XSOE vs BBMC
Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).
5-Year PerformanceBBMC has outperformed XSOE, delivering a return of +7.7% compared to +4.7%
XSOE vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSOE
$1.80B
Winner
BBMC
$1.90B
Expense Ratio
XSOE
0.32%
Winner
BBMC
0.07%
Max Drawdown
XSOE
47.21%
Winner
BBMC
30.54%
Sharpe Ratio
Winner
XSOE
2.22
BBMC
1.70
5Y Beta
Winner
XSOE
0.79
BBMC
1.03
P/E Ratio
XSOE
N/A
BBMC
32.42
Forward P/E
XSOE
N/A
BBMC
17.30
5Y Dividends CAGR
XSOE
9.13%
Winner
BBMC
20.05%
5Y EPS CAGR
XSOE
N/A
BBMC
10.04%
Debt to Equity
XSOE
N/A
BBMC
40.30%
P/S Ratio
XSOE
N/A
BBMC
1.71
P/B Ratio
XSOE
N/A
BBMC
2.71
XSOE vs BBMC - Holdings Comparison
XSOE and BBMC have 1 common holdings. Overlap is -0.08%
XSOE's top 25 holdings weight is 42.23%. BBMC's top 25 holdings weight is 16.82%.
| Rank | XSOE | BBMC |
|---|---|---|
| #1 | n/a (n/a) - 13.25% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.84% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% | CIENA CORP (CIEN) - 1.36% |
| #3 | SK HYNIX INC (n/a) - 3.73% | LUMENTUM HOLDINGS INC (LITE) - 1.14% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.06% | COHERENT CORP (COHR) - 1.09% |
| #5 | n/a (n/a) - 2.56% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% |
| #6 | AL RAJHI BANK (n/a) - 1.23% | JABIL INC (JBL) - 0.67% |
| #7 | MEDIATEK INC (n/a) - 1.00% | TAPESTRY INC (TPR) - 0.60% |
| #8 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% | QNITY ELECTRONICS INC (Q) - 0.58% |
| #9 | HDFC BANK LTD (n/a) - 0.93% | TECHNIPFMC PLC (n/a) - 0.58% |
| #10 | DELTA ELECTRONICS INC (n/a) - 0.92% | CASEY'S GENERAL STORES INC (CASY) - 0.58% |
| #11 | MERCADOLIBRE INC (MELI) - 0.82% | NATERA INC (NTRA) - 0.55% |
| #12 | n/a (n/a) - 0.74% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% |
| #13 | n/a (n/a) - 0.74% | XPO INC (XPO) - 0.53% |
| #14 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% | CURTISS-WRIGHT CORP (CW) - 0.53% |
| #15 | ICICI BANK LTD ADR (IBN) - 0.66% | FABRINET (FN) - 0.47% |
| #16 | PDD HOLDINGS INC ADR (PDD) - 0.64% | MASTEC INC (MTZ) - 0.47% |
| #17 | BHARTI AIRTEL LTD (n/a) - 0.57% | UNITED THERAPEUTICS CORP (UTHR) - 0.46% |
| #18 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% | WILLIAMS-SONOMA INC (WSM) - 0.45% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.51% | NVENT ELECTRIC PLC (NVT) - 0.45% |
| #20 | MEITUAN CLASS B (n/a) - 0.48% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% |
| #21 | n/a (n/a) - 0.47% | CARLISLE COMPANIES INC (CSL) - 0.30% |
| #22 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 0.46% | HOST HOTELS & RESORTS INC (HST) - 0.30% |
| #23 | HYUNDAI MOTOR CO (n/a) - 0.46% | DICK'S SPORTING GOODS INC (DKS) - 0.30% |
| #24 | ELITE MATERIAL CO LTD (n/a) - 0.43% | DECKERS OUTDOOR CORP (DECK) - 0.30% |
| #25 | SK SQUARE (n/a) - 0.40% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.29% |
| Total Holdings | 847 | 519 |
XSOE vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSOE
+12.59%
BBMC
+6.10%
3M
Winner
XSOE
+12.73%
BBMC
+4.81%
6M
Winner
XSOE
+25.53%
BBMC
+16.71%
1Y
Winner
XSOE
+54.22%
BBMC
+33.94%
5Y(CAGR)
XSOE
+4.74%
Winner
BBMC
+7.74%
10Y(CAGR)
XSOE
+10.12%
BBMC
N/A
Max(CAGR)
XSOE
+7.92%
Winner
BBMC
+17.48%
XSOE vs BBMC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | XSOE | BBMC |
|---|---|---|
| 2026 | +20.34% | +12.01% |
| 2025 | +30.05% | +12.44% |
| 2024 | +8.65% | +15.88% |
| 2023 | +9.13% | +19.07% |
| 2022 | -26.15% | -20.05% |
| 2021 | -6.70% | +19.73% |
| 2020 | +26.34% | +61.97% |
| 2019 | +25.07% | N/A |
| 2018 | -20.54% | N/A |
| 2017 | +49.23% | N/A |
| 2016 | +6.66% | N/A |
| 2015 | -11.84% | N/A |
| 2014 | +0.33% | N/A |
XSOE vs BBMC Drawdown Comparison
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current BBMC drawdown is -0.81%.
| Rank | XSOE | BBMC |
|---|---|---|
| #1 | -45.25% Feb 16, 2021 - Jan 22, 2026 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -35.05% Jan 26, 2018 - Aug 5, 2020 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -31.24% Apr 28, 2015 - May 9, 2017 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -13.31% Feb 25, 2026 - Apr 17, 2026 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -6.06% Jan 22, 2015 - Apr 2, 2015 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -5.54% Nov 22, 2017 - Jan 2, 2018 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -5.52% Aug 28, 2020 - Oct 8, 2020 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -5.48% Jan 25, 2021 - Feb 5, 2021 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -4.10% Dec 10, 2014 - Dec 22, 2014 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -4.09% Dec 26, 2014 - Jan 20, 2015 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -3.41% Sep 19, 2017 - Oct 10, 2017 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -3.41% Jan 28, 2026 - Feb 10, 2026 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -3.37% Aug 8, 2017 - Aug 23, 2017 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -2.99% Oct 12, 2020 - Nov 4, 2020 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -2.59% Aug 6, 2020 - Aug 25, 2020 | -4.15% Apr 17, 2020 - Apr 27, 2020 |
Correlation
Correlation between XSOE and BBMC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2014 - 2026)
XSOE vs BBMC dividend yield comparison.
| Year | XSOE | BBMC |
|---|---|---|
| 2026 | 0.10% | 0.19% |
| 2025 | 1.50% | 1.25% |
| 2024 | 1.44% | 1.31% |
| 2023 | 1.78% | 1.36% |
| 2022 | 2.53% | 1.48% |
| 2021 | 1.36% | 0.87% |
| 2020 | 1.02% | 0.69% |
| 2019 | 2.01% | 0.00% |
| 2018 | 1.56% | 0.00% |
| 2017 | 0.65% | 0.00% |
| 2016 | 1.43% | 0.00% |
| 2015 | 3.93% | 0.00% |
| 2014 | 0.21% | 0.00% |
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