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EMCB vs BEMB

WisdomTree Emerging Markets Corporate Bond Fund vs Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

WisdomTree

Annual cost

0.61%

Fund size

$100M

BEMB

Ishares J.P. Morgan Broad USD Emerging Markets Bond ETF

iShares

Annual cost

0.15%

Fund size

$43M

Key differences

  • BEMB costs 0.46% less per year.
  • EMCB follows a active selection strategy; BEMB uses index tracking.
  • EMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMCBBEMB
Annual cost (TER)0.61%0.15%
Fund size (AUM)$100M$43M
Since20122023
Dividend yield5.37%6.06%
Asset classfixed incomefixed income
Region
Strategyactive selectionindex tracking
CAGR 1Y+7.5%+10.0%
CAGR 3Y+7.7%+8.7%
CAGR 5Y+2.1%N/A
Sharpe 3Y0.620.85
Volatility 1Y4.47%4.25%
Max drawdown-22.81%-6.17%

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

Similar to EMCB and BEMB