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EMCB vs XSOE
WisdomTree Emerging Markets Corporate Bond Fund vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
Key differences
- XSOE costs 0.29% less per year.
- XSOE is significantly larger than EMCB — larger funds tend to be more liquid and less likely to close.
- EMCB is classified as fixed income, while XSOE is equity — different risk/return profiles.
- EMCB follows a active selection strategy; XSOE uses index tracking.
- Over the last 3 years, XSOE has delivered higher annualized returns.
Side-by-side comparison
| EMCB | XSOE | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.32% |
| Fund size (AUM) | $100M | $2.0B |
| Since | 2012 | 2014 |
| Dividend yield | 5.37% | 1.43% |
| Asset class | fixed income | equity |
| Region | — | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.5% | +44.9% |
| CAGR 3Y | +7.7% | +21.5% |
| CAGR 5Y | +2.1% | +5.1% |
| Sharpe 3Y | 0.62 | 0.98 |
| Volatility 1Y | 4.47% | 19.29% |
| Max drawdown | -22.81% | -45.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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