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DFE vs SPY

Comparison between WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND (DFE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DFE, delivering a return of +13.3% compared to +3.8%

DFE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFE
$167M
Winner
SPY
$735B
Expense Ratio
DFE
0.58%
Winner
SPY
0.09%
Max Drawdown
DFE
74.35%
Winner
SPY
56.47%
Sharpe Ratio
DFE
0.59
Winner
SPY
1.62
5Y Beta
Winner
DFE
0.66
SPY
1.00
P/E Ratio
DFE
N/A
SPY
28.99
Forward P/E
DFE
N/A
SPY
22.37
5Y Dividends CAGR
Winner
DFE
19.93%
SPY
5.43%
5Y EPS CAGR
DFE
N/A
SPY
26.05%
Debt to Equity
DFE
N/A
SPY
32.40%
P/S Ratio
DFE
N/A
SPY
3.74
P/B Ratio
DFE
N/A
SPY
5.61

DFE vs SPY - Holdings Comparison

DFE and SPY have 1 common holdings. Overlap is 0.00%

DFE's top 25 holdings weight is 26.00%. SPY's top 25 holdings weight is 52.37%.

RankDFESPY
#1
HOEGH AUTOLINERS ASA (n/a) - 2.52%
NVIDIA CORP (NVDA) - 8.10%
#2
ELECNOR SA (n/a) - 1.85%
APPLE INC (AAPL) - 7.02%
#3
DOF GROUP ASA (n/a) - 1.78%
MICROSOFT CORP (MSFT) - 4.79%
#4
APERAM SA (n/a) - 1.72%
AMAZON.COM INC (AMZN) - 4.02%
#5
NOS SGPS SA (n/a) - 1.53%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
PENNON GROUP PLC (n/a) - 1.26%
BROADCOM INC (AVGO) - 3.10%
#7
ENERGEAN PLC (n/a) - 1.24%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
OUTOKUMPU OYJ CLASS A (n/a) - 1.22%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
REN-REDES ENERGETICAS NACIONAIS SGPS SA (n/a) - 1.14%
TESLA INC (TSLA) - 1.89%
#10
ODFJELL DRILLING LTD (n/a) - 1.12%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 1.01%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NORWEGIAN AIR SHUTTLE ASA (n/a) - 0.89%
ELI LILLY AND CO (LLY) - 1.31%
#13
ETABLISSEMENTS MAUREL & PROM (n/a) - 0.86%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 0.86%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
STROEER SE & CO KGAA (n/a) - 0.84%
EXXON MOBIL CORP (XOM) - 0.97%
#16
STOLT-NIELSEN LTD (n/a) - 0.82%
INTEL CORP (INTC) - 0.90%
#17
HAMMERSON PLC (n/a) - 0.81%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
KONINKLIJKE HEIJMANS NV (n/a) - 0.80%
VISA INC CLASS A (V) - 0.85%
#19
NV BEKAERT SA (n/a) - 0.78%
WALMART INC (WMT) - 0.81%
#20
ELEKTA AB CLASS B (n/a) - 0.76%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ALLEIMA AB (n/a) - 0.44%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ALTRI SGPS SA (n/a) - 0.44%
CATERPILLAR INC (CAT) - 0.66%
#23
CLOETTA AB CLASS B (n/a) - 0.44%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
WILH. WILHELMSEN HOLDING ASA CLASS A (n/a) - 0.44%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BILIA AB CLASS A (n/a) - 0.43%
ABBVIE INC (ABBV) - 0.58%
Total Holdings339505

DFE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DFE
-1.72%
Winner
SPY
+1.90%
3M
DFE
+0.79%
Winner
SPY
+8.55%
6M
DFE
+7.13%
Winner
SPY
+8.18%
1Y
DFE
+11.88%
Winner
SPY
+25.79%
5Y(CAGR)
DFE
+3.81%
Winner
SPY
+13.32%
10Y(CAGR)
DFE
+6.68%
Winner
SPY
+15.19%
Max(CAGR)
DFE
+6.30%
Winner
SPY
+8.47%

DFE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDFESPY
2026+3.71%+8.26%
2025+33.60%+18.00%
2024+1.44%+25.59%
2023+13.75%+26.72%
2022-22.76%-18.64%
2021+17.60%+30.52%
2020+1.18%+17.28%
2019+27.70%+31.09%
2018-22.04%-5.24%
2017+32.16%+20.78%
2016+1.93%+13.59%
2015+11.25%+1.31%
2014-7.15%+14.56%
2013+44.88%+29.00%
2012+27.06%+14.17%
2011-19.47%+0.85%
2010+17.02%+13.14%
2009+48.00%+22.67%
2008-53.33%-36.25%
2007-3.41%+5.32%
2006+29.20%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DFE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DFE drawdown is -4.21%. The current SPY drawdown is -2.90%.

RankDFESPY
#1-69.55%
Jun 4, 2007 - Oct 18, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.65%
Jan 26, 2018 - Feb 9, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.36%
Sep 2, 2021 - May 13, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.93%
Jun 6, 2014 - Mar 16, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.41%
Feb 26, 2026 - Mar 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.06%
Feb 26, 2007 - Mar 21, 2007		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.73%
Aug 22, 2025 - Dec 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.32%
Jun 7, 2021 - Aug 3, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.92%
Jan 23, 2014 - Feb 13, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.47%
Apr 1, 2014 - Jun 6, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.91%
Oct 13, 2017 - Dec 27, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.10%
Jul 3, 2006 - Jul 31, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.83%
Jul 23, 2025 - Aug 22, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.82%
Mar 6, 2014 - Apr 1, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.42%
May 7, 2021 - May 21, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DFE and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

DFE vs SPY dividend yield comparison.

YearDFESPY
20260.04%0.24%
20254.38%1.07%
20244.93%1.21%
20234.97%1.40%
20225.84%1.65%
20212.56%1.20%
20202.43%1.52%
20193.39%1.75%
20184.97%2.04%
20172.53%1.80%
20164.05%2.03%
20152.78%2.06%
20142.98%1.87%
20132.38%1.81%
20123.58%2.18%
20116.32%2.05%
20102.26%1.80%
20093.56%1.95%
200811.06%3.02%
20077.13%1.85%
20060.72%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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