WisdomTree Emerging Markets SmallCap Dividend… (DGS) Performance
DGS total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.8% since Dec 31, 2025
- 1 year
- +11.3% total return
- 5 years
- +7.2% a year
- 10 years
- +8.1% a year
- Since first price
- +4.7% a year since 2007
DGS trailing returns vs SPY, QQQ, AGG
| Period | DGS total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.9% | −4.0% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.1% | −1.3% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.1% | −3.6% | +7.8% | +8.4% | −1.5% |
| YTD | +9.8% | +6.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.3% | +7.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +53.9%+15.5%/yr | +38.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +41.8%+7.2%/yr | +15.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +117.1%+8.1%/yr | +46.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +151.8%+6.3%/yr | +45.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionOct 30, 2007 | +138.4%+4.7%/yr | +18.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DGS vs SPY
From Oct 30, 2007: DGS grew to $23,844, SPY to $70,255.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGS returns by calendar year
11 of 18 full years positive. Best 2009 (+83.2%), worst 2008 (−45.9%). 2026 is year to date.
DGS annual returns table
| Year | DGS | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.8% | −10.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.2% | −13.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +1.1% | −9.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +19.1% | −10.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −12.3% | −24.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +15.3% | −7.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.1% | −39.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +18.9% | −10.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −16.5% | −27.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +37.5% | −4.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +15.4% | −9.4% | +12.0% | +7.1% | +2.4% |
| 2015 | −16.3% | −28.0% | +1.2% | +9.4% | +0.5% |
| 2014 | −3.6% | −15.4% | +13.5% | +19.2% | +6.0% |
| 2013 | −3.5% | −18.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +23.5% | −14.3% | +16.0% | +18.1% | +3.8% |
| 2011 | −21.2% | −30.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +30.2% | −15.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +83.2% | −18.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −45.9% | −57.7% | −36.8% | −41.7% | +7.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DGS largest drawdowns
Now 5.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −61.8% | Nov 20, 2008 | Sep 10, 2010 | 1.1 years | 2.9 years |
| Jan 26, 2018 | −44.1% | Mar 23, 2020 | Feb 19, 2021 | 2.2 years | 3.1 years |
| May 8, 2013 | −35.8% | Jan 21, 2016 | Jul 12, 2017 | 2.7 years | 4.2 years |
| Apr 29, 2011 | −30.8% | Oct 3, 2011 | May 6, 2013 | 5 months | 2.0 years |
| Sep 13, 2021 | −24.9% | Oct 24, 2022 | Dec 27, 2023 | 1.1 years | 2.3 years |
| Sep 27, 2024 | −19.3% | Apr 8, 2025 | Jun 5, 2025 | 6 months | 8 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DGS risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +14.9% | +7.8% | +8.4% | +4.8% |
| Volatility (annualized) | 12.9% | 14.9% | 16.4% | 20.4% |
| Sharpe ratio | 0.80 | 0.34 | 0.44 | 0.27 |
| Sortino ratio | 1.36 | 0.54 | 0.64 | 0.39 |
| Best month | +8.0% | +13.9% | +13.9% | +21.8% |
| Worst month | −7.0% | −9.4% | −20.6% | −25.2% |
| Best 12 months | +38.3% | +38.3% | +61.9% | +95.8% |
| Worst 12 months | −1.9% | −21.2% | −27.0% | −53.3% |
| Positive months | 64% | 53% | 58% | 55% |
| Beta vs S&P 500 | 0.65 | 0.63 | 0.78 | — |
| Correlation with S&P 500 | 0.62 | 0.66 | 0.72 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DGS rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 217 | −53.3% | +8.1% | +95.8% | 62% |
| 3-year (a year) | 193 | −10.1% | +6.3% | +34.5% | 83% |
| 5-year (a year) | 169 | −5.5% | +5.2% | +21.0% | 90% |
| 10-year (a year) | 109 | +0.3% | +4.8% | +11.4% | 100% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
DGS performance overview
WisdomTree Emerging Markets SmallCap Dividend… (DGS) returned +11.3% over the past year and +8.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +4.7% a year, turning $10,000 into about $23,844. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −61.8%, from Oct 31, 2007 to Nov 20, 2008, and it took 1.8 years to get back to the old high. DGS finished 11 of its 18 full calendar years with a gain; the best year was 2009 (+83.2%) and the worst 2008 (−45.9%). Volatility has been 20.4% a year.
Related: DGS chart, DGS holdings, DGS dividends. See the DGS overview for the latest quote and fund facts.
DGS performance FAQ
What is the DGS return over the past year?
DGS returned +11.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.1%.
What is the average annual return of DGS?
DGS has returned +7.2% a year over 5 years, +8.1% a year over 10 years, +4.7% a year since October 30, 2007 (total return, distributions reinvested).
How much would $10,000 invested in DGS be worth?
$10,000 invested in DGS at its first recorded close on October 30, 2007 would be worth about $23,844 on October 23, 2026 with distributions reinvested.
What was the worst year for DGS?
The worst calendar year was 2008, with a total return of −45.9%. The best was 2009 at +83.2%.
What is the biggest drawdown of DGS?
The largest peak-to-trough decline was −61.8% between October 31, 2007 and November 20, 2008. It recovered to the old high on September 10, 2010, 1.8 years after the bottom.
How volatile is DGS?
Over the past 3 years DGS had an annualized volatility of 12.9% and a Sharpe ratio of 0.80 (excess return over 1–3 month T-bills per unit of risk).