EFRA vs DGS

AEFRA

BDGS

Measures won4–1EFRA wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · DGS $13,797

Lowest cost0.35%SMH · $35 on $10k

Most income4.07%DGS · $407 on $10k

Smallest drop−11.2%EFRA · worst fall in 1Y

Held in common0.9%EFRA and DGS

iShares Environmental Infrastructure and Industrials ETF · $6MWisdomTree Emerging Markets SmallCap Dividend Fund · $1.6B

+14.5%3 years · per year$15,006 · $14,083+12.1%

[…]5 years · per year[…] · $13,797+6.6%

0.47%Expense ratio$47 · $58 on $10k · lower wins0.58%

4.03%12-mo yield$403 · $407 on $10k

Cards for this view

EFRA

iShares Environmental Infrastructure and Industrials

[…]

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

$13,797

MeasureEFRADGS

Fee0.47%0.58%

Cost on $10k a year$47$58

Yield4.03%4.07%

5 years, per year[…]+6.6%

3 years, per year+14.5%+12.1%

Worst drop · 1Y−11.2%−11.6%

Volatility · 1Y

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.07%	−1.3%	+5.0%	+7.2%	+12.1%	+6.6%	−11.6%	$1.6B
3	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.03%	−0.2%	+9.3%	+10.9%	+14.5%	new	−11.2%	$6M

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	BDGS	WisdomTree Emerging Markets SmallCap Dividend FundRead Desk	0.58%	4.07%	−1.3%	+5.0%	+7.2%	+12.1%	+6.6%	−11.6%	$1.6B
3	AEFRA	iShares Environmental Infrastructure and Industrials ETFRead Desk	0.47%	4.03%	−0.2%	+9.3%	+10.9%	+14.5%	new	−11.2%	$6M

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