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DFEP
+0.97 · +4.92%
£20.69 · LSE
WisdomTree Europe SmallCap Dividend UCITS ETF - Acc | Europe Small-Cap Equity
WisdomTree Management Limited · Ireland
AUM:£27.1M
#– of – in Europe Small-Cap Equity ETFs
ℹ️
Reward Rating
64
Good
19.32% 1Y return
ℹ️
Risk Rating
39
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

📈 Up 19.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.38% — moderate cost. Consider how fees compound over long holding periods.

What is DFEP?

WisdomTree Europe SmallCap Dividend UCITS ETF - Acc tracks Morningstar Dev Eur Sml TME NR EUR, providing diversified exposure across 50 holdings. Its ongoing charge is 0.38%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
DFEP delivered 19.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.38%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 13.5% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Good (64)

The scoring profile reflects moderate historical performance, with a 19.3% 1-year return (historical). The ongoing charge of 0.38% should be considered against long-term return expectations. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM£27.1M
Ongoing Charge0.38%
Dividend Yield0.00%
Holdings50
Inception DateNov 2016
DomicileIreland
DistributionNA
IndexMorningstar Dev Eur Sml TME NR EUR
ProviderWisdomTree Management Limited
Beta–
CategoryEurope Small-Cap Equity
CurrencyGBX
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.0%
1Y
+16.5%
3Y
+43.7%
5Y
+35.9%
OpenBook InsightIf you had invested £10,000 in DFEP 5 years ago, it would have grown to £13,592 — a gain of £3,592.

Annual Returns

Calendar year performance

DFEP delivered positive returns in 4 of the last 5 calendar years.
YearDFEP
2026 YTD+7.6%
2025+21.4%
2024+2.0%
2023+7.0%
2022-11.4%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +5.3%Worst year: -11.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.5%
Low
Momentum
+2.0%
30-day change
Support Level
20.87
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.

Reward Rating Breakdown

Our reward rating analyses DFEP's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
64
Good REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
56/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
19.32%
Good
3Y Return
10.05%
Good
5Y Return
8.39%
Good
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Solid historical performance: 1-year return of 19.32%, 3-year annualised 10.05%, 5-year annualised 8.39%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
80/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.38%
Weak
Net Expense Ratio
0.00%
Very Good
Annual Turnover
0.00%
Very Good
Tracking Difference
—
No Data

Low-cost and efficient structure: ongoing charge of 0.38%, net expense ratio of 0.00%, annual turnover of 0.0%.

💵 Income

Weight: 15%
Not applicable

This is an accumulating ETF. It reinvests distributions inside the fund rather than paying cash to unit-holders, so income metrics don't apply. Reward is scored on the other three factors with the 15% income weight redistributed proportionally.

🌐 Diversification Quality

Weight: 25%
53/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
13.55%
Very Good
Top Sector
Industrials28.1%
Neutral
Top Region
Europe Developed68.9%
Neutral

Concentrated but typical for its category: 50 holdings, top 10 at 13.5%, Industrials sector at 28.1%, Europe Developed at 68.9%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses DFEP using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
39
Moderate RISK
Data Coverage: 75%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
34/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
13.55%
Low Risk
Largest Holding
2.51%
Lower Risk
Number of Holdings
50
Moderate
HHI (weight²)
20
Low Risk

Reasonable spread across positions: top 10 holdings at 13.5%, largest single position at 2.51%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
72/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
Europe Developed68.9%
Moderate
Top Sector
Industrials28.1%
Moderate
Top 2 Sectors
43.12%
Moderate
Cyclical Sectors
59.25%
Elevated

High market-exposure risk — returns closely track a narrow slice of the market: Europe Developed at 68.9%, Industrials sector at 28.1%, 59.2% in cyclical sectors.

📊 Volatility

Weight: 35%
20/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
7.23%
Lower Risk
Beta
—
No Data
Max Drawdown
—
No Data

Below-average volatility: 1Y volatility of 7.23% (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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