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DEM vs XSOE

WisdomTree Emerging Markets High Dividend Fund vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

DEM

WisdomTree Emerging Markets High Dividend Fund

WisdomTree

Annual cost

0.63%

Fund size

$3.7B

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

WisdomTree

Annual cost

0.32%

Fund size

$2.0B

Key differences

  • XSOE costs 0.31% less per year.
  • Over the last 3 years, XSOE has delivered higher annualized returns.
  • DEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DEMXSOE
Annual cost (TER)0.63%0.32%
Fund size (AUM)$3.7B$2.0B
Since20072014
Dividend yield4.05%1.43%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+28.3%+44.9%
CAGR 3Y+18.3%+21.5%
CAGR 5Y+10.1%+5.1%
Sharpe 3Y0.990.98
Volatility 1Y13.28%19.29%
Max drawdown-37.79%-45.23%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DEM and XSOE