XSOE vs FIW
Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and FIRST TRUST WATER ETF (FIW, ETF).
5-Year PerformanceFIW has outperformed XSOE, delivering a return of +5.5% compared to +4.7%
XSOE vs FIW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSOE
$1.80B
FIW
$1.80B
Expense Ratio
Winner
XSOE
0.32%
FIW
0.51%
Max Drawdown
Winner
XSOE
47.21%
FIW
53.09%
Sharpe Ratio
Winner
XSOE
2.22
FIW
0.14
5Y Beta
XSOE
0.79
Winner
FIW
0.76
P/E Ratio
XSOE
N/A
FIW
25.10
Forward P/E
XSOE
N/A
FIW
19.52
5Y Dividends CAGR
XSOE
9.13%
Winner
FIW
15.26%
5Y EPS CAGR
XSOE
N/A
FIW
14.56%
Debt to Equity
XSOE
N/A
FIW
13.29%
P/S Ratio
XSOE
N/A
FIW
2.39
P/B Ratio
XSOE
N/A
FIW
3.56
XSOE vs FIW - Holdings Comparison
XSOE and FIW have 1 common holdings. Overlap is 0.00%
XSOE's top 25 holdings weight is 42.23%. FIW's top 25 holdings weight is 82.57%.
| Rank | XSOE | FIW |
|---|---|---|
| #1 | n/a (n/a) - 13.25% | IDEX CORP (IEX) - 4.42% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.99% | FERGUSON ENTERPRISES INC (FERG) - 4.29% |
| #3 | SK HYNIX INC (n/a) - 3.73% | ECOLAB INC (ECL) - 4.28% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.06% | WATERS CORP (WAT) - 4.22% |
| #5 | n/a (n/a) - 2.56% | AMERICAN WATER WORKS CO INC (AWK) - 4.00% |
| #6 | AL RAJHI BANK (n/a) - 1.23% | IDEXX LABORATORIES INC (IDXX) - 3.97% |
| #7 | MEDIATEK INC (n/a) - 1.00% | AGILENT TECHNOLOGIES INC (A) - 3.93% |
| #8 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.95% | MUELLER INDUSTRIES INC (MLI) - 3.81% |
| #9 | HDFC BANK LTD (n/a) - 0.93% | XYLEM INC (XYL) - 3.70% |
| #10 | DELTA ELECTRONICS INC (n/a) - 0.92% | VERALTO CORP (VLTO) - 3.68% |
| #11 | MERCADOLIBRE INC (MELI) - 0.82% | PENTAIR PLC (PNR) - 3.61% |
| #12 | n/a (n/a) - 0.74% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.28% |
| #13 | n/a (n/a) - 0.74% | ESSENTIAL UTILITIES INC (WTRG) - 3.23% |
| #14 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% | MASCO CORP (MAS) - 3.19% |
| #15 | ICICI BANK LTD ADR (IBN) - 0.66% | STANTEC INC (STN) - 3.15% |
| #16 | PDD HOLDINGS INC ADR (PDD) - 0.64% | TETRA TECH INC (TTEK) - 2.98% |
| #17 | BHARTI AIRTEL LTD (n/a) - 0.57% | ROPER TECHNOLOGIES INC (ROP) - 2.86% |
| #18 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.52% | CORE & MAIN INC CLASS A (CNM) - 2.84% |
| #19 | XIAOMI CORP CLASS B (n/a) - 0.51% | AECOM (ACM) - 2.74% |
| #20 | MEITUAN CLASS B (n/a) - 0.48% | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.68% |
| #21 | n/a (n/a) - 0.47% | VALMONT INDUSTRIES INC (VMI) - 2.51% |
| #22 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 0.46% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.38% |
| #23 | HYUNDAI MOTOR CO (n/a) - 0.46% | ALGONQUIN POWER & UTILITIES CORP (AQN) - 2.32% |
| #24 | ELITE MATERIAL CO LTD (n/a) - 0.43% | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.28% |
| #25 | SK SQUARE (n/a) - 0.40% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 2.22% |
| Total Holdings | 847 | 38 |
XSOE vs FIW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XSOE
+12.59%
FIW
-1.31%
3M
Winner
XSOE
+12.73%
FIW
-7.30%
6M
Winner
XSOE
+25.53%
FIW
-4.86%
1Y
Winner
XSOE
+54.22%
FIW
+2.92%
5Y(CAGR)
XSOE
+4.74%
Winner
FIW
+5.47%
10Y(CAGR)
XSOE
+10.12%
Winner
FIW
+12.67%
Max(CAGR)
XSOE
+7.92%
Winner
FIW
+9.92%
XSOE vs FIW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XSOE | FIW |
|---|---|---|
| 2026 | +20.34% | -3.38% |
| 2025 | +30.05% | +7.87% |
| 2024 | +8.65% | +9.21% |
| 2023 | +9.13% | +20.40% |
| 2022 | -26.15% | -14.55% |
| 2021 | -6.70% | +34.09% |
| 2020 | +26.34% | +21.07% |
| 2019 | +25.07% | +37.78% |
| 2018 | -20.54% | -9.11% |
| 2017 | +49.23% | +23.30% |
| 2016 | +6.66% | +34.28% |
| 2015 | -11.84% | -9.41% |
| 2014 | +0.33% | +1.96% |
| 2013 | N/A | +27.47% |
| 2012 | N/A | +24.03% |
| 2011 | N/A | -6.46% |
| 2010 | N/A | +17.62% |
| 2009 | N/A | +17.83% |
| 2008 | N/A | -27.98% |
| 2007 | N/A | +11.37% |
XSOE vs FIW Drawdown Comparison
The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.
The maximum drawdown for FIW was -52.75%, occurring on Mar 9, 2009. Recovery took 712 trading sessions.
The current FIW drawdown is -8.69%.
| Rank | XSOE | FIW |
|---|---|---|
| #1 | -45.25% Feb 16, 2021 - Jan 22, 2026 | -52.75% Jun 5, 2008 - Apr 1, 2011 |
| #2 | -35.05% Jan 26, 2018 - Aug 5, 2020 | -36.60% Feb 19, 2020 - Oct 8, 2020 |
| #3 | -31.24% Apr 28, 2015 - May 9, 2017 | -28.54% Nov 19, 2021 - Dec 14, 2023 |
| #4 | -13.31% Feb 25, 2026 - Apr 17, 2026 | -25.13% Jul 7, 2011 - Feb 23, 2012 |
| #5 | -6.06% Jan 22, 2015 - Apr 2, 2015 | -22.21% Jun 20, 2014 - Apr 20, 2016 |
| #6 | -5.54% Nov 22, 2017 - Jan 2, 2018 | -19.49% Sep 20, 2018 - Feb 25, 2019 |
| #7 | -5.52% Aug 28, 2020 - Oct 8, 2020 | -18.97% Oct 9, 2007 - May 28, 2008 |
| #8 | -5.48% Jan 25, 2021 - Feb 5, 2021 | -18.32% Nov 6, 2024 - Jul 3, 2025 |
| #9 | -4.10% Dec 10, 2014 - Dec 22, 2014 | -12.74% Jan 22, 2026 - Mar 30, 2026 |
| #10 | -4.09% Dec 26, 2014 - Jan 20, 2015 | -12.27% Apr 2, 2012 - Aug 16, 2012 |
| #11 | -3.41% Sep 19, 2017 - Oct 10, 2017 | -9.60% Jul 19, 2007 - Sep 19, 2007 |
| #12 | -3.41% Jan 28, 2026 - Feb 10, 2026 | -9.33% Jan 26, 2018 - Jul 26, 2018 |
| #13 | -3.37% Aug 8, 2017 - Aug 23, 2017 | -8.79% Apr 6, 2011 - Jul 7, 2011 |
| #14 | -2.99% Oct 12, 2020 - Nov 4, 2020 | -8.43% May 15, 2024 - Jul 31, 2024 |
| #15 | -2.59% Aug 6, 2020 - Aug 25, 2020 | -7.96% May 21, 2013 - Jul 11, 2013 |
Correlation
Correlation between XSOE and FIW is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2007 - 2026)
XSOE vs FIW dividend yield comparison.
| Year | XSOE | FIW |
|---|---|---|
| 2026 | 0.10% | 0.18% |
| 2025 | 1.50% | 0.69% |
| 2024 | 1.44% | 0.69% |
| 2023 | 1.78% | 0.68% |
| 2022 | 2.53% | 0.67% |
| 2021 | 1.36% | 0.37% |
| 2020 | 1.02% | 0.56% |
| 2019 | 2.01% | 0.55% |
| 2018 | 1.56% | 0.73% |
| 2017 | 0.65% | 1.13% |
| 2016 | 1.43% | 0.51% |
| 2015 | 3.93% | 0.76% |
| 2014 | 0.21% | 0.75% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 0.95% |
| 2011 | 0.00% | 0.91% |
| 2010 | 0.00% | 0.64% |
| 2009 | 0.00% | 1.04% |
| 2008 | 0.00% | 0.75% |
| 2007 | 0.00% | 0.20% |
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