PortfoliosLab logoPortfoliosLab logo
EUAD vs. SRFM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUAD vs. SRFM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Select STOXX Europe Aerospace & Defense ETF (EUAD) and Surf Air Mobility Inc. (SRFM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EUAD achieves a -2.37% return, which is significantly higher than SRFM's -44.33% return.


EUAD

1D
-0.77%
1M
4.47%
YTD
-2.37%
6M
-0.54%
1Y
2.75%
3Y*
5Y*
10Y*

SRFM

1D
-2.70%
1M
-12.90%
YTD
-44.33%
6M
-48.57%
1Y
-51.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUAD vs. SRFM - Yearly Performance Comparison


2026 (YTD)20252024
EUAD
Select STOXX Europe Aerospace & Defense ETF
-2.37%74.51%-6.86%
SRFM
Surf Air Mobility Inc.
-44.33%-64.01%179.27%

Correlation

The correlation between EUAD and SRFM is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2024

0.29

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EUAD vs. SRFM — Risk / Return Rank

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

EUAD
EUAD Risk / Return Rank: 1111
Overall Rank
EUAD Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
EUAD Sortino Ratio Rank: 1111
Sortino Ratio Rank
EUAD Omega Ratio Rank: 1111
Omega Ratio Rank
EUAD Calmar Ratio Rank: 1111
Calmar Ratio Rank
EUAD Martin Ratio Rank: 1111
Martin Ratio Rank

SRFM
SRFM Risk / Return Rank: 3131
Overall Rank
SRFM Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
SRFM Sortino Ratio Rank: 3838
Sortino Ratio Rank
SRFM Omega Ratio Rank: 3737
Omega Ratio Rank
SRFM Calmar Ratio Rank: 2222
Calmar Ratio Rank
SRFM Martin Ratio Rank: 2828
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.

EUAD vs. SRFM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Select STOXX Europe Aerospace & Defense ETF (EUAD) and Surf Air Mobility Inc. (SRFM). 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.


EUADSRFMDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.08

Omega ratioGain probability vs. loss probability

1.04

1.03

+0.01

Calmar ratioReturn relative to maximum drawdown

0.13

-0.59

+0.71

Martin ratioReturn relative to average drawdown

0.30

-0.76

+1.06

EUAD vs. SRFM - Sharpe Ratio Comparison

The current EUAD Sharpe Ratio is 0.09, which is higher than the SRFM Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of EUAD and SRFM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

EUAD vs. SRFM - Drawdown Comparison

The maximum EUAD drawdown since its inception was -22.04%, smaller than the maximum SRFM drawdown of -97.29%. Use the drawdown chart below to compare losses from any high point for EUAD and SRFM.


Loading charts...

Drawdown Indicators


EUADSRFMDifference

Max Drawdown

Largest peak-to-trough decline

-22.04%

-97.29%

+75.25%

Max Drawdown (1Y)

Largest decline over 1 year

-22.04%

-88.30%

+66.26%

Current Drawdown

Current decline from peak

-14.81%

-96.91%

+82.10%

Average Drawdown

Average peak-to-trough decline

-5.88%

-87.68%

+81.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.34%

67.54%

-58.20%

Volatility

EUAD vs. SRFM - Volatility Comparison

The current volatility for Select STOXX Europe Aerospace & Defense ETF (EUAD) is 9.65%, while Surf Air Mobility Inc. (SRFM) has a volatility of 16.48%. This indicates that EUAD experiences smaller price fluctuations and is considered to be less risky than SRFM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EUADSRFMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.65%

16.48%

-6.83%

Volatility (6M)

Calculated over the trailing 6-month period

24.40%

70.39%

-45.99%

Volatility (1Y)

Calculated over the trailing 1-year period

29.15%

148.04%

-118.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.90%

152.04%

-122.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.90%

152.04%

-122.14%

Dividends

EUAD vs. SRFM - Dividend Comparison

EUAD's dividend yield for the trailing twelve months is around 0.41%, while SRFM has not paid dividends to shareholders.


PositionTTM20252024
EUAD
Select STOXX Europe Aerospace & Defense ETF
0.41%0.40%0.10%
SRFM
Surf Air Mobility Inc.
0.00%0.00%0.00%

Frequently Asked Questions


EUAD and SRFM have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SRFM has higher volatility (16.48%) compared to EUAD (9.65%). In terms of maximum drawdown, EUAD dropped -22.04% vs SRFM's -97.29%.

EUAD currently has the higher Sharpe Ratio (0.09 vs -0.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for EUAD and SRFM

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

Open Portfolio Optimizer