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ELD vs. NEMD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ELD vs. NEMD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Emerging Markets Local Debt Fund (ELD) and Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ELD achieves a 0.74% return, which is significantly lower than NEMD's 3.76% return.


ELD

1D
-0.42%
1M
0.61%
YTD
0.74%
6M
1.87%
1Y
10.72%
3Y*
7.80%
5Y*
2.31%
10Y*
2.86%

NEMD

1D
-0.39%
1M
1.56%
YTD
3.76%
6M
4.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ELD vs. NEMD - Yearly Performance Comparison


Correlation

The correlation between ELD and NEMD is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 12, 2025

0.48

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Return for Risk

ELD vs. NEMD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ELD
ELD Risk / Return Rank: 3434
Overall Rank
ELD Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
ELD Sortino Ratio Rank: 3636
Sortino Ratio Rank
ELD Omega Ratio Rank: 3434
Omega Ratio Rank
ELD Calmar Ratio Rank: 3030
Calmar Ratio Rank
ELD Martin Ratio Rank: 3535
Martin Ratio Rank

NEMD
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ELD vs. NEMD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets Local Debt Fund (ELD) and Neuberger Berman Emerging Markets Debt Hard Currency ETF (NEMD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ELDNEMDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.51

Martin ratioReturn relative to average drawdown

5.31

ELD vs. NEMD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ELDNEMDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

2.14

-2.01

Drawdowns

ELD vs. NEMD - Drawdown Comparison

The maximum ELD drawdown since its inception was -31.92%, which is greater than NEMD's maximum drawdown of -4.43%. Use the drawdown chart below to compare losses from any high point for ELD and NEMD.


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Drawdown Indicators


ELDNEMDDifference

Max Drawdown

Largest peak-to-trough decline

-31.92%

-4.43%

-27.49%

Max Drawdown (1Y)

Largest decline over 1 year

-7.15%

Max Drawdown (3Y)

Largest decline over 3 years

-10.89%

Max Drawdown (5Y)

Largest decline over 5 years

-23.56%

Max Drawdown (10Y)

Largest decline over 10 years

-25.15%

Current Drawdown

Current decline from peak

-2.75%

-0.39%

-2.36%

Average Drawdown

Average peak-to-trough decline

-13.31%

-0.57%

-12.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

Volatility

ELD vs. NEMD - Volatility Comparison


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Volatility by Period


ELDNEMDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.73%

Volatility (6M)

Calculated over the trailing 6-month period

7.12%

Volatility (1Y)

Calculated over the trailing 1-year period

8.52%

6.51%

+2.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.93%

6.51%

+4.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.27%

6.51%

+4.76%

ELD vs. NEMD - Expense Ratio Comparison

ELD has a 0.55% expense ratio, which is lower than NEMD's 0.60% expense ratio.


Dividends

ELD vs. NEMD - Dividend Comparison

ELD's dividend yield for the trailing twelve months is around 5.82%, more than NEMD's 4.73% yield.


PositionTTM20252024202320222021202020192018201720162015
ELD
WisdomTree Emerging Markets Local Debt Fund
5.82%5.38%5.75%4.85%5.29%4.98%4.70%4.92%6.30%4.68%4.86%5.57%
NEMD
Neuberger Berman Emerging Markets Debt Hard Currency ETF
4.73%2.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ELD and NEMD have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ELD is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ELD is cheaper with a 0.55% expense ratio, compared with 0.60% for NEMD.

ELD has the higher dividend yield at 5.82%, compared with 4.73% for NEMD.

They also come from different issuers: WisdomTree and Neuberger Berman. Their fees differ too: 0.55% for ELD and 0.60% for NEMD.

Portfolio Optimizer

Find the right allocation for ELD and NEMD

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