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XSOE vs EEM

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs iShares MSCI Emerging Markets ETF

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

WisdomTree

Annual cost

0.32%

Fund size

$2.0B

EEM

iShares MSCI Emerging Markets ETF

iShares

Annual cost

0.72%

Fund size

$28.1B

Key differences

  • XSOE costs 0.40% less per year.
  • EEM is significantly larger than XSOE — larger funds tend to be more liquid and less likely to close.
  • EEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSOEEEM
Annual cost (TER)0.32%0.72%
Fund size (AUM)$2.0B$28.1B
Since20142003
Dividend yield1.43%1.91%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+44.9%+46.1%
CAGR 3Y+21.5%+21.9%
CAGR 5Y+5.1%+7.0%
Sharpe 3Y0.981.00
Volatility 1Y19.29%19.54%
Max drawdown-45.23%-39.82%

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

Similar to XSOE and EEM