Screener
XSOE vs NTSE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs WisdomTree Emerging Markets Efficient Core Fund
Key differences
- XSOE is significantly larger than NTSE — larger funds tend to be more liquid and less likely to close.
- XSOE follows a index tracking strategy; NTSE uses active selection.
- XSOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XSOE | NTSE | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.32% |
| Fund size (AUM) | $2.0B | $52M |
| Since | 2014 | 2021 |
| Dividend yield | 1.43% | 2.88% |
| Asset class | equity | equity |
| Region | emerging markets | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +44.9% | +52.6% |
| CAGR 3Y | +21.5% | +22.2% |
| CAGR 5Y | +5.1% | N/A |
| Sharpe 3Y | 0.98 | 0.98 |
| Volatility 1Y | 19.29% | 20.25% |
| Max drawdown | -45.23% | -42.84% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to XSOE and NTSE
Explore further