EUSC vs. AVDV
Compare and contrast key facts about WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and Avantis International Small Cap Value ETF (AVDV).
EUSC and AVDV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUSC is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Europe Hedged SmallCap Equity Index. It was launched on Mar 4, 2015. AVDV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EUSC or AVDV.
Correlation
The correlation between EUSC and AVDV is 0.81, 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
EUSC vs. AVDV - Performance Comparison
Key characteristics
EUSC:
1.36
AVDV:
0.94
EUSC:
1.85
AVDV:
1.32
EUSC:
1.24
AVDV:
1.17
EUSC:
1.76
AVDV:
1.60
EUSC:
5.49
AVDV:
3.71
EUSC:
2.91%
AVDV:
3.52%
EUSC:
11.77%
AVDV:
13.85%
EUSC:
-39.28%
AVDV:
-43.01%
EUSC:
0.00%
AVDV:
-6.41%
Returns By Period
In the year-to-date period, EUSC achieves a 2.86% return, which is significantly higher than AVDV's -0.18% return.
EUSC
2.86%
4.99%
3.35%
14.99%
7.44%
N/A
AVDV
-0.18%
1.72%
-0.48%
12.02%
6.58%
N/A
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EUSC vs. AVDV - Expense Ratio Comparison
EUSC has a 0.58% expense ratio, which is higher than AVDV's 0.36% expense ratio.
Risk-Adjusted Performance
EUSC vs. AVDV — Risk-Adjusted Performance Rank
EUSC
AVDV
EUSC vs. AVDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and Avantis International Small Cap Value ETF (AVDV). 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
EUSC vs. AVDV - Dividend Comparison
EUSC's dividend yield for the trailing twelve months is around 3.87%, less than AVDV's 4.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
EUSC WisdomTree Europe Hedged SmallCap Equity Fund | 3.87% | 3.98% | 3.53% | 5.13% | 2.39% | 3.42% | 3.08% | 2.34% | 1.46% | 2.60% | 4.39% |
AVDV Avantis International Small Cap Value ETF | 4.32% | 4.31% | 3.29% | 3.17% | 2.39% | 1.67% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUSC vs. AVDV - Drawdown Comparison
The maximum EUSC drawdown since its inception was -39.28%, smaller than the maximum AVDV drawdown of -43.01%. Use the drawdown chart below to compare losses from any high point for EUSC and AVDV. For additional features, visit the drawdowns tool.
Volatility
EUSC vs. AVDV - Volatility Comparison
The current volatility for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) is 2.77%, while Avantis International Small Cap Value ETF (AVDV) has a volatility of 3.57%. This indicates that EUSC experiences smaller price fluctuations and is considered to be less risky than AVDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.