGRE - Historical Returns

Returns include dividend reinvestment.

Period	DMAX	DGRE
1 month	+0.52%	-1.35%
3 months	+1.81%	+12.91%
6 months	+2.65%	+26.44%
1 year	+8.27%	+45.05%
5 years(CAGR)	N/A	+7.05%
10 years(CAGR)	N/A	+8.79%
Max(CAGR)	+7.00%	+5.77%

Winner

DMAX

+0.52%

DGRE

-1.35%

DMAX

+1.81%

Winner

DGRE

+12.91%

DMAX

+2.65%

Winner

DGRE

+26.44%

DMAX

+8.27%

Winner

DGRE

+45.05%

5Y(CAGR)

DMAX

N/A

DGRE

+7.05%

10Y(CAGR)

DMAX

N/A

DGRE

+8.79%

Max(CAGR)

Winner

DMAX

+7.00%

DGRE

+5.77%

DMAX vs DGRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DMAX	DGRE
2026	+2.08%	+19.77%
2025	+7.81%	+26.37%
2024	N/A	+4.87%
2023	N/A	+17.95%
2022	N/A	-22.02%
2021	N/A	+2.08%
2020	N/A	+9.38%
2019	N/A	+20.74%
2018	N/A	-17.60%
2017	N/A	+32.71%
2016	N/A	+14.22%
2015	N/A	-16.52%
2014	N/A	+3.49%
2013	N/A	-2.41%

DMAX vs DGRE Drawdown Comparison

The maximum drawdown for DMAX was -3.37%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for DGRE was -36.95%, occurring on Mar 23, 2020. Recovery took 713 trading sessions.

The current DMAX drawdown is -0.29%. The current DGRE drawdown is -7.82%.

Rank	DMAX	DGRE
#1	-3.37% Feb 19, 2025 - May 16, 2025	-36.95% Jan 26, 2018 - Nov 24, 2020
#2	-1.41% Feb 25, 2026 - Apr 13, 2026	-36.53% Sep 5, 2014 - Aug 24, 2017
#3	-0.64% Nov 11, 2025 - Nov 25, 2025	-35.40% Feb 12, 2021 - Sep 24, 2024
#4	-0.56% Jan 6, 2025 - Jan 17, 2025	-20.65% Sep 26, 2024 - Jul 3, 2025
#5	-0.55% May 16, 2025 - Jun 3, 2025	-17.52% Oct 22, 2013 - Jun 9, 2014
#6	-0.49% Jul 25, 2025 - Aug 8, 2025	-13.67% Feb 25, 2026 - Apr 17, 2026
#7	-0.47% Jan 22, 2025 - Feb 18, 2025	-10.78% Aug 14, 2013 - Sep 18, 2013
#8	-0.46% Feb 2, 2026 - Feb 9, 2026	-7.82% Jun 2, 2026 - Jun 5, 2026
#9	-0.42% Oct 8, 2025 - Oct 20, 2025	-7.13% Sep 18, 2013 - Oct 22, 2013
#10	-0.41% Jan 6, 2026 - Jan 27, 2026	-6.19% May 8, 2026 - May 26, 2026
#11	-0.30% Feb 9, 2026 - Feb 20, 2026	-5.64% Jan 21, 2021 - Feb 9, 2021
#12	-0.29% Jun 2, 2026 - Jun 5, 2026	-4.96% Jul 24, 2014 - Aug 26, 2014
#13	-0.28% Nov 3, 2025 - Nov 10, 2025	-3.87% Oct 13, 2017 - Dec 20, 2017
#14	-0.24% Aug 28, 2025 - Sep 5, 2025	-3.86% Nov 3, 2025 - Dec 10, 2025
#15	-0.24% Jun 12, 2025 - Jun 23, 2025	-3.49% Aug 2, 2013 - Aug 14, 2013

Correlation

Correlation between DMAX and DGRE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2013 - 2026)

DMAX vs DGRE dividend yield comparison.

Year	DMAX	DGRE
2026	0.00%	0.17%
2025	1.18%	1.65%
2024	0.00%	1.90%
2023	0.00%	2.22%
2022	0.00%	4.38%
2021	0.00%	2.56%
2020	0.00%	2.11%
2019	0.00%	2.32%
2018	0.00%	2.71%
2017	0.00%	3.12%
2016	0.00%	3.18%
2015	0.00%	3.01%
2014	0.00%	2.45%
2013	0.00%	0.57%