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EMHC vs. ELD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMHC vs. ELD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and WisdomTree Emerging Markets Local Debt Fund (ELD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMHC achieves a 1.57% return, which is significantly higher than ELD's 0.74% return.


EMHC

1D
-0.32%
1M
1.13%
YTD
1.57%
6M
1.74%
1Y
11.54%
3Y*
8.74%
5Y*
1.55%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMHC vs. ELD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
1.57%14.07%3.52%10.06%-17.75%1.68%
ELD
WisdomTree Emerging Markets Local Debt Fund
0.74%21.77%-4.56%14.29%-9.25%-4.06%

Correlation

The correlation between EMHC and ELD is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (All Time)
Calculated using the full available price history since Apr 8, 2021

0.49

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Return for Risk

EMHC vs. ELD — Risk / Return Rank

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

EMHC
EMHC Risk / Return Rank: 6464
Overall Rank
EMHC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EMHC Sortino Ratio Rank: 7171
Sortino Ratio Rank
EMHC Omega Ratio Rank: 6868
Omega Ratio Rank
EMHC Calmar Ratio Rank: 5353
Calmar Ratio Rank
EMHC Martin Ratio Rank: 6262
Martin Ratio Rank

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
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.

EMHC vs. ELD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) and WisdomTree Emerging Markets Local Debt Fund (ELD). 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.


EMHCELDDifference
Sharpe ratioReturn per unit of total volatility

+0.87

Sortino ratioReturn per unit of downside risk

+1.33

Omega ratioGain probability vs. loss probability

1.41

1.23

+0.18

Calmar ratioReturn relative to maximum drawdown

2.65

1.51

+1.14

Martin ratioReturn relative to average drawdown

11.09

5.31

+5.78

EMHC vs. ELD - Sharpe Ratio Comparison

The current EMHC Sharpe Ratio is 2.14, which is higher than the ELD Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of EMHC and ELD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EMHCELDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

1.27

+0.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.21

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.12

+0.09

Drawdowns

EMHC vs. ELD - Drawdown Comparison

The maximum EMHC drawdown since its inception was -28.03%, smaller than the maximum ELD drawdown of -31.92%. Use the drawdown chart below to compare losses from any high point for EMHC and ELD.


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Drawdown Indicators


EMHCELDDifference

Max Drawdown

Largest peak-to-trough decline

-28.03%

-31.92%

+3.89%

Max Drawdown (1Y)

Largest decline over 1 year

-4.37%

-7.15%

+2.78%

Max Drawdown (3Y)

Largest decline over 3 years

-7.67%

-10.89%

+3.22%

Max Drawdown (5Y)

Largest decline over 5 years

-28.03%

-23.56%

-4.47%

Max Drawdown (10Y)

Largest decline over 10 years

-25.15%

Current Drawdown

Current decline from peak

-0.32%

-2.75%

+2.43%

Average Drawdown

Average peak-to-trough decline

-9.91%

-13.31%

+3.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.04%

2.02%

-0.98%

Volatility

EMHC vs. ELD - Volatility Comparison

The current volatility for SPDR Bloomberg Emerging Markets USD Bond ETF (EMHC) is 1.89%, while WisdomTree Emerging Markets Local Debt Fund (ELD) has a volatility of 2.73%. This indicates that EMHC experiences smaller price fluctuations and is considered to be less risky than ELD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMHCELDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.89%

2.73%

-0.84%

Volatility (6M)

Calculated over the trailing 6-month period

4.16%

7.12%

-2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

5.43%

8.52%

-3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.06%

10.93%

-1.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.96%

11.27%

-2.31%

EMHC vs. ELD - Expense Ratio Comparison

EMHC has a 0.23% expense ratio, which is lower than ELD's 0.55% expense ratio.


Dividends

EMHC vs. ELD - Dividend Comparison

EMHC's dividend yield for the trailing twelve months is around 6.11%, more than ELD's 5.82% 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%
EMHC
SPDR Bloomberg Emerging Markets USD Bond ETF
6.11%6.16%5.95%5.12%5.11%2.97%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EMHC and ELD have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ELD has higher volatility (2.73%) compared to EMHC (1.89%). In terms of maximum drawdown, EMHC dropped -28.03% vs ELD's -31.92%.

On 5-year performance, ELD leads with 2.31% vs 1.55% for EMHC. On fees, EMHC is cheaper at 0.23% per year. On volatility, EMHC has been the lower-risk option at 1.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, ELD has performed better with a 2.31% return vs 1.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EMHC is cheaper with a 0.23% expense ratio, compared with 0.55% for ELD.

EMHC has the higher dividend yield at 6.11%, compared with 5.82% for ELD.

They also come from different issuers: State Street and WisdomTree. Their fees differ too: 0.23% for EMHC and 0.55% for ELD.

EMHC currently has the higher Sharpe Ratio (2.14 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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