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EMCB vs EMB

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

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

WisdomTree

Annual cost

0.61%

Fund size

$100M

EMB

iShares J.P. Morgan USD Emerging Markets Bond ETF

iShares

Annual cost

0.39%

Fund size

$14.5B

Key differences

  • EMB costs 0.22% less per year.
  • EMB is significantly larger than EMCB — larger funds tend to be more liquid and less likely to close.
  • EMCB follows a active selection strategy; EMB uses index tracking.
  • Over the last 3 years, EMB has delivered higher annualized returns.
  • EMB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMCBEMB
Annual cost (TER)0.61%0.39%
Fund size (AUM)$100M$14.5B
Since20122007
Dividend yield5.37%5.06%
Asset classfixed incomefixed income
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+7.5%+11.9%
CAGR 3Y+7.7%+9.6%
CAGR 5Y+2.1%+1.8%
Sharpe 3Y0.620.79
Volatility 1Y4.47%5.56%
Max drawdown-22.81%-28.74%

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

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