GDE vs EMHY

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

GDE vs EMHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

GDE

$595M

EMHY

$592M

Expense Ratio

Winner

GDE

0.20%

EMHY

0.50%

Max Drawdown

Winner

GDE

32.01%

EMHY

43.77%

Sharpe Ratio

GDE

1.23

Winner

EMHY

1.47

5Y Beta

GDE

1.12

Winner

EMHY

0.30

P/E Ratio

GDE

28.57

EMHY

N/A

Forward P/E

GDE

22.13

EMHY

N/A

PEG Ratio

GDE

0.43

EMHY

N/A

5Y Dividends CAGR

GDE

N/A

EMHY

0.80%

5Y EPS CAGR

GDE

26.29%

EMHY

N/A

Debt to Equity

GDE

33.22%

EMHY

N/A

P/S Ratio

GDE

3.79

EMHY

N/A

P/B Ratio

GDE

5.84

EMHY

N/A

GDE vs EMHY - Historical Returns

Returns include dividend reinvestment.

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

GDE

-9.19%

Winner

EMHY

+1.05%

GDE

-8.08%

Winner

EMHY

+3.74%

GDE

+4.00%

Winner

EMHY

+4.15%

Winner

GDE

+41.37%

EMHY

+12.68%

5Y(CAGR)

Winner

GDE

+27.77%

EMHY

+4.21%

10Y(CAGR)

GDE

N/A

EMHY

+4.75%

Max(CAGR)

Winner

GDE

+27.77%

EMHY

+5.00%

GDE vs EMHY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

GDE vs EMHY Drawdown Comparison

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

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

The current GDE drawdown is -16.53%.

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

Correlation

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

0.96

-101

Dividend Comparison (2012 - 2026)

GDE vs EMHY dividend yield comparison.

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