XSOE vs CGSD

Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and CAPITAL GROUP SHORT DURATION INCOME ETF SHARE CLASS (CGSD, ETF).

XSOE vs CGSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSOE(ETF)	CGSD(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.32%	0.25%
Max Drawdown	47.21%	2.93%
Sharpe Ratio	1.67	0.43
5Y Beta	0.83	0.01
5Y Dividends CAGR	9.13%	N/A

Net Assets

XSOE

$2.20B

Winner

CGSD

$2.30B

Expense Ratio

XSOE

0.32%

Winner

CGSD

0.25%

Max Drawdown

XSOE

47.21%

Winner

CGSD

2.93%

Sharpe Ratio

Winner

XSOE

1.67

CGSD

0.43

5Y Beta

XSOE

0.83

Winner

CGSD

0.01

5Y Dividends CAGR

XSOE

9.13%

CGSD

N/A

XSOE vs CGSD - Historical Returns

Returns include dividend reinvestment.

Period	XSOE	CGSD
1 month	+3.51%	+0.24%
3 months	+20.21%	+0.72%
6 months	+26.96%	+1.22%
1 year	+44.40%	+4.16%
5 years(CAGR)	+4.54%	N/A
10 years(CAGR)	+10.27%	N/A
Max(CAGR)	+7.90%	+5.18%

Winner

XSOE

+3.51%

CGSD

+0.24%

Winner

XSOE

+20.21%

CGSD

+0.72%

Winner

XSOE

+26.96%

CGSD

+1.22%

Winner

XSOE

+44.40%

CGSD

+4.16%

5Y(CAGR)

XSOE

+4.54%

CGSD

N/A

10Y(CAGR)

XSOE

+10.27%

CGSD

N/A

Max(CAGR)

Winner

XSOE

+7.90%

CGSD

+5.18%

XSOE vs CGSD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	XSOE	CGSD
2026	+20.91%	+0.91%
2025	+30.05%	+6.15%
2024	+8.65%	+5.38%
2023	+9.13%	+4.94%
2022	-26.15%	+1.32%
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 CGSD Drawdown Comparison

The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.

The maximum drawdown for CGSD was -1.75%, occurring on Jul 6, 2023. Recovery took 126 trading sessions.

The current XSOE drawdown is -4.35%. The current CGSD drawdown is -0.02%.

Rank	XSOE	CGSD
#1	-45.25% Feb 16, 2021 - Jan 22, 2026	-1.75% May 4, 2023 - Nov 2, 2023
#2	-35.05% Jan 26, 2018 - Aug 5, 2020	-1.42% Feb 2, 2023 - Mar 13, 2023
#3	-31.24% Apr 28, 2015 - May 9, 2017	-1.11% Feb 27, 2026 - May 29, 2026
#4	-13.31% Feb 25, 2026 - Apr 17, 2026	-0.90% Feb 1, 2024 - Mar 21, 2024
#5	-8.69% Jun 2, 2026 - Jun 5, 2026	-0.75% Sep 24, 2024 - Dec 4, 2024
#6	-6.06% Jan 22, 2015 - Apr 2, 2015	-0.73% Apr 3, 2025 - Apr 28, 2025
#7	-5.54% Nov 22, 2017 - Jan 2, 2018	-0.70% Apr 4, 2023 - May 3, 2023
#8	-5.52% Aug 28, 2020 - Oct 8, 2020	-0.68% Mar 24, 2023 - Apr 4, 2023
#9	-5.48% Jan 25, 2021 - Feb 5, 2021	-0.63% Mar 21, 2024 - May 3, 2024
#10	-5.15% May 11, 2026 - May 26, 2026	-0.60% Oct 27, 2022 - Nov 10, 2022
#11	-4.10% Dec 10, 2014 - Dec 22, 2014	-0.41% Mar 17, 2023 - Mar 22, 2023
#12	-4.09% Dec 26, 2014 - Jan 20, 2015	-0.39% May 15, 2024 - Jun 3, 2024
#13	-3.41% Sep 19, 2017 - Oct 10, 2017	-0.39% Jan 12, 2024 - Jan 31, 2024
#14	-3.41% Jan 28, 2026 - Feb 10, 2026	-0.36% Mar 13, 2023 - Mar 15, 2023
#15	-3.37% Aug 8, 2017 - Aug 23, 2017	-0.35% Dec 6, 2024 - Dec 30, 2024

Correlation

Correlation between XSOE and CGSD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2014 - 2026)

XSOE vs CGSD dividend yield comparison.

Year	XSOE	CGSD
2026	0.10%	1.73%
2025	1.50%	4.48%
2024	1.44%	4.57%
2023	1.78%	4.43%
2022	2.53%	0.64%
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%