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XC vs EEM

WisdomTree True Emerging Markets Fund vs iShares MSCI Emerging Markets ETF

XC

WisdomTree True Emerging Markets Fund

WisdomTree

Annual cost

0.32%

Fund size

$86M

EEM

iShares MSCI Emerging Markets ETF

iShares

Annual cost

0.72%

Fund size

$28.1B

Key differences

  • XC costs 0.40% less per year.
  • EEM is significantly larger than XC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EEM has delivered higher annualized returns.
  • EEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCEEM
Annual cost (TER)0.32%0.72%
Fund size (AUM)$86M$28.1B
Since20222003
Dividend yield1.89%1.91%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+9.3%+46.1%
CAGR 3Y+11.6%+21.9%
CAGR 5YN/A+7.0%
Sharpe 3Y0.551.00
Volatility 1Y14.64%19.54%
Max drawdown-20.97%-39.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XC and EEM