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EMCB vs SHAG

WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

Annual cost

0.61%

Fund size

$99M

SHAG

WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund

Annual cost

0.12%

Fund size

$43M

Key differences

Both EMCB and SHAG are fixed income ETFs. EMCB charges 0.61% a year and SHAG 0.12%. The main difference: EMCB follows a active selection strategy; SHAG uses index tracking.

  • EMCB follows a active selection strategy; SHAG uses index tracking.
  • EMCB covers emerging markets; SHAG covers North America.
  • SHAG costs 0.49% less per year.
  • Over the last three years, EMCB has delivered higher annualized returns.
  • EMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMCBSHAG
Annual cost (TER)0.61%0.12%
Fund size (AUM)$99M$43M
Since20122017
Dividend yield5.36%4.26%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.9%+3.6%
CAGR 3Y+7.8%+4.6%
CAGR 5Y+2.1%+1.5%
Sharpe 3Y0.630.41
Volatility 1Y4.17%1.84%
Max drawdown-22.81%-9.61%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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