Screener
ELD vs EMHC
WisdomTree Emerging Markets Local Debt Fund vs State Street SPDR Bloomberg Emerging Markets USD Bond ETF
Key differences
- EMHC costs 0.32% less per year.
- ELD follows a active selection strategy; EMHC uses index tracking.
- Over the last 3 years, EMHC has delivered higher annualized returns.
- ELD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ELD | EMHC | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.23% |
| Fund size (AUM) | $114M | $252M |
| Since | 2010 | 2021 |
| Dividend yield | 5.77% | 6.13% |
| Asset class | fixed income | fixed income |
| Region | — | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.4% | +11.8% |
| CAGR 3Y | +7.3% | +8.6% |
| CAGR 5Y | +2.4% | +1.5% |
| Sharpe 3Y | 0.38 | 0.69 |
| Volatility 1Y | 8.64% | 5.42% |
| Max drawdown | -25.13% | -28.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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