Dividend EFTs: Compare Returns of S&P 500 to WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DGS | ||
|---|---|---|
| S&P 500 | DGS | |
| Start Date | Dec-01-2014 | Dec-31-2014 |
| Start Price | $2,727.44 | $29.49 |
| End Date | Dec-01-2024 | Dec-03-2024 |
| End Price | $6,047.16 | $50.81 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $23.35 |
| Max Date | Dec-01-2024 | Sep-30-2024 |
| Max Price | $6,047.16 | $53.70 |
| Total Return | 121.72% | 72.32% |
| Annualized Return | 8.22% | 5.55% |
| Current Value of $1,000 Purchase | $2,217 | $1,723 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 31.84% | 25.52% |
| Minimum Return | -25.54% | -35.75% |
| Maximum Return | 141.50% | 130.00% |
| Number Profitable Returns | 6,531 | 6,096 |
| Percent Profitable Returns | 89.96% | 83.97% |
| Number Unprofitable Returns | 729 | 1,164 |
| Percent Unprofitable Returns | 10.04% | 16.03% |
| Profitable to Unprofitable Returns Ratio | 8.96 | 5.24 |
DGS Performance Table and Chart
DGS Dividend Chart
DGS Dollar-cost Average
DGS Trendline Chart
DGS Moving Average Chart
DGS Stock Return Map - See Patterns of Gains and Losses
DGS Stock Returns/Purchase Dates