WTD7.DE vs. EUPE.DE
WTD7.DE (WisdomTree Europe SmallCap Dividend UCITS ETF Acc) and EUPE.DE (Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR)) are both Europe Equities funds - WTD7.DE tracks the WisdomTree Europe SmallCap Dividend while EUPE.DE tracks the Shiller Barclays CAPE® Europe Sector Value. Both are passively managed. Over the past 5 years, WTD7.DE returned 5.48%/yr vs 8.60%/yr for EUPE.DE. A 0.56 correlation means they provide meaningful diversification when combined. WTD7.DE charges 0.38%/yr vs 0.65%/yr for EUPE.DE.
Performance
WTD7.DE vs. EUPE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTD7.DE achieves a 6.85% return, which is significantly lower than EUPE.DE's 15.44% return.
WTD7.DE
- 1D
- 0.77%
- 1M
- 0.61%
- YTD
- 6.85%
- 6M
- 9.31%
- 1Y
- 11.30%
- 3Y*
- 11.54%
- 5Y*
- 5.48%
- 10Y*
- —
EUPE.DE
- 1D
- 0.35%
- 1M
- 0.49%
- YTD
- 15.44%
- 6M
- 15.81%
- 1Y
- 24.47%
- 3Y*
- 11.71%
- 5Y*
- 8.60%
- 10Y*
- 8.97%
WTD7.DE vs. EUPE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTD7.DE WisdomTree Europe SmallCap Dividend UCITS ETF Acc | 6.85% | 17.19% | 5.65% | 10.32% | -15.50% | 27.86% | -4.84% | 31.36% | -18.57% | 16.84% |
EUPE.DE Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) | 15.44% | 12.45% | 2.14% | 12.84% | -6.14% | 25.64% | 2.80% | 24.48% | -7.47% | 5.56% |
Correlation
The correlation between WTD7.DE and EUPE.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2016 | 0.56 |
The correlation between WTD7.DE and EUPE.DE shifts across timeframes, from 0.56 (all time) to 0.74 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WTD7.DE vs. EUPE.DE — Risk / Return Rank
WTD7.DE
EUPE.DE
WTD7.DE vs. EUPE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) and Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.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.
| WTD7.DE | EUPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 4.19 | -2.84 |
| Martin ratioReturn relative to average drawdown | 4.48 | 11.50 | -7.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WTD7.DE | EUPE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.17 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.65 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.46 | -0.06 |
Drawdowns
WTD7.DE vs. EUPE.DE - Drawdown Comparison
The maximum WTD7.DE drawdown since its inception was -43.81%, which is greater than EUPE.DE's maximum drawdown of -32.64%. Use the drawdown chart below to compare losses from any high point for WTD7.DE and EUPE.DE.
Loading charts...
Drawdown Indicators
| WTD7.DE | EUPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.81% | -32.64% | -11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -5.82% | -2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -13.97% | -15.63% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -15.63% | -10.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.64% | — |
Current DrawdownCurrent decline from peak | -1.81% | -3.04% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -4.95% | -2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.13% | +0.47% |
Volatility
WTD7.DE vs. EUPE.DE - Volatility Comparison
WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) and Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.DE) have volatilities of 3.55% and 3.64%, 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.
Loading charts...
Volatility by Period
| WTD7.DE | EUPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 3.64% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 8.56% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.40% | 11.27% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.71% | 13.17% | +2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 14.99% | +3.82% |
WTD7.DE vs. EUPE.DE - Expense Ratio Comparison
WTD7.DE has a 0.38% expense ratio, which is lower than EUPE.DE's 0.65% expense ratio.
Dividends
WTD7.DE vs. EUPE.DE - Dividend Comparison
Neither WTD7.DE nor EUPE.DE has paid dividends to shareholders.
Frequently Asked Questions
WTD7.DE and EUPE.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTD7.DE is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTD7.DE is cheaper with a 0.38% expense ratio, compared with 0.65% for EUPE.DE.
WTD7.DE tracks WisdomTree Europe SmallCap Dividend, while EUPE.DE tracks Shiller Barclays CAPE® Europe Sector Value. They also come from different issuers: WisdomTree and Natixis. Their fees differ too: 0.38% for WTD7.DE and 0.65% for EUPE.DE.
Find the right allocation for WTD7.DE and EUPE.DE
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