XSOE vs. IHDG - ETF Comparison
XSOE - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund is an equity ETF that tracks the performance of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index, providing broad exposure to emerging markets while excluding state-owned enterprises. The fund employs a market capitalization weighting scheme and has a blend investment style.
IHDG - WisdomTree International Hedged Quality Dividend Growth Fund
The WisdomTree International Hedged Quality Dividend Growth Fund is an exchange-traded fund that tracks the WisdomTree International Hedged Quality Dividend Growth Index, providing investors with exposure to large-cap equities in developed markets outside of North America. The fund focuses on dividend-paying companies with a strong growth potential, while hedging against currency fluctuations.
| XSOE | IHDG | |
|---|---|---|
| Fund Name | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | WisdomTree International Hedged Quality Dividend Growth Fund |
| Fund Provider | WisdomTree | WisdomTree |
| Index | WisdomTree Emerging Markets ex-State-Owned Enterprises Index | WisdomTree International Hedged Quality Dividend Growth Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.32% | 0.58% |
| Inception Date | 2014-12-10 | 2014-05-07 |
| Number Of Holdings | 654 | 259 |
| Region | Emerging Markets | Developed Markets Ex-North America |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
Select Timeframe
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.