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EMCB vs USFR

WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree Floating Rate Treasury Fund

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

Annual cost

0.61%

Fund size

$99M

USFR

WisdomTree Floating Rate Treasury Fund

Annual cost

0.15%

Fund size

$17.0B

Key differences

Both EMCB and USFR are fixed income ETFs. EMCB charges 0.61% a year and USFR 0.15%. The main difference: EMCB follows a active selection strategy; USFR uses index tracking.

  • EMCB follows a active selection strategy; USFR uses index tracking.
  • EMCB covers emerging markets; USFR covers North America.
  • USFR costs 0.46% less per year.
  • USFR is much larger than EMCB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, EMCB has delivered higher annualized returns.

Side-by-side comparison

EMCBUSFR
Annual cost (TER)0.61%0.15%
Fund size (AUM)$99M$17.0B
Since20122014
Dividend yield5.36%3.91%
Asset classfixed incomefixed income
Regionemerging marketsnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.9%+4.1%
CAGR 3Y+7.8%+4.6%
CAGR 5Y+2.1%+3.6%
Sharpe 3Y0.632.44
Volatility 1Y4.17%0.27%
Max drawdown-22.81%-0.78%

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

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