EUFN vs DEM

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and WisdomTree Emerging Markets High Dividend Fund (DEM, ETF).

5-Year PerformanceEUFN has outperformed DEM, delivering a return of +18.3% compared to +9.5%

EUFN vs DEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	DEM(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.49%	0.63%
Max Drawdown	59.14%	57.03%
Sharpe Ratio	1.27	2.06
5Y Beta	0.81	0.57
5Y Dividends CAGR	33.53%	6.07%

Net Assets

EUFN

$3.40B

Winner

DEM

$3.50B

Expense Ratio

Winner

EUFN

0.49%

DEM

0.63%

Max Drawdown

EUFN

59.14%

Winner

DEM

57.03%

Sharpe Ratio

EUFN

1.27

Winner

DEM

2.06

5Y Beta

EUFN

0.81

Winner

DEM

0.57

5Y Dividends CAGR

Winner

EUFN

33.53%

DEM

6.07%

EUFN vs DEM - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	DEM
1 month	+2.37%	+6.83%
3 months	-1.81%	+7.63%
6 months	+13.08%	+19.31%
1 year	+29.87%	+33.92%
5 years(CAGR)	+18.33%	+9.55%
10 years(CAGR)	+12.57%	+10.62%
Max(CAGR)	+7.10%	+5.02%

EUFN

+2.37%

Winner

DEM

+6.83%

EUFN

-1.81%

Winner

DEM

+7.63%

EUFN

+13.08%

Winner

DEM

+19.31%

EUFN

+29.87%

Winner

DEM

+33.92%

5Y(CAGR)

Winner

EUFN

+18.33%

DEM

+9.55%

10Y(CAGR)

Winner

EUFN

+12.57%

DEM

+10.62%

Max(CAGR)

Winner

EUFN

+7.10%

DEM

+5.02%

EUFN vs DEM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EUFN	DEM
2026	+1.39%	+15.96%
2025	+67.60%	+21.85%
2024	+18.14%	+5.66%
2023	+24.26%	+21.11%
2022	-9.61%	-10.64%
2021	+19.77%	+10.71%
2020	-9.99%	-7.42%
2019	+21.29%	+19.79%
2018	-23.77%	-8.80%
2017	+24.49%	+24.78%
2016	-0.66%	+26.16%
2015	-4.80%	-20.90%
2014	-7.21%	-10.17%
2013	+26.80%	-8.21%
2012	+31.10%	+13.65%
2011	-27.56%	-11.22%
2010	-3.91%	+20.83%
2009	N/A	+53.78%
2008	N/A	-33.89%
2007	N/A	+2.61%

EUFN vs DEM Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.

The current EUFN drawdown is -2.11%.

Rank	EUFN	DEM
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-51.78% May 19, 2008 - Apr 1, 2010
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-47.00% Apr 29, 2011 - Jan 18, 2018
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-37.79% Jan 13, 2020 - Mar 15, 2021
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-27.12% Feb 16, 2022 - Feb 20, 2024
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-19.03% Jan 26, 2018 - Jan 2, 2020
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-18.42% Apr 14, 2010 - Sep 13, 2010
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-16.36% Jul 23, 2007 - Sep 27, 2007
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-15.64% Oct 7, 2024 - Jun 6, 2025
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-15.33% Oct 31, 2007 - May 15, 2008
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-9.48% Jul 11, 2024 - Sep 24, 2024
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-9.17% Jun 4, 2021 - Jan 12, 2022
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-7.89% Feb 25, 2026 - Apr 17, 2026
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-6.69% Jan 3, 2011 - Mar 30, 2011
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-6.36% Nov 4, 2010 - Dec 31, 2010
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-5.30% Sep 17, 2025 - Nov 10, 2025

Correlation

Correlation between EUFN and DEM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

EUFN vs DEM dividend yield comparison.

Year	EUFN	DEM
2026	0.00%	0.43%
2025	3.57%	4.88%
2024	5.36%	5.24%
2023	5.00%	5.49%
2022	4.24%	8.62%
2021	4.15%	5.87%
2020	1.38%	4.21%
2019	4.55%	4.78%
2018	6.48%	4.47%
2017	3.04%	3.67%
2016	4.03%	3.63%
2015	3.65%	5.21%
2014	3.35%	5.51%
2013	1.59%	4.10%
2012	2.91%	3.29%
2011	3.88%	4.44%
2010	1.80%	3.24%
2009	0.00%	2.93%
2008	0.00%	5.85%
2007	0.00%	0.92%