XSOE vs BGIG
Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
XSOE vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSOE
$2B
Winner
BGIG
$2.10B
Expense Ratio
Winner
XSOE
0.32%
BGIG
0.45%
Max Drawdown
XSOE
47.21%
Winner
BGIG
14.11%
Sharpe Ratio
Winner
XSOE
2.24
BGIG
1.83
5Y Beta
XSOE
0.79
Winner
BGIG
0.63
P/E Ratio
XSOE
N/A
BGIG
23.75
Forward P/E
XSOE
N/A
BGIG
19.25
PEG Ratio
XSOE
N/A
BGIG
0.68
5Y Dividends CAGR
XSOE
9.13%
BGIG
N/A
5Y EPS CAGR
XSOE
N/A
BGIG
13.71%
P/S Ratio
XSOE
N/A
BGIG
2.69
P/B Ratio
XSOE
N/A
BGIG
4.16
XSOE vs BGIG - Holdings Comparison
XSOE and BGIG have 1 common holdings. Overlap is -0.26%
XSOE's top 25 holdings weight is 40.93%. BGIG's top 25 holdings weight is 70.50%.
| Rank | XSOE | BGIG |
|---|---|---|
| #1 | n/a (n/a) - 13.25% | BROADCOM INC (AVGO) - 6.07% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% | UNITEDHEALTH GROUP INC (UNH) - 4.24% |
| #3 | SK HYNIX INC (n/a) - 3.73% | MICROSOFT CORP (MSFT) - 3.89% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.06% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.79% |
| #5 | n/a (n/a) - 2.56% | ELI LILLY AND CO (LLY) - 3.71% |
| #6 | AL RAJHI BANK (n/a) - 1.23% | JOHNSON & JOHNSON (JNJ) - 3.68% |
| #7 | MEDIATEK INC (n/a) - 1.00% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.53% |
| #8 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% | WILLIAMS COMPANIES INC (WMB) - 3.43% |
| #9 | HDFC BANK LTD (n/a) - 0.93% | NEXTERA ENERGY INC (NEE) - 3.09% |
| #10 | DELTA ELECTRONICS INC (n/a) - 0.92% | ABBVIE INC (ABBV) - 3.03% |
| #11 | MERCADOLIBRE INC (MELI) - 0.82% | JPMORGAN CHASE & CO (JPM) - 2.88% |
| #12 | n/a (n/a) - 0.74% | CHEVRON CORP (CVX) - 2.57% |
| #13 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% | APOLLO GLOBAL MANAGEMENT INC (APO) - 2.51% |
| #14 | ICICI BANK LTD ADR (IBN) - 0.66% | GENERAL DYNAMICS CORP (GD) - 2.47% |
| #15 | PDD HOLDINGS INC ADR (PDD) - 0.64% | THE TRAVELERS COMPANIES INC (TRV) - 2.47% |
| #16 | BHARTI AIRTEL LTD (n/a) - 0.57% | CISCO SYSTEMS INC (CSCO) - 2.30% |
| #17 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.26% |
| #18 | XIAOMI CORP CLASS B (n/a) - 0.51% | GARMIN LTD (GRMN) - 1.96% |
| #19 | MEITUAN CLASS B (n/a) - 0.48% | CUMMINS INC (CMI) - 1.95% |
| #20 | n/a (n/a) - 0.47% | DARDEN RESTAURANTS INC (DRI) - 1.90% |
| #21 | n/a (n/a) - 0.25% | THE HOME DEPOT INC (HD) - 1.84% |
| #22 | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.25% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.82% |
| #23 | HANA FINANCIAL GROUP INC (n/a) - 0.24% | PPL CORP (PPL) - 1.72% |
| #24 | POSCO HOLDINGS INC (n/a) - 0.23% | TARGA RESOURCES CORP (TRGP) - 1.70% |
| #25 | KOTAK MAHINDRA BANK LTD (n/a) - 0.22% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.69% |
| Total Holdings | 808 | 52 |
XSOE vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSOE
+12.54%
BGIG
+2.24%
3M
Winner
XSOE
+11.23%
BGIG
+1.36%
6M
Winner
XSOE
+23.87%
BGIG
+8.74%
1Y
Winner
XSOE
+49.55%
BGIG
+20.54%
5Y(CAGR)
XSOE
+5.28%
BGIG
N/A
10Y(CAGR)
XSOE
+10.13%
BGIG
N/A
Max(CAGR)
XSOE
+7.93%
Winner
BGIG
+16.12%
XSOE vs BGIG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | XSOE | BGIG |
|---|---|---|
| 2026 | +20.51% | +7.73% |
| 2025 | +30.05% | +12.53% |
| 2024 | +8.65% | +16.25% |
| 2023 | +9.13% | +4.55% |
| 2022 | -26.15% | N/A |
| 2021 | -6.70% | N/A |
| 2020 | +26.34% | N/A |
| 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 BGIG Drawdown Comparison
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current BGIG drawdown is -0.63%.
| Rank | XSOE | BGIG |
|---|---|---|
| #1 | -45.25% Feb 16, 2021 - Jan 22, 2026 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -35.05% Jan 26, 2018 - Aug 5, 2020 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -31.24% Apr 28, 2015 - May 9, 2017 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -13.31% Feb 25, 2026 - Apr 17, 2026 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -6.06% Jan 22, 2015 - Apr 2, 2015 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -5.54% Nov 22, 2017 - Jan 2, 2018 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -5.52% Aug 28, 2020 - Oct 8, 2020 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -5.48% Jan 25, 2021 - Feb 5, 2021 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -4.10% Dec 10, 2014 - Dec 22, 2014 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -4.09% Dec 26, 2014 - Jan 20, 2015 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #11 | -3.41% Sep 19, 2017 - Oct 10, 2017 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #12 | -3.41% Jan 28, 2026 - Feb 10, 2026 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #13 | -3.37% Aug 8, 2017 - Aug 23, 2017 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #14 | -2.99% Oct 12, 2020 - Nov 4, 2020 | -1.34% Apr 30, 2026 - May 8, 2026 |
| #15 | -2.59% Aug 6, 2020 - Aug 25, 2020 | -1.32% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between XSOE and BGIG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2014 - 2026)
XSOE vs BGIG dividend yield comparison.
| Year | XSOE | BGIG |
|---|---|---|
| 2026 | 0.10% | 0.59% |
| 2025 | 1.50% | 1.89% |
| 2024 | 1.44% | 2.02% |
| 2023 | 1.78% | 0.78% |
| 2022 | 2.53% | 0.00% |
| 2021 | 1.36% | 0.00% |
| 2020 | 1.02% | 0.00% |
| 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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