DFE vs. FDD
Compare and contrast key facts about WisdomTree Europe SmallCap Dividend Fund (DFE) and First Trust STOXX European Select Dividend Index Fund (FDD).
DFE and FDD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Europe SmallCap Dividend Index. It was launched on Jun 16, 2006. FDD is a passively managed fund by First Trust that tracks the performance of the STOXX Europe Select Dividend 30. It was launched on Aug 27, 2007. Both DFE and FDD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFE or FDD.
Correlation
The correlation between DFE and FDD is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFE vs. FDD - Performance Comparison
Key characteristics
DFE:
0.51
FDD:
1.33
DFE:
0.83
FDD:
1.83
DFE:
1.11
FDD:
1.26
DFE:
0.52
FDD:
1.12
DFE:
1.67
FDD:
5.74
DFE:
5.73%
FDD:
4.34%
DFE:
18.62%
FDD:
18.77%
DFE:
-69.38%
FDD:
-74.76%
DFE:
-8.76%
FDD:
-2.16%
Returns By Period
In the year-to-date period, DFE achieves a 7.98% return, which is significantly lower than FDD's 21.17% return. Over the past 10 years, DFE has underperformed FDD with an annualized return of 4.63%, while FDD has yielded a comparatively higher 5.30% annualized return.
DFE
7.98%
-2.55%
1.10%
10.92%
11.68%
4.63%
FDD
21.17%
-1.16%
15.49%
26.74%
13.97%
5.30%
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DFE vs. FDD - Expense Ratio Comparison
Both DFE and FDD have an expense ratio of 0.58%.
Risk-Adjusted Performance
DFE vs. FDD — Risk-Adjusted Performance Rank
DFE
FDD
DFE vs. FDD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend Fund (DFE) and First Trust STOXX European Select Dividend Index Fund (FDD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFE vs. FDD - Dividend Comparison
DFE's dividend yield for the trailing twelve months is around 4.62%, less than FDD's 6.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFE WisdomTree Europe SmallCap Dividend Fund | 4.62% | 4.93% | 4.97% | 5.84% | 2.56% | 2.43% | 3.39% | 4.97% | 2.53% | 4.05% | 2.78% | 2.98% |
FDD First Trust STOXX European Select Dividend Index Fund | 6.54% | 7.65% | 6.85% | 6.07% | 3.44% | 4.00% | 4.70% | 5.05% | 2.77% | 4.88% | 4.36% | 4.31% |
Drawdowns
DFE vs. FDD - Drawdown Comparison
The maximum DFE drawdown since its inception was -69.38%, smaller than the maximum FDD drawdown of -74.76%. Use the drawdown chart below to compare losses from any high point for DFE and FDD. For additional features, visit the drawdowns tool.
Volatility
DFE vs. FDD - Volatility Comparison
The current volatility for WisdomTree Europe SmallCap Dividend Fund (DFE) is 10.88%, while First Trust STOXX European Select Dividend Index Fund (FDD) has a volatility of 12.28%. This indicates that DFE experiences smaller price fluctuations and is considered to be less risky than FDD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.