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