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ESLT vs. DFEN.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESLT vs. DFEN.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Elbit Systems Ltd (ESLT) and VanEck Defense UCITS ETF A (DFEN.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ESLT is traded in USD, while DFEN.DE is traded in EUR. To make them comparable, the DFEN.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, ESLT achieves a 48.00% return, which is significantly higher than DFEN.DE's 1.46% return.


ESLT

1D
-6.48%
1M
9.58%
YTD
48.00%
6M
66.16%
1Y
98.98%
3Y*
60.86%
5Y*
46.38%
10Y*
26.53%

DFEN.DE

1D
0.49%
1M
1.00%
YTD
1.46%
6M
2.92%
1Y
13.94%
3Y*
40.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESLT vs. DFEN.DE - Yearly Performance Comparison


2026 (YTD)202520242023
ESLT
Elbit Systems Ltd
48.00%125.14%22.17%22.67%
DFEN.DE
VanEck Defense UCITS ETF A
1.46%70.20%43.28%24.17%

Correlation

The correlation between ESLT and DFEN.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.49

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

0.36

Correlation (All Time)
Calculated using the full available price history since Apr 5, 2023

0.34

The correlation between ESLT and DFEN.DE shifts across timeframes, from 0.34 (all time) to 0.49 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ESLT vs. DFEN.DE — Risk / Return Rank

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

ESLT
ESLT Risk / Return Rank: 9090
Overall Rank
ESLT Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
ESLT Sortino Ratio Rank: 9191
Sortino Ratio Rank
ESLT Omega Ratio Rank: 8888
Omega Ratio Rank
ESLT Calmar Ratio Rank: 8888
Calmar Ratio Rank
ESLT Martin Ratio Rank: 8989
Martin Ratio Rank

DFEN.DE
DFEN.DE Risk / Return Rank: 1919
Overall Rank
DFEN.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
DFEN.DE Sortino Ratio Rank: 2020
Sortino Ratio Rank
DFEN.DE Omega Ratio Rank: 1919
Omega Ratio Rank
DFEN.DE Calmar Ratio Rank: 2020
Calmar Ratio Rank
DFEN.DE Martin Ratio Rank: 1818
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.

ESLT vs. DFEN.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Elbit Systems Ltd (ESLT) and VanEck Defense UCITS ETF A (DFEN.DE). 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.


ESLTDFEN.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.71

Sortino ratioReturn per unit of downside risk

+2.24

Omega ratioGain probability vs. loss probability

1.38

1.11

+0.27

Calmar ratioReturn relative to maximum drawdown

3.83

0.71

+3.12

Martin ratioReturn relative to average drawdown

10.61

1.73

+8.88

ESLT vs. DFEN.DE - Sharpe Ratio Comparison

The current ESLT Sharpe Ratio is 2.26, which is higher than the DFEN.DE Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of ESLT and DFEN.DE, 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

ESLT vs. DFEN.DE - Drawdown Comparison

The maximum ESLT drawdown since its inception was -53.79%, which is greater than DFEN.DE's maximum drawdown of -19.59%. Use the drawdown chart below to compare losses from any high point for ESLT and DFEN.DE.


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Drawdown Indicators


ESLTDFEN.DEDifference

Max Drawdown

Largest peak-to-trough decline

-53.79%

-19.59%

-34.20%

Max Drawdown (1Y)

Largest decline over 1 year

-25.98%

-19.59%

-6.39%

Max Drawdown (3Y)

Largest decline over 3 years

-25.98%

-19.59%

-6.39%

Max Drawdown (5Y)

Largest decline over 5 years

-32.89%

Max Drawdown (10Y)

Largest decline over 10 years

-32.89%

Current Drawdown

Current decline from peak

-15.71%

-16.58%

+0.87%

Average Drawdown

Average peak-to-trough decline

-13.91%

-3.51%

-10.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.36%

8.02%

+1.34%

Volatility

ESLT vs. DFEN.DE - Volatility Comparison

Elbit Systems Ltd (ESLT) has a higher volatility of 19.89% compared to VanEck Defense UCITS ETF A (DFEN.DE) at 7.93%. This indicates that ESLT's price experiences larger fluctuations and is considered to be riskier than DFEN.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESLTDFEN.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.89%

7.93%

+11.96%

Volatility (6M)

Calculated over the trailing 6-month period

35.93%

19.89%

+16.04%

Volatility (1Y)

Calculated over the trailing 1-year period

44.11%

25.41%

+18.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.66%

21.76%

+11.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.42%

21.76%

+7.66%

Dividends

ESLT vs. DFEN.DE - Dividend Comparison

ESLT's dividend yield for the trailing twelve months is around 0.36%, while DFEN.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DFEN.DE
VanEck Defense UCITS ETF A
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ESLT
Elbit Systems Ltd
0.36%0.47%0.77%0.94%1.22%1.03%1.28%1.14%1.54%1.32%1.57%1.63%

Frequently Asked Questions


ESLT and DFEN.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for ESLT and DFEN.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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