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CEW vs XC

WisdomTree Emerging Currency Strategy Fund vs WisdomTree True Emerging Markets Fund

CEW

WisdomTree Emerging Currency Strategy Fund

Annual cost

0.55%

Fund size

$16M

XC

WisdomTree True Emerging Markets Fund

Annual cost

0.32%

Fund size

$79M

Key differences

CEW is a fixed income ETF, while XC is an equity ETF. CEW charges 0.55% a year and XC 0.32%.

  • CEW is a fixed income fund, while XC is an equity fund. They carry different risk/return profiles.
  • CEW follows a active selection strategy; XC uses index tracking.
  • XC costs 0.23% less per year.
  • XC is much larger than CEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XC has delivered higher annualized returns.
  • CEW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CEWXC
Annual cost (TER)0.55%0.32%
Fund size (AUM)$16M$79M
Since20092022
Dividend yield2.40%1.89%
Asset classfixed incomeequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+8.2%+6.2%
CAGR 3Y+7.1%+10.4%
CAGR 5Y+3.1%N/A
Sharpe 3Y0.540.48
Volatility 1Y6.36%15.10%
Max drawdown-17.72%-20.97%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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