WDGF vs IEFA

AWDGF

BIEFA

Measures won0–4IEFA wins · of 6 · 5Y

$10,000 · 5Y$15,337VEA · IEFA $14,690

Lowest cost0.03%VEA · $3 on $10k

Most income3.40%IEFA · $340 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common1.6%WDGF and IEFA

WisdomTree Global Defense Fund · $5MiShares Core MSCI EAFE ETF · $192B

[…]3 years · per year[…] · $16,648+18.5%

[…]5 years · per year[…] · $14,690+8.0%

0.45%Expense ratio$45 · $7 on $10k · lower wins0.07%

0.05%12-mo yield$5 · $340 on $10k3.40%

Cards for this view

WDGF

WisdomTree Global Defense Fund

[…]

IEFA

iShares Core MSCI EAFE

$14,690

MeasureWDGFIEFA

Fee0.45%0.07%

Cost on $10k a year$45$7

Yield0.05%3.40%

5 years, per year[…]+8.0%

3 years, per year[…]+18.5%

Worst drop · 1Y−21.1%−11.5%

Volatility · 1Y23.6%16.5%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−1.8%	−3.1%	−3.3%	new	new	−21.1%	$5M

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	AWDGF	WisdomTree Global Defense FundRead Desk	0.45%	0.05%	−1.8%	−3.1%	−3.3%	new	new	−21.1%	$5M

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