Screener
ELD vs XSOE
WisdomTree Emerging Markets Local Debt Fund vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
Key differences
- XSOE costs 0.23% less per year.
- XSOE is significantly larger than ELD — larger funds tend to be more liquid and less likely to close.
- ELD is classified as fixed income, while XSOE is equity — different risk/return profiles.
- ELD follows a active selection strategy; XSOE uses index tracking.
- Over the last 3 years, XSOE has delivered higher annualized returns.
Side-by-side comparison
| ELD | XSOE | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.32% |
| Fund size (AUM) | $114M | $2.0B |
| Since | 2010 | 2014 |
| Dividend yield | 5.77% | 1.43% |
| Asset class | fixed income | equity |
| Region | — | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.4% | +44.9% |
| CAGR 3Y | +7.3% | +21.5% |
| CAGR 5Y | +2.4% | +5.1% |
| Sharpe 3Y | 0.38 | 0.98 |
| Volatility 1Y | 8.64% | 19.29% |
| Max drawdown | -25.13% | -45.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ELD and XSOE
Explore further