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EMCB vs EMHC

WisdomTree Emerging Markets Corporate Bond Fund vs State Street SPDR Bloomberg Emerging Markets USD Bond ETF

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

WisdomTree

Annual cost

0.61%

Fund size

$100M

EMHC

State Street SPDR Bloomberg Emerging Markets USD Bond ETF

State Street Investment Management

Annual cost

0.23%

Fund size

$252M

Key differences

  • EMHC costs 0.38% less per year.
  • EMCB follows a active selection strategy; EMHC uses index tracking.
  • EMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMCBEMHC
Annual cost (TER)0.61%0.23%
Fund size (AUM)$100M$252M
Since20122021
Dividend yield5.37%6.13%
Asset classfixed incomefixed income
Regionemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+7.5%+11.8%
CAGR 3Y+7.7%+8.6%
CAGR 5Y+2.1%+1.5%
Sharpe 3Y0.620.69
Volatility 1Y4.47%5.42%
Max drawdown-22.81%-28.03%

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

Similar to EMCB and EMHC