Which returned more over the last year, DEM or ESGE?

In the year to Oct 9, 2026, with distributions reinvested, DEM returned +27.1% and ESGE +26.7%.

Which is cheaper, DEM or ESGE?

ESGE is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DEM and ESGE overlap with the S&P 500?

By their latest filed holdings, 0% of DEM and 0% of ESGE by weight is stocks the S&P 500 already holds.

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DEM vs ESGE: Differences, Returns & Fees

DEM and ESGE hold 8% of their weight in the same names. Net assets: $3.9bn on Jun 30, 2026 for WisdomTree Emerging Markets High Dividend Fund, and $6.9bn on Oct 9, 2026 for iShares ESG Aware MSCI EM ETF.

ESGE costs 0.38 points a year less; their one-year returns differ by 0.4 points; ESGE is 1.8 times larger.

DEM vs ESGE: Differences, Returns & Fees
	DEM	ESGE
Expense ratio	0.63%	0.25%
Net assets, as of Jun 30, 2026	$3.9bn	$6.9bn
Total return, 1 year	+27.1%	+26.7%
What it tracks	WisdomTree Emerging Markets High Dividend Index	MSCI Emerging Markets Extended ESG Focus Index
Holdings in common	8%
Top ten holdings, share of the fund	26.2%	39.4%
Below its high		4.6%, high on Jun 22, 2026

Holdings in common uses holdings dated Jun 30, 2026 and Oct 9, 2026.

+27.1%

DEM total return, 1 year

+26.7%

ESGE total return, 1 year

0.63%

DEM expense ratio

0.25%

ESGE expense ratio

What they hold in common

By the books each fund has filed, DEM and ESGE hold 8% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and Oct 9, 2026.

50%

half

8% in common

Positions both hold, largest shared weight first

Holding DEM ESGE

MEDIATEK INC 6.71% 1.75%

CATHAY FINANCIAL HOLDING COMPANY LTD 0.66% 0.50%

NEPI ROCKCASTLE NV 0.38% 0.51%

CTBC FINANCIAL HOLDING CO LTD 1.16% 0.34%

HANA FINANCIAL GROUP INC 0.32% 0.42%

CHINA MERCHANTS BANK COMPANY LTD 0.33% 0.32%

TS FINANCIAL HOLDING CO LTD 0.29% 0.29%

INDUSTRIAL BANK COMPANY LTD 1.18% 0.28%

VIBRA ENERGIA SA 0.31% 0.27%

VODACOM GROUP LTD 0.26% 0.45%

AMBEV SA 1.02% 0.25%

CIMB GROUP HOLDINGS BHD 0.23% 0.40%

Only in DEM

UNITED MICROELECTRONICS CORP 3.15%

INDUSTRIAL AND COMMERCIAL BANK OF CHINA LTD (THE) 2.45%

SAUDI ARABIAN OIL COMPANY 1.89%

GRUPO FINANCIERO BANORTE SAB DE CV 1.78%

QUANTA COMPUTER INC 1.58%

FOMENTO ECONOMICO MEXICANO SAB DE CV 1.48%

POWSZECHNA KASA OSZCZEDNOSCI BANK POLSKI SA 1.48%

FIRSTRAND LTD 0.90%

Only in ESGE

TAIWAN SEMICONDUCTOR MANUFACTURING 15.97%

SAMSUNG ELECTRONICS LTD 7.46%

SK HYNIX 5.74%

TENCENT HOLDINGS 2.40%

ALIBABA GROUP HOLDING 1.64%

CHINA CONSTRUCTION BANK CORP H 1.21%

DELTA ELECTRONICS 1.13%

CHUNGHWA TELECOM LTD 1.05%

Check overlap with more funds →

On the same fields

DEM

WisdomTree Emerging Markets High Dividend Fund

ESGE

iShares ESG Aware MSCI EM ETF

Where it sits Stock ETF Stock ETF

Issuer WisdomTree iShares

What it is Tracks an index Tracks an index

Total return, 1 year +27.1% +26.7%

Expense ratio 0.63% 0.25%

Already in the S&P 500 0.0% 0.0%

Holdings 516 296

Net assets, DEM as of Jun 30, 2026 and ESGE as of Oct 9, 2026 $3.9bn $6.9bn

DEM and ESGE on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About DEM

DEM tracks an index. Over the year to Oct 9, 2026 it returned +27.1% with distributions reinvested. The prospectus expense ratio is 0.63% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 516 positions, with the top ten at 26.2%.

About ESGE

ESGE tracks an index. Over the year to Oct 9, 2026 it returned +26.7% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 296 positions, with the top ten at 39.4%. It sat 4.6% below its high of Jun 22, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, DEM or ESGE?: In the year to Oct 9, 2026, with distributions reinvested, DEM returned +27.1% and ESGE +26.7%.
Which is cheaper, DEM or ESGE?: ESGE is cheaper, by 0.38 percentage points a year. That is about $38 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DEM and ESGE overlap with the S&P 500?: By their latest filed holdings, 0% of DEM and 0% of ESGE by weight is stocks the S&P 500 already holds.

Other comparisons

DEM vs DFEM DEM vs DFAE DEM vs EEMV DEM vs EMOP ESGE vs JHEM ESGE vs XSOE ESGE vs PXH ESGE vs XCEM

DEM on its own →ESGE on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

DEM filings on SEC EDGAR ↗DEM prospectus with the expense ratio (SEC) ↗WisdomTree website ↗ESGE filings on SEC EDGAR ↗ESGE prospectus with the expense ratio (SEC) ↗iShares page for ESGE ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, DEM against ESGE, data as of Oct 9, 2026. https://etfiq.com/compare/any/dem-vs-esge

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.