Equity: Developed Europe - Small Cap

HEUS Top Performer Intra-day
Price $29.86
Today’s Change 0.00%
10:42am 04/16/2018
IEUS Bottom Performer Intra-day
Price $59.21
Today’s Change -1.02%
3:59pm 04/24/2018

ETF.com Insight

With 5 ETFs and over $1.75B in combined AUM, the Equity: Developed Europe - Small Cap segment provides exposure to the Developed Europe space with a focus on Small Cap securities.

Year-to-date, the best-performing ETF in the segment is the iShares MSCI Europe Small-Cap ETF (IEUS), with a total return of 3.40%. Meanwhile, the most popular ETF is the WisdomTree Europe SmallCap Dividend Fund (DFE) with $1.28BB in assets under management.

Investors should take a look at the iShares MSCI Europe Small-Cap ETF (IEUS). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. The iShares MSCI Europe Small-Cap ETF tracks a market-cap-weighted index of small-cap companies in developed countries of Europe. IEUS has an expense ratio of 0.40% and tracks the MSCI Europe Small Cap.

ETF.com Efficiency Insight

The average efficiency score in the Equity: Developed Europe - Small Cap segment is 79 out of 100, with the iShares MSCI Europe Small-Cap ETF(IEUS) obtaining the highest rating of 93 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.49% per year, with the iShares MSCI Europe Small-Cap ETF (IEUS) having the lowest expense ratio, charging investors 0.40% yearly.

Investors should look for funds with tight tracking, such as the SPDR EURO STOXX Small Cap ETF (SMEZ), with a 12-month median tracking difference of -0.16%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: Developed Europe - Small Cap segment is 70 out of 100, with the WisdomTree Europe SmallCap Dividend Fund(DFE) obtaining the highest rating of 81 out of 100.

The WisdomTree Europe SmallCap Dividend Fund (DFE) is the undisputed segment leader when it comes to liquidity. The fund trades 4.60M in daily average volume. Investors should also find ample liquidity in the iShares MSCI Europe Small-Cap ETF (IEUS), with $1.20M in daily dollar volume.

Use limit orders to trade funds such as the iShares Currency Hedged MSCI Europe Small-Cap ETF(HEUS), due to their double-digit market spreads.

ETF.com/ Block Liquidity

IEUS
5
4
3
2
1
DFE
5
4
3
2
1
EUSC
5
4
3
2
1
SMEZ
5
4
3
2
1
HEUS
5
4
3
2
1
This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The MSCI Europe Small Cap has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.

Investors trying to match a broad market exposure should pay attention to IEUS. This fund obtains a high Fit score and investors should capture market-like returns.

Other funds diverge from the market, by nature of their investment mandates; for example, EUSC follows a Currency Hedged Dividends strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology