DGS vs. DLN - ETF Comparison
DGS - WisdomTree Emerging Markets SmallCap Dividend Fund
The WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) provides investors with a diversified portfolio of small-cap emerging market equities, offering a unique opportunity to tap into the growth potential of local economies. By focusing on dividend-paying stocks, the fund aims to provide a regular income stream while capturing the upside of emerging markets. This ETF can be a valuable addition to a portfolio, providing a distinct exposure to small-cap emerging market companies that may be more reflective of domestic consumption patterns.
DLN - WisdomTree U.S. LargeCap Dividend Fund
The WisdomTree U.S. LargeCap Dividend Fund is an equity ETF that tracks the WisdomTree U.S. LargeCap Dividend Index, providing exposure to large-cap U.S. equities with a focus on dividend-paying stocks. The fund's dividend-weighted methodology aims to maximize current returns and avoid the pitfalls of market capitalization weighting, resulting in a balanced portfolio across hundreds of large-cap stocks with a bias towards sectors with historically significant distributions.
| DGS | DLN | |
|---|---|---|
| Fund Name | WisdomTree Emerging Markets SmallCap Dividend Fund | WisdomTree U.S. LargeCap Dividend Fund |
| Fund Provider | WisdomTree | WisdomTree |
| Index | WisdomTree Emerging Markets SmallCap Dividend Index | WisdomTree U.S. LargeCap Dividend Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.58% | 0.28% |
| Inception Date | 2007-10-30 | 2006-06-16 |
| Number Of Holdings | 955 | 307 |
| Region | Emerging Markets | United States |
| Investment Style | Blend | Blend |
| Market Cap | Small-Cap | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.