PortfoliosLab logoPortfoliosLab logo
EUSC vs. EWU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUSC vs. EWU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and iShares MSCI United Kingdom ETF (EWU). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


EUSC

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

EWU

1D
-1.09%
1M
-0.00%
YTD
5.55%
6M
8.87%
1Y
20.53%
3Y*
17.10%
5Y*
10.64%
10Y*
7.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSC vs. EWU - Yearly Performance Comparison


EUSC vs. EWU - Sectors Allocation Comparison


Sectors
EUSC
EWU

Financial Services

28.4%
26.0%

Industrials

20.1%
12.1%

Real Estate

9.3%
0.6%

Consumer Cyclical

9.1%
4.0%

Basic Materials

6.5%
9.3%

Utilities

6.5%
5.1%

Communication Services

5.0%
2.4%

Technology

4.4%
0.6%

Consumer Defensive

4.1%
14.2%

Energy

3.7%
11.0%

Healthcare

2.9%
13.9%

Financial Services

EUSC
28.4%
EWU
26.0%

Industrials

EUSC
20.1%
EWU
12.1%

Real Estate

EUSC
9.3%
EWU
0.6%

Consumer Cyclical

EUSC
9.1%
EWU
4.0%

Basic Materials

EUSC
6.5%
EWU
9.3%

Utilities

EUSC
6.5%
EWU
5.1%

Communication Services

EUSC
5.0%
EWU
2.4%

Technology

EUSC
4.4%
EWU
0.6%

Consumer Defensive

EUSC
4.1%
EWU
14.2%

Energy

EUSC
3.7%
EWU
11.0%

Healthcare

EUSC
2.9%
EWU
13.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EUSC vs. EWU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EUSC

EWU
EWU Risk / Return Rank: 4141
Overall Rank
EWU Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
EWU Sortino Ratio Rank: 3939
Sortino Ratio Rank
EWU Omega Ratio Rank: 3939
Omega Ratio Rank
EWU Calmar Ratio Rank: 4242
Calmar Ratio Rank
EWU Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EUSC vs. EWU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and iShares MSCI United Kingdom ETF (EWU). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EUSC vs. EWU - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


EUSCEWUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

Drawdowns

EUSC vs. EWU - Drawdown Comparison

The maximum EUSC drawdown since its inception was 0.00%, smaller than the maximum EWU drawdown of -63.99%. Use the drawdown chart below to compare losses from any high point for EUSC and EWU.


Loading charts...

Drawdown Indicators


EUSCEWUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-63.99%

+63.99%

Max Drawdown (1Y)

Largest decline over 1 year

-9.92%

Max Drawdown (3Y)

Largest decline over 3 years

-12.63%

Max Drawdown (5Y)

Largest decline over 5 years

-24.91%

Max Drawdown (10Y)

Largest decline over 10 years

-43.33%

Current Drawdown

Current decline from peak

0.00%

-4.64%

+4.64%

Average Drawdown

Average peak-to-trough decline

0.00%

-14.16%

+14.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.73%

Volatility

EUSC vs. EWU - Volatility Comparison


Loading charts...

Volatility by Period


EUSCEWUDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.56%

Volatility (6M)

Calculated over the trailing 6-month period

12.30%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

14.39%

-14.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.43%

-16.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

18.84%

-18.84%

EUSC vs. EWU - Expense Ratio Comparison

EUSC has a 0.58% expense ratio, which is higher than EWU's 0.50% expense ratio.


Dividends

EUSC vs. EWU - Dividend Comparison

EUSC has not paid dividends to shareholders, while EWU's dividend yield for the trailing twelve months is around 3.53%.


PositionTTM20252024202320222021202020192018201720162015
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EWU
iShares MSCI United Kingdom ETF
3.53%3.73%4.16%4.14%3.43%4.35%2.48%4.13%4.98%3.91%3.97%4.11%

Frequently Asked Questions


On fees, EWU is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EWU is cheaper with a 0.50% expense ratio, compared with 0.58% for EUSC.

EWU has the higher dividend yield at 3.53%, compared with 0.00% for EUSC.

EUSC tracks WisdomTree Europe Hedged SmallCap Equity Index, while EWU tracks MSCI United Kingdom Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.58% for EUSC and 0.50% for EWU.

Portfolio Optimizer

Find the right allocation for EUSC and EWU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer