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DFE vs HEDJ

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree Europe Hedged Equity Fund

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

HEDJ

WisdomTree Europe Hedged Equity Fund

Annual cost

0.58%

Fund size

$1.8B

Key differences

Both DFE and HEDJ are equity ETFs. DFE charges 0.58% a year and HEDJ 0.58%. The main difference: DFE follows a index tracking strategy; HEDJ uses long short.

  • DFE follows a index tracking strategy; HEDJ uses long short.
  • HEDJ is much larger than DFE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DFEHEDJ
Annual cost (TER)0.58%0.58%
Fund size (AUM)$171M$1.8B
Since20062009
Dividend yield3.78%1.53%
Asset classequityequity
Regioneuropeeurope
Strategyindex trackinglong short
CAGR 1Y+11.2%+14.0%
CAGR 3Y+14.1%+14.3%
CAGR 5Y+4.0%+10.8%
Sharpe 3Y0.670.70
Volatility 1Y14.74%15.58%
Max drawdown-49.66%-38.18%

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

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