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EMCB vs AGGY

WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

Annual cost

0.61%

Fund size

$99M

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

Annual cost

0.12%

Fund size

$875M

Key differences

Both EMCB and AGGY are fixed income ETFs. EMCB charges 0.61% a year and AGGY 0.12%. The main difference: EMCB follows a active selection strategy; AGGY uses index tracking.

  • EMCB follows a active selection strategy; AGGY uses index tracking.
  • EMCB covers emerging markets; AGGY covers North America.
  • AGGY costs 0.49% less per year.
  • AGGY is much larger than EMCB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EMCB has delivered higher annualized returns.

Side-by-side comparison

EMCBAGGY
Annual cost (TER)0.61%0.12%
Fund size (AUM)$99M$875M
Since20122015
Dividend yield5.36%4.48%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.9%+5.0%
CAGR 3Y+7.8%+4.4%
CAGR 5Y+2.1%+0.0%
Sharpe 3Y0.630.16
Volatility 1Y4.17%4.21%
Max drawdown-22.81%-20.97%

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

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