HEDG.L vs. DHSCX
Compare and contrast key facts about WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.L) and Diamond Hill Small Cap Fund (DHSCX).
HEDG.L is a passively managed fund by WisdomTree that tracks the performance of the MSCI Europe NR EUR. It was launched on Nov 2, 2015. DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEDG.L or DHSCX.
Correlation
The correlation between HEDG.L and DHSCX is 0.47, 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
HEDG.L vs. DHSCX - Performance Comparison
Key characteristics
HEDG.L:
0.57
DHSCX:
0.36
HEDG.L:
0.87
DHSCX:
0.63
HEDG.L:
1.10
DHSCX:
1.09
HEDG.L:
0.58
DHSCX:
0.19
HEDG.L:
1.06
DHSCX:
1.11
HEDG.L:
7.13%
DHSCX:
7.25%
HEDG.L:
13.22%
DHSCX:
22.11%
HEDG.L:
-32.27%
DHSCX:
-56.03%
HEDG.L:
-0.04%
DHSCX:
-38.20%
Returns By Period
In the year-to-date period, HEDG.L achieves a 12.58% return, which is significantly higher than DHSCX's 2.69% return.
HEDG.L
12.58%
8.10%
9.77%
8.27%
8.05%
N/A
DHSCX
2.69%
0.77%
-1.25%
3.61%
-3.36%
-2.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HEDG.L vs. DHSCX - Expense Ratio Comparison
HEDG.L has a 0.32% expense ratio, which is lower than DHSCX's 1.26% expense ratio.
Risk-Adjusted Performance
HEDG.L vs. DHSCX — Risk-Adjusted Performance Rank
HEDG.L
DHSCX
HEDG.L vs. DHSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.L) and Diamond Hill Small Cap Fund (DHSCX). 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
HEDG.L vs. DHSCX - Dividend Comparison
HEDG.L has not paid dividends to shareholders, while DHSCX's dividend yield for the trailing twelve months is around 4.99%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEDG.L WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DHSCX Diamond Hill Small Cap Fund | 4.99% | 5.12% | 2.66% | 0.61% | 0.21% | 0.32% | 1.09% | 0.00% | 0.37% | 0.00% | 0.30% | 0.05% |
Drawdowns
HEDG.L vs. DHSCX - Drawdown Comparison
The maximum HEDG.L drawdown since its inception was -32.27%, smaller than the maximum DHSCX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for HEDG.L and DHSCX. For additional features, visit the drawdowns tool.
Volatility
HEDG.L vs. DHSCX - Volatility Comparison
WisdomTree Issuer ICAV - WisdomTree Europe Equity UCITS ETF (HEDG.L) and Diamond Hill Small Cap Fund (DHSCX) have volatilities of 4.23% and 4.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.