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XC vs IEMG

WisdomTree True Emerging Markets Fund vs iShares Core MSCI Emerging Markets ETF

XC

WisdomTree True Emerging Markets Fund

WisdomTree

Annual cost

0.32%

Fund size

$86M

IEMG

iShares Core MSCI Emerging Markets ETF

iShares

Annual cost

0.09%

Fund size

$151.2B

Key differences

  • IEMG costs 0.23% less per year.
  • IEMG is significantly larger than XC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IEMG has delivered higher annualized returns.
  • IEMG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCIEMG
Annual cost (TER)0.32%0.09%
Fund size (AUM)$86M$151.2B
Since20222012
Dividend yield1.89%2.37%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+9.3%+44.7%
CAGR 3Y+11.6%+21.9%
CAGR 5YN/A+7.7%
Sharpe 3Y0.551.02
Volatility 1Y14.64%19.02%
Max drawdown-20.97%-38.71%

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

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