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DFE vs IHDG

WisdomTree Europe SmallCap Dividend Fund vs WisdomTree International Hedged Quality Dividend Growth Fund

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

IHDG

WisdomTree International Hedged Quality Dividend Growth Fund

Annual cost

0.58%

Fund size

$2.2B

Key differences

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

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

Side-by-side comparison

DFEIHDG
Annual cost (TER)0.58%0.58%
Fund size (AUM)$171M$2.2B
Since20062014
Dividend yield3.78%1.81%
Asset classequityequity
Regioneuropeglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+12.7%
CAGR 3Y+14.1%+10.2%
CAGR 5Y+4.0%+7.4%
Sharpe 3Y0.670.51
Volatility 1Y14.74%13.79%
Max drawdown-49.66%-29.24%

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

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