WisdomTree Europe SmallCap Dividend Fund (DFE)
DFE is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Europe SmallCap Dividend Index. DFE launched on Jun 16, 2006 and has a 0.58% expense ratio.
ETF Info
US97717W8698
97717W869
Jun 16, 2006
Developed Europe (Broad)
1x
WisdomTree Europe SmallCap Dividend Index
Multi-Cap
Value
Expense Ratio
DFE features an expense ratio of 0.58%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Europe SmallCap Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Europe SmallCap Dividend Fund had a return of -2.71% year-to-date (YTD) and -0.17% in the last 12 months. Over the past 10 years, WisdomTree Europe SmallCap Dividend Fund had an annualized return of 4.64%, while the S&P 500 had an annualized return of 10.96%, indicating that WisdomTree Europe SmallCap Dividend Fund did not perform as well as the benchmark.
DFE
-2.71%
-2.68%
-6.74%
-0.17%
1.52%
4.64%
^GSPC (Benchmark)
23.00%
-0.84%
7.20%
24.88%
12.77%
10.96%
Monthly Returns
The table below presents the monthly returns of DFE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.00% | 0.30% | 3.36% | -1.12% | 8.26% | -4.83% | 4.94% | 1.80% | 0.47% | -6.90% | -1.89% | -2.71% | |
| 2023 | 8.30% | 0.59% | -1.26% | 3.60% | -6.89% | 2.04% | 3.48% | -4.28% | -4.17% | -4.53% | 9.57% | 9.32% | 14.94% |
| 2022 | -4.84% | -6.23% | 1.39% | -6.26% | 2.60% | -11.51% | 5.05% | -8.93% | -13.27% | 7.85% | 13.20% | -0.19% | -22.15% |
| 2021 | -0.64% | 5.52% | 3.11% | 5.44% | 4.04% | -2.47% | 4.08% | 2.46% | -7.70% | 4.16% | -6.09% | 6.37% | 18.44% |
| 2020 | -4.25% | -9.01% | -27.67% | 11.14% | 7.01% | 3.53% | 4.56% | 6.80% | -3.40% | -4.89% | 16.31% | 10.33% | 2.15% |
| 2019 | 8.25% | 2.13% | -0.68% | 4.34% | -5.97% | 4.21% | -4.49% | -2.26% | 3.23% | 5.35% | 3.01% | 8.30% | 27.15% |
| 2018 | 4.62% | -4.63% | -0.56% | 1.27% | -2.42% | -2.99% | 1.38% | -2.60% | -1.13% | -8.59% | -1.85% | -5.44% | -21.22% |
| 2017 | 3.97% | 0.51% | 3.47% | 6.99% | 4.18% | -0.32% | 4.40% | -0.21% | 3.94% | -0.23% | -0.71% | 2.97% | 32.71% |
| 2016 | -5.61% | -1.48% | 9.50% | 0.39% | 1.78% | -9.97% | 6.39% | 0.53% | 1.83% | -3.54% | -2.23% | 5.56% | 1.58% |
| 2015 | 1.42% | 8.54% | -1.78% | 6.04% | 1.59% | -2.92% | 2.47% | -4.03% | -3.77% | 4.12% | -0.48% | 0.80% | 11.76% |
| 2014 | 0.22% | 8.07% | -0.19% | -0.14% | 0.08% | -1.60% | -5.96% | -0.40% | -6.91% | -0.86% | 0.83% | -1.46% | -8.69% |
| 2013 | 5.70% | -1.52% | -2.30% | 4.11% | 3.18% | -2.93% | 8.66% | 1.22% | 8.56% | 6.28% | 2.46% | 5.38% | 45.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DFE is 10, meaning it’s performing worse than 90% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend Fund (DFE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Europe SmallCap Dividend Fund provided a 4.18% dividend yield over the last twelve months, with an annual payout of $2.35 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.35 | $2.97 | $3.20 | $1.91 | $1.57 | $2.22 | $2.65 | $1.79 | $2.21 | $1.56 | $1.54 | $1.38 |
Dividend yield | 4.18% | 4.97% | 5.84% | 2.56% | 2.43% | 3.39% | 4.97% | 2.53% | 4.05% | 2.78% | 2.98% | 2.39% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Europe SmallCap Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $1.32 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.00 | $1.98 |
| 2023 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $1.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.37 | $2.97 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $2.03 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.41 | $3.20 |
| 2021 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.22 | $1.91 |
| 2020 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $1.57 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $1.40 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.35 | $2.22 |
| 2018 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.81 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.33 | $2.65 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.30 | $1.79 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.51 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.45 | $2.21 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.23 | $1.56 |
| 2014 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.18 | $1.54 |
| 2013 | $0.02 | $0.00 | $0.00 | $1.18 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.07 | $1.38 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Europe SmallCap Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Europe SmallCap Dividend Fund was 69.38%, occurring on Mar 9, 2009. Recovery took 1144 trading sessions.
The current WisdomTree Europe SmallCap Dividend Fund drawdown is 17.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.38% | Jun 5, 2007 | 443 | Mar 9, 2009 | 1144 | Oct 17, 2013 | 1587 |
| -49.66% | Jan 29, 2018 | 541 | Mar 23, 2020 | 223 | Feb 9, 2021 | 764 |
| -40.34% | Sep 3, 2021 | 268 | Sep 27, 2022 | — | — | — |
| -22.93% | Jun 9, 2014 | 92 | Oct 16, 2014 | 606 | Mar 15, 2017 | 698 |
| -10.06% | Feb 27, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
Volatility
Volatility Chart
The current WisdomTree Europe SmallCap Dividend Fund volatility is 3.91%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.