EUSC vs SMMV

Comparison between WisdomTree Europe Hedged SmallCap Equity Fund (EUSC, ETF) and ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF).

EUSC vs SMMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSC(ETF)	SMMV(ETF)
Net Assets	$289M	$289M
Expense Ratio	0.58%	0.20%
Max Drawdown	N/A	38.77%
Sharpe Ratio	1.26	0.94
5Y Beta	0.01	0.49
P/E Ratio	N/A	24.09
Forward P/E	N/A	16.78
5Y Dividends CAGR	N/A	12.11%
5Y EPS CAGR	N/A	12.87%
P/S Ratio	N/A	1.56
P/B Ratio	N/A	2.53

Net Assets

Winner

EUSC

$289M

SMMV

$289M

Expense Ratio

EUSC

0.58%

Winner

SMMV

0.20%

Max Drawdown

EUSC

N/A

SMMV

38.77%

Sharpe Ratio

Winner

EUSC

1.26

SMMV

0.94

5Y Beta

Winner

EUSC

0.01

SMMV

0.49

P/E Ratio

EUSC

N/A

SMMV

24.09

Forward P/E

EUSC

N/A

SMMV

16.78

5Y Dividends CAGR

EUSC

N/A

SMMV

12.11%

5Y EPS CAGR

EUSC

N/A

SMMV

12.87%

P/S Ratio

EUSC

N/A

SMMV

1.56

P/B Ratio

EUSC

N/A

SMMV

2.53

EUSC vs SMMV - Historical Returns

Returns include dividend reinvestment.

Period	EUSC	SMMV
1 month	+0.00%	+1.42%
3 months	+2.55%	+7.47%
6 months	N/A	+4.22%
1 year	N/A	+11.97%
5 years(CAGR)	N/A	+6.28%
10 years(CAGR)	N/A	+8.82%
Max(CAGR)	+10.62%	+8.82%

EUSC

+0.00%

Winner

SMMV

+1.42%

EUSC

+2.55%

Winner

SMMV

+7.47%

EUSC

N/A

SMMV

+4.22%

EUSC

N/A

SMMV

+11.97%

5Y(CAGR)

EUSC

N/A

SMMV

+6.28%

10Y(CAGR)

EUSC

N/A

SMMV

+8.82%

Max(CAGR)

Winner

EUSC

+10.62%

SMMV

+8.82%

EUSC vs SMMV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	EUSC	SMMV
2026	+2.55%	+11.07%
2025	N/A	+6.75%
2024	N/A	+18.20%
2023	N/A	+5.48%
2022	N/A	-10.13%
2021	N/A	+17.89%
2020	N/A	-2.49%
2019	N/A	+25.22%
2018	N/A	+1.20%
2017	N/A	+14.31%
2016	N/A	+7.50%

EUSC vs SMMV Drawdown Comparison

The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The current SMMV drawdown is -0.36%.

Rank	EUSC	SMMV
#1	N/A	-38.77% Feb 20, 2020 - Jan 25, 2021
#2	N/A	-17.99% Nov 16, 2021 - May 16, 2024
#3	N/A	-15.19% Sep 11, 2018 - Apr 24, 2019
#4	N/A	-13.67% Nov 29, 2024 - Nov 28, 2025
#5	N/A	-7.54% Jan 26, 2018 - May 9, 2018
#6	N/A	-7.02% Mar 2, 2026 - Jun 26, 2026
#7	N/A	-5.54% Feb 12, 2021 - Mar 11, 2021
#8	N/A	-5.32% Sep 22, 2016 - Nov 15, 2016
#9	N/A	-4.85% Jul 31, 2024 - Aug 23, 2024
#10	N/A	-4.74% Sep 2, 2021 - Nov 3, 2021
#11	N/A	-4.57% Mar 15, 2021 - Apr 15, 2021
#12	N/A	-4.28% Jun 11, 2021 - Aug 30, 2021
#13	N/A	-4.22% Apr 26, 2021 - Jun 8, 2021
#14	N/A	-3.82% May 6, 2019 - Jun 19, 2019
#15	N/A	-3.43% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between EUSC and SMMV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2016 - 2026)

EUSC vs SMMV dividend yield comparison.

Year	EUSC	SMMV
2026	2.55%	0.82%
2025	0.00%	1.77%
2024	0.00%	1.76%
2023	0.00%	2.30%
2022	0.00%	1.67%
2021	0.00%	1.08%
2020	0.00%	1.39%
2019	0.00%	1.64%
2018	0.00%	1.72%
2017	0.00%	1.63%
2016	0.00%	0.79%