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XSOE vs DEM

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs WisdomTree Emerging Markets High Dividend Fund

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

WisdomTree

Annual cost

0.32%

Fund size

$2.0B

DEM

WisdomTree Emerging Markets High Dividend Fund

WisdomTree

Annual cost

0.63%

Fund size

$3.7B

Key differences

  • XSOE costs 0.31% less per year.
  • Over the last 3 years, XSOE has delivered higher annualized returns.
  • DEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSOEDEM
Annual cost (TER)0.32%0.63%
Fund size (AUM)$2.0B$3.7B
Since20142007
Dividend yield1.43%4.05%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+44.9%+28.3%
CAGR 3Y+21.5%+18.3%
CAGR 5Y+5.1%+10.1%
Sharpe 3Y0.980.99
Volatility 1Y19.29%13.28%
Max drawdown-45.23%-37.79%

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

Similar to XSOE and DEM