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EDD vs DGRS

Comparison between Morgan Stanley Emerging Markets Domestic Debt Fund Inc (EDD, ETF) and WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND (DGRS, ETF).

5-Year PerformanceDGRS has outperformed EDD, delivering a return of +5.9% compared to +5.7%

EDD vs DGRS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EDD
$385M
Winner
DGRS
$386M
Expense Ratio
EDD
N/A
DGRS
0.38%
Max Drawdown
EDD
82.01%
Winner
DGRS
45.69%
Sharpe Ratio
EDD
0.89
Winner
DGRS
1.17
5Y Beta
Winner
EDD
0.39
DGRS
0.88
P/E Ratio
EDD
N/A
DGRS
23.21
Forward P/E
EDD
N/A
DGRS
12.45
5Y Dividends CAGR
Winner
EDD
10.32%
DGRS
6.34%
5Y EPS CAGR
EDD
N/A
DGRS
11.81%
Debt to Equity
EDD
N/A
DGRS
90.75%
P/S Ratio
EDD
N/A
DGRS
1.08
P/B Ratio
EDD
N/A
DGRS
1.99

EDD vs DGRS - Historical Returns

Returns include dividend reinvestment.

1M
EDD
-1.64%
Winner
DGRS
-1.09%
3M
EDD
-0.37%
Winner
DGRS
+3.02%
6M
EDD
+0.02%
Winner
DGRS
+13.47%
1Y
EDD
+16.75%
Winner
DGRS
+25.75%
5Y(CAGR)
EDD
+5.68%
Winner
DGRS
+5.92%
10Y(CAGR)
EDD
+4.92%
Winner
DGRS
+9.52%
Max(CAGR)
EDD
+2.32%
Winner
DGRS
+9.00%

EDD vs DGRS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEDDDGRS
2026+0.53%+12.90%
2025+33.64%+0.64%
2024+8.65%+10.63%
2023+15.09%+20.65%
2022-13.81%-13.21%
2021-6.90%+24.72%
2020-3.37%+8.02%
2019+23.80%+23.77%
2018-14.76%-10.85%
2017+16.65%+6.98%
2016+15.50%+33.41%
2015-27.07%-6.30%
2014-12.15%+6.01%
2013-15.46%+14.92%
2012+23.59%N/A
2011-6.52%N/A
2010+24.94%N/A
2009+36.69%N/A
2008-29.10%N/A
2007-3.89%N/A

EDD vs DGRS Drawdown Comparison

The maximum drawdown for EDD was -59.42%, occurring on Nov 21, 2008. Recovery took 726 trading sessions.

The maximum drawdown for DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 217 trading sessions.

The current EDD drawdown is -9.90%. The current DGRS drawdown is -1.62%.

RankEDDDGRS
#1-59.42%
May 17, 2007 - Apr 6, 2010
-44.82%
Jan 16, 2020 - Nov 24, 2020
#2-56.67%
May 8, 2013 - Jan 13, 2026
-27.57%
Nov 25, 2024 - Feb 4, 2026
#3-20.40%
Jul 22, 2011 - Mar 1, 2012
-24.12%
Jan 4, 2022 - Dec 14, 2023
#4-17.67%
Feb 13, 2026 - Mar 30, 2026
-22.95%
Aug 21, 2018 - Nov 5, 2019
#5-14.90%
May 1, 2012 - Jul 20, 2012
-21.01%
Jun 23, 2015 - Jul 11, 2016
#6-12.21%
Apr 26, 2010 - Jul 20, 2010
-10.76%
Jul 1, 2014 - Nov 12, 2014
#7-12.13%
Nov 4, 2010 - Apr 28, 2011
-9.80%
Jun 8, 2021 - Nov 5, 2021
#8-7.65%
Sep 14, 2012 - Dec 19, 2012
-9.28%
Jul 31, 2024 - Oct 16, 2024
#9-6.34%
Mar 1, 2012 - May 1, 2012
-8.90%
Feb 6, 2026 - Apr 17, 2026
#10-4.99%
Feb 14, 2013 - May 2, 2013
-8.69%
Dec 26, 2013 - Apr 1, 2014
#11-3.40%
Aug 24, 2010 - Sep 9, 2010
-8.44%
Dec 9, 2016 - Sep 27, 2017
#12-3.12%
Jul 1, 2011 - Jul 21, 2011
-8.37%
Jan 23, 2018 - May 30, 2018
#13-3.10%
Jun 6, 2011 - Jun 30, 2011
-7.35%
Nov 16, 2021 - Jan 4, 2022
#14-2.63%
May 2, 2011 - May 31, 2011
-7.07%
Mar 12, 2021 - May 6, 2021
#15-2.63%
Oct 14, 2010 - Nov 3, 2010
-6.80%
Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between EDD and DGRS is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2007 - 2026)

EDD vs DGRS dividend yield comparison.

YearEDDDGRS
20262.59%0.65%
20259.76%2.68%
202411.45%2.15%
20237.30%2.36%
20226.82%2.88%
20216.93%2.19%
20206.92%2.32%
20198.15%2.39%
20189.90%2.64%
20178.18%1.90%
201610.32%1.82%
201512.65%2.55%
20149.47%2.07%
201312.68%0.50%
20126.53%0.00%
20118.48%0.00%
20107.43%0.00%
20097.68%0.00%
200819.07%0.00%
200711.52%0.00%

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