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XSOE vs ELD
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs WisdomTree Emerging Markets Local Debt Fund
Key differences
- XSOE costs 0.23% less per year.
- XSOE is significantly larger than ELD — larger funds tend to be more liquid and less likely to close.
- XSOE is classified as equity, while ELD is fixed income — different risk/return profiles.
- XSOE follows a index tracking strategy; ELD uses active selection.
- Over the last 3 years, XSOE has delivered higher annualized returns.
Side-by-side comparison
| XSOE | ELD | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.55% |
| Fund size (AUM) | $2.0B | $114M |
| Since | 2014 | 2010 |
| Dividend yield | 1.43% | 5.77% |
| Asset class | equity | fixed income |
| Region | emerging markets | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +44.9% | +10.4% |
| CAGR 3Y | +21.5% | +7.3% |
| CAGR 5Y | +5.1% | +2.4% |
| Sharpe 3Y | 0.98 | 0.38 |
| Volatility 1Y | 19.29% | 8.64% |
| Max drawdown | -45.23% | -25.13% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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