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EMCB vs DGS

WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree Emerging Markets SmallCap Dividend Fund

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

WisdomTree

Annual cost

0.61%

Fund size

$100M

DGS

WisdomTree Emerging Markets SmallCap Dividend Fund

WisdomTree

Annual cost

0.58%

Fund size

$1.8B

Key differences

  • DGS is significantly larger than EMCB — larger funds tend to be more liquid and less likely to close.
  • EMCB is classified as fixed income, while DGS is equity — different risk/return profiles.
  • EMCB follows a active selection strategy; DGS uses index tracking.
  • Over the last 3 years, DGS has delivered higher annualized returns.
  • DGS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMCBDGS
Annual cost (TER)0.61%0.58%
Fund size (AUM)$100M$1.8B
Since20122007
Dividend yield5.37%3.31%
Asset classfixed incomeequity
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+7.5%+27.7%
CAGR 3Y+7.7%+16.7%
CAGR 5Y+2.1%+9.3%
Sharpe 3Y0.620.89
Volatility 1Y4.47%15.41%
Max drawdown-22.81%-44.08%

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

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