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DBEU vs. ENOR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DBEU vs. ENOR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and iShares MSCI Norway ETF (ENOR). The values are adjusted to include any dividend payments, if applicable.

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DBEU vs. ENOR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBEU
Xtrackers MSCI Europe Hedged Equity Fund
1.50%22.18%9.17%17.43%-6.25%23.99%-1.42%27.32%-8.49%14.60%
ENOR
iShares MSCI Norway ETF
28.39%32.00%-2.29%4.80%-12.53%18.69%2.54%12.77%-8.50%21.98%

Returns By Period

In the year-to-date period, DBEU achieves a 1.50% return, which is significantly lower than ENOR's 28.39% return. Both investments have delivered pretty close results over the past 10 years, with DBEU having a 10.77% annualized return and ENOR not far behind at 10.41%.


DBEU

1D
2.31%
1M
-5.42%
YTD
1.50%
6M
7.49%
1Y
15.73%
3Y*
13.20%
5Y*
11.05%
10Y*
10.77%

ENOR

1D
2.75%
1M
7.24%
YTD
28.39%
6M
30.76%
1Y
46.68%
3Y*
22.37%
5Y*
10.05%
10Y*
10.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DBEU vs. ENOR - Expense Ratio Comparison

DBEU has a 0.45% expense ratio, which is lower than ENOR's 0.53% expense ratio.


Return for Risk

DBEU vs. ENOR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBEU
DBEU Risk / Return Rank: 5454
Overall Rank
DBEU Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
DBEU Sortino Ratio Rank: 5454
Sortino Ratio Rank
DBEU Omega Ratio Rank: 5757
Omega Ratio Rank
DBEU Calmar Ratio Rank: 4949
Calmar Ratio Rank
DBEU Martin Ratio Rank: 5454
Martin Ratio Rank

ENOR
ENOR Risk / Return Rank: 9292
Overall Rank
ENOR Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
ENOR Sortino Ratio Rank: 9292
Sortino Ratio Rank
ENOR Omega Ratio Rank: 9393
Omega Ratio Rank
ENOR Calmar Ratio Rank: 9191
Calmar Ratio Rank
ENOR Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DBEU vs. ENOR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and iShares MSCI Norway ETF (ENOR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DBEUENORDifference

Sharpe ratio

Return per unit of total volatility

0.93

2.04

-1.11

Sortino ratio

Return per unit of downside risk

1.39

2.74

-1.35

Omega ratio

Gain probability vs. loss probability

1.21

1.42

-0.21

Calmar ratio

Return relative to maximum drawdown

1.20

3.14

-1.94

Martin ratio

Return relative to average drawdown

5.11

12.84

-7.73

DBEU vs. ENOR - Sharpe Ratio Comparison

The current DBEU Sharpe Ratio is 0.93, which is lower than the ENOR Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of DBEU and ENOR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DBEUENORDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

2.04

-1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.45

+0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.43

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.26

+0.30

Correlation

The correlation between DBEU and ENOR is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DBEU vs. ENOR - Dividend Comparison

DBEU's dividend yield for the trailing twelve months is around 4.49%, more than ENOR's 2.30% yield.


TTM20252024202320222021202020192018201720162015
DBEU
Xtrackers MSCI Europe Hedged Equity Fund
4.49%4.55%0.07%3.64%1.96%1.87%2.44%2.77%3.55%2.28%9.92%5.50%
ENOR
iShares MSCI Norway ETF
2.30%2.96%6.32%5.06%4.02%2.24%2.39%3.15%2.79%2.47%2.96%3.24%

Drawdowns

DBEU vs. ENOR - Drawdown Comparison

The maximum DBEU drawdown since its inception was -34.50%, smaller than the maximum ENOR drawdown of -55.35%. Use the drawdown chart below to compare losses from any high point for DBEU and ENOR.


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Drawdown Indicators


DBEUENORDifference

Max Drawdown

Largest peak-to-trough decline

-34.50%

-55.35%

+20.85%

Max Drawdown (1Y)

Largest decline over 1 year

-12.16%

-15.10%

+2.94%

Max Drawdown (5Y)

Largest decline over 5 years

-17.67%

-32.65%

+14.98%

Max Drawdown (10Y)

Largest decline over 10 years

-34.50%

-54.21%

+19.71%

Current Drawdown

Current decline from peak

-6.00%

0.00%

-6.00%

Average Drawdown

Average peak-to-trough decline

-4.48%

-16.76%

+12.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

3.70%

-0.84%

Volatility

DBEU vs. ENOR - Volatility Comparison

The current volatility for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) is 6.15%, while iShares MSCI Norway ETF (ENOR) has a volatility of 7.60%. This indicates that DBEU experiences smaller price fluctuations and is considered to be less risky than ENOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBEUENORDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.15%

7.60%

-1.45%

Volatility (6M)

Calculated over the trailing 6-month period

9.15%

13.33%

-4.18%

Volatility (1Y)

Calculated over the trailing 1-year period

17.00%

23.04%

-6.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

22.27%

-8.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.43%

24.08%

-7.65%