EMHY vs GDE

Comparison between ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF (EMHY, ETF) and WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND (GDE, ETF).

EMHY vs GDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMHY(ETF)	GDE(ETF)
Net Assets	$592M	$595M
Expense Ratio	0.50%	0.20%
Max Drawdown	43.77%	32.01%
Sharpe Ratio	1.47	1.23
5Y Beta	0.30	1.12
P/E Ratio	N/A	28.57
Forward P/E	N/A	22.13
PEG Ratio	N/A	0.43
5Y Dividends CAGR	0.80%	N/A
5Y EPS CAGR	N/A	26.29%
Debt to Equity	N/A	33.22%
P/S Ratio	N/A	3.79
P/B Ratio	N/A	5.84

Net Assets

EMHY

$592M

Winner

GDE

$595M

Expense Ratio

EMHY

0.50%

Winner

GDE

0.20%

Max Drawdown

EMHY

43.77%

Winner

GDE

32.01%

Sharpe Ratio

Winner

EMHY

1.47

GDE

1.23

5Y Beta

Winner

EMHY

0.30

GDE

1.12

P/E Ratio

EMHY

N/A

GDE

28.57

Forward P/E

EMHY

N/A

GDE

22.13

PEG Ratio

EMHY

N/A

GDE

0.43

5Y Dividends CAGR

EMHY

0.80%

GDE

N/A

5Y EPS CAGR

EMHY

N/A

GDE

26.29%

Debt to Equity

EMHY

N/A

GDE

33.22%

P/S Ratio

EMHY

N/A

GDE

3.79

P/B Ratio

EMHY

N/A

GDE

5.84

EMHY vs GDE - Historical Returns

Returns include dividend reinvestment.

Period	EMHY	GDE
1 month	+1.05%	-9.19%
3 months	+3.74%	-8.08%
6 months	+4.15%	+4.00%
1 year	+12.68%	+41.37%
5 years(CAGR)	+4.21%	+27.77%
10 years(CAGR)	+4.75%	N/A
Max(CAGR)	+5.00%	+27.77%

Winner

EMHY

+1.05%

GDE

-9.19%

Winner

EMHY

+3.74%

GDE

-8.08%

Winner

EMHY

+4.15%

GDE

+4.00%

EMHY

+12.68%

Winner

GDE

+41.37%

5Y(CAGR)

EMHY

+4.21%

Winner

GDE

+27.77%

10Y(CAGR)

EMHY

+4.75%

GDE

N/A

Max(CAGR)

EMHY

+5.00%

Winner

GDE

+27.77%

EMHY vs GDE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EMHY	GDE
2026	+3.37%	+2.93%
2025	+13.16%	+73.61%
2024	+12.94%	+46.71%
2023	+10.68%	+32.98%
2022	-12.40%	-18.68%
2021	-1.83%	N/A
2020	+3.40%	N/A
2019	+12.72%	N/A
2018	-5.59%	N/A
2017	+8.51%	N/A
2016	+15.66%	N/A
2015	+1.72%	N/A
2014	+1.66%	N/A
2013	-6.95%	N/A
2012	+18.07%	N/A

EMHY vs GDE Drawdown Comparison

The maximum drawdown for EMHY was -30.11%, occurring on Mar 18, 2020. Recovery took 204 trading sessions.

The maximum drawdown for GDE was -32.01%, occurring on Oct 14, 2022. Recovery took 421 trading sessions.

The current GDE drawdown is -16.53%.

Rank	EMHY	GDE
#1	-30.11% Feb 14, 2020 - Dec 4, 2020	-32.01% Mar 30, 2022 - Dec 1, 2023
#2	-25.84% Sep 14, 2021 - Jul 31, 2024	-22.66% Jan 28, 2026 - Mar 26, 2026
#3	-14.90% Jul 24, 2014 - Apr 19, 2016	-16.45% Feb 13, 2025 - Apr 24, 2025
#4	-14.03% May 9, 2013 - May 23, 2014	-10.73% Jul 16, 2024 - Aug 21, 2024
#5	-9.70% Jan 5, 2018 - Mar 15, 2019	-8.96% Oct 20, 2025 - Dec 19, 2025
#6	-6.31% May 7, 2012 - Jul 6, 2012	-7.89% Dec 11, 2024 - Jan 22, 2025
#7	-5.96% Feb 28, 2025 - May 16, 2025	-7.30% Oct 30, 2024 - Dec 11, 2024
#8	-5.88% Oct 25, 2016 - Feb 3, 2017	-5.98% Apr 11, 2024 - May 15, 2024
#9	-4.47% Dec 30, 2020 - May 25, 2021	-5.94% Aug 27, 2024 - Sep 13, 2024
#10	-4.34% Feb 18, 2026 - Apr 17, 2026	-5.62% Dec 26, 2025 - Jan 12, 2026
#11	-3.99% Jul 26, 2019 - Dec 16, 2019	-5.25% May 21, 2024 - Jul 5, 2024
#12	-2.95% Jan 3, 2013 - May 2, 2013	-4.77% Feb 9, 2024 - Mar 1, 2024
#13	-2.73% Oct 19, 2017 - Jan 4, 2018	-4.40% Jul 22, 2025 - Aug 8, 2025
#14	-2.34% Dec 6, 2024 - Jan 30, 2025	-4.08% Dec 27, 2023 - Jan 29, 2024
#15	-2.20% Sep 7, 2016 - Oct 24, 2016	-3.85% Aug 8, 2025 - Aug 28, 2025

Correlation

Correlation between EMHY and GDE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

EMHY vs GDE dividend yield comparison.

Year	EMHY	GDE
2026	2.69%	0.00%
2025	6.52%	4.32%
2024	6.86%	7.14%
2023	6.73%	2.22%
2022	7.08%	0.81%
2021	5.58%	0.00%
2020	5.44%	0.00%
2019	5.72%	0.00%
2018	6.79%	0.00%
2017	5.59%	0.00%
2016	6.43%	0.00%
2015	6.99%	0.00%
2014	6.36%	0.00%
2013	6.03%	0.00%
2012	3.54%	0.00%