A Decade Of Out-Performance: Inside WisdomTree's Dividend-Weighted Strategies
A decade ago, WisdomTree changed passive investing with the introduction of a sweeping series of dividend-weighted indexes.
WisdomTree Chief Investment Strategist Luciano Siracusano discusses our approach to dividends and how several WisdomTree
strategies outperformed traditional beta benchmarks over the past 10 years.
Below you will find links to our latest whitepapers, investment cases and current research.
You can also read economic and market commentary from our thought leaders and connect with us on social media.
February 16, 2012
Jeremy Schwartz discusses the case for DEM with Michael Johnston of ETF Database.
Director of Research
Director and co-founder of ETF Database
According to Morningstar Direct, the average turnover funds in the Diversified Emerging Markets Category was 64.8% a year while the average turnover in the U.S. Large Cap Blend category was 54.9% a year. WisdomTree's own experience for conducting transactions in the emerging markets compared to the U.S. markets shows that trading costs can be 2-3 times higher in the emerging markets than the United States.
The latest U.S. Spiva Scorecard, found here: spiva.standardandpoors.com/ showed that a higher percentage of active managers in the emerging markets category failed to beat the index on a 5-year basis than in the United States large cap category.
S&P 500 Index: Market capitalization-weighted index of 500 stocks selected by the Standard & Poor’s Index Committee designed to represent the performance of the leading industries in the United States economy.
MSCI Emerging Markets Index: Market capitalization index that is designed to measure equity market performance of emerging markets.
MSCI ACWI Index: Market cap-weighted index that measures the performance of the world stock market indexes covered by MSCI.
Standard Deviation is the degree to which an Index’s returns have fluctuated above or below its mean. A higher number indicates higher volatility.
Diversification does not eliminate the risk of experiencing investment losses.
Ordinary brokerage commissions apply when trading ETFs.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. U.S. investors only: to obtain a prospectus containing this and other important information, please call 866.909.WISE (9473) or visit wisdomtree.com. Read the prospectus carefully before you invest. Past performance is not indicative of future results.
There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Funds focusing on a single sector generally experience greater price volatility. Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation, intervention and political developments. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
Jeremy Schwartz is a registered representative of Foreside Fund Services, LLCy.
WisdomTree Funds are distributed by Foreside Fund Services, LLC in the U.S. only.