DGSE.L vs. DFEP.L
Compare and contrast key facts about WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) and WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L).
DGSE.L and DFEP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DGSE.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Emerging Markets SMID NR USD. It was launched on Nov 19, 2014. 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. Both DGSE.L and DFEP.L 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: DGSE.L or DFEP.L.
Key characteristics
| DGSE.L | DFEP.L | |
|---|---|---|
| YTD Return | 4.26% | 5.48% |
| 1Y Return | 14.70% | 10.29% |
| 3Y Return (Ann) | 3.91% | 2.80% |
| 5Y Return (Ann) | 4.60% | 6.84% |
| Sharpe Ratio | 1.45 | 0.73 |
| Daily Std Dev | 10.51% | 13.36% |
| Max Drawdown | -35.43% | -38.39% |
| Current Drawdown | -0.54% | -0.65% |
Correlation
The correlation between DGSE.L and DFEP.L is 0.64, 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
DGSE.L vs. DFEP.L - Performance Comparison
In the year-to-date period, DGSE.L achieves a 4.26% return, which is significantly lower than DFEP.L's 5.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DGSE.L vs. DFEP.L - Expense Ratio Comparison
DGSE.L has a 0.54% expense ratio, which is higher than DFEP.L's 0.38% expense ratio.
Risk-Adjusted Performance
DGSE.L vs. DFEP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) and WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L). 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
DGSE.L vs. DFEP.L - Dividend Comparison
Neither DGSE.L nor DFEP.L has paid dividends to shareholders.
Drawdowns
DGSE.L vs. DFEP.L - Drawdown Comparison
The maximum DGSE.L drawdown since its inception was -35.43%, smaller than the maximum DFEP.L drawdown of -38.39%. Use the drawdown chart below to compare losses from any high point for DGSE.L and DFEP.L. For additional features, visit the drawdowns tool.
Volatility
DGSE.L vs. DFEP.L - Volatility Comparison
The current volatility for WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) is 3.88%, while WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L) has a volatility of 4.28%. This indicates that DGSE.L experiences smaller price fluctuations and is considered to be less risky than DFEP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.