EUAD vs. NATO.L
Compare and contrast key facts about Select STOXX Europe Aerospace & Defense ETF (EUAD) and HANetf Future of Defence UCITS ETF - Accumulating (NATO.L).
EUAD and NATO.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUAD is a passively managed fund by Select Funds that tracks the performance of the STOXX Europe Total Market Aerospace & Defense Index. It was launched on Oct 22, 2024. NATO.L is a passively managed fund by HANetf that tracks the performance of the EQM Future of Defence Index. It was launched on Jul 4, 2023. Both EUAD and NATO.L 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: EUAD or NATO.L.
Correlation
The correlation between EUAD and NATO.L is 0.55, 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
EUAD vs. NATO.L - Performance Comparison
Key characteristics
EUAD:
32.29%
NATO.L:
20.95%
EUAD:
-17.83%
NATO.L:
-21.84%
EUAD:
-6.38%
NATO.L:
-1.25%
Returns By Period
In the year-to-date period, EUAD achieves a 39.27% return, which is significantly higher than NATO.L's 25.56% return.
EUAD
39.27%
-2.14%
N/A
N/A
N/A
N/A
NATO.L
25.56%
2.90%
25.84%
49.17%
N/A
N/A
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EUAD vs. NATO.L - Expense Ratio Comparison
EUAD has a 0.50% expense ratio, which is higher than NATO.L's 0.49% expense ratio.
Risk-Adjusted Performance
EUAD vs. NATO.L — Risk-Adjusted Performance Rank
EUAD
NATO.L
EUAD vs. NATO.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) and HANetf Future of Defence UCITS ETF - Accumulating (NATO.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.
Not enough dataDividends
EUAD vs. NATO.L - Dividend Comparison
EUAD's dividend yield for the trailing twelve months is around 0.07%, while NATO.L has not paid dividends to shareholders.
| TTM | 2024 | |
|---|---|---|
EUAD Select STOXX Europe Aerospace & Defense ETF | 0.07% | 0.10% |
NATO.L HANetf Future of Defence UCITS ETF - Accumulating | 0.00% | 0.00% |
Drawdowns
EUAD vs. NATO.L - Drawdown Comparison
The maximum EUAD drawdown since its inception was -17.83%, smaller than the maximum NATO.L drawdown of -21.84%. Use the drawdown chart below to compare losses from any high point for EUAD and NATO.L. For additional features, visit the drawdowns tool.
Volatility
EUAD vs. NATO.L - Volatility Comparison
Select STOXX Europe Aerospace & Defense ETF (EUAD) has a higher volatility of 14.85% compared to HANetf Future of Defence UCITS ETF - Accumulating (NATO.L) at 12.88%. This indicates that EUAD's price experiences larger fluctuations and is considered to be riskier than NATO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.