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Upturn AI SWOT - About
WisdomTree Emerging Markets ex-China Fund (XC)
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Upturn Advisory Summary
04/01/2025: XC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 11.84% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 12629 | Beta - | 52 Weeks Range 28.96 - 33.98 | Updated Date 04/2/2025 |
52 Weeks Range 28.96 - 33.98 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Emerging Markets ex-China Fund
ETF Overview
Overview
The WisdomTree Emerging Markets ex-China Fund (XC) provides exposure to emerging markets excluding China, focusing on companies with strong valuation characteristics. It aims for long-term capital appreciation by investing in dividend-paying companies in emerging markets.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its innovative and fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated investment team with experience in managing international and emerging market equity strategies.
Investment Objective
Goal
Seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Emerging Markets ex-China Index.
Investment Approach and Strategy
Strategy: Tracks the WisdomTree Emerging Markets ex-China Index, which measures the performance of dividend-paying companies in emerging markets, excluding China.
Composition Primarily holds stocks of companies located in emerging market countries, excluding China. Emphasizes dividend-paying companies.
Market Position
Market Share: XC has a moderate market share within the emerging markets ex-China ETF category.
Total Net Assets (AUM): 456000000
Competitors
Key Competitors
- VWO
- IEMG
- EEM
Competitive Landscape
The emerging markets ETF space is highly competitive, with major players like Vanguard and iShares dominating. XC differentiates itself by excluding China and focusing on dividend-paying stocks, which may appeal to investors seeking diversification and income. Its smaller AUM makes it less liquid than larger competitors, which is a disadvantage.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers. Cannot be generated without live data access.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers. Cannot be generated without live data access.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume for XC indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically moderate, reflecting the ETF's trading activity.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets (excluding China), interest rate policies, geopolitical events, and commodity prices can influence XC's performance.
Growth Trajectory
The growth trajectory depends on the economic performance of the emerging market countries it invests in, as well as its ability to attract inflows from investors seeking exposure to these markets without China.
Moat and Competitive Advantages
Competitive Edge
XC's primary competitive advantage is its focus on emerging markets ex-China, providing investors with a way to diversify away from China-specific risks. It focuses on dividend-paying companies and is fundamentally weighted which may attract income-seeking and value-oriented investors. This targeted approach allows investors to customize their emerging market exposure. However, this targeted approach may lead to higher volatility as well.
Risk Analysis
Volatility
The ETF is exposed to emerging market volatility, which is generally higher than developed market volatility.
Market Risk
Emerging markets face currency risk, political instability, and regulatory uncertainty that can negatively impact the value of the underlying assets.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to emerging markets without China, income-seeking investors, and those who want diversification beyond developed markets.
Market Risk
Suitable for long-term investors who understand the risks associated with emerging markets and are looking for capital appreciation and income.
Summary
The WisdomTree Emerging Markets ex-China Fund (XC) offers a focused approach to emerging market investing by excluding China and targeting dividend-paying companies. This can be attractive for investors seeking diversification away from China. However, the fund is exposed to the general risks associated with emerging markets. Its focused approach might lead to performance that varies significantly from broad emerging market indices. Therefore, it's suitable for investors with a long-term horizon and a specific view on China and dividend-paying stocks in emerging economies.
Similar Companies
- FEM
- XSOE
- PXH
- EWX
Sources and Disclaimers
Data Sources:
- WisdomTree
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and risk tolerance. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Emerging Markets ex-China Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
At least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a modified float-adjusted market cap weighted index that consists of common stocks issued by companies in emerging markets, excluding companies incorporated or domiciled in China. It is non-diversified.
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