Dividend EFTs: Compare Returns of S&P 500 to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
S&P 500 prices are represented by SPDR® S&P 500® ETF (SPY) prices.
Prices for SPY and the designated stock are monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for SPY and DGS | ||
---|---|---|
Start Date | Jul-31-2015 | Jul-31-2015 |
Start Price | $177.24 | $27.24 |
End Date | Jul-09-2025 | Jul-09-2025 |
End Price | $624.06 | $55.74 |
Number Monthly Prices | 121 | 121 |
Min Date | Sep-30-2015 | Jan-29-2016 |
Min Price | $162.21 | $22.95 |
Max Date | Jul-09-2025 | Jul-09-2025 |
Max Price | $624.06 | $55.74 |
Total Return | 252.10% | 104.66% |
Annualized Return | 13.30% | 7.36% |
Current Value of $1,000 Purchase | $3,521 | $2,047 |
Number Returns | 7,260 | 7,260 |
Average Return | 63.15% | 27.07% |
Minimum Return | -23.93% | -35.75% |
Maximum Return | 284.72% | 142.92% |
Number Profitable Returns | 6,877 | 6,198 |
Percent Profitable Returns | 94.72% | 85.37% |
Number Unprofitable Returns | 383 | 1,062 |
Percent Unprofitable Returns | 5.28% | 14.63% |
Profitable to Unprofitable Returns Ratio | 17.96 | 5.84 |
DGS Performance Table and Chart
DGS Dividend Chart
DGS Dollar-cost Average
DGS Correlation with S&P 500
DGS Trendline Chart
DGS Moving Average Chart
DGS Stock Return Map - See Patterns of Gains and Losses
DGS Stock Returns/Purchase Dates