FDD vs. PBEU
FDD (First Trust STOXX European Select Dividend Index Fund) and PBEU (Portfolio Building Block European Banks Index ETF) are both exchange-traded funds - FDD is a Europe Equities fund tracking the STOXX Europe Select Dividend 30, while PBEU is a Financials Equities fund tracking the BITA European Banks Index. Both are passively managed. Their correlation of 0.84 suggests significant overlap in exposure. FDD charges 0.58%/yr vs 0.13%/yr for PBEU.
Performance
FDD vs. PBEU - Performance Comparison
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Returns By Period
In the year-to-date period, FDD achieves a 10.10% return, which is significantly lower than PBEU's 13.63% return.
FDD
- 1D
- -1.94%
- 1M
- -2.36%
- YTD
- 10.10%
- 6M
- 10.41%
- 1Y
- 30.12%
- 3Y*
- 26.20%
- 5Y*
- 11.36%
- 10Y*
- 10.75%
PBEU
- 1D
- -1.42%
- 1M
- 7.22%
- YTD
- 13.63%
- 6M
- 14.09%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDD vs. PBEU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FDD First Trust STOXX European Select Dividend Index Fund | 10.10% | 10.46% |
PBEU Portfolio Building Block European Banks Index ETF | 13.63% | 11.42% |
Correlation
The correlation between FDD and PBEU is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 25, 2025 | 0.84 |
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Return for Risk
FDD vs. PBEU — Risk / Return Rank
FDD
PBEU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FDD vs. PBEU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust STOXX European Select Dividend Index Fund (FDD) and Portfolio Building Block European Banks Index ETF (PBEU). 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.
| FDD | PBEU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | — | — |
| Martin ratioReturn relative to average drawdown | 10.63 | — | — |
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Drawdowns
FDD vs. PBEU - Drawdown Comparison
The maximum FDD drawdown since its inception was -74.77%, which is greater than PBEU's maximum drawdown of -17.26%. Use the drawdown chart below to compare losses from any high point for FDD and PBEU.
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Drawdown Indicators
| FDD | PBEU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.77% | -17.26% | -57.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -13.06% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.43% | — | — |
Current DrawdownCurrent decline from peak | -3.52% | -1.42% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -35.37% | -3.94% | -31.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | — | — |
Volatility
FDD vs. PBEU - Volatility Comparison
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Volatility by Period
| FDD | PBEU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.09% | 27.63% | -11.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 27.63% | -9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | 27.63% | -7.77% |
FDD vs. PBEU - Expense Ratio Comparison
FDD has a 0.58% expense ratio, which is higher than PBEU's 0.13% expense ratio.
Dividends
FDD vs. PBEU - Dividend Comparison
FDD's dividend yield for the trailing twelve months is around 3.59%, more than PBEU's 0.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDD First Trust STOXX European Select Dividend Index Fund | 3.59% | 3.99% | 7.65% | 6.85% | 6.07% | 3.44% | 4.01% | 4.69% | 5.05% | 2.78% | 4.88% | 4.35% |
PBEU Portfolio Building Block European Banks Index ETF | 0.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FDD and PBEU have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PBEU is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PBEU is cheaper with a 0.13% expense ratio, compared with 0.58% for FDD.
FDD has the higher dividend yield at 3.59%, compared with 0.01% for PBEU.
FDD is categorized as Europe Equities, while PBEU is Financials Equities. FDD tracks STOXX Europe Select Dividend 30, while PBEU tracks BITA European Banks Index. They also come from different issuers: First Trust and Portfolio Building Block. Their fees differ too: 0.58% for FDD and 0.13% for PBEU.
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