Correlation
The correlation between EUSC and IXUS is 0.72, 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.
EUSC vs. IXUS
Compare and contrast key facts about WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and iShares Core MSCI Total International Stock ETF (IXUS).
EUSC and IXUS 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. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012. Both EUSC and IXUS 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: EUSC or IXUS.
Performance
EUSC vs. IXUS - Performance Comparison
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Key characteristics
EUSC:
1.03
IXUS:
0.80
EUSC:
1.51
IXUS:
1.13
EUSC:
1.22
IXUS:
1.15
EUSC:
1.25
IXUS:
0.89
EUSC:
5.09
IXUS:
2.86
EUSC:
3.71%
IXUS:
4.29%
EUSC:
18.64%
IXUS:
16.95%
EUSC:
-39.28%
IXUS:
-36.22%
EUSC:
-0.13%
IXUS:
-0.72%
Returns By Period
In the year-to-date period, EUSC achieves a 21.34% return, which is significantly higher than IXUS's 14.02% return. Over the past 10 years, EUSC has outperformed IXUS with an annualized return of 9.27%, while IXUS has yielded a comparatively lower 5.60% annualized return.
EUSC
21.34%
6.67%
22.92%
18.95%
14.36%
15.97%
9.27%
IXUS
14.02%
4.82%
10.97%
13.45%
9.31%
10.41%
5.60%
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EUSC vs. IXUS - Expense Ratio Comparison
EUSC has a 0.58% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Risk-Adjusted Performance
EUSC vs. IXUS — Risk-Adjusted Performance Rank
EUSC
IXUS
EUSC vs. IXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and iShares Core MSCI Total International Stock ETF (IXUS). 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.
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Dividends
EUSC vs. IXUS - Dividend Comparison
EUSC's dividend yield for the trailing twelve months is around 3.27%, more than IXUS's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUSC WisdomTree Europe Hedged SmallCap Equity Fund | 3.27% | 3.99% | 3.53% | 5.13% | 2.39% | 3.42% | 3.08% | 2.34% | 1.46% | 2.60% | 4.39% | 0.00% |
IXUS iShares Core MSCI Total International Stock ETF | 2.92% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.40% | 2.58% | 2.81% | 2.95% |
Drawdowns
EUSC vs. IXUS - Drawdown Comparison
The maximum EUSC drawdown since its inception was -39.28%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for EUSC and IXUS.
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Volatility
EUSC vs. IXUS - Volatility Comparison
The current volatility for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) is 2.35%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 2.92%. This indicates that EUSC experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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