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DFE vs IQDG

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

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

IQDG

WisdomTree International Quality Dividend Growth Fund

Annual cost

0.42%

Fund size

$733M

Key differences

Both DFE and IQDG are equity ETFs. DFE charges 0.58% a year and IQDG 0.42%. The main difference: DFE covers Europe; IQDG covers global markets excluding the US.

  • DFE covers Europe; IQDG covers global markets excluding the US.
  • IQDG costs 0.16% less per year.
  • IQDG 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

DFEIQDG
Annual cost (TER)0.58%0.42%
Fund size (AUM)$171M$733M
Since20062016
Dividend yield3.78%2.11%
Asset classequityequity
Regioneuropeglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+11.2%+9.0%
CAGR 3Y+14.1%+9.6%
CAGR 5Y+4.0%+3.5%
Sharpe 3Y0.670.43
Volatility 1Y14.74%16.44%
Max drawdown-49.66%-34.96%

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

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