EUDG vs VTI
WisdomTree Europe Quality Dividend Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | EUDG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $70M | $666.9B | |
| Dividend Yield | 2.33% | 1.07% | |
| Holdings | 228 | 3,543 | |
| YTD Return | +7.84% | +12.65% | |
| 1Y Return | +17.27% | +21.39% | |
| 3Y Return (annualized) | +12.86% | +21.54% | |
| 5Y Return (annualized) | +5.49% | +12.11% | |
| Volatility (annualized) | 15.5% | 15.3% | |
| Max Drawdown | -33.8% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 7, 2014 | May 24, 2001 |
EUDG vs VTI Performance
WisdomTree Europe Quality Dividend Growth Fund (EUDG) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EUDG returned +17.27% while VTI returned +21.39%. Year to date, EUDG is up 7.84% versus a gain of 12.65% for VTI.
Over three years, EUDG compounded at +12.86% per year against +21.54% for VTI; over five years the annualized figures are +5.49% and +12.11% respectively. Across the full 12-year window we track, VTI has the edge at +8.07% annualized vs +5.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUDG has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -33.8% for EUDG and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EUDG charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, EUDG currently yields 2.33% against 1.07% for VTI.
Holdings Overlap
EUDG and VTI share 3 holdings out of 3012 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EUDG or VTI?
EUDG has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, EUDG or VTI?
Over the past year EUDG returned +17.27% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (12 years), EUDG annualized +5.06% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, EUDG or VTI?
EUDG has been the more volatile fund at 15.5% annualized versus 15.3% for VTI. Worst drawdown: EUDG -33.8% vs VTI -56.6%.
Should I hold both EUDG and VTI?
EUDG and VTI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EUDG and VTI?
EUDG and VTI share 3 common holdings with a 0.0% weight overlap. Combined, they hold 3012 unique securities.
Which pays a higher dividend, EUDG or VTI?
EUDG yields 2.33% while VTI yields 1.07%, so EUDG currently pays the higher dividend yield.
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