DFE vs MMTM
Comparison between WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND (DFE, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF).
5-Year PerformanceMMTM has outperformed DFE, delivering a return of +13.3% compared to +4.5%
DFE vs MMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFE
$171M
Winner
MMTM
$171M
Expense Ratio
DFE
0.58%
Winner
MMTM
0.12%
Max Drawdown
DFE
74.35%
Winner
MMTM
34.21%
Sharpe Ratio
DFE
0.71
Winner
MMTM
1.24
5Y Beta
Winner
DFE
0.67
MMTM
1.12
P/E Ratio
DFE
N/A
MMTM
26.44
Forward P/E
DFE
N/A
MMTM
21.61
5Y Dividends CAGR
Winner
DFE
19.93%
MMTM
7.14%
5Y EPS CAGR
DFE
N/A
MMTM
30.77%
Debt to Equity
DFE
N/A
MMTM
30.62%
P/S Ratio
DFE
N/A
MMTM
3.80
P/B Ratio
DFE
N/A
MMTM
5.69
DFE vs MMTM - Holdings Comparison
DFE and MMTM have 1 common holdings. Overlap is 0.00%
DFE's top 25 holdings weight is 25.81%. MMTM's top 25 holdings weight is 61.09%.
| Rank | DFE | MMTM |
|---|---|---|
| #1 | HOEGH AUTOLINERS ASA (n/a) - 2.46% | NVIDIA CORP (NVDA) - 11.01% |
| #2 | ELECNOR SA (n/a) - 1.85% | MICROSOFT CORP (MSFT) - 7.06% |
| #3 | APERAM SA (n/a) - 1.78% | BROADCOM INC (AVGO) - 5.02% |
| #4 | DOF GROUP ASA (n/a) - 1.73% | APPLE INC (AAPL) - 4.72% |
| #5 | NOS SGPS SA (n/a) - 1.52% | ALPHABET INC CLASS A (GOOGL) - 4.69% |
| #6 | OUTOKUMPU OYJ CLASS A (n/a) - 1.23% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #7 | PENNON GROUP PLC (n/a) - 1.18% | TESLA INC (TSLA) - 3.68% |
| #8 | ENERGEAN PLC (n/a) - 1.17% | AMAZON.COM INC (AMZN) - 3.35% |
| #9 | ODFJELL DRILLING LTD (n/a) - 1.12% | META PLATFORMS INC CLASS A (META) - 3.05% |
| #10 | REN-REDES ENERGETICAS NACIONAIS SGPS SA (n/a) - 1.12% | JPMORGAN CHASE & CO (JPM) - 2.26% |
| #11 | SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 1.00% | n/a (PLTR) - 1.26% |
| #12 | NORWEGIAN AIR SHUTTLE ASA (n/a) - 0.92% | NETFLIX INC (NFLX) - 1.09% |
| #13 | SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 0.86% | ORACLE CORP (ORCL) - 0.96% |
| #14 | STROEER SE & CO KGAA (n/a) - 0.84% | GE AEROSPACE (GE) - 0.95% |
| #15 | HAMMERSON PLC (n/a) - 0.82% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #16 | STOLT-NIELSEN LTD (n/a) - 0.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% |
| #17 | OPMOBILITY (n/a) - 0.80% | WALMART INC (WMT) - 0.88% |
| #18 | ETABLISSEMENTS MAUREL & PROM (n/a) - 0.80% | VISA INC CLASS A (V) - 0.88% |
| #19 | NV BEKAERT SA (n/a) - 0.80% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | KONINKLIJKE HEIJMANS NV (n/a) - 0.80% | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% |
| #21 | GESTAMP AUTOMOCION (n/a) - 0.44% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64% |
| #22 | ALLEIMA AB (n/a) - 0.44% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #23 | LANCASHIRE HOLDINGS LTD (n/a) - 0.44% | MASTERCARD INC CLASS A (MA) - 0.63% |
| #24 | PETS AT HOME GROUP PLC (n/a) - 0.44% | WELLS FARGO & CO (WFC) - 0.62% |
| #25 | ALTRI SGPS SA (n/a) - 0.44% | BANK OF AMERICA CORP (BAC) - 0.61% |
| Total Holdings | 339 | 1435 |
DFE vs MMTM - Historical Returns
Returns include dividend reinvestment.
1M
DFE
+0.40%
Winner
MMTM
+0.47%
3M
DFE
+5.49%
Winner
MMTM
+9.75%
6M
Winner
DFE
+10.03%
MMTM
+8.85%
1Y
DFE
+12.87%
Winner
MMTM
+22.65%
5Y(CAGR)
DFE
+4.49%
Winner
MMTM
+13.26%
10Y(CAGR)
DFE
+7.51%
Winner
MMTM
+14.87%
Max(CAGR)
DFE
+6.44%
Winner
MMTM
+14.63%
DFE vs MMTM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFE | MMTM |
|---|---|---|
| 2026 | +6.49% | +7.86% |
| 2025 | +33.60% | +13.57% |
| 2024 | +1.44% | +31.51% |
| 2023 | +13.75% | +23.41% |
| 2022 | -22.76% | -16.80% |
| 2021 | +17.60% | +28.24% |
| 2020 | +1.18% | +18.52% |
| 2019 | +27.70% | +29.95% |
| 2018 | -22.04% | -4.81% |
| 2017 | +32.16% | +23.42% |
| 2016 | +1.93% | +11.02% |
| 2015 | +11.25% | +5.47% |
| 2014 | -7.15% | +14.69% |
| 2013 | +44.88% | +32.28% |
| 2012 | +27.06% | +1.62% |
| 2011 | -19.47% | N/A |
| 2010 | +17.02% | N/A |
| 2009 | +48.00% | N/A |
| 2008 | -53.33% | N/A |
| 2007 | -3.41% | N/A |
| 2006 | +29.20% | N/A |
DFE vs MMTM Drawdown Comparison
The maximum drawdown for DFE was -69.55%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.
The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current DFE drawdown is -1.64%. The current MMTM drawdown is -2.41%.
| Rank | DFE | MMTM |
|---|---|---|
| #1 | -69.55% Jun 4, 2007 - Oct 18, 2013 | -33.84% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -49.65% Jan 26, 2018 - Feb 9, 2021 | -23.73% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -40.36% Sep 2, 2021 - May 13, 2025 | -22.08% Feb 19, 2025 - Jul 25, 2025 |
| #4 | -22.93% Jun 6, 2014 - Mar 16, 2017 | -21.38% Oct 1, 2018 - Jun 18, 2019 |
| #5 | -11.41% Feb 26, 2026 - Mar 27, 2026 | -15.75% Dec 29, 2015 - Jul 12, 2016 |
| #6 | -10.06% Feb 26, 2007 - Mar 21, 2007 | -11.43% Jul 20, 2015 - Dec 29, 2015 |
| #7 | -7.73% Aug 22, 2025 - Dec 22, 2025 | -10.95% Jul 10, 2024 - Sep 24, 2024 |
| #8 | -6.32% Jun 7, 2021 - Aug 3, 2021 | -10.89% Sep 2, 2020 - Dec 8, 2020 |
| #9 | -5.92% Jan 23, 2014 - Feb 13, 2014 | -9.90% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -5.47% Apr 1, 2014 - Jun 6, 2014 | -9.63% Jan 23, 2018 - Jun 13, 2018 |
| #11 | -4.91% Oct 13, 2017 - Dec 27, 2017 | -8.26% Sep 18, 2014 - Nov 5, 2014 |
| #12 | -4.10% Jul 3, 2006 - Jul 31, 2006 | -7.31% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -3.83% Jul 23, 2025 - Aug 22, 2025 | -6.71% Mar 22, 2024 - May 15, 2024 |
| #14 | -3.82% Mar 6, 2014 - Apr 1, 2014 | -6.69% Oct 29, 2025 - Jan 9, 2026 |
| #15 | -3.42% May 7, 2021 - May 21, 2021 | -5.41% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between DFE and MMTM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
DFE vs MMTM dividend yield comparison.
| Year | DFE | MMTM |
|---|---|---|
| 2026 | 0.04% | 0.19% |
| 2025 | 4.38% | 0.86% |
| 2024 | 4.93% | 0.83% |
| 2023 | 4.97% | 1.16% |
| 2022 | 5.84% | 1.67% |
| 2021 | 2.56% | 0.95% |
| 2020 | 2.43% | 1.14% |
| 2019 | 3.39% | 1.55% |
| 2018 | 4.97% | 1.64% |
| 2017 | 2.53% | 1.52% |
| 2016 | 4.05% | 1.98% |
| 2015 | 2.78% | 1.68% |
| 2014 | 2.98% | 1.54% |
| 2013 | 2.38% | 1.74% |
| 2012 | 3.58% | 0.51% |
| 2011 | 6.32% | 0.00% |
| 2010 | 2.26% | 0.00% |
| 2009 | 3.56% | 0.00% |
| 2008 | 11.06% | 0.00% |
| 2007 | 7.13% | 0.00% |
| 2006 | 0.72% | 0.00% |
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