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FXE vs. VGK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FXE vs. VGK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco CurrencyShares® Euro Currency Trust (FXE) and Vanguard FTSE Europe ETF (VGK). The values are adjusted to include any dividend payments, if applicable.

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FXE vs. VGK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FXE
Invesco CurrencyShares® Euro Currency Trust
-1.45%14.52%-4.18%4.87%-6.57%-7.83%7.94%-2.90%-5.30%13.05%
VGK
Vanguard FTSE Europe ETF
-0.95%35.83%1.88%20.19%-15.98%16.89%5.43%24.85%-14.89%26.98%

Returns By Period

In the year-to-date period, FXE achieves a -1.45% return, which is significantly lower than VGK's -0.95% return. Over the past 10 years, FXE has underperformed VGK with an annualized return of 0.07%, while VGK has yielded a comparatively higher 8.96% annualized return.


FXE

1D
0.85%
1M
-2.13%
YTD
-1.45%
6M
-1.19%
1Y
7.67%
3Y*
3.75%
5Y*
0.31%
10Y*
0.07%

VGK

1D
3.21%
1M
-8.16%
YTD
-0.95%
6M
4.76%
1Y
21.14%
3Y*
14.29%
5Y*
8.68%
10Y*
8.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FXE vs. VGK - Expense Ratio Comparison

FXE has a 0.40% expense ratio, which is higher than VGK's 0.08% expense ratio.


Return for Risk

FXE vs. VGK — Risk / Return Rank

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

FXE
FXE Risk / Return Rank: 5757
Overall Rank
FXE Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FXE Sortino Ratio Rank: 6767
Sortino Ratio Rank
FXE Omega Ratio Rank: 5252
Omega Ratio Rank
FXE Calmar Ratio Rank: 6262
Calmar Ratio Rank
FXE Martin Ratio Rank: 4545
Martin Ratio Rank

VGK
VGK Risk / Return Rank: 7070
Overall Rank
VGK Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
VGK Sortino Ratio Rank: 7272
Sortino Ratio Rank
VGK Omega Ratio Rank: 7070
Omega Ratio Rank
VGK Calmar Ratio Rank: 6969
Calmar Ratio Rank
VGK Martin Ratio Rank: 6868
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.

FXE vs. VGK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco CurrencyShares® Euro Currency Trust (FXE) and Vanguard FTSE Europe ETF (VGK). 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.


FXEVGKDifference

Sharpe ratio

Return per unit of total volatility

1.01

1.21

-0.20

Sortino ratio

Return per unit of downside risk

1.62

1.73

-0.11

Omega ratio

Gain probability vs. loss probability

1.19

1.24

-0.06

Calmar ratio

Return relative to maximum drawdown

1.51

1.64

-0.13

Martin ratio

Return relative to average drawdown

4.05

6.32

-2.27

FXE vs. VGK - Sharpe Ratio Comparison

The current FXE Sharpe Ratio is 1.01, which is comparable to the VGK Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of FXE and VGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FXEVGKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.21

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.49

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.48

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.26

-0.25

Correlation

The correlation between FXE and VGK is 0.47, 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.


Dividends

FXE vs. VGK - Dividend Comparison

FXE's dividend yield for the trailing twelve months is around 0.81%, less than VGK's 3.00% yield.


TTM20252024202320222021202020192018201720162015
FXE
Invesco CurrencyShares® Euro Currency Trust
0.81%0.94%2.28%1.49%0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGK
Vanguard FTSE Europe ETF
3.00%2.86%3.61%3.15%3.25%3.05%2.11%3.27%3.95%2.70%3.52%3.25%

Drawdowns

FXE vs. VGK - Drawdown Comparison

The maximum FXE drawdown since its inception was -43.33%, smaller than the maximum VGK drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for FXE and VGK.


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Drawdown Indicators


FXEVGKDifference

Max Drawdown

Largest peak-to-trough decline

-43.33%

-63.61%

+20.28%

Max Drawdown (1Y)

Largest decline over 1 year

-5.02%

-12.09%

+7.07%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

-32.74%

+10.04%

Max Drawdown (10Y)

Largest decline over 10 years

-26.46%

-37.24%

+10.78%

Current Drawdown

Current decline from peak

-28.32%

-8.48%

-19.84%

Average Drawdown

Average peak-to-trough decline

-22.26%

-13.43%

-8.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.87%

3.14%

-1.27%

Volatility

FXE vs. VGK - Volatility Comparison

The current volatility for Invesco CurrencyShares® Euro Currency Trust (FXE) is 2.26%, while Vanguard FTSE Europe ETF (VGK) has a volatility of 7.72%. This indicates that FXE experiences smaller price fluctuations and is considered to be less risky than VGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FXEVGKDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.26%

7.72%

-5.46%

Volatility (6M)

Calculated over the trailing 6-month period

4.23%

10.96%

-6.73%

Volatility (1Y)

Calculated over the trailing 1-year period

7.65%

17.62%

-9.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.70%

17.72%

-10.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.37%

18.88%

-11.51%