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DFE vs DES

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree U.S. SmallCap Dividend Fund

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

DES

WisdomTree U.S. SmallCap Dividend Fund

Annual cost

0.38%

Fund size

$2.1B

Key differences

Both DFE and DES are equity ETFs. DFE charges 0.58% a year and DES 0.38%. The main difference: DFE covers Europe; DES covers North America.

  • DFE covers Europe; DES covers North America.
  • DES costs 0.20% less per year.
  • DES is much larger than DFE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DES has delivered higher annualized returns.

Side-by-side comparison

DFEDES
Annual cost (TER)0.58%0.38%
Fund size (AUM)$171M$2.1B
Since20062006
Dividend yield3.78%2.38%
Asset classequityequity
Regioneuropenorth america
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+26.3%
CAGR 3Y+14.1%+15.7%
CAGR 5Y+4.0%+6.4%
Sharpe 3Y0.670.67
Volatility 1Y14.74%16.42%
Max drawdown-49.66%-45.65%

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

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