FPXE vs. EUSC
Compare and contrast key facts about First Trust IPOX Europe Equity Opportunities ETF (FPXE) and WisdomTree Europe Hedged SmallCap Equity Fund (EUSC).
FPXE and EUSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FPXE is a passively managed fund by First Trust that tracks the performance of the IPOX 100 Europe Index. It was launched on Oct 4, 2018. 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. Both FPXE and EUSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
FPXE vs. EUSC - Performance Comparison
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FPXE vs. EUSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FPXE First Trust IPOX Europe Equity Opportunities ETF | -0.65% | 24.46% | 16.31% | 14.45% | -35.13% | 9.00% | 35.00% | 34.55% | -14.93% |
EUSC WisdomTree Europe Hedged SmallCap Equity Fund | 4.74% | 38.80% | 10.42% | 19.80% | -11.14% | 23.52% | -2.92% | 28.60% | -11.49% |
Returns By Period
In the year-to-date period, FPXE achieves a -0.65% return, which is significantly lower than EUSC's 4.74% return.
FPXE
- 1D
- 4.49%
- 1M
- -6.65%
- YTD
- -0.65%
- 6M
- -2.92%
- 1Y
- 23.16%
- 3Y*
- 14.84%
- 5Y*
- 3.29%
- 10Y*
- —
EUSC
- 1D
- 2.89%
- 1M
- -4.05%
- YTD
- 4.74%
- 6M
- 10.31%
- 1Y
- 31.19%
- 3Y*
- 20.96%
- 5Y*
- 13.48%
- 10Y*
- 12.04%
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FPXE vs. EUSC - Expense Ratio Comparison
FPXE has a 0.70% expense ratio, which is higher than EUSC's 0.58% expense ratio.
Return for Risk
FPXE vs. EUSC — Risk / Return Rank
FPXE
EUSC
FPXE vs. EUSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust IPOX Europe Equity Opportunities ETF (FPXE) 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.
| FPXE | EUSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.70 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.38 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.51 | -0.68 |
Martin ratioReturn relative to average drawdown | 5.81 | 11.27 | -5.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FPXE | EUSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.70 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.88 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.62 | -0.25 |
Correlation
The correlation between FPXE and EUSC is 0.64, 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.
Dividends
FPXE vs. EUSC - Dividend Comparison
FPXE's dividend yield for the trailing twelve months is around 1.16%, less than EUSC's 2.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPXE First Trust IPOX Europe Equity Opportunities ETF | 1.16% | 1.15% | 2.10% | 2.03% | 1.81% | 0.47% | 1.35% | 2.06% | 0.00% | 0.00% | 0.00% | 0.00% |
EUSC WisdomTree Europe Hedged SmallCap Equity Fund | 2.93% | 2.95% | 3.99% | 3.53% | 5.13% | 2.39% | 3.42% | 3.08% | 2.34% | 1.46% | 2.60% | 4.39% |
Drawdowns
FPXE vs. EUSC - Drawdown Comparison
The maximum FPXE drawdown since its inception was -49.55%, which is greater than EUSC's maximum drawdown of -39.28%. Use the drawdown chart below to compare losses from any high point for FPXE and EUSC.
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Drawdown Indicators
| FPXE | EUSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.55% | -39.28% | -10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -11.85% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -49.55% | -24.49% | -25.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.28% | — |
Current DrawdownCurrent decline from peak | -7.21% | -4.58% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -15.00% | -5.53% | -9.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.64% | +1.10% |
Volatility
FPXE vs. EUSC - Volatility Comparison
First Trust IPOX Europe Equity Opportunities ETF (FPXE) has a higher volatility of 9.58% compared to WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) at 6.96%. This indicates that FPXE's price experiences larger fluctuations and is considered to be riskier than EUSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FPXE | EUSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.58% | 6.96% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 10.05% | +3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.34% | 18.46% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.59% | 15.33% | +6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.11% | 17.10% | +5.01% |