PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
EWUS vs. EUSC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

EWUS vs. EUSC

Last updated Jun 24, 2026

EWUS (iShares MSCI United Kingdom Small-Cap ETF) and EUSC (WisdomTree Europe Hedged SmallCap Equity Fund) are both Europe Equities funds - EWUS tracks the MSCI United Kingdom Small Cap Index while EUSC tracks the WisdomTree Europe Hedged SmallCap Equity Index. Both are passively managed. At a correlation of -0.12, they often move in opposite directions. EWUS charges 0.59%/yr vs 0.58%/yr for EUSC.

Performance

EWUS vs. EUSC - Performance Comparison

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

Loading charts...

Returns By Period

EWUS

1D
-1.53%
1M
-3.03%
YTD
-0.31%
6M
0.01%
1Y
5.85%
3Y*
12.78%
5Y*
0.40%
10Y*
4.97%

EUSC

1D
0.00%
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWUS vs. EUSC - Yearly Performance Comparison

2026 (YTD)
EWUS
iShares MSCI United Kingdom Small-Cap ETF		-3.45%
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund		0.18%

Correlation

The correlation between EWUS and EUSC is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

-0.12

EWUS vs. EUSC - Sectors Allocation Comparison

Sectors
EWUS
EUSC

Financial Services

23.1%
28.4%

Industrials

20.4%
20.1%

Consumer Cyclical

18.0%
9.1%

Real Estate

8.4%
9.3%

Communication Services

6.8%
5.0%

Basic Materials

6.3%
6.5%

Consumer Defensive

3.9%
4.1%

Technology

3.9%
4.4%

Energy

3.3%
3.7%

Healthcare

3.1%
2.9%

Utilities

2.8%
6.5%

Financial Services

EWUS
23.1%
EUSC
28.4%

Industrials

EWUS
20.4%
EUSC
20.1%

Consumer Cyclical

EWUS
18.0%
EUSC
9.1%

Real Estate

EWUS
8.4%
EUSC
9.3%

Communication Services

EWUS
6.8%
EUSC
5.0%

Basic Materials

EWUS
6.3%
EUSC
6.5%

Consumer Defensive

EWUS
3.9%
EUSC
4.1%

Technology

EWUS
3.9%
EUSC
4.4%

Energy

EWUS
3.3%
EUSC
3.7%

Healthcare

EWUS
3.1%
EUSC
2.9%

Utilities

EWUS
2.8%
EUSC
6.5%

Compare stocks, funds, or ETFs

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

iShares MSCI United Kingdom Small-Cap ETF

WisdomTree Europe Hedged SmallCap Equity Fund

Often compared with EWUS:
EWUS vs. EWUEWUS vs. HSCZEWUS vs. SCJEWUS vs. EWZSEWUS vs. SCZEWUS vs. SMINEWUS vs. QQQ
Often compared with EUSC:
EUSC vs. VGKEUSC vs. IEUSEUSC vs. IXUSEUSC vs. IEUREUSC vs. SYLDEUSC vs. AVDVEUSC vs. FEZ

Return for Risk

EWUS vs. EUSC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
EWUS
EWUS Risk / Return Rank: 1313
Overall Rank
EWUS Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
EWUS Sortino Ratio Rank: 1313
Sortino Ratio Rank
EWUS Omega Ratio Rank: 1212
Omega Ratio Rank
EWUS Calmar Ratio Rank: 1313
Calmar Ratio Rank
EWUS Martin Ratio Rank: 1414
Martin Ratio Rank
EUSC

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

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.

EWUS vs. EUSC - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

EWUSEUSCDifference
Sharpe ratioReturn per unit of total volatility
0.33

—

—

Sortino ratioReturn per unit of downside risk
0.61

—

—

Omega ratioGain probability vs. loss probability

1.07

—

—

Calmar ratioReturn relative to maximum drawdown

0.39

—

—

Martin ratioReturn relative to average drawdown

1.22

—

—

EWUS vs. EUSC - Sharpe Ratio Comparison

Loading charts...

Drawdowns

EWUS vs. EUSC - Drawdown Comparison

The maximum EWUS drawdown since its inception was -49.33%, which is greater than EUSC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for EWUS and EUSC.

Loading charts...

Drawdown Indicators

EWUSEUSCDifference

Max Drawdown

Largest peak-to-trough decline

-49.33%

0.00%

-49.33%

Max Drawdown (1Y)

Largest decline over 1 year

-15.21%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-19.84%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-48.14%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-49.33%

—

—

Current Drawdown

Current decline from peak

-7.35%

0.00%

-7.35%

Average Drawdown

Average peak-to-trough decline

-13.05%

0.00%

-13.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.82%

—

—

Volatility

EWUS vs. EUSC - Volatility Comparison

Loading charts...

Volatility by Period

EWUSEUSCDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

14.97%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

18.14%

1.10%

+17.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.17%

1.10%

+20.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.92%

1.10%

+20.82%

EWUS vs. EUSC - Expense Ratio Comparison

EWUS has a 0.59% expense ratio, which is higher than EUSC's 0.58% expense ratio.

Dividends

EWUS vs. EUSC - Dividend Comparison

EWUS's dividend yield for the trailing twelve months is around 3.30%, while EUSC has not paid dividends to shareholders.

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%
EWUS
iShares MSCI United Kingdom Small-Cap ETF		3.30%3.59%3.67%2.88%2.03%3.54%1.97%2.59%3.53%2.61%3.18%2.85%

Frequently Asked Questions

EWUS and EUSC have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.59% for EWUS.

EWUS has the higher dividend yield at 3.30%, compared with 0.00% for EUSC.

EWUS tracks MSCI United Kingdom Small Cap Index, while EUSC tracks WisdomTree Europe Hedged SmallCap Equity Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.59% for EWUS and 0.58% for EUSC.

Portfolio Optimizer

Find the right allocation for EWUS and EUSC

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