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HEDJ vs DFE

WisdomTree Europe Hedged Equity Fund vs WisdomTree Europe SmallCap Dividend Fund

HEDJ

WisdomTree Europe Hedged Equity Fund

Annual cost

0.58%

Fund size

$1.8B

DFE

WisdomTree Europe SmallCap Dividend Fund

Annual cost

0.58%

Fund size

$171M

Key differences

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

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

Side-by-side comparison

HEDJDFE
Annual cost (TER)0.58%0.58%
Fund size (AUM)$1.8B$171M
Since20092006
Dividend yield1.53%3.78%
Asset classequityequity
Regioneuropeeurope
Strategylong shortindex tracking
CAGR 1Y+14.0%+11.2%
CAGR 3Y+14.3%+14.1%
CAGR 5Y+10.8%+4.0%
Sharpe 3Y0.700.67
Volatility 1Y15.58%14.74%
Max drawdown-38.18%-49.66%

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

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