DWM vs. VEA ETF Comparison
Comparison of WisdomTree DEFA Fund (DWM) to Vanguard FTSE Developed Markets ETF (VEA)
DWM
WisdomTree DEFA Fund
DWM Description
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dividend Index of Europe, Far East Asia and Australasia. The fund normally invests at least 95% of its total assets (exclusive of collateral held from securities lending) in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is comprised of dividend-paying companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$53.83
Average Daily Volume
19,096
21
VEA
Vanguard FTSE Developed Markets ETF
VEA Description
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the FTSE Developed ex North America Index, which includes approximately 1,385 common stocks of companies located in developed countries of Europe, Australia, Asia, and the Far East. It uses statistical methods to "sample" the index, aiming to closely track its investment performance while limiting investments in Index securities that have undesirable tax characteristics in an attempt to minimize taxable income distributions.Grade (RS Rating)
Last Trade
$49.40
Average Daily Volume
8,930,359
61
Performance
Period | DWM | VEA |
---|---|---|
30 Days | -3.32% | -3.33% |
60 Days | -5.42% | -5.14% |
90 Days | -5.46% | -5.61% |
12 Months | 11.87% | 11.43% |
20 Overlapping Holdings
Symbol | Grade | Weight in DWM | Weight in VEA | Overlap | |
---|---|---|---|---|---|
ABBV | F | 0.5% | 0.38% | 0.38% | |
AEI | D | 0.03% | 0.02% | 0.02% | |
BCS | A | 0.18% | 0.19% | 0.18% | |
DEO | F | 0.27% | 0.3% | 0.27% | |
E | F | 0.43% | 0.15% | 0.15% | |
FRO | D | 0.06% | 0.01% | 0.01% | |
HMC | F | 0.32% | 0.21% | 0.21% | |
HSBH | B | 2.15% | 0.73% | 0.73% | |
LOGI | D | 0.04% | 0.05% | 0.04% | |
LYG | D | 0.19% | 0.18% | 0.18% | |
MFG | A | 0.19% | 0.23% | 0.19% | |
MNTX | B | 0.02% | 0.0% | 0.0% | |
MUFG | B | 0.52% | 0.52% | 0.52% | |
NMR | B | 0.03% | 0.06% | 0.03% | |
NVS | F | 1.62% | 0.96% | 0.96% | |
SMFG | B | 0.35% | 0.34% | 0.34% | |
SONY | B | 0.12% | 0.46% | 0.12% | |
TM | F | 1.3% | 0.88% | 0.88% | |
UL | D | 0.95% | 0.65% | 0.65% | |
VGR | B | 0.01% | 0.0% | 0.0% |
DWM Overweight 1 Positions Relative to VEA
Symbol | Grade | Weight | |
---|---|---|---|
UBCP | D | 0.02% |
DWM Underweight 41 Positions Relative to VEA
Symbol | Grade | Weight | |
---|---|---|---|
TD | D | -0.42% | |
SHOP | B | -0.41% | |
CNI | F | -0.26% | |
WCN | A | -0.2% | |
FLUT | A | -0.18% | |
GOLD | C | -0.15% | |
STLA | F | -0.12% | |
SW | A | -0.11% | |
KB | B | -0.09% | |
SHG | C | -0.08% | |
RBA | A | -0.07% | |
XRX | F | -0.06% | |
QGEN | D | -0.04% | |
WFG | C | -0.03% | |
OTEX | F | -0.03% | |
PRMW | C | -0.02% | |
KEP | B | -0.02% | |
MBAVU | C | -0.02% | |
AGCO | D | -0.02% | |
GOGL | F | -0.01% | |
DOOO | F | -0.01% | |
LSPD | C | -0.01% | |
LPL | D | -0.01% | |
TAC | A | -0.01% | |
LIF | C | -0.01% | |
GEN | B | -0.0% | |
CALX | D | -0.0% | |
CTS | C | -0.0% | |
SLDB | F | -0.0% | |
GCBC | C | -0.0% | |
AUDC | D | -0.0% | |
VMAR | F | -0.0% | |
CHGX | A | -0.0% | |
RENB | F | -0.0% | |
IONR | D | -0.0% | |
SSBI | D | -0.0% | |
FLNG | C | -0.0% | |
ELBM | D | -0.0% | |
TRMD | F | -0.0% | |
PIXY | F | -0.0% | |
SPNS | F | -0.0% |
DWM: Top Represented Industries & Keywords
VEA: Top Represented Industries & Keywords