DGRE vs EEM
WisdomTree Emerging Markets Quality Dividend Growth Fund vs iShares MSCI Emerging Markets ETF
Which is better, DGRE or EEM?
Nearly the same fund. DGRE costs less.
DGRE has a lower expense ratio. DGRE led over 1Y, 3Y and 5Y, EEM over the full window. The two have moved almost in lockstep, correlation 0.95. EEM is less concentrated, with 39.4% 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 | DGRE | EEM |
|---|---|---|
| Expense Ratio | 0.32%Best | 0.72% |
| AUM | $145M | $30.4B |
| Dividend Yield | 1.39% | 1.67% |
| Holdings | 282 | 1,224 |
| YTD Return | +22.92%Best | +15.09% |
| 1Y Return | +35.75%Best | +23.94% |
| 3Y Return (annualized) | +22.70%Best | +21.98% |
| 5Y Return (annualized) | +9.25%Best | +7.13% |
| Volatility (annualized) | 17.2% | 17.0%Best |
| Max Drawdown | -40.0%Best | -68.8% |
| $10,000 over 5 years | $15,563Best | $14,111 |
| Top 10 Weight | 42.2% | 39.4%Best |
| Fund Family | WisdomTree Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 1, 2013 | Apr 7, 2003 |
Volatility and max drawdown are measured over the window both funds cover: Aug 1, 2013 to Oct 14, 2026 (13.2 years).
DGRE vs EEM 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.
DGRE vs EEM Performance
WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) is an ETF from WisdomTree Investments and iShares MSCI Emerging Markets ETF (EEM) is an ETF from iShares by BlackRock (US). Over the past year DGRE returned +35.75% while EEM returned +23.94%. Year to date, DGRE is up 22.92% versus a gain of 15.09% for EEM.
Over three years, DGRE compounded at +22.70% per year against +21.98% for EEM; over five years the annualized figures are +9.25% and +7.13% respectively. Across the full 13-year window we track, EEM has the edge at +4.69% 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 17.0% for EEM. 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 -40.0% for DGRE and -68.8% for EEM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DGRE charges 0.32% per year while EEM charges 0.72%. On a $10,000 position that is $32 vs $72 annually, a gap of $40 per year that compounds over a long holding period. On income, DGRE currently yields 1.39% against 1.67% for EEM.
Holdings Overlap
We hold position weights for 198 holdings in DGRE and 1,162 in EEM, totalling 99.8% and 99.1% 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 198 positions we hold weights for in DGRE and 1,162 in EEM, against full books of 282 and 1,224.
What only one of them owns
Our book lists 13 positions for EEM that do not appear in our book for DGRE (0.9% of the fund), and 198 for DGRE that do not appear in EEM (99.8%).
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 DGRE and EEM 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, DGRE or EEM?
DGRE has an expense ratio of 0.32% while EEM charges 0.72%. DGRE is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, DGRE or EEM?
Over the past year DGRE returned +35.75% vs +23.94% for EEM, so DGRE leads on 1-year performance. Over the longest common window we track (13 years), DGRE annualized +4.27% vs +4.69% for EEM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DGRE or EEM?
DGRE has been the more volatile fund at 17.2% annualized versus 17.0% for EEM. Worst drawdown: DGRE -40.0% vs EEM -68.8%.
Should I hold both DGRE and EEM?
DGRE and EEM have a monthly-return correlation of 0.95, 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, DGRE or EEM?
DGRE yields 1.39% while EEM yields 1.67%, so EEM currently pays the higher dividend yield.
Is EEM better than DGRE?
DGRE has a lower expense ratio. DGRE led over 1Y, 3Y and 5Y, EEM over the full window. The two have moved almost in lockstep, correlation 0.95. EEM is less concentrated, with 39.4% 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.