Screener
EMCB vs EPI
WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree India Earnings Fund
Key differences
EMCB is a fixed income ETF, while EPI is an equity ETF. EMCB charges 0.61% a year and EPI 0.84%.
- EMCB is a fixed income fund, while EPI is an equity fund. They carry different risk/return profiles.
- EMCB follows a active selection strategy; EPI uses index tracking.
- EMCB covers emerging markets; EPI covers the Asia-Pacific region.
- EMCB costs 0.23% less per year.
- EPI is much larger than EMCB. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EMCB | EPI | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.84% |
| Fund size (AUM) | $99M | $2.2B |
| Since | 2012 | 2008 |
| Dividend yield | 5.36% | 0.00% |
| Asset class | fixed income | equity |
| Region | emerging markets | asia pacific |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.6% | -11.1% |
| CAGR 3Y | +8.0% | +7.7% |
| CAGR 5Y | +2.2% | +5.5% |
| Sharpe 3Y | 0.65 | 0.33 |
| Volatility 1Y | 4.19% | 15.07% |
| Max drawdown | -22.81% | -50.29% |
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