XSOE vs HTRB

Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformanceXSOE has outperformed HTRB, delivering a return of +4.7% compared to +0.4%

XSOE vs HTRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSOE(ETF)	HTRB(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.32%	0.29%
Max Drawdown	47.21%	26.85%
Sharpe Ratio	1.66	0.35
5Y Beta	0.85	0.04
5Y Dividends CAGR	9.13%	-3.29%

Net Assets

XSOE

$2.20B

HTRB

$2.20B

Expense Ratio

XSOE

0.32%

Winner

HTRB

0.29%

Max Drawdown

XSOE

47.21%

Winner

HTRB

26.85%

Sharpe Ratio

Winner

XSOE

1.66

HTRB

0.35

5Y Beta

XSOE

0.85

Winner

HTRB

0.04

5Y Dividends CAGR

Winner

XSOE

9.13%

HTRB

-3.29%

XSOE vs HTRB - Historical Returns

Returns include dividend reinvestment.

Period	XSOE	HTRB
1 month	+2.49%	+0.79%
3 months	+18.44%	+1.02%
6 months	+24.30%	+0.69%
1 year	+46.15%	+4.83%
5 years(CAGR)	+4.70%	+0.36%
10 years(CAGR)	+10.33%	+2.21%
Max(CAGR)	+7.83%	+2.21%

Winner

XSOE

+2.49%

HTRB

+0.79%

Winner

XSOE

+18.44%

HTRB

+1.02%

Winner

XSOE

+24.30%

HTRB

+0.69%

Winner

XSOE

+46.15%

HTRB

+4.83%

5Y(CAGR)

Winner

XSOE

+4.70%

HTRB

+0.36%

10Y(CAGR)

Winner

XSOE

+10.33%

HTRB

+2.21%

Max(CAGR)

Winner

XSOE

+7.83%

HTRB

+2.21%

XSOE vs HTRB - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	XSOE	HTRB
2026	+20.36%	+0.61%
2025	+30.05%	+7.27%
2024	+8.65%	+2.79%
2023	+9.13%	+6.64%
2022	-26.15%	-14.11%
2021	-6.70%	-1.01%
2020	+26.34%	+8.64%
2019	+25.07%	+10.21%
2018	-20.54%	-0.88%
2017	+49.23%	+1.02%
2016	+6.66%	N/A
2015	-11.84%	N/A
2014	+0.33%	N/A

XSOE vs HTRB Drawdown Comparison

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

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current XSOE drawdown is -5.74%. The current HTRB drawdown is -1.29%.

Rank	XSOE	HTRB
#1	-45.25% Feb 16, 2021 - Jan 22, 2026	-19.48% Sep 14, 2021 - Oct 28, 2025
#2	-35.05% Jan 26, 2018 - Aug 5, 2020	-10.48% Mar 6, 2020 - Jun 8, 2020
#3	-31.24% Apr 28, 2015 - May 9, 2017	-3.76% Jan 4, 2021 - Aug 2, 2021
#4	-13.31% Feb 25, 2026 - Apr 17, 2026	-2.82% Feb 27, 2026 - May 19, 2026
#5	-8.69% Jun 2, 2026 - Jun 18, 2026	-2.58% Dec 29, 2017 - Jan 30, 2019
#6	-6.06% Jan 22, 2015 - Apr 2, 2015	-1.80% Aug 27, 2019 - Oct 4, 2019
#7	-5.74% Jun 22, 2026 - Jun 23, 2026	-1.58% Jul 3, 2019 - Aug 1, 2019
#8	-5.54% Nov 22, 2017 - Jan 2, 2018	-1.13% Oct 28, 2025 - Feb 5, 2026
#9	-5.52% Aug 28, 2020 - Oct 8, 2020	-1.13% Oct 4, 2019 - Nov 27, 2019
#10	-5.48% Jan 25, 2021 - Feb 5, 2021	-1.10% Aug 10, 2020 - Nov 17, 2020
#11	-5.15% May 11, 2026 - May 26, 2026	-0.99% Aug 4, 2021 - Sep 14, 2021
#12	-4.10% Dec 10, 2014 - Dec 22, 2014	-0.80% Mar 27, 2019 - Apr 25, 2019
#13	-4.09% Dec 26, 2014 - Jan 20, 2015	-0.65% Feb 28, 2020 - Mar 3, 2020
#14	-3.41% Sep 19, 2017 - Oct 10, 2017	-0.61% Jun 8, 2020 - Jul 6, 2020
#15	-3.41% Jan 28, 2026 - Feb 10, 2026	-0.61% Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between XSOE and HTRB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2014 - 2026)

XSOE vs HTRB dividend yield comparison.

Year	XSOE	HTRB
2026	0.10%	1.71%
2025	1.50%	4.66%
2024	1.44%	4.45%
2023	1.78%	3.87%
2022	2.53%	3.08%
2021	1.36%	4.22%
2020	1.02%	4.79%
2019	2.01%	6.30%
2018	1.56%	2.37%
2017	0.65%	0.96%
2016	1.43%	0.00%
2015	3.93%	0.00%
2014	0.21%	0.00%