DFE vs NIHI

Comparison between WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND (DFE, ETF) and NEOS MSCI EAFE HIGH INCOME ETF (NIHI, ETF).

DFE vs NIHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFE(ETF)	NIHI(ETF)
Net Assets	$171M	$169M
Expense Ratio	0.58%	0.68%
Max Drawdown	74.35%	11.72%
Sharpe Ratio	0.71	0.81
5Y Beta	0.67	0.84
5Y Dividends CAGR	19.93%	N/A

Net Assets

Winner

DFE

$171M

NIHI

$169M

Expense Ratio

Winner

DFE

0.58%

NIHI

0.68%

Max Drawdown

DFE

74.35%

Winner

NIHI

11.72%

Sharpe Ratio

DFE

0.71

Winner

NIHI

0.81

5Y Beta

Winner

DFE

0.67

NIHI

0.84

5Y Dividends CAGR

DFE

19.93%

NIHI

N/A

DFE vs NIHI - Holdings Comparison

DFE and NIHI have 0 common holdings. Overlap is 0.00%

DFE's top 25 holdings weight is 25.81%. NIHI's top 25 holdings weight is 100.89%.

Rank	DFE	NIHI
#1	HOEGH AUTOLINERS ASA (n/a) - 2.46%	ISHARES CORE MSCI EAFE ETF (IEFA) - 99.76%
#2	ELECNOR SA (n/a) - 1.85%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.13%
#3	APERAM SA (n/a) - 1.78%	N/A
#4	DOF GROUP ASA (n/a) - 1.73%	N/A
#5	NOS SGPS SA (n/a) - 1.52%	N/A
#6	OUTOKUMPU OYJ CLASS A (n/a) - 1.23%	N/A
#7	PENNON GROUP PLC (n/a) - 1.18%	N/A
#8	ENERGEAN PLC (n/a) - 1.17%	N/A
#9	ODFJELL DRILLING LTD (n/a) - 1.12%	N/A
#10	REN-REDES ENERGETICAS NACIONAIS SGPS SA (n/a) - 1.12%	N/A
#11	SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 1.00%	N/A
#12	NORWEGIAN AIR SHUTTLE ASA (n/a) - 0.92%	N/A
#13	SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 0.86%	N/A
#14	STROEER SE & CO KGAA (n/a) - 0.84%	N/A
#15	HAMMERSON PLC (n/a) - 0.82%	N/A
#16	STOLT-NIELSEN LTD (n/a) - 0.81%	N/A
#17	OPMOBILITY (n/a) - 0.80%	N/A
#18	ETABLISSEMENTS MAUREL & PROM (n/a) - 0.80%	N/A
#19	NV BEKAERT SA (n/a) - 0.80%	N/A
#20	KONINKLIJKE HEIJMANS NV (n/a) - 0.80%	N/A
#21	GESTAMP AUTOMOCION (n/a) - 0.44%	N/A
#22	ALLEIMA AB (n/a) - 0.44%	N/A
#23	LANCASHIRE HOLDINGS LTD (n/a) - 0.44%	N/A
#24	PETS AT HOME GROUP PLC (n/a) - 0.44%	N/A
#25	ALTRI SGPS SA (n/a) - 0.44%	N/A
Total Holdings	339	2

DFE vs NIHI - Historical Returns

Returns include dividend reinvestment.

Period	DFE	NIHI
1 month	+0.40%	+1.66%
3 months	+5.49%	+7.29%
6 months	+10.03%	+7.83%
1 year	+12.87%	N/A
5 years(CAGR)	+4.49%	N/A
10 years(CAGR)	+7.51%	N/A
Max(CAGR)	+6.44%	+16.81%

DFE

+0.40%

Winner

NIHI

+1.66%

DFE

+5.49%

Winner

NIHI

+7.29%

Winner

DFE

+10.03%

NIHI

+7.83%

DFE

+12.87%

NIHI

N/A

5Y(CAGR)

DFE

+4.49%

NIHI

N/A

10Y(CAGR)

DFE

+7.51%

NIHI

N/A

Max(CAGR)

DFE

+6.44%

Winner

NIHI

+16.81%

DFE vs NIHI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DFE	NIHI
2026	+6.49%	+5.58%
2025	+33.60%	+5.32%
2024	+1.44%	N/A
2023	+13.75%	N/A
2022	-22.76%	N/A
2021	+17.60%	N/A
2020	+1.18%	N/A
2019	+27.70%	N/A
2018	-22.04%	N/A
2017	+32.16%	N/A
2016	+1.93%	N/A
2015	+11.25%	N/A
2014	-7.15%	N/A
2013	+44.88%	N/A
2012	+27.06%	N/A
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 NIHI Drawdown Comparison

The maximum drawdown for DFE was -69.55%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.

The maximum drawdown for NIHI was -10.87%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current DFE drawdown is -1.64%. The current NIHI drawdown is -0.60%.

Rank	DFE	NIHI
#1	-69.55% Jun 4, 2007 - Oct 18, 2013	-10.87% Feb 25, 2026 - Mar 20, 2026
#2	-49.65% Jan 26, 2018 - Feb 9, 2021	-6.62% Oct 31, 2025 - Jan 2, 2026
#3	-40.36% Sep 2, 2021 - May 13, 2025	-2.17% Oct 6, 2025 - Oct 20, 2025
#4	-22.93% Jun 6, 2014 - Mar 16, 2017	-1.31% Sep 18, 2025 - Sep 30, 2025
#5	-11.41% Feb 26, 2026 - Mar 27, 2026	-1.05% Feb 4, 2026 - Feb 6, 2026
#6	-10.06% Feb 26, 2007 - Mar 21, 2007	-0.96% Jan 16, 2026 - Jan 22, 2026
#7	-7.73% Aug 22, 2025 - Dec 22, 2025	-0.87% Oct 27, 2025 - Oct 31, 2025
#8	-6.32% Jun 7, 2021 - Aug 3, 2021	-0.75% Jan 27, 2026 - Feb 4, 2026
#9	-5.92% Jan 23, 2014 - Feb 13, 2014	-0.62% Feb 18, 2026 - Feb 25, 2026
#10	-5.47% Apr 1, 2014 - Jun 6, 2014	-0.50% Jan 12, 2026 - Jan 16, 2026
#11	-4.91% Oct 13, 2017 - Dec 27, 2017	-0.47% Feb 11, 2026 - Feb 18, 2026
#12	-4.10% Jul 3, 2006 - Jul 31, 2006	-0.43% Oct 20, 2025 - Oct 23, 2025
#13	-3.83% Jul 23, 2025 - Aug 22, 2025	-0.27% Jan 6, 2026 - Jan 9, 2026
#14	-3.82% Mar 6, 2014 - Apr 1, 2014	N/A
#15	-3.42% May 7, 2021 - May 21, 2021	N/A

Correlation

Correlation between DFE and NIHI 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 NIHI dividend yield comparison.

Year	DFE	NIHI
2026	0.04%	4.41%
2025	4.38%	3.44%
2024	4.93%	0.00%
2023	4.97%	0.00%
2022	5.84%	0.00%
2021	2.56%	0.00%
2020	2.43%	0.00%
2019	3.39%	0.00%
2018	4.97%	0.00%
2017	2.53%	0.00%
2016	4.05%	0.00%
2015	2.78%	0.00%
2014	2.98%	0.00%
2013	2.38%	0.00%
2012	3.58%	0.00%
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%