DBEM vs DGRE
Xtrackers MSCI Emerging Markets Hedged Equity ETF vs WisdomTree Emerging Markets Quality Dividend Growth Fund
Which is better, DBEM or DGRE?
Each has led over a different period.
DGRE has a lower expense ratio. DBEM led over the full window, DGRE over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.91. DBEM is less concentrated, with 38.4% of the fund in its ten largest positions against 42.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DBEM | DGRE |
|---|---|---|
| Expense Ratio | 0.66% | 0.32%Best |
| AUM | $108M | $145M |
| Dividend Yield | 2.14% | 1.39% |
| Holdings | 2,304 | 282 |
| YTD Return | +16.22% | +22.92%Best |
| 1Y Return | +25.31% | +35.75%Best |
| 3Y Return (annualized) | +22.07% | +22.70%Best |
| 5Y Return (annualized) | +8.80% | +9.25%Best |
| Volatility (annualized) | 13.9%Best | 17.2% |
| Max Drawdown | -34.4%Best | -40.0% |
| $10,000 over 5 years | $15,246 | $15,563Best |
| Top 10 Weight | 38.4%Best | 42.2% |
| Fund Family | Xtrackers ETFs | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 9, 2011 | Aug 1, 2013 |
Volatility and max drawdown are measured over the window both funds cover: Aug 1, 2013 to Oct 14, 2026 (13.2 years).
DBEM vs DGRE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.2 years both funds cover.
DBEM vs DGRE Performance
Xtrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) is an ETF from Xtrackers ETFs and WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) is an ETF from WisdomTree Investments. Over the past year DBEM returned +25.31% while DGRE returned +35.75%. Year to date, DBEM is up 16.22% versus a gain of 22.92% for DGRE.
Over three years, DBEM compounded at +22.07% per year against +22.70% for DGRE; over five years the annualized figures are +8.80% and +9.25% respectively. Across the full 13-year window we track, DBEM has the edge at +5.43% annualized vs +4.27%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DGRE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 13.9% for DBEM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.4% for DBEM and -40.0% for DGRE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DBEM charges 0.66% per year while DGRE charges 0.32%. On a $10,000 position that is $66 vs $32 annually, a gap of $34 per year that compounds over a long holding period. On income, DBEM currently yields 2.14% against 1.39% for DGRE.
Holdings Overlap
We hold position weights for 1,136 holdings in DBEM and 198 in DGRE, totalling 98.0% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1,136 positions we hold weights for in DBEM and 198 in DGRE, against full books of 2,304 and 282.
What only one of them owns
Our book lists 198 positions for DGRE that do not appear in our book for DBEM (99.8% of the fund), and 12 for DBEM that do not appear in DGRE (1.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of DBEM and DGRE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DBEM or DGRE?
DBEM has an expense ratio of 0.66% while DGRE charges 0.32%. DGRE is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, DBEM or DGRE?
Over the past year DBEM returned +25.31% vs +35.75% for DGRE, so DGRE leads on 1-year performance. Over the longest common window we track (13 years), DBEM annualized +5.43% vs +4.27% for DGRE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DBEM or DGRE?
DGRE has been the more volatile fund at 17.2% annualized versus 13.9% for DBEM. Worst drawdown: DBEM -34.4% vs DGRE -40.0%.
Should I hold both DBEM and DGRE?
DBEM and DGRE have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DBEM or DGRE?
DBEM yields 2.14% while DGRE yields 1.39%, so DBEM currently pays the higher dividend yield.
Is DGRE better than DBEM?
DGRE has a lower expense ratio. DBEM led over the full window, DGRE over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.91. DBEM is less concentrated, with 38.4% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.