XT vs DEM
Comparison between ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and WisdomTree Emerging Markets High Dividend Fund (DEM, ETF).
5-Year PerformanceDEM has outperformed XT, delivering a return of +9.5% compared to +7.4%
XT vs DEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XT
$3.40B
Winner
DEM
$3.50B
Expense Ratio
Winner
XT
0.46%
DEM
0.63%
Max Drawdown
Winner
XT
34.97%
DEM
57.03%
Sharpe Ratio
Winner
XT
2.23
DEM
2.06
5Y Beta
XT
1.05
Winner
DEM
0.57
P/E Ratio
XT
40.05
DEM
N/A
Forward P/E
XT
28.12
DEM
N/A
5Y Dividends CAGR
Winner
XT
51.14%
DEM
6.07%
Debt to Equity
XT
-21.11%
DEM
N/A
XT vs DEM - Holdings Comparison
XT and DEM have 1 common holdings. Overlap is 0.00%
XT's top 25 holdings weight is 53.31%. DEM's top 25 holdings weight is 34.92%.
| Rank | XT | DEM |
|---|---|---|
| #1 | TEXAS INSTRUMENTS INC (TXN) - 4.88% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 4.53% |
| #2 | NVIDIA CORP (NVDA) - 4.39% | MEDIATEK INC (n/a) - 4.25% |
| #3 | ANALOG DEVICES INC (ADI) - 3.93% | n/a (n/a) - 2.79% |
| #4 | MICROSOFT CORP (MSFT) - 3.79% | SAUDI ARABIAN OIL CO (n/a) - 2.02% |
| #5 | TESLA INC (TSLA) - 3.52% | n/a (n/a) - 1.88% |
| #6 | ELI LILLY AND CO (LLY) - 3.19% | ORLEN SA (n/a) - 1.76% |
| #7 | AMAZON.COM INC (AMZN) - 3.16% | n/a (n/a) - 1.59% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.63% | UNITED MICROELECTRONICS CORP (n/a) - 1.47% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.60% | PKO BANK POLSKI SA (n/a) - 1.44% |
| #10 | n/a (n/a) - 2.47% | QUANTA COMPUTER INC (n/a) - 1.42% |
| #11 | BROADCOM INC (AVGO) - 2.25% | n/a (n/a) - 1.34% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.86% | INDUSTRIAL BANK CO LTD CLASS A (n/a) - 1.30% |
| #13 | INFINEON TECHNOLOGIES AG (n/a) - 1.76% | VEDANTA LTD (n/a) - 1.23% |
| #14 | INTUITIVE SURGICAL INC (ISRG) - 1.70% | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 1.06% |
| #15 | ABBVIE INC (ABBV) - 1.68% | AMBEV SA (n/a) - 0.94% |
| #16 | IBERDROLA SA (n/a) - 1.54% | TATA CONSULTANCY SERVICES LTD (n/a) - 0.90% |
| #17 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.50% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.89% |
| #18 | ASTRAZENECA PLC (AZN) - 1.50% | CHINA HONGQIAO GROUP LTD (n/a) - 0.85% |
| #19 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.39% | SAUDI TELECOM CO (n/a) - 0.82% |
| #20 | MERCK & CO INC (MRK) - 1.37% | SAUDI NATIONAL BANK (n/a) - 0.81% |
| #21 | TENCENT HOLDINGS LTD (n/a) - 0.47% | n/a (n/a) - 0.34% |
| #22 | DELTA ELECTRONICS INC (n/a) - 0.46% | NATIONAL ALUMINIUM CO LTD (n/a) - 0.34% |
| #23 | ALBEMARLE CORP (ALB) - 0.45% | TIM SA ORDINARY SHARES (n/a) - 0.33% |
| #24 | n/a (n/a) - 0.42% | WT MICROELECTRONICS CO LTD (n/a) - 0.31% |
| #25 | SSE PLC (n/a) - 0.40% | YUTONG BUS CO LTD CLASS A (n/a) - 0.31% |
| Total Holdings | 191 | 488 |
XT vs DEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XT
+11.18%
DEM
+6.83%
3M
Winner
XT
+9.47%
DEM
+7.63%
6M
XT
+15.83%
Winner
DEM
+19.31%
1Y
Winner
XT
+44.93%
DEM
+33.92%
5Y(CAGR)
XT
+7.39%
Winner
DEM
+9.55%
10Y(CAGR)
Winner
XT
+14.62%
DEM
+10.62%
Max(CAGR)
Winner
XT
+12.43%
DEM
+5.02%
XT vs DEM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XT | DEM |
|---|---|---|
| 2026 | +12.62% | +15.96% |
| 2025 | +26.40% | +21.85% |
| 2024 | +2.22% | +5.66% |
| 2023 | +26.79% | +21.11% |
| 2022 | -28.20% | -10.64% |
| 2021 | +16.59% | +10.71% |
| 2020 | +33.53% | -7.42% |
| 2019 | +30.61% | +19.79% |
| 2018 | -6.17% | -8.80% |
| 2017 | +32.97% | +24.78% |
| 2016 | +11.61% | +26.16% |
| 2015 | -2.29% | -20.90% |
| 2014 | N/A | -10.17% |
| 2013 | N/A | -8.21% |
| 2012 | N/A | +13.65% |
| 2011 | N/A | -11.22% |
| 2010 | N/A | +20.83% |
| 2009 | N/A | +53.78% |
| 2008 | N/A | -33.89% |
| 2007 | N/A | +2.61% |
XT vs DEM Drawdown Comparison
The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.
The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.
| Rank | XT | DEM |
|---|---|---|
| #1 | -34.40% Nov 16, 2021 - Jul 2, 2025 | -51.78% May 19, 2008 - Apr 1, 2010 |
| #2 | -32.21% Feb 19, 2020 - Jul 2, 2020 | -47.00% Apr 29, 2011 - Jan 18, 2018 |
| #3 | -19.47% Jun 22, 2015 - Aug 5, 2016 | -37.79% Jan 13, 2020 - Mar 15, 2021 |
| #4 | -18.90% Aug 29, 2018 - Apr 3, 2019 | -27.12% Feb 16, 2022 - Feb 20, 2024 |
| #5 | -10.45% Jan 28, 2026 - Apr 16, 2026 | -19.03% Jan 26, 2018 - Jan 2, 2020 |
| #6 | -9.55% Jan 26, 2018 - Aug 7, 2018 | -18.42% Apr 14, 2010 - Sep 13, 2010 |
| #7 | -9.31% Feb 12, 2021 - Apr 26, 2021 | -16.36% Jul 23, 2007 - Sep 27, 2007 |
| #8 | -8.11% Apr 8, 2019 - Jul 1, 2019 | -15.64% Oct 7, 2024 - Jun 6, 2025 |
| #9 | -7.30% Sep 3, 2021 - Nov 4, 2021 | -15.33% Oct 31, 2007 - May 15, 2008 |
| #10 | -7.29% Oct 12, 2020 - Nov 5, 2020 | -9.48% Jul 11, 2024 - Sep 24, 2024 |
| #11 | -7.16% Sep 2, 2020 - Oct 9, 2020 | -9.17% Jun 4, 2021 - Jan 12, 2022 |
| #12 | -7.03% Jul 24, 2019 - Oct 25, 2019 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #13 | -6.52% Sep 22, 2016 - Dec 7, 2016 | -6.69% Jan 3, 2011 - Mar 30, 2011 |
| #14 | -6.46% Nov 3, 2025 - Dec 10, 2025 | -6.36% Nov 4, 2010 - Dec 31, 2010 |
| #15 | -6.11% Apr 26, 2021 - Jun 10, 2021 | -5.30% Sep 17, 2025 - Nov 10, 2025 |
Correlation
Correlation between XT and DEM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
XT vs DEM dividend yield comparison.
| Year | XT | DEM |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 7.95% | 4.88% |
| 2024 | 0.66% | 5.24% |
| 2023 | 0.41% | 5.49% |
| 2022 | 0.78% | 8.62% |
| 2021 | 0.84% | 5.87% |
| 2020 | 0.77% | 4.21% |
| 2019 | 1.55% | 4.78% |
| 2018 | 1.40% | 4.47% |
| 2017 | 0.97% | 3.67% |
| 2016 | 1.37% | 3.63% |
| 2015 | 1.34% | 5.21% |
| 2014 | 0.00% | 5.51% |
| 2013 | 0.00% | 4.10% |
| 2012 | 0.00% | 3.29% |
| 2011 | 0.00% | 4.44% |
| 2010 | 0.00% | 3.24% |
| 2009 | 0.00% | 2.93% |
| 2008 | 0.00% | 5.85% |
| 2007 | 0.00% | 0.92% |
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