EUSC vs. ZPRX.DE
Compare and contrast key facts about WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE).
EUSC and ZPRX.DE 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. ZPRX.DE is a passively managed fund by State Street that tracks the performance of the MSCI Europe Small Cap Value Weighted. It was launched on Feb 18, 2015. Both EUSC and ZPRX.DE 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 ZPRX.DE.
Correlation
The correlation between EUSC and ZPRX.DE is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EUSC vs. ZPRX.DE - Performance Comparison
Key characteristics
EUSC:
1.36
ZPRX.DE:
0.80
EUSC:
1.85
ZPRX.DE:
1.15
EUSC:
1.24
ZPRX.DE:
1.14
EUSC:
1.76
ZPRX.DE:
1.25
EUSC:
5.49
ZPRX.DE:
3.02
EUSC:
2.91%
ZPRX.DE:
3.61%
EUSC:
11.77%
ZPRX.DE:
13.62%
EUSC:
-39.28%
ZPRX.DE:
-43.93%
EUSC:
0.00%
ZPRX.DE:
-3.43%
Returns By Period
In the year-to-date period, EUSC achieves a 2.86% return, which is significantly higher than ZPRX.DE's 2.04% return.
EUSC
2.86%
4.93%
1.70%
14.99%
7.62%
N/A
ZPRX.DE
2.04%
1.31%
-0.44%
10.14%
5.50%
N/A
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EUSC vs. ZPRX.DE - Expense Ratio Comparison
EUSC has a 0.58% expense ratio, which is higher than ZPRX.DE's 0.30% expense ratio.
Risk-Adjusted Performance
EUSC vs. ZPRX.DE — Risk-Adjusted Performance Rank
EUSC
ZPRX.DE
EUSC vs. ZPRX.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE). 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. ZPRX.DE - Dividend Comparison
EUSC's dividend yield for the trailing twelve months is around 3.87%, while ZPRX.DE has not paid dividends to shareholders.
| 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% |
ZPRX.DE SPDR MSCI Europe Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EUSC vs. ZPRX.DE - Drawdown Comparison
The maximum EUSC drawdown since its inception was -39.28%, smaller than the maximum ZPRX.DE drawdown of -43.93%. Use the drawdown chart below to compare losses from any high point for EUSC and ZPRX.DE. For additional features, visit the drawdowns tool.
Volatility
EUSC vs. ZPRX.DE - Volatility Comparison
The current volatility for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) is 2.59%, while SPDR MSCI Europe Small Cap Value Weighted UCITS ETF (ZPRX.DE) has a volatility of 4.72%. This indicates that EUSC experiences smaller price fluctuations and is considered to be less risky than ZPRX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.