Screener
ELD vs USFR
WisdomTree Emerging Markets Local Debt Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
Both ELD and USFR are fixed income ETFs. ELD charges 0.55% a year and USFR 0.15%. The main difference: ELD follows a active selection strategy; USFR uses index tracking.
- ELD follows a active selection strategy; USFR uses index tracking.
- ELD covers emerging markets; USFR covers North America.
- USFR costs 0.40% less per year.
- USFR is much larger than ELD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ELD has delivered higher annualized returns.
Side-by-side comparison
| ELD | USFR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.15% |
| Fund size (AUM) | $135M | $17.0B |
| Since | 2010 | 2014 |
| Dividend yield | 5.82% | 3.91% |
| Asset class | fixed income | fixed income |
| Region | emerging markets | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.1% | +4.1% |
| CAGR 3Y | +7.3% | +4.6% |
| CAGR 5Y | +2.1% | +3.6% |
| Sharpe 3Y | 0.38 | 2.44 |
| Volatility 1Y | 8.52% | 0.27% |
| Max drawdown | -25.13% | -0.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.