SMMV vs EUSC

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

SMMV vs EUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

SMMV

$289M

Winner

EUSC

$289M

Expense Ratio

Winner

SMMV

0.20%

EUSC

0.58%

Max Drawdown

SMMV

38.77%

EUSC

N/A

Sharpe Ratio

SMMV

0.94

Winner

EUSC

1.26

5Y Beta

SMMV

0.49

Winner

EUSC

0.01

P/E Ratio

SMMV

24.09

EUSC

N/A

Forward P/E

SMMV

16.78

EUSC

N/A

5Y Dividends CAGR

SMMV

12.11%

EUSC

N/A

5Y EPS CAGR

SMMV

12.87%

EUSC

N/A

P/S Ratio

SMMV

1.56

EUSC

N/A

P/B Ratio

SMMV

2.53

EUSC

N/A

SMMV vs EUSC - Historical Returns

Returns include dividend reinvestment.

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

Winner

SMMV

+1.42%

EUSC

+0.00%

Winner

SMMV

+7.47%

EUSC

+2.55%

SMMV

+4.22%

EUSC

N/A

SMMV

+11.97%

EUSC

N/A

5Y(CAGR)

SMMV

+6.28%

EUSC

N/A

10Y(CAGR)

SMMV

+8.82%

EUSC

N/A

Max(CAGR)

SMMV

+8.82%

Winner

EUSC

+10.62%

SMMV vs EUSC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

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

Correlation

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

0.90

-101

Dividend Comparison (2016 - 2026)

SMMV vs EUSC dividend yield comparison.

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