DHSCX vs. HEDG.L
Compare and contrast key facts about Diamond Hill Small Cap Fund (DHSCX) and WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.L).
DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000. HEDG.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Europe NR EUR. It was launched on Nov 2, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHSCX or HEDG.L.
Correlation
The correlation between DHSCX and HEDG.L is 0.47, 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
DHSCX vs. HEDG.L - Performance Comparison
Key characteristics
DHSCX:
0.14
HEDG.L:
0.43
DHSCX:
0.34
HEDG.L:
0.68
DHSCX:
1.05
HEDG.L:
1.08
DHSCX:
0.08
HEDG.L:
0.44
DHSCX:
0.43
HEDG.L:
0.80
DHSCX:
7.36%
HEDG.L:
7.13%
DHSCX:
22.00%
HEDG.L:
13.33%
DHSCX:
-56.03%
HEDG.L:
-32.27%
DHSCX:
-38.46%
HEDG.L:
-1.99%
Returns By Period
In the year-to-date period, DHSCX achieves a 2.26% return, which is significantly lower than HEDG.L's 11.01% return.
DHSCX
2.26%
-0.88%
-2.71%
4.61%
-3.39%
-2.41%
HEDG.L
11.01%
3.45%
6.88%
6.28%
7.97%
N/A
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DHSCX vs. HEDG.L - Expense Ratio Comparison
DHSCX has a 1.26% expense ratio, which is higher than HEDG.L's 0.32% expense ratio.
Risk-Adjusted Performance
DHSCX vs. HEDG.L — Risk-Adjusted Performance Rank
DHSCX
HEDG.L
DHSCX vs. HEDG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Small Cap Fund (DHSCX) and WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.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
DHSCX vs. HEDG.L - Dividend Comparison
DHSCX's dividend yield for the trailing twelve months is around 5.01%, while HEDG.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 5.01% | 5.12% | 2.66% | 0.61% | 0.21% | 0.32% | 1.09% | 0.00% | 0.37% | 0.00% | 0.30% | 0.05% |
HEDG.L WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DHSCX vs. HEDG.L - Drawdown Comparison
The maximum DHSCX drawdown since its inception was -56.03%, which is greater than HEDG.L's maximum drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for DHSCX and HEDG.L. For additional features, visit the drawdowns tool.
Volatility
DHSCX vs. HEDG.L - Volatility Comparison
The current volatility for Diamond Hill Small Cap Fund (DHSCX) is 3.67%, while WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.L) has a volatility of 4.71%. This indicates that DHSCX experiences smaller price fluctuations and is considered to be less risky than HEDG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.