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If Korea’s Stock Market Follows Japan, Many Emerging Markets Funds Won’t Have It

Further Information Supporting the Comparison of Funds

WisdomTree Emerging Markets ex-China Fund (XC): The WisdomTree Emerging Markets ex-China Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-China Index. It potentially avoids the challenges of investing in companies with significant government ownership. The objective is to gain targeted exposure to emerging market equities ex-China. It has a gross expense ratio of 0.32%.

WisdomTree Emerging Markets Multifactor Fund (EMMF): The WisdomTree Emerging Markets Multifactor Fund seeks capital appreciation by gaining targeted multifactor exposure to Emerging Market stocks. It can be used to strategically seek alpha and help reduce risk as a core holding over longer time horizons. The Fund may help lower the cost of active managers through systematic factor exposures. It has a gross expense ratio of 0.48%.

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE): The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-State-Owned Enterprises Index. The Fund gains exposure to targeted emerging market equity from companies excluding state-owned enterprises, defined as having government ownership of more than 20%. The strategy can be used to complement emerging market exposure while neutralizing companies potentially influenced by government decisions. It has a gross expense ratio of 0.32%

WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE): The WisdomTree Emerging Markets Quality Dividend Growth Fund seeks income and capital appreciation. It is used to gain access to the current investment landscape of emerging market dividend growing companies by applying quality and growth screens. It has a gross expense ratio of 0.32%.

WisdomTree Emerging Markets Small Cap Dividend Fund (DGS): The WisdomTree Emerging Markets SmallCap Dividend Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets SmallCap Dividend Index. It can be used to gain exposure to small cap equity of emerging market dividend paying companies. It has a gross expense ratio of 0.58%.

WisdomTree Emerging Markets High Dividend Fund (DEM): The WisdomTree Emerging Markets High Dividend Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets High Dividend Index. The Fund is used to gain exposure to targeted emerging market all cap equity of high dividend yielding companies. It can diversify income strategies or substitute for emerging market active and passive strategies. It has a gross expense ratio of 0.63%.

Vanguard Emerging Markets Stock Index Fund (VWO): The Fund invests in stocks of companies located in emerging markets, such as China, Brazil, Taiwan, and South Africa. The goal is to closely track the return of the FTSE Emerging Markets All Cap China A Inclusion Index. It has high potential for growth, but also high risk; share value may swing up and down more than that of stock funds that invest in developed countries, including the United States. It has a gross expense ratio of 0.08%.

SPDR Portfolio Emerging Markets ETF (SPEM): The SPDR® Portfolio Emerging Markets ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Emerging BMI Index. It is one of the low cost core SPDR Portfolio ETFs, a suite of portfolio building blocks designed to provide broad, diversified exposure to core asset classes. It has a gross expense ratio of 0.07%.

Schwab Emerging Markets Equity ETF (SCHE): The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the FTSE Emerging Index. It invests in over 20 emerging market countries. It has a gross expense ratio of 0.110%.

DFA Dimensional Emerging Markets Core Equity 2 ETF (FNDE): The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Russell RAFI™ Emerging Markets Large Company Index. The strategy offers contrarian investing and disciplined rebalancing through a systematic process. It has a gross expense ratio of 0.390%.

iShares ESG Aware MSCI Emerging Markets ETF (ESGE): The iShares ESG Aware MSCI EM ETF seeks to track the investment results of an index composed of large- and mid-capitalization emerging market equities that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index. It has a gross expense ratio of 0.25%.

All funds are managed differently and do not react the same to economic or market events. The investment objectives, strategies, policies or restrictions of other funds may differ and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund to fund comparisons in an effort to highlight the benefits of a fund versus another similarly managed fund. 

Expense ratios as of 4/3/24.

Important Risks Related to this Article

There are risks associated with investing, including the possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty.

XC/XSOE: Investments in emerging markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks. The Fund’s investment strategy limits the types and number of investment opportunities available, and as a result, the Fund may underperform other funds. The Fund’s exposure to certain sectors, countries or regions may increase its vulnerability to any single economic or regulatory development related to such sector, country or region. The Fund is non-diversified; as a result, changes in the market value of a single security could cause greater fluctuations in the value of Fund shares than would occur in a diversified fund. Investments in currency involve additional special risks, such as credit risk and interest rate fluctuations. The Fund invests in the securities included in, or representative of, its Index regardless of their investment merit, and the Fund does not attempt to outperform its Index or take defensive positions in declining markets. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

DGRE/DGS/DEM: Funds focusing on a single sector generally experience greater price volatility. Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than developed markets and are subject to additional risks, such as risks of adverse governmental regulation and intervention or political developments. Due to the investment strategy of this Fund, it may make higher capital gain distributions than other ETFs. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

EMMF: Investments in non-U.S. securities involve political, regulatory and economic risks that may not be present in U.S. securities. For example, foreign securities may be subject to risk of loss due to foreign currency fluctuations, political or economic instability or geographic events that adversely impact issuers of foreign securities. Derivatives used by the Fund to offset exposure to foreign currencies may not perform as intended. There can be no assurance that the Fund’s hedging transactions will be effective. The value of an investment in the Fund could be significantly and negatively impacted if foreign currencies appreciate at the same time that the value of the Fund’s equity holdings falls. While the Fund is actively managed, the Fund’s investment process is expected to be heavily dependent on quantitative models, and the models may not perform as intended.

Additional risks specific to EMMF include but are not limited to emerging markets risk. Investments in securities and instruments traded in developing or emerging markets, or that provide exposure to such securities or markets, can involve additional risks relating to political, economic or regulatory conditions not associated with investments in U.S. securities and instruments or investments in more developed international markets. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.

U.S. investors only: Click here to obtain a WisdomTree ETF prospectus which contains investment objectives, risks, charges, expenses, and other information; read and consider carefully before investing.

There are risks involved with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, currency, fixed income and alternative investments include additional risks. Please see prospectus for discussion of risks.

Past performance is not indicative of future results. This material contains the opinions of the author, which are subject to change, and should not to be considered or interpreted as a recommendation to participate in any particular trading strategy, or deemed to be an offer or sale of any investment product and it should not be relied on as such. There is no guarantee that any strategies discussed will work under all market conditions. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results. This material should not be relied upon as research or investment advice regarding any security in particular. The user of this information assumes the entire risk of any use made of the information provided herein. Neither WisdomTree nor its affiliates, nor Foreside Fund Services, LLC, or its affiliates provide tax or legal advice. Investors seeking tax or legal advice should consult their tax or legal advisor. Unless expressly stated otherwise the opinions, interpretations or findings expressed herein do not necessarily represent the views of WisdomTree or any of its affiliates.

The MSCI information may only be used for your internal use, may not be reproduced or re-disseminated in any form and may not be used as a basis for or component of any financial instruments or products or indexes. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each entity involved in compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties. With respect to this information, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including loss profits) or any other damages (www.msci.com)

Jonathan Steinberg, Jeremy Schwartz, Rick Harper, Christopher Gannatti, Bradley Krom, Kevin Flanagan, Brendan Loftus, Joseph Tenaglia, Jeff Weniger, Matt Wagner, Alejandro Saltiel, Ryan Krystopowicz, Brian Manby, and Scott Welch are registered representatives of Foreside Fund Services, LLC.

 WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.

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