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WisdomTree Europe Quality Dividend Growth Fund

EUDG
$
Today’s Change
()

Snapshot
*

Inception Date
May 7, 2014
Expense Ratio
0.58%
Type
Global Ex. US Equities
Fund Owner
Wisdom Tree
Volume (1m avg. daily)
$467,010
AUM
$71,315,737
Associated Index
WisdomTree Europe Quality Dividend Growth Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus

Top 10 Holdings

MC
Lvmh Moet Hennessy Vuitton SE
5.38%
NOVN
Novartis AG - Registered Shares
5.08%
NESN
Nestle SA
3.68%
ITX
Industria De Diseno Textil SA
3.45%
SAN
Sanofi
3.43%
GSK
GSK Plc
3.08%
DTE
Deutsche Telekom AG - Registered Shares
2.87%
BATS
British American Tobacco Plc
2.82%
NOVO B
Novo Nordisk - Ordinary Shares - Class B
2.79%
ROG
Roche Holding AG
2.78%

What is EUDG?

WisdomTree Europe Quality Dividend Growth Index is a fundamentally weighted index that measures the performance of dividend-paying common stocks with growth characteristics selected from the WisdomTree International Equity Index. The Index is comprised of 300 companies from the eligible universe based on their combined ranking of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for return on equity and return on assets. Companies are weighted in the Index based on annual cash dividends paid.

1M
3M
6M
YTD
1Y
3Y
Max

EUDG
Performance Measures**

for the time period May 7, 2014 to Dec 4, 2025

Returns

1M Trailing Return: 5.0%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 5.0%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -33.8%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 17.3%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.41

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.17

The annualized return divided by the max drawdown for the selected time period.

ETFs related toEUDG

ETFs correlated to EUDG include IQDG, BBEU, VGK

EUDG
WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
IQDG
WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
BBEU
J.P.Morgan Investment Management Inc. - JPMorgan BetaBuilders Europe ETF
VGK
Vanguard Group, Inc. - Vanguard FTSE Europe ETF
IEV
BlackRock Institutional Trust Company N.A. - iShares Europe ETF
IEUR
BlackRock Institutional Trust Company N.A. - iShares Core MSCI Europe ETF
SPEU
SSgA Active Trust - SPDR Portfolio Europe ETF
IQLT
BlackRock Institutional Trust Company N.A. - iShares MSCI Intl Quality Factor ETF
QEFA
SSgA Active Trust - SPDR MSCI EAFE StrategicFactors SM ETF
EZU
BlackRock Institutional Trust Company N.A. - iShares MSCI EMU ETF
EWQ
BlackRock Institutional Trust Company N.A. - iShares MSCI France ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

FAQ

EUDG is a Global Ex. US Equities ETF. WisdomTree Europe Quality Dividend Growth Index is a fundamentally weighted index that measures the performance of dividend-paying common stocks with growth characteristics selected from the WisdomTree International Equity Index. The Index is comprised of 300 companies from the eligible universe based on their combined ranking of growth and quality factors. The growth factor ranking is based on long-term earnings growth expectations, while the quality factor ranking is based on three year historical averages for return on equity and return on assets. Companies are weighted in the Index based on annual cash dividends paid.

EUDG tracks the WisdomTree Europe Quality Dividend Growth Index.

EUDG dividend information: Dividend - Regular Payors. Dividend payouts may vary in terms of frequency of payouts.

No, EUDG is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, EUDG is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on EUDG is -0.0232%. This is the percent change in the value of EUDG over the most recent 1-month period. The 3-month return on EUDG is -0.0392%. This is the percent change in the value of EUDG over the most recent 3-month period.

The standard deviation of EUDG for the past year is 0.1764%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to EUDG include DGS, DFIV, and DXJ.

ETFs correlated to EUDG include IQDG, BBEU, and VGK.

ETFs that are inversely correlated to EUDG include EPV, EFZ, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.