EUSC vs. VGK
Compare and contrast key facts about WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and Vanguard FTSE Europe ETF (VGK).
EUSC and VGK 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. VGK is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed Europe Index. It was launched on Mar 4, 2005. Both EUSC and VGK 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 VGK.
Correlation
The correlation between EUSC and VGK 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.
Performance
EUSC vs. VGK - Performance Comparison
Key characteristics
EUSC:
0.86
VGK:
0.79
EUSC:
1.32
VGK:
1.20
EUSC:
1.19
VGK:
1.16
EUSC:
1.07
VGK:
0.98
EUSC:
4.33
VGK:
2.76
EUSC:
3.71%
VGK:
5.08%
EUSC:
18.71%
VGK:
17.84%
EUSC:
-39.28%
VGK:
-63.61%
EUSC:
-2.53%
VGK:
-0.51%
Returns By Period
In the year-to-date period, EUSC achieves a 12.26% return, which is significantly lower than VGK's 15.21% return. Over the past 10 years, EUSC has outperformed VGK with an annualized return of 8.62%, while VGK has yielded a comparatively lower 5.85% annualized return.
EUSC
12.26%
0.21%
11.74%
15.93%
15.00%
8.62%
VGK
15.21%
2.61%
7.55%
13.37%
12.69%
5.85%
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EUSC vs. VGK - Expense Ratio Comparison
EUSC has a 0.58% expense ratio, which is higher than VGK's 0.08% expense ratio.
Risk-Adjusted Performance
EUSC vs. VGK — Risk-Adjusted Performance Rank
EUSC
VGK
EUSC vs. VGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and Vanguard FTSE Europe ETF (VGK). 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. VGK - Dividend Comparison
EUSC's dividend yield for the trailing twelve months is around 3.53%, more than VGK's 3.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUSC WisdomTree Europe Hedged SmallCap Equity Fund | 3.53% | 3.98% | 3.53% | 5.13% | 2.39% | 3.42% | 3.08% | 2.34% | 1.46% | 2.60% | 4.39% | 0.00% |
VGK Vanguard FTSE Europe ETF | 3.04% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
Drawdowns
EUSC vs. VGK - Drawdown Comparison
The maximum EUSC drawdown since its inception was -39.28%, smaller than the maximum VGK drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for EUSC and VGK. For additional features, visit the drawdowns tool.
Volatility
EUSC vs. VGK - Volatility Comparison
WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) has a higher volatility of 14.16% compared to Vanguard FTSE Europe ETF (VGK) at 11.69%. This indicates that EUSC's price experiences larger fluctuations and is considered to be riskier than VGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.