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

Performance

EUSC vs. RFEU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and First Trust RiverFront Dynamic Europe ETF (RFEU). 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*

RFEU

1D
0.00%
1M
0.00%
YTD
1.50%
6M
4.04%
1Y
13.97%
3Y*
12.44%
5Y*
3.74%
10Y*
7.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUSC vs. RFEU - Yearly Performance Comparison


EUSC vs. RFEU - Sectors Allocation Comparison


Sectors
EUSC
RFEU

Financial Services

28.4%
18.9%

Industrials

20.1%
15.4%

Real Estate

9.3%

-

Consumer Cyclical

9.1%
10.6%

Basic Materials

6.5%
1.2%

Utilities

6.5%
6.4%

Communication Services

5.0%
3.8%

Technology

4.4%
12.5%

Consumer Defensive

4.1%
9.3%

Energy

3.7%
8.7%

Healthcare

2.9%
13.3%

Financial Services

EUSC
28.4%
RFEU
18.9%

Industrials

EUSC
20.1%
RFEU
15.4%

Real Estate

EUSC
9.3%
RFEU

-

Consumer Cyclical

EUSC
9.1%
RFEU
10.6%

Basic Materials

EUSC
6.5%
RFEU
1.2%

Utilities

EUSC
6.5%
RFEU
6.4%

Communication Services

EUSC
5.0%
RFEU
3.8%

Technology

EUSC
4.4%
RFEU
12.5%

Consumer Defensive

EUSC
4.1%
RFEU
9.3%

Energy

EUSC
3.7%
RFEU
8.7%

Healthcare

EUSC
2.9%
RFEU
13.3%

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. RFEU — Risk / Return Rank

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

EUSC

RFEU
RFEU Risk / Return Rank: 5959
Overall Rank
RFEU Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
RFEU Sortino Ratio Rank: 5454
Sortino Ratio Rank
RFEU Omega Ratio Rank: 6565
Omega Ratio Rank
RFEU Calmar Ratio Rank: 6161
Calmar Ratio Rank
RFEU Martin Ratio Rank: 6161
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. RFEU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and First Trust RiverFront Dynamic Europe ETF (RFEU). 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. RFEU - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


EUSCRFEUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

Drawdowns

EUSC vs. RFEU - Drawdown Comparison

The maximum EUSC drawdown since its inception was 0.00%, smaller than the maximum RFEU drawdown of -39.74%. Use the drawdown chart below to compare losses from any high point for EUSC and RFEU.


Loading charts...

Drawdown Indicators


EUSCRFEUDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-39.74%

+39.74%

Max Drawdown (1Y)

Largest decline over 1 year

-5.15%

Max Drawdown (3Y)

Largest decline over 3 years

-13.48%

Max Drawdown (5Y)

Largest decline over 5 years

-35.92%

Max Drawdown (10Y)

Largest decline over 10 years

-39.74%

Current Drawdown

Current decline from peak

0.00%

-0.11%

+0.11%

Average Drawdown

Average peak-to-trough decline

0.00%

-9.62%

+9.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.35%

Volatility

EUSC vs. RFEU - Volatility Comparison


Loading charts...

Volatility by Period


EUSCRFEUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

4.43%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

8.73%

-8.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

16.77%

-16.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

17.86%

-17.86%

EUSC vs. RFEU - Expense Ratio Comparison

EUSC has a 0.58% expense ratio, which is lower than RFEU's 0.83% expense ratio.


Dividends

EUSC vs. RFEU - Dividend Comparison

EUSC has not paid dividends to shareholders, while RFEU's dividend yield for the trailing twelve months is around 2.83%.


PositionTTM2025202420232022202120202019201820172016
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%
RFEU
First Trust RiverFront Dynamic Europe ETF
2.83%2.87%5.45%3.37%4.98%1.82%2.32%3.08%2.84%1.35%3.16%

Frequently Asked Questions


On fees, EUSC is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EUSC is cheaper with a 0.58% expense ratio, compared with 0.83% for RFEU.

RFEU has the higher dividend yield at 2.83%, compared with 0.00% for EUSC.

They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.58% for EUSC and 0.83% for RFEU.

Portfolio Optimizer

Find the right allocation for EUSC and RFEU

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