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EUDG vs SPY

Comparison between WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND (EUDG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed EUDG, delivering a return of +13.3% compared to +4.7%

EUDG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EUDG
$71M
Winner
SPY
$735B
Expense Ratio
EUDG
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
EUDG
36.12%
SPY
56.47%
Sharpe Ratio
EUDG
0.52
Winner
SPY
1.62
5Y Beta
Winner
EUDG
0.61
SPY
1.00
P/E Ratio
EUDG
N/A
SPY
28.99
Forward P/E
EUDG
N/A
SPY
22.37
5Y Dividends CAGR
Winner
EUDG
7.85%
SPY
5.43%
5Y EPS CAGR
EUDG
N/A
SPY
26.05%
Debt to Equity
EUDG
N/A
SPY
32.40%
P/S Ratio
EUDG
N/A
SPY
3.74
P/B Ratio
EUDG
N/A
SPY
5.61

EUDG vs SPY - Holdings Comparison

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

EUDG's top 25 holdings weight is 60.28%. SPY's top 25 holdings weight is 52.37%.

RankEUDGSPY
#1
NOVARTIS AG REGISTERED SHARES (n/a) - 5.00%
NVIDIA CORP (NVDA) - 8.10%
#2
NESTLE SA (n/a) - 4.90%
APPLE INC (AAPL) - 7.02%
#3
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 4.53%
MICROSOFT CORP (MSFT) - 4.79%
#4
BP PLC (n/a) - 3.49%
AMAZON.COM INC (AMZN) - 4.02%
#5
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.32%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
n/a (n/a) - 3.16%
BROADCOM INC (AVGO) - 3.10%
#7
BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 3.00%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
ASTRAZENECA PLC (AZN:XLON) - 2.70%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NOVO NORDISK AS CLASS B (n/a) - 2.61%
TESLA INC (TSLA) - 1.89%
#10
ING GROEP NV (n/a) - 2.60%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DEUTSCHE TELEKOM AG (n/a) - 2.53%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ASML HOLDING NV (n/a) - 2.34%
ELI LILLY AND CO (LLY) - 1.31%
#13
UNILEVER PLC (n/a) - 2.25%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
L'OREAL SA (n/a) - 2.18%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
GSK PLC (n/a) - 2.01%
EXXON MOBIL CORP (XOM) - 0.97%
#16
VOLVO AB CLASS B (n/a) - 1.96%
INTEL CORP (INTC) - 0.90%
#17
LLOYDS BANKING GROUP PLC (n/a) - 1.70%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
DEUTSCHE POST AG (n/a) - 1.65%
VISA INC CLASS A (V) - 0.85%
#19
UBS GROUP AG REGISTERED SHARES (n/a) - 1.50%
WALMART INC (WMT) - 0.81%
#20
SCHNEIDER ELECTRIC SE (n/a) - 1.45%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AIR LIQUIDE SA (n/a) - 1.18%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
ABB LTD (n/a) - 1.07%
CATERPILLAR INC (CAT) - 0.66%
#23
SAP SE (n/a) - 1.07%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.07%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
ERSTE GROUP BANK AG. (n/a) - 1.01%
ABBVIE INC (ABBV) - 0.58%
Total Holdings228505

EUDG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
EUDG
+0.99%
Winner
SPY
+1.90%
3M
EUDG
+1.12%
Winner
SPY
+8.55%
6M
EUDG
+4.81%
Winner
SPY
+8.18%
1Y
EUDG
+10.93%
Winner
SPY
+25.79%
5Y(CAGR)
EUDG
+4.72%
Winner
SPY
+13.32%
10Y(CAGR)
EUDG
+7.90%
Winner
SPY
+15.19%
Max(CAGR)
EUDG
+5.86%
Winner
SPY
+8.47%

EUDG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEUDGSPY
2026+1.27%+8.26%
2025+29.22%+18.00%
2024-3.10%+25.59%
2023+18.43%+26.72%
2022-18.47%-18.64%
2021+15.07%+30.52%
2020+10.43%+17.28%
2019+29.45%+31.09%
2018-15.42%-5.24%
2017+29.91%+20.78%
2016-1.76%+13.59%
2015+4.16%+1.31%
2014-11.12%+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+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%

EUDG vs SPY Drawdown Comparison

The maximum drawdown for EUDG was -33.76%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

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

The current EUDG drawdown is -5.01%. The current SPY drawdown is -2.90%.

RankEUDGSPY
#1-33.76%
Jan 17, 2020 - Sep 2, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.31%
Aug 13, 2021 - May 14, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.07%
Jan 26, 2018 - Dec 12, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.79%
Jul 3, 2014 - May 1, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.73%
Sep 26, 2024 - May 16, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.20%
Feb 20, 2026 - Mar 27, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-9.73%
Oct 12, 2020 - Nov 10, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.04%
Jul 10, 2025 - Aug 22, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.64%
Jun 6, 2024 - Aug 19, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.69%
Jan 8, 2021 - Apr 1, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.61%
Nov 12, 2025 - Dec 3, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.06%
Sep 17, 2020 - Oct 9, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.04%
Jun 2, 2017 - Sep 1, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.95%
Aug 30, 2024 - Sep 26, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.81%
Jun 12, 2025 - Jul 2, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between EUDG and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

EUDG vs SPY dividend yield comparison.

YearEUDGSPY
20260.33%0.24%
20252.19%1.07%
20242.41%1.21%
20232.14%1.40%
20223.07%1.65%
20212.98%1.20%
20201.87%1.52%
20192.30%1.75%
20183.00%2.04%
20171.55%1.80%
20162.49%2.03%
20152.10%2.06%
20140.97%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%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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