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XSOE vs SCHE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund vs Schwab Emerging Markets Equity ETF

XSOE

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

Annual cost

0.32%

Fund size

$2.2B

SCHE

Schwab Emerging Markets Equity ETF

Annual cost

0.07%

Fund size

$12.7B

Key differences

Both XSOE and SCHE are equity ETFs. XSOE charges 0.32% a year and SCHE 0.07%. The main difference: SCHE costs 0.25% less per year.

  • SCHE costs 0.25% less per year.
  • SCHE is much larger than XSOE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, XSOE has delivered higher annualized returns.

Side-by-side comparison

XSOESCHE
Annual cost (TER)0.32%0.07%
Fund size (AUM)$2.2B$12.7B
Since20142010
Dividend yield1.30%2.58%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+41.3%+23.9%
CAGR 3Y+21.6%+17.9%
CAGR 5Y+3.9%+4.5%
Sharpe 3Y0.960.86
Volatility 1Y20.87%16.76%
Max drawdown-45.23%-36.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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