WTES.DE vs. IQQD.DE
WTES.DE (WisdomTree Europe SmallCap Dividend UCITS ETF) and IQQD.DE (iShares UK Dividend UCITS ETF GBP Distributing) are both Dividend funds - WTES.DE tracks the WisdomTree Europe SmallCap Dividend UCITS Index Euro while IQQD.DE tracks the FTSE UK Dividend+ Index. Both are passively managed. Over the past 10 years, WTES.DE returned 7.78%/yr vs 7.05%/yr for IQQD.DE. A 0.71 correlation means they provide meaningful diversification when combined. WTES.DE charges 0.38%/yr vs 0.40%/yr for IQQD.DE.
Performance
WTES.DE vs. IQQD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTES.DE achieves a 7.78% return, which is significantly lower than IQQD.DE's 14.92% return. Over the past 10 years, WTES.DE has outperformed IQQD.DE with an annualized return of 7.78%, while IQQD.DE has yielded a comparatively lower 7.05% annualized return.
WTES.DE
- 1D
- -0.21%
- 1M
- 0.02%
- 6M
- 5.26%
- YTD
- 7.78%
- 1Y
- 11.03%
- 3Y*
- 12.58%
- 5Y*
- 5.87%
- 10Y*
- 7.78%
IQQD.DE
- 1D
- 1.02%
- 1M
- 4.24%
- 6M
- 12.70%
- YTD
- 14.92%
- 1Y
- 30.31%
- 3Y*
- 22.38%
- 5Y*
- 13.12%
- 10Y*
- 7.05%
WTES.DE vs. IQQD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTES.DE WisdomTree Europe SmallCap Dividend UCITS ETF | 7.78% | 17.37% | 5.33% | 10.89% | -15.66% | 27.92% | -4.86% | 31.22% | -18.52% | 16.96% |
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 14.92% | 26.39% | 16.75% | 8.08% | -7.53% | 30.74% | -21.22% | 27.14% | -15.15% | 1.82% |
Correlation
The correlation between WTES.DE and IQQD.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2015 | 0.71 |
The correlation between WTES.DE and IQQD.DE shifts across timeframes, from 0.61 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
WTES.DE vs. IQQD.DE — Risk / Return Rank
WTES.DE
IQQD.DE
WTES.DE vs. IQQD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend UCITS ETF (WTES.DE) and iShares UK Dividend UCITS ETF GBP Distributing (IQQD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTES.DE | IQQD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.45 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 3.34 | -1.89 |
| Martin ratioReturn relative to average drawdown | 4.54 | 11.80 | -7.26 |
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Drawdowns
WTES.DE vs. IQQD.DE - Drawdown Comparison
The maximum WTES.DE drawdown since its inception was -44.21%, smaller than the maximum IQQD.DE drawdown of -71.98%. Use the drawdown chart below to compare losses from any high point for WTES.DE and IQQD.DE.
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Drawdown Indicators
| WTES.DE | IQQD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.21% | -71.98% | +27.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.34% | -9.04% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -13.40% | -14.05% | +0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.53% | -23.55% | -2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -44.21% | -49.91% | +5.70% |
Current DrawdownCurrent decline from peak | -0.84% | 0.00% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -24.34% | +16.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.56% | +0.10% |
Volatility
WTES.DE vs. IQQD.DE - Volatility Comparison
The current volatility for WisdomTree Europe SmallCap Dividend UCITS ETF (WTES.DE) is 2.81%, while iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) has a volatility of 3.35%. This indicates that WTES.DE experiences smaller price fluctuations and is considered to be less risky than IQQD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTES.DE | IQQD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 3.35% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 10.42% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.41% | 12.60% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 15.15% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 18.64% | -2.50% |
WTES.DE vs. IQQD.DE - Expense Ratio Comparison
WTES.DE has a 0.38% expense ratio, which is lower than IQQD.DE's 0.40% expense ratio.
Dividends
WTES.DE vs. IQQD.DE - Dividend Comparison
WTES.DE's dividend yield for the trailing twelve months is around 3.82%, less than IQQD.DE's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 4.59% | 4.93% | 5.74% | 5.40% | 6.59% | 5.55% | 4.02% | 5.50% | 7.02% | 5.30% | 5.09% | 5.76% |
WTES.DE WisdomTree Europe SmallCap Dividend UCITS ETF | 3.82% | 4.67% | 4.81% | 4.47% | 4.24% | 2.04% | 1.78% | 3.33% | 3.67% | 2.58% | 0.40% | 2.47% |
Frequently Asked Questions
WTES.DE and IQQD.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTES.DE is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTES.DE is cheaper with a 0.38% expense ratio, compared with 0.40% for IQQD.DE.
WTES.DE tracks WisdomTree Europe SmallCap Dividend UCITS Index Euro, while IQQD.DE tracks FTSE UK Dividend+ Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.38% for WTES.DE and 0.40% for IQQD.DE.
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