DFEP.L vs. MOAT
Compare and contrast key facts about WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
DFEP.L and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFEP.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Europe Small Cap NR EUR. It was launched on Nov 3, 2016. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012. Both DFEP.L and MOAT 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: DFEP.L or MOAT.
Key characteristics
| DFEP.L | MOAT | |
|---|---|---|
| YTD Return | 7.58% | 5.55% |
| 1Y Return | 12.39% | 19.73% |
| 3Y Return (Ann) | 3.66% | 8.49% |
| 5Y Return (Ann) | 6.93% | 15.21% |
| Sharpe Ratio | 0.92 | 1.61 |
| Daily Std Dev | 13.37% | 13.23% |
| Max Drawdown | -38.39% | -33.31% |
| Current Drawdown | -0.03% | -0.36% |
Correlation
The correlation between DFEP.L and MOAT is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFEP.L vs. MOAT - Performance Comparison
In the year-to-date period, DFEP.L achieves a 7.58% return, which is significantly higher than MOAT's 5.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFEP.L vs. MOAT - Expense Ratio Comparison
DFEP.L has a 0.38% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
DFEP.L vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
DFEP.L vs. MOAT - Dividend Comparison
DFEP.L has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 0.81%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFEP.L WisdomTree Europe SmallCap Dividend UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.81% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
DFEP.L vs. MOAT - Drawdown Comparison
The maximum DFEP.L drawdown since its inception was -38.39%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for DFEP.L and MOAT. For additional features, visit the drawdowns tool.
Volatility
DFEP.L vs. MOAT - Volatility Comparison
WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L) has a higher volatility of 2.94% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 2.39%. This indicates that DFEP.L's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.