WTD7.DE vs. XMWJ.DE
WTD7.DE (WisdomTree Europe SmallCap Dividend UCITS ETF Acc) and XMWJ.DE (WisdomTree Industrial Metals Enhanced) are both exchange-traded funds - WTD7.DE is a Europe Equities fund tracking the WisdomTree Europe SmallCap Dividend, while XMWJ.DE is a Metals fund tracking the Optimised Roll Industrial Metals. Both are passively managed. Over the past 5 years, WTD7.DE returned 5.48%/yr vs 6.79%/yr for XMWJ.DE. At a 0.21 correlation, their price movements are largely independent. WTD7.DE charges 0.38%/yr vs 0.40%/yr for XMWJ.DE.
Performance
WTD7.DE vs. XMWJ.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 XMWJ.DE's 11.66% 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*
- —
XMWJ.DE
- 1D
- -0.39%
- 1M
- 4.47%
- YTD
- 11.66%
- 6M
- 17.03%
- 1Y
- 28.11%
- 3Y*
- 8.41%
- 5Y*
- 6.79%
- 10Y*
- —
WTD7.DE vs. XMWJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WTD7.DE WisdomTree Europe SmallCap Dividend UCITS ETF Acc | 6.85% | 17.19% | 5.65% | 10.32% | -15.50% | 27.86% | -4.84% | 14.25% |
XMWJ.DE WisdomTree Industrial Metals Enhanced | 11.66% | 3.54% | 10.30% | -10.91% | 5.77% | 37.50% | 5.00% | -3.74% |
Correlation
The correlation between WTD7.DE and XMWJ.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 21, 2019 | 0.21 |
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. XMWJ.DE — Risk / Return Rank
WTD7.DE
XMWJ.DE
WTD7.DE vs. XMWJ.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 WisdomTree Industrial Metals Enhanced (XMWJ.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 | XMWJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 3.89 | -2.54 |
| Martin ratioReturn relative to average drawdown | 4.48 | 12.97 | -8.50 |
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 | XMWJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.85 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.34 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | +0.01 |
Drawdowns
WTD7.DE vs. XMWJ.DE - Drawdown Comparison
The maximum WTD7.DE drawdown since its inception was -43.81%, which is greater than XMWJ.DE's maximum drawdown of -36.27%. Use the drawdown chart below to compare losses from any high point for WTD7.DE and XMWJ.DE.
Loading charts...
Drawdown Indicators
| WTD7.DE | XMWJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.81% | -36.27% | -7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.60% | -7.31% | -1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -13.97% | -21.35% | +7.38% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -36.27% | +9.69% |
Current DrawdownCurrent decline from peak | -1.81% | -14.55% | +12.74% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -18.56% | +10.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.20% | +0.40% |
Volatility
WTD7.DE vs. XMWJ.DE - Volatility Comparison
The current volatility for WisdomTree Europe SmallCap Dividend UCITS ETF Acc (WTD7.DE) is 3.55%, while WisdomTree Industrial Metals Enhanced (XMWJ.DE) has a volatility of 4.56%. This indicates that WTD7.DE experiences smaller price fluctuations and is considered to be less risky than XMWJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WTD7.DE | XMWJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 4.56% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 12.97% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.40% | 15.40% | -3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.71% | 19.70% | -3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 18.48% | +0.33% |
WTD7.DE vs. XMWJ.DE - Expense Ratio Comparison
WTD7.DE has a 0.38% expense ratio, which is lower than XMWJ.DE's 0.40% expense ratio.
Dividends
WTD7.DE vs. XMWJ.DE - Dividend Comparison
Neither WTD7.DE nor XMWJ.DE has paid dividends to shareholders.
Frequently Asked Questions
WTD7.DE and XMWJ.DE have a correlation of 0.23, 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 0.40% for XMWJ.DE.
WTD7.DE is categorized as Europe Equities, while XMWJ.DE is Metals. WTD7.DE tracks WisdomTree Europe SmallCap Dividend, while XMWJ.DE tracks Optimised Roll Industrial Metals. Their fees differ too: 0.38% for WTD7.DE and 0.40% for XMWJ.DE.
Find the right allocation for WTD7.DE and XMWJ.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