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DBEU vs. FEZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DBEU vs. FEZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and SPDR EURO STOXX 50 ETF (FEZ). The values are adjusted to include any dividend payments, if applicable.

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DBEU vs. FEZ - 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%
FEZ
SPDR EURO STOXX 50 ETF
-3.44%37.81%3.57%27.16%-14.27%14.84%4.84%26.04%-15.85%24.80%

Returns By Period

In the year-to-date period, DBEU achieves a 1.50% return, which is significantly higher than FEZ's -3.44% return. Over the past 10 years, DBEU has outperformed FEZ with an annualized return of 10.77%, while FEZ has yielded a comparatively lower 9.68% annualized return.


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%

FEZ

1D
3.76%
1M
-9.30%
YTD
-3.44%
6M
0.89%
1Y
17.45%
3Y*
14.62%
5Y*
9.71%
10Y*
9.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DBEU vs. FEZ - Expense Ratio Comparison

DBEU has a 0.45% expense ratio, which is higher than FEZ's 0.29% expense ratio.


Return for Risk

DBEU vs. FEZ — 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

FEZ
FEZ Risk / Return Rank: 5151
Overall Rank
FEZ Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FEZ Sortino Ratio Rank: 5555
Sortino Ratio Rank
FEZ Omega Ratio Rank: 5050
Omega Ratio Rank
FEZ Calmar Ratio Rank: 5151
Calmar Ratio Rank
FEZ Martin Ratio Rank: 4949
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. FEZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) and SPDR EURO STOXX 50 ETF (FEZ). 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.


DBEUFEZDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.88

+0.05

Sortino ratio

Return per unit of downside risk

1.39

1.36

+0.03

Omega ratio

Gain probability vs. loss probability

1.21

1.18

+0.03

Calmar ratio

Return relative to maximum drawdown

1.20

1.19

+0.01

Martin ratio

Return relative to average drawdown

5.11

4.39

+0.71

DBEU vs. FEZ - Sharpe Ratio Comparison

The current DBEU Sharpe Ratio is 0.93, which is comparable to the FEZ Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of DBEU and FEZ, 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


DBEUFEZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.88

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.48

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

0.46

+0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.29

+0.27

Correlation

The correlation between DBEU and FEZ is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DBEU vs. FEZ - Dividend Comparison

DBEU's dividend yield for the trailing twelve months is around 4.49%, more than FEZ's 2.80% 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%
FEZ
SPDR EURO STOXX 50 ETF
2.80%2.78%2.94%2.75%3.06%2.61%2.13%2.61%3.45%2.44%3.35%3.03%

Drawdowns

DBEU vs. FEZ - Drawdown Comparison

The maximum DBEU drawdown since its inception was -34.50%, smaller than the maximum FEZ drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for DBEU and FEZ.


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Drawdown Indicators


DBEUFEZDifference

Max Drawdown

Largest peak-to-trough decline

-34.50%

-64.21%

+29.71%

Max Drawdown (1Y)

Largest decline over 1 year

-12.16%

-13.63%

+1.47%

Max Drawdown (5Y)

Largest decline over 5 years

-17.67%

-35.05%

+17.38%

Max Drawdown (10Y)

Largest decline over 10 years

-34.50%

-39.69%

+5.19%

Current Drawdown

Current decline from peak

-6.00%

-10.33%

+4.33%

Average Drawdown

Average peak-to-trough decline

-4.48%

-17.17%

+12.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.86%

3.68%

-0.82%

Volatility

DBEU vs. FEZ - Volatility Comparison

The current volatility for Xtrackers MSCI Europe Hedged Equity Fund (DBEU) is 6.15%, while SPDR EURO STOXX 50 ETF (FEZ) has a volatility of 8.77%. This indicates that DBEU experiences smaller price fluctuations and is considered to be less risky than FEZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBEUFEZDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.15%

8.77%

-2.62%

Volatility (6M)

Calculated over the trailing 6-month period

9.15%

12.59%

-3.44%

Volatility (1Y)

Calculated over the trailing 1-year period

17.00%

19.94%

-2.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

20.38%

-6.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.43%

21.00%

-4.57%