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NTSE vs XSOE
WisdomTree Emerging Markets Efficient Core Fund vs WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
Key differences
- XSOE is significantly larger than NTSE — larger funds tend to be more liquid and less likely to close.
- NTSE follows a active selection strategy; XSOE uses index tracking.
- XSOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSE | XSOE | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.32% |
| Fund size (AUM) | $52M | $2.0B |
| Since | 2021 | 2014 |
| Dividend yield | 2.88% | 1.43% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | active selection | index tracking |
| CAGR 1Y | +52.6% | +44.9% |
| CAGR 3Y | +22.2% | +21.5% |
| CAGR 5Y | N/A | +5.1% |
| Sharpe 3Y | 0.98 | 0.98 |
| Volatility 1Y | 20.25% | 19.29% |
| Max drawdown | -42.84% | -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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