EUDF.DE vs. 5J50.DE
EUDF.DE (WisdomTree Europe Defence UCITS ETF - EUR Acc) and 5J50.DE (iShares Global Aerospace & Defence UCITS ETF USD (Acc)) are both Aerospace & Defense funds - EUDF.DE tracks the WisdomTree Europe Defence UCITS Index (NTR) while 5J50.DE tracks the S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index. Both are passively managed. Over the past year, EUDF.DE returned -3.37% vs 16.51% for 5J50.DE. A 0.76 correlation means they provide meaningful diversification when combined. EUDF.DE charges 0.40%/yr vs 0.35%/yr for 5J50.DE.
Performance
EUDF.DE vs. 5J50.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EUDF.DE achieves a 2.51% return, which is significantly lower than 5J50.DE's 4.72% return.
EUDF.DE
- 1D
- 1.22%
- 1M
- -3.90%
- YTD
- 2.51%
- 6M
- 5.21%
- 1Y
- -3.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
5J50.DE
- 1D
- 0.60%
- 1M
- 2.49%
- YTD
- 4.72%
- 6M
- 9.57%
- 1Y
- 16.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUDF.DE vs. 5J50.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EUDF.DE WisdomTree Europe Defence UCITS ETF - EUR Acc | 2.51% | 15.61% |
5J50.DE iShares Global Aerospace & Defence UCITS ETF USD (Acc) | 4.72% | 32.25% |
Correlation
The correlation between EUDF.DE and 5J50.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2025 | 0.76 |
The correlation between EUDF.DE and 5J50.DE has been stable across timeframes, ranging from 0.76 to 0.77 - a consistent structural relationship.
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Return for Risk
EUDF.DE vs. 5J50.DE — Risk / Return Rank
EUDF.DE
5J50.DE
EUDF.DE vs. 5J50.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE) and iShares Global Aerospace & Defence UCITS ETF USD (Acc) (5J50.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.
| EUDF.DE | 5J50.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.16 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.21 | -1.38 |
| Martin ratioReturn relative to average drawdown | -0.39 | 3.05 | -3.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EUDF.DE | 5J50.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | 0.85 | -0.96 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.76 | -1.20 |
Drawdowns
EUDF.DE vs. 5J50.DE - Drawdown Comparison
The maximum EUDF.DE drawdown since its inception was -19.51%, which is greater than 5J50.DE's maximum drawdown of -13.56%. Use the drawdown chart below to compare losses from any high point for EUDF.DE and 5J50.DE.
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Drawdown Indicators
| EUDF.DE | 5J50.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.51% | -13.56% | -5.95% |
Max Drawdown (1Y)Largest decline over 1 year | -19.51% | -13.56% | -5.95% |
Current DrawdownCurrent decline from peak | -14.05% | -9.03% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -3.60% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.29% | 5.39% | +2.90% |
Volatility
EUDF.DE vs. 5J50.DE - Volatility Comparison
WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE) has a higher volatility of 9.95% compared to iShares Global Aerospace & Defence UCITS ETF USD (Acc) (5J50.DE) at 5.85%. This indicates that EUDF.DE's price experiences larger fluctuations and is considered to be riskier than 5J50.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EUDF.DE | 5J50.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.95% | 5.85% | +4.10% |
Volatility (6M)Calculated over the trailing 6-month period | 22.54% | 15.67% | +6.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.15% | 19.44% | +9.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.89% | 19.31% | +11.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.89% | 19.31% | +11.58% |
EUDF.DE vs. 5J50.DE - Expense Ratio Comparison
EUDF.DE has a 0.40% expense ratio, which is higher than 5J50.DE's 0.35% expense ratio.
Dividends
EUDF.DE vs. 5J50.DE - Dividend Comparison
Neither EUDF.DE nor 5J50.DE has paid dividends to shareholders.
Frequently Asked Questions
EUDF.DE and 5J50.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5J50.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5J50.DE is cheaper with a 0.35% expense ratio, compared with 0.40% for EUDF.DE.
EUDF.DE tracks WisdomTree Europe Defence UCITS Index (NTR), while 5J50.DE tracks S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.40% for EUDF.DE and 0.35% for 5J50.DE.
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