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EUDF.DE vs. QDVI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUDF.DE vs. QDVI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE) and iShares Edge MSCI USA Value Factor UCITS ETF (QDVI.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EUDF.DE achieves a -1.50% return, which is significantly lower than QDVI.DE's 52.38% return.


EUDF.DE

1D
0.00%
1M
-5.83%
YTD
-1.50%
6M
-1.83%
1Y
-5.67%
3Y*
5Y*
10Y*

QDVI.DE

1D
-0.70%
1M
6.92%
YTD
52.38%
6M
53.62%
1Y
88.57%
3Y*
30.99%
5Y*
17.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUDF.DE vs. QDVI.DE - Yearly Performance Comparison


Correlation

The correlation between EUDF.DE and QDVI.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.12

Correlation (All Time)
Calculated using the full available price history since Mar 10, 2025

0.16

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Return for Risk

EUDF.DE vs. QDVI.DE — Risk / Return Rank

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

EUDF.DE
EUDF.DE Risk / Return Rank: 77
Overall Rank
EUDF.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
EUDF.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
EUDF.DE Omega Ratio Rank: 77
Omega Ratio Rank
EUDF.DE Calmar Ratio Rank: 77
Calmar Ratio Rank
EUDF.DE Martin Ratio Rank: 77
Martin Ratio Rank

QDVI.DE
QDVI.DE Risk / Return Rank: 9898
Overall Rank
QDVI.DE Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
QDVI.DE Sortino Ratio Rank: 9898
Sortino Ratio Rank
QDVI.DE Omega Ratio Rank: 9797
Omega Ratio Rank
QDVI.DE Calmar Ratio Rank: 9898
Calmar Ratio Rank
QDVI.DE Martin Ratio Rank: 9898
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.

EUDF.DE vs. QDVI.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 Edge MSCI USA Value Factor UCITS ETF (QDVI.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.


EUDF.DEQDVI.DEDifference
Sharpe ratioReturn per unit of total volatility

-5.37

Sortino ratioReturn per unit of downside risk

-6.74

Omega ratioGain probability vs. loss probability

0.99

1.87

-0.88

Calmar ratioReturn relative to maximum drawdown

-0.29

15.42

-15.71

Martin ratioReturn relative to average drawdown

-0.63

57.11

-57.74

EUDF.DE vs. QDVI.DE - Sharpe Ratio Comparison

The current EUDF.DE Sharpe Ratio is -0.20, which is lower than the QDVI.DE Sharpe Ratio of 5.17. The chart below compares the historical Sharpe Ratios of EUDF.DE and QDVI.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

EUDF.DE vs. QDVI.DE - Drawdown Comparison

The maximum EUDF.DE drawdown since its inception was -19.51%, smaller than the maximum QDVI.DE drawdown of -38.94%. Use the drawdown chart below to compare losses from any high point for EUDF.DE and QDVI.DE.


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Drawdown Indicators


EUDF.DEQDVI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.51%

-38.94%

+19.43%

Max Drawdown (1Y)

Largest decline over 1 year

-19.51%

-5.71%

-13.80%

Max Drawdown (3Y)

Largest decline over 3 years

-23.11%

Max Drawdown (5Y)

Largest decline over 5 years

-23.11%

Current Drawdown

Current decline from peak

-17.41%

-0.70%

-16.71%

Average Drawdown

Average peak-to-trough decline

-6.89%

-6.76%

-0.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.01%

1.55%

+7.46%

Volatility

EUDF.DE vs. QDVI.DE - Volatility Comparison

The current volatility for WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE) is 6.43%, while iShares Edge MSCI USA Value Factor UCITS ETF (QDVI.DE) has a volatility of 6.81%. This indicates that EUDF.DE experiences smaller price fluctuations and is considered to be less risky than QDVI.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.DEQDVI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.43%

6.81%

-0.38%

Volatility (6M)

Calculated over the trailing 6-month period

22.17%

13.76%

+8.41%

Volatility (1Y)

Calculated over the trailing 1-year period

28.75%

17.03%

+11.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.41%

17.07%

+13.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.41%

18.86%

+11.55%

EUDF.DE vs. QDVI.DE - Expense Ratio Comparison

EUDF.DE has a 0.40% expense ratio, which is higher than QDVI.DE's 0.20% expense ratio.


Dividends

EUDF.DE vs. QDVI.DE - Dividend Comparison

Neither EUDF.DE nor QDVI.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


EUDF.DE and QDVI.DE 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, QDVI.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QDVI.DE is cheaper with a 0.20% expense ratio, compared with 0.40% for EUDF.DE.

EUDF.DE is categorized as Aerospace & Defense, while QDVI.DE is Large Cap Value Equities. EUDF.DE tracks WisdomTree Europe Defence UCITS Index (NTR), while QDVI.DE tracks MSCI USA Enhanced Value. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.40% for EUDF.DE and 0.20% for QDVI.DE.

Portfolio Optimizer

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