IS3H.DE vs. WTEE.DE
IS3H.DE (iShares MSCI EMU Mid Cap UCITS ETF) and WTEE.DE (WisdomTree Europe Equity Income UCITS ETF) are both Europe Equities funds - IS3H.DE tracks the MSCI EMU Mid Cap while WTEE.DE tracks the WisdomTree Europe Equity Income. Both are passively managed. Over the past 5 years, IS3H.DE returned 9.27%/yr vs 12.46%/yr for WTEE.DE. A 0.72 correlation means they provide meaningful diversification when combined. IS3H.DE charges 0.49%/yr vs 0.29%/yr for WTEE.DE.
Performance
IS3H.DE vs. WTEE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3H.DE achieves a 9.28% return, which is significantly lower than WTEE.DE's 13.70% return.
IS3H.DE
- 1D
- 0.47%
- 1M
- 2.04%
- YTD
- 9.28%
- 6M
- 11.50%
- 1Y
- 17.53%
- 3Y*
- 18.25%
- 5Y*
- 9.27%
- 10Y*
- 9.47%
WTEE.DE
- 1D
- -0.26%
- 1M
- 1.18%
- YTD
- 13.70%
- 6M
- 16.39%
- 1Y
- 25.85%
- 3Y*
- 17.15%
- 5Y*
- 12.46%
- 10Y*
- —
IS3H.DE vs. WTEE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 9.28% | 30.84% | 11.73% | 8.69% | -14.80% | 15.42% | 13.44% |
WTEE.DE WisdomTree Europe Equity Income UCITS ETF | 13.70% | 28.40% | 2.20% | 15.07% | 0.05% | 18.73% | 6.60% |
Correlation
The correlation between IS3H.DE and WTEE.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Aug 19, 2020 | 0.72 |
The correlation between IS3H.DE and WTEE.DE has been stable across timeframes, ranging from 0.71 to 0.76 - a consistent structural relationship.
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Return for Risk
IS3H.DE vs. WTEE.DE — Risk / Return Rank
IS3H.DE
WTEE.DE
IS3H.DE vs. WTEE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) and WisdomTree Europe Equity Income UCITS ETF (WTEE.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.
| IS3H.DE | WTEE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.43 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 3.80 | -1.65 |
| Martin ratioReturn relative to average drawdown | 7.71 | 14.72 | -7.00 |
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
| IS3H.DE | WTEE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.35 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.93 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.08 | -0.52 |
Drawdowns
IS3H.DE vs. WTEE.DE - Drawdown Comparison
The maximum IS3H.DE drawdown since its inception was -37.63%, which is greater than WTEE.DE's maximum drawdown of -16.45%. Use the drawdown chart below to compare losses from any high point for IS3H.DE and WTEE.DE.
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Drawdown Indicators
| IS3H.DE | WTEE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.63% | -16.45% | -21.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -6.78% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.21% | -14.12% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -26.54% | -16.45% | -10.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.63% | — | — |
Current DrawdownCurrent decline from peak | -1.34% | -1.96% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -2.65% | -3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.75% | +0.52% |
Volatility
IS3H.DE vs. WTEE.DE - Volatility Comparison
The current volatility for iShares MSCI EMU Mid Cap UCITS ETF (IS3H.DE) is 3.33%, while WisdomTree Europe Equity Income UCITS ETF (WTEE.DE) has a volatility of 3.73%. This indicates that IS3H.DE experiences smaller price fluctuations and is considered to be less risky than WTEE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3H.DE | WTEE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 3.73% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 8.73% | +1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 10.94% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 14.50% | +0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.15% | 14.99% | +1.16% |
IS3H.DE vs. WTEE.DE - Expense Ratio Comparison
IS3H.DE has a 0.49% expense ratio, which is higher than WTEE.DE's 0.29% expense ratio.
Dividends
IS3H.DE vs. WTEE.DE - Dividend Comparison
IS3H.DE has not paid dividends to shareholders, while WTEE.DE's dividend yield for the trailing twelve months is around 4.55%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IS3H.DE iShares MSCI EMU Mid Cap UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTEE.DE WisdomTree Europe Equity Income UCITS ETF | 4.55% | 5.37% | 6.81% | 5.61% | 5.35% | 4.64% |
Frequently Asked Questions
IS3H.DE and WTEE.DE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTEE.DE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTEE.DE is cheaper with a 0.29% expense ratio, compared with 0.49% for IS3H.DE.
IS3H.DE tracks MSCI EMU Mid Cap, while WTEE.DE tracks WisdomTree Europe Equity Income. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.49% for IS3H.DE and 0.29% for WTEE.DE.
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