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USFR vs EMCB

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

USFR

WisdomTree Floating Rate Treasury Fund

Annual cost

0.15%

Fund size

$17.0B

EMCB

WisdomTree Emerging Markets Corporate Bond Fund

Annual cost

0.61%

Fund size

$99M

Key differences

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

  • USFR follows a index tracking strategy; EMCB uses active selection.
  • USFR covers North America; EMCB covers emerging markets.
  • 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

USFREMCB
Annual cost (TER)0.15%0.61%
Fund size (AUM)$17.0B$99M
Since20142012
Dividend yield3.91%5.36%
Asset classfixed incomefixed income
Regionnorth americaemerging markets
Strategyindex trackingactive selection
CAGR 1Y+4.1%+6.9%
CAGR 3Y+4.6%+7.8%
CAGR 5Y+3.6%+2.1%
Sharpe 3Y2.440.63
Volatility 1Y0.27%4.17%
Max drawdown-0.78%-22.81%

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

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