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XC vs CEW

WisdomTree True Emerging Markets Fund vs WisdomTree Emerging Currency Strategy Fund

XC

WisdomTree True Emerging Markets Fund

Annual cost

0.32%

Fund size

$79M

CEW

WisdomTree Emerging Currency Strategy Fund

Annual cost

0.55%

Fund size

$16M

Key differences

XC is an equity ETF, while CEW is a fixed income ETF. XC charges 0.32% a year and CEW 0.55%.

  • XC is an equity fund, while CEW is a fixed income fund. They carry different risk/return profiles.
  • XC follows a index tracking strategy; CEW uses active selection.
  • XC costs 0.23% less per year.
  • XC is much larger than CEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XC has delivered higher annualized returns.
  • CEW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCCEW
Annual cost (TER)0.32%0.55%
Fund size (AUM)$79M$16M
Since20222009
Dividend yield1.89%2.40%
Asset classequityfixed income
Regionemerging marketsemerging markets
Strategyindex trackingactive selection
CAGR 1Y+6.2%+8.2%
CAGR 3Y+10.4%+7.1%
CAGR 5YN/A+3.1%
Sharpe 3Y0.480.54
Volatility 1Y15.10%6.36%
Max drawdown-20.97%-17.72%

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

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