IXJ vs DEM
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and WisdomTree Emerging Markets High Dividend Fund (DEM, ETF).
5-Year PerformanceDEM has outperformed IXJ, delivering a return of +10.2% compared to +4.4%
IXJ vs DEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.60B
Winner
DEM
$3.70B
Expense Ratio
Winner
IXJ
0.40%
DEM
0.63%
Max Drawdown
Winner
IXJ
42.81%
DEM
57.03%
Sharpe Ratio
IXJ
0.52
Winner
DEM
1.88
5Y Beta
Winner
IXJ
0.49
DEM
0.57
P/E Ratio
IXJ
27.07
DEM
N/A
Forward P/E
IXJ
17.01
DEM
N/A
5Y Dividends CAGR
Winner
IXJ
6.37%
DEM
6.07%
5Y EPS CAGR
IXJ
13.77%
DEM
N/A
Debt to Equity
IXJ
-113.63%
DEM
N/A
P/S Ratio
IXJ
1.46
DEM
N/A
P/B Ratio
IXJ
4.43
DEM
N/A
IXJ vs DEM - Holdings Comparison
IXJ and DEM have 1 common holdings. Overlap is 0.00%
IXJ's top 25 holdings weight is 70.24%. DEM's top 25 holdings weight is 34.92%.
| Rank | IXJ | DEM |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 9.35% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.53% |
| #2 | JOHNSON & JOHNSON (JNJ) - 7.13% | MEDIATEK INC (n/a) - 4.25% |
| #3 | ABBVIE INC (ABBV) - 4.62% | n/a (n/a) - 2.79% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 4.12% | SAUDI ARABIAN OIL CO (n/a) - 2.02% |
| #5 | UNITEDHEALTH GROUP INC (UNH) - 3.85% | n/a (n/a) - 1.88% |
| #6 | MERCK & CO INC (MRK) - 3.82% | ORLEN SA (n/a) - 1.76% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.80% | n/a (n/a) - 1.59% |
| #8 | NOVARTIS AG REGISTERED SHARES (n/a) - 3.79% | UNITED MICROELECTRONICS CORP (n/a) - 1.47% |
| #9 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.59% | PKO BANK POLSKI SA (n/a) - 1.44% |
| #10 | AMGEN INC (AMGN) - 2.48% | QUANTA COMPUTER INC (n/a) - 1.42% |
| #11 | GILEAD SCIENCES INC (GILD) - 2.21% | n/a (n/a) - 1.34% |
| #12 | ABBOTT LABORATORIES (ABT) - 2.19% | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.30% |
| #13 | INTUITIVE SURGICAL INC (ISRG) - 2.17% | VEDANTA LTD (n/a) - 1.23% |
| #14 | PFIZER INC (PFE) - 2.05% | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.06% |
| #15 | NOVO NORDISK AS CLASS B (n/a) - 1.70% | AMBEV SA (n/a) - 0.94% |
| #16 | DANAHER CORP (DHR) - 1.61% | TATA CONSULTANCY SERVICES LTD (n/a) - 0.90% |
| #17 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.89% |
| #18 | GSK PLC (n/a) - 1.55% | CHINA HONGQIAO GROUP LTD (n/a) - 0.85% |
| #19 | STRYKER CORP (SYK) - 1.53% | SAUDI TELECOM CO (n/a) - 0.82% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.46% | SAUDI NATIONAL BANK (n/a) - 0.81% |
| #21 | MEDTRONIC PLC (MDT) - 1.43% | n/a (n/a) - 0.34% |
| #22 | MCKESSON CORP (MCK) - 1.38% | NATIONAL ALUMINIUM CO LTD (n/a) - 0.34% |
| #23 | SANOFI SA (n/a) - 1.36% | TIM SA ORDINARY SHARES (n/a) - 0.33% |
| #24 | CVS HEALTH CORP (CVS) - 1.28% | WT MICROELECTRONICS CO LTD (n/a) - 0.31% |
| #25 | BOSTON SCIENTIFIC CORP (BSX) - 1.19% | YUTONG BUS CO LTD CLASS A (n/a) - 0.31% |
| Total Holdings | 127 | 488 |
IXJ vs DEM - Historical Returns
Returns include dividend reinvestment.
1M
IXJ
-2.45%
Winner
DEM
+4.47%
3M
IXJ
-7.46%
Winner
DEM
+6.11%
6M
IXJ
-3.18%
Winner
DEM
+16.22%
1Y
IXJ
+8.87%
Winner
DEM
+29.92%
5Y(CAGR)
IXJ
+4.43%
Winner
DEM
+10.19%
10Y(CAGR)
IXJ
+8.14%
Winner
DEM
+10.32%
Max(CAGR)
Winner
IXJ
+7.06%
DEM
+4.95%
IXJ vs DEM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | DEM |
|---|---|---|
| 2026 | -5.18% | +14.68% |
| 2025 | +14.95% | +21.85% |
| 2024 | -0.69% | +5.66% |
| 2023 | +3.59% | +21.11% |
| 2022 | -3.93% | -10.64% |
| 2021 | +19.74% | +10.71% |
| 2020 | +12.39% | -7.42% |
| 2019 | +24.67% | +19.79% |
| 2018 | +1.74% | -8.80% |
| 2017 | +19.02% | +24.78% |
| 2016 | -4.37% | +26.16% |
| 2015 | +5.69% | -20.90% |
| 2014 | +18.07% | -10.17% |
| 2013 | +33.83% | -8.21% |
| 2012 | +15.83% | +13.65% |
| 2011 | +9.85% | -11.22% |
| 2010 | +0.65% | +20.83% |
| 2009 | +16.29% | +53.78% |
| 2008 | -19.96% | -33.89% |
| 2007 | +2.96% | +2.61% |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs DEM Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
The current IXJ drawdown is -8.89%. The current DEM drawdown is -1.41%.
| Rank | IXJ | DEM |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -51.78% May 19, 2008 - Apr 1, 2010 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -47.00% Apr 29, 2011 - Jan 18, 2018 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -37.79% Jan 13, 2020 - Mar 15, 2021 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -27.12% Feb 16, 2022 - Feb 20, 2024 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -19.03% Jan 26, 2018 - Jan 2, 2020 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -18.42% Apr 14, 2010 - Sep 13, 2010 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -16.36% Jul 23, 2007 - Sep 27, 2007 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -15.64% Oct 7, 2024 - Jun 6, 2025 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -15.33% Oct 31, 2007 - May 15, 2008 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -9.48% Jul 11, 2024 - Sep 24, 2024 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -9.17% Jun 4, 2021 - Jan 12, 2022 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -6.69% Jan 3, 2011 - Mar 30, 2011 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -6.36% Nov 4, 2010 - Dec 31, 2010 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -5.30% Sep 17, 2025 - Nov 10, 2025 |
Correlation
Correlation between IXJ and DEM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2001 - 2026)
IXJ vs DEM dividend yield comparison.
| Year | IXJ | DEM |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 1.40% | 4.88% |
| 2024 | 1.50% | 5.24% |
| 2023 | 1.38% | 5.49% |
| 2022 | 1.17% | 8.62% |
| 2021 | 1.12% | 5.87% |
| 2020 | 1.27% | 4.21% |
| 2019 | 1.42% | 4.78% |
| 2018 | 2.11% | 4.47% |
| 2017 | 1.46% | 3.67% |
| 2016 | 1.73% | 3.63% |
| 2015 | 2.85% | 5.21% |
| 2014 | 1.38% | 5.51% |
| 2013 | 1.51% | 4.10% |
| 2012 | 2.28% | 3.29% |
| 2011 | 2.17% | 4.44% |
| 2010 | 2.20% | 3.24% |
| 2009 | 1.97% | 2.93% |
| 2008 | 2.25% | 5.85% |
| 2007 | 1.72% | 0.92% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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