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DFNG.L vs. TRET.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFNG.L vs. TRET.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in VanEck Defense UCITS ETF (DFNG.L) and VanEck Global Real Estate UCITS ETF (TRET.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

DFNG.L is traded in GBP, while TRET.L is traded in USD. To make them comparable, the TRET.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, DFNG.L achieves a -6.30% return, which is significantly lower than TRET.L's 12.92% return.


DFNG.L

1D
0.00%
1M
-8.90%
6M
-23.06%
YTD
-6.30%
1Y
-0.54%
3Y*
32.59%
5Y*
10Y*

TRET.L

1D
1.13%
1M
4.35%
6M
9.23%
YTD
12.92%
1Y
18.99%
3Y*
11.17%
5Y*
3.82%
10Y*
5.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFNG.L vs. TRET.L - Yearly Performance Comparison


2026 (YTD)202520242023
DFNG.L
VanEck Defense UCITS ETF
-6.30%56.54%46.20%-1.18%
TRET.L
VanEck Global Real Estate UCITS ETF
12.92%6.26%2.84%11.40%

Correlation

The correlation between DFNG.L and TRET.L is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2023

0.22

The correlation between DFNG.L and TRET.L shifts across timeframes, from 0.05 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DFNG.L vs. TRET.L — Risk / Return Rank

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

DFNG.L
DFNG.L Risk / Return Rank: 1010
Overall Rank
DFNG.L Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
DFNG.L Sortino Ratio Rank: 1010
Sortino Ratio Rank
DFNG.L Omega Ratio Rank: 1010
Omega Ratio Rank
DFNG.L Calmar Ratio Rank: 1010
Calmar Ratio Rank
DFNG.L Martin Ratio Rank: 99
Martin Ratio Rank

TRET.L
TRET.L Risk / Return Rank: 5454
Overall Rank
TRET.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
TRET.L Sortino Ratio Rank: 6161
Sortino Ratio Rank
TRET.L Omega Ratio Rank: 5454
Omega Ratio Rank
TRET.L Calmar Ratio Rank: 4646
Calmar Ratio Rank
TRET.L Martin Ratio Rank: 4848
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.

DFNG.L vs. TRET.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Defense UCITS ETF (DFNG.L) and VanEck Global Real Estate UCITS ETF (TRET.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DFNG.LTRET.LDifference
Sharpe ratioReturn per unit of total volatility

-1.45

Sortino ratioReturn per unit of downside risk

-1.94

Omega ratioGain probability vs. loss probability

1.02

1.25

-0.23

Calmar ratioReturn relative to maximum drawdown

-0.02

2.10

-2.12

Martin ratioReturn relative to average drawdown

-0.05

6.44

-6.49

DFNG.L vs. TRET.L - Sharpe Ratio Comparison

The current DFNG.L Sharpe Ratio is -0.02, which is lower than the TRET.L Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of DFNG.L and TRET.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DFNG.L vs. TRET.L - Drawdown Comparison

The maximum DFNG.L drawdown since its inception was -24.31%, smaller than the maximum TRET.L drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for DFNG.L and TRET.L.


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Drawdown Indicators


DFNG.LTRET.LDifference

Max Drawdown

Largest peak-to-trough decline

-24.31%

-36.12%

+11.81%

Max Drawdown (1Y)

Largest decline over 1 year

-24.31%

-9.00%

-15.31%

Max Drawdown (3Y)

Largest decline over 3 years

-24.31%

-15.30%

-9.01%

Max Drawdown (5Y)

Largest decline over 5 years

-27.34%

Max Drawdown (10Y)

Largest decline over 10 years

-36.12%

Current Drawdown

Current decline from peak

-23.46%

0.00%

-23.46%

Average Drawdown

Average peak-to-trough decline

-5.44%

-10.06%

+4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.21%

2.94%

+7.27%

Volatility

DFNG.L vs. TRET.L - Volatility Comparison

VanEck Defense UCITS ETF (DFNG.L) has a higher volatility of 8.96% compared to VanEck Global Real Estate UCITS ETF (TRET.L) at 5.01%. This indicates that DFNG.L's price experiences larger fluctuations and is considered to be riskier than TRET.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFNG.LTRET.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.96%

5.01%

+3.95%

Volatility (6M)

Calculated over the trailing 6-month period

19.44%

11.18%

+8.26%

Volatility (1Y)

Calculated over the trailing 1-year period

25.73%

13.20%

+12.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.64%

15.78%

+7.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.64%

17.71%

+5.93%

DFNG.L vs. TRET.L - Expense Ratio Comparison

DFNG.L has a 0.55% expense ratio, which is higher than TRET.L's 0.25% expense ratio.


Dividends

DFNG.L vs. TRET.L - Dividend Comparison

DFNG.L has not paid dividends to shareholders, while TRET.L's dividend yield for the trailing twelve months is around 3.22%.


PositionTTM202520242023202220212020201920182017
DFNG.L
VanEck Defense UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TRET.L
VanEck Global Real Estate UCITS ETF
3.22%3.54%3.56%3.54%4.55%1.86%4.18%3.32%5.03%3.63%

Frequently Asked Questions


DFNG.L and TRET.L have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRET.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRET.L is cheaper with a 0.25% expense ratio, compared with 0.55% for DFNG.L.

DFNG.L is categorized as Aerospace & Defense, while TRET.L is REIT. DFNG.L tracks MarketVector Global Defense Industry index, while TRET.L tracks GPR Global 100 Index. Their fees differ too: 0.55% for DFNG.L and 0.25% for TRET.L.

Portfolio Optimizer

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