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ESIH.L vs. DFEU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESIH.L vs. DFEU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI Europe Health Care Sector UCITS ETF (ESIH.L) and iShares Europe Defence UCITS ETF EUR Accumulating (DFEU.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESIH.L achieves a -2.72% return, which is significantly lower than DFEU.L's 2.00% return.


ESIH.L

1D
3.06%
1M
1.79%
YTD
-2.72%
6M
-1.50%
1Y
8.89%
3Y*
2.83%
5Y*
5.89%
10Y*

DFEU.L

1D
0.75%
1M
-4.46%
YTD
2.00%
6M
6.75%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESIH.L vs. DFEU.L - Yearly Performance Comparison


Correlation

The correlation between ESIH.L and DFEU.L is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 8, 2025

0.12

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Return for Risk

ESIH.L vs. DFEU.L — Risk / Return Rank

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

ESIH.L
ESIH.L Risk / Return Rank: 1717
Overall Rank
ESIH.L Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
ESIH.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
ESIH.L Omega Ratio Rank: 1717
Omega Ratio Rank
ESIH.L Calmar Ratio Rank: 1717
Calmar Ratio Rank
ESIH.L Martin Ratio Rank: 1717
Martin Ratio Rank

DFEU.L
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.

ESIH.L vs. DFEU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Health Care Sector UCITS ETF (ESIH.L) and iShares Europe Defence UCITS ETF EUR Accumulating (DFEU.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.


ESIH.LDFEU.LDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.10

Calmar ratioReturn relative to maximum drawdown

0.64

Martin ratioReturn relative to average drawdown

1.54

ESIH.L vs. DFEU.L - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ESIH.LDFEU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

-0.42

+0.81

Drawdowns

ESIH.L vs. DFEU.L - Drawdown Comparison

The maximum ESIH.L drawdown since its inception was -24.44%, which is greater than DFEU.L's maximum drawdown of -20.99%. Use the drawdown chart below to compare losses from any high point for ESIH.L and DFEU.L.


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Drawdown Indicators


ESIH.LDFEU.LDifference

Max Drawdown

Largest peak-to-trough decline

-24.44%

-20.99%

-3.45%

Max Drawdown (1Y)

Largest decline over 1 year

-13.81%

Max Drawdown (3Y)

Largest decline over 3 years

-24.44%

Max Drawdown (5Y)

Largest decline over 5 years

-24.44%

Current Drawdown

Current decline from peak

-10.94%

-15.14%

+4.20%

Average Drawdown

Average peak-to-trough decline

-6.76%

-10.16%

+3.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.77%

Volatility

ESIH.L vs. DFEU.L - Volatility Comparison


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Volatility by Period


ESIH.LDFEU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.50%

Volatility (6M)

Calculated over the trailing 6-month period

12.21%

Volatility (1Y)

Calculated over the trailing 1-year period

16.83%

32.63%

-15.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.50%

32.63%

-17.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.36%

32.63%

-17.27%

ESIH.L vs. DFEU.L - Expense Ratio Comparison

ESIH.L has a 0.18% expense ratio, which is lower than DFEU.L's 0.35% expense ratio.


Dividends

ESIH.L vs. DFEU.L - Dividend Comparison

Neither ESIH.L nor DFEU.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ESIH.L and DFEU.L have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ESIH.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESIH.L is cheaper with a 0.18% expense ratio, compared with 0.35% for DFEU.L.

ESIH.L is categorized as Health & Biotech Equities, while DFEU.L is Aerospace & Defense. ESIH.L tracks MSCI World/Health Care NR USD, while DFEU.L tracks STOXX Europe Targeted Defence Index. Their fees differ too: 0.18% for ESIH.L and 0.35% for DFEU.L.

Portfolio Optimizer

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