Emerging Markets (Overview)

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Emerging Markets (Overview)

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

WisdomTree Emerging Markets Equity ETFs (Overview) offer insights on the largest Emerging Markets with a Modern Alpha® focus on companies screened for profitability

  • selecting  companies operating on emerging markets by 
    • dividend yield - DEM - or in combination with small cap - DGS
    • earnings - EPI
    • multiple factors - related to fundamental value and growth - and to technical momentum and correlation - EMMF
    • quality - tracking the investment results of dividend-paying companies with growth characteristics - DGRE
  • after excluding State-owned enterprises (SOEs), selection of ex-SOEs on the basis of fundamental metrics, such as return-on-assets (ROA) or return-on-equity (ROE) - XSOE (emerging markets), CXSE (China) or IXSE (India)

 

WisdomTree Emerging Markets Quality Dividend Growth Fund is the benchmark of this theme

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

Emerging Markets (Overview) • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree China ex-State-Owned Enterprises Fund CXSE NASDAQ - - - 202 M 55.2% Neutral 27%   15% -25%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE NYSEARCA - - - 891 M 52.0% Neutral 21%   14% -13%
WisdomTree Emerging Markets High Dividend Fund DEM NYSEARCA - - - 2.1 B 34.3% Neutral 18%   11% -9%
WisdomTree Emerging Markets Multifactor Fund EMMF NYSEARCA - - - 8.2 M 40.0% Neutral 18%   12% -8%
WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE NASDAQ - - - 80 M 43.1% Neutral 18%   12% -8%
WisdomTree Emerging Markets SmallCap Dividend Fund DGS NYSEARCA - - - 1.6 B 46.2% Neutral 16%   10% -5%
WisdomTree India Earnings Fund EPI NYSEARCA - - - 792 M 88.9% Weak Up 22%   13% -10%
WisdomTree India ex-State-Owned Enterprises Fund IXSE NYSEARCA - - - 1.2 M 66.2% Weak Up 22%   12% -9%