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DFE vs DEM

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree Emerging Markets High Dividend Fund

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

DEM

WisdomTree Emerging Markets High Dividend Fund

Annual cost

0.63%

Fund size

$4.0B

Key differences

Both DFE and DEM are equity ETFs. DFE charges 0.58% a year and DEM 0.63%. The main difference: DFE covers Europe; DEM covers emerging markets.

  • DFE covers Europe; DEM covers emerging markets.
  • DFE costs 0.05% less per year.
  • DEM is much larger than DFE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DEM has delivered higher annualized returns.

Side-by-side comparison

DFEDEM
Annual cost (TER)0.58%0.63%
Fund size (AUM)$171M$4.0B
Since20062007
Dividend yield3.78%3.79%
Asset classequityequity
Regioneuropeemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+25.9%
CAGR 3Y+14.1%+18.0%
CAGR 5Y+4.0%+9.0%
Sharpe 3Y0.670.96
Volatility 1Y14.74%14.06%
Max drawdown-49.66%-37.79%

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

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