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DFE vs DDWM

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree Dynamic International Equity ETF

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

DDWM

WisdomTree Dynamic International Equity ETF

Annual cost

0.40%

Fund size

$1.4B

Key differences

Both DFE and DDWM are equity ETFs. DFE charges 0.58% a year and DDWM 0.40%. The main difference: DFE covers Europe; DDWM covers global markets excluding the US.

  • DFE covers Europe; DDWM covers global markets excluding the US.
  • DDWM costs 0.18% less per year.
  • DDWM is much larger than DFE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DDWM has delivered higher annualized returns.
  • DFE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFEDDWM
Annual cost (TER)0.58%0.40%
Fund size (AUM)$171M$1.4B
Since20062016
Dividend yield3.78%2.30%
Asset classequityequity
Regioneuropeglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+18.3%
CAGR 3Y+14.1%+17.5%
CAGR 5Y+4.0%+12.2%
Sharpe 3Y0.671.03
Volatility 1Y14.74%12.76%
Max drawdown-49.66%-35.00%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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