DBEZ vs. EUDG
Compare and contrast key facts about Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) and WisdomTree Europe Quality Dividend Growth Fund (EUDG).
DBEZ and EUDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DBEZ is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI EMU IMI 100% Hedged to USD Net Variant. It was launched on Dec 10, 2014. EUDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Europe Quality Dividend Growth Index. It was launched on May 7, 2014. Both DBEZ and EUDG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBEZ or EUDG.
Correlation
The correlation between DBEZ and EUDG is 0.69, 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.
Performance
DBEZ vs. EUDG - Performance Comparison
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Key characteristics
DBEZ:
0.74
EUDG:
0.41
DBEZ:
1.18
EUDG:
0.71
DBEZ:
1.16
EUDG:
1.09
DBEZ:
0.91
EUDG:
0.50
DBEZ:
3.67
EUDG:
1.12
DBEZ:
3.85%
EUDG:
6.10%
DBEZ:
18.75%
EUDG:
16.41%
DBEZ:
-38.76%
EUDG:
-33.76%
DBEZ:
0.00%
EUDG:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with DBEZ having a 16.94% return and EUDG slightly higher at 17.11%. Over the past 10 years, DBEZ has outperformed EUDG with an annualized return of 8.42%, while EUDG has yielded a comparatively lower 6.06% annualized return.
DBEZ
16.94%
12.75%
19.57%
13.85%
16.70%
16.72%
8.42%
EUDG
17.11%
7.25%
15.11%
6.68%
9.79%
10.49%
6.06%
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DBEZ vs. EUDG - Expense Ratio Comparison
DBEZ has a 0.47% expense ratio, which is lower than EUDG's 0.58% expense ratio.
Risk-Adjusted Performance
DBEZ vs. EUDG — Risk-Adjusted Performance Rank
DBEZ
EUDG
DBEZ vs. EUDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) and WisdomTree Europe Quality Dividend Growth Fund (EUDG). 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.
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Dividends
DBEZ vs. EUDG - Dividend Comparison
DBEZ's dividend yield for the trailing twelve months is around 0.53%, less than EUDG's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF | 0.53% | 0.62% | 1.84% | 1.68% | 1.64% | 1.99% | 2.85% | 2.56% | 2.12% | 3.42% | 4.92% | 0.00% |
EUDG WisdomTree Europe Quality Dividend Growth Fund | 2.07% | 2.41% | 2.14% | 3.07% | 2.98% | 1.87% | 2.30% | 3.00% | 1.55% | 2.49% | 2.10% | 0.97% |
Drawdowns
DBEZ vs. EUDG - Drawdown Comparison
The maximum DBEZ drawdown since its inception was -38.76%, which is greater than EUDG's maximum drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for DBEZ and EUDG. For additional features, visit the drawdowns tool.
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Volatility
DBEZ vs. EUDG - Volatility Comparison
Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) has a higher volatility of 3.86% compared to WisdomTree Europe Quality Dividend Growth Fund (EUDG) at 3.65%. This indicates that DBEZ's price experiences larger fluctuations and is considered to be riskier than EUDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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