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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 +12.4% compared to +4.5%

DFE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFE
$158M
Winner
SPY
$781B
Expense Ratio
DFE
0.58%
Winner
SPY
0.09%
Max Drawdown
DFE
74.35%
Winner
SPY
56.47%
Sharpe Ratio
DFE
0.51
Winner
SPY
1.22
5Y Beta
Winner
DFE
0.67
SPY
1.00
P/E Ratio
DFE
N/A
SPY
28.78
Forward P/E
DFE
N/A
SPY
21.25
5Y Dividends CAGR
Winner
DFE
19.80%
SPY
6.00%
5Y EPS CAGR
DFE
N/A
SPY
25.62%
Debt to Equity
DFE
N/A
SPY
31.92%
P/S Ratio
DFE
N/A
SPY
3.76
P/B Ratio
DFE
N/A
SPY
5.64

DFE vs SPY - Holdings Comparison

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

DFE's top 25 holdings weight is 27.33%. SPY's top 25 holdings weight is 51.74%.

RankDFESPY
#1
HOEGH AUTOLINERS ASA (n/a) - 2.83%
NVIDIA CORP (NVDA) - 7.89%
#2
DOF GROUP ASA (n/a) - 1.79%
APPLE INC (AAPL) - 7.37%
#3
ELECNOR SA (n/a) - 1.75%
MICROSOFT CORP (MSFT) - 4.50%
#4
APERAM SA (n/a) - 1.61%
AMAZON.COM INC (AMZN) - 3.82%
#5
NOS SGPS SA (n/a) - 1.49%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
REN-REDES ENERGETICAS NACIONAIS SGPS SA (n/a) - 1.21%
BROADCOM INC (AVGO) - 2.86%
#7
PENNON GROUP PLC (n/a) - 1.20%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ENERGEAN PLC (n/a) - 1.15%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
OUTOKUMPU OYJ CLASS A (n/a) - 1.14%
TESLA INC (TSLA) - 1.70%
#10
ODFJELL DRILLING LTD (n/a) - 1.06%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SPAREBANKEN NORGE DEPOSITORY RECEIPTS (n/a) - 1.04%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
CMC MARKETS PLC (n/a) - 0.91%
ELI LILLY AND CO (LLY) - 1.40%
#13
HAMMERSON PLC (n/a) - 0.90%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
SPAREBANK 1 SMN DEPOSITORY RECEIPTS (n/a) - 0.89%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
STOLT-NIELSEN LTD (n/a) - 0.89%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
STROEER SE & CO KGAA (n/a) - 0.81%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
NV BEKAERT SA (n/a) - 0.80%
VISA INC CLASS A (V) - 0.90%
#18
MORGAN SINDALL GROUP PLC (n/a) - 0.79%
WALMART INC (WMT) - 0.76%
#19
KONINKLIJKE HEIJMANS NV (n/a) - 0.75%
INTEL CORP (INTC) - 0.75%
#20
NORWEGIAN AIR SHUTTLE ASA (n/a) - 0.74%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
HAVAS NV (n/a) - 0.74%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ETABLISSEMENTS MAUREL & PROM (n/a) - 0.72%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
BRAVIDA HOLDING AB (n/a) - 0.71%
ABBVIE INC (ABBV) - 0.66%
#24
HILL & SMITH PLC (n/a) - 0.71%
CATERPILLAR INC (CAT) - 0.65%
#25
AJ BELL PLC (n/a) - 0.70%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings376505

DFE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFE
+2.42%
SPY
+0.63%
3M
DFE
-0.44%
Winner
SPY
+4.46%
6M
DFE
+0.46%
Winner
SPY
+7.67%
1Y
DFE
+7.09%
Winner
SPY
+17.68%
5Y(CAGR)
DFE
+4.49%
Winner
SPY
+12.42%
10Y(CAGR)
DFE
+7.72%
Winner
SPY
+14.84%
Max(CAGR)
DFE
+6.30%
Winner
SPY
+8.44%

DFE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDFESPY
2026+4.52%+8.63%
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 -3.46%. The current SPY drawdown is -2.57%.

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 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

DFE vs SPY dividend yield comparison.

YearDFESPY
20262.19%0.50%
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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