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INAA.AS vs. DFND.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INAA.AS vs. DFND.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI North America UCITS ETF (INAA.AS) and iShares Global Aerospace & Defence UCITS ETF (DFND.AS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

INAA.AS is traded in EUR, while DFND.AS is traded in USD. To make them comparable, the DFND.AS values have been converted to EUR using the latest available exchange rates.

Returns By Period


INAA.AS

1D
-0.06%
1M
5.16%
YTD
11.24%
6M
11.07%
1Y
24.92%
3Y*
18.57%
5Y*
13.87%
10Y*
14.24%

DFND.AS

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INAA.AS vs. DFND.AS - Yearly Performance Comparison


2026 (YTD)20252024
INAA.AS
iShares MSCI North America UCITS ETF
11.24%4.00%22.65%
DFND.AS
iShares Global Aerospace & Defence UCITS ETF
0.00%0.00%19.34%

Correlation

The correlation between INAA.AS and DFND.AS is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Feb 19, 2024

0.25

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Return for Risk

INAA.AS vs. DFND.AS — Risk / Return Rank

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

INAA.AS
INAA.AS Risk / Return Rank: 6767
Overall Rank
INAA.AS Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
INAA.AS Sortino Ratio Rank: 6565
Sortino Ratio Rank
INAA.AS Omega Ratio Rank: 7070
Omega Ratio Rank
INAA.AS Calmar Ratio Rank: 6969
Calmar Ratio Rank
INAA.AS Martin Ratio Rank: 6767
Martin Ratio Rank

DFND.AS
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.

INAA.AS vs. DFND.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS ETF (INAA.AS) and iShares Global Aerospace & Defence UCITS ETF (DFND.AS). 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.


INAA.ASDFND.ASDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.39

Martin ratioReturn relative to average drawdown

12.06

INAA.AS vs. DFND.AS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


INAA.ASDFND.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

Drawdowns

INAA.AS vs. DFND.AS - Drawdown Comparison


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Drawdown Indicators


INAA.ASDFND.ASDifference

Max Drawdown

Largest peak-to-trough decline

-51.35%

Max Drawdown (1Y)

Largest decline over 1 year

-7.25%

Max Drawdown (3Y)

Largest decline over 3 years

-23.43%

Max Drawdown (5Y)

Largest decline over 5 years

-23.43%

Max Drawdown (10Y)

Largest decline over 10 years

-34.42%

Current Drawdown

Current decline from peak

-0.40%

Average Drawdown

Average peak-to-trough decline

-8.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

Volatility

INAA.AS vs. DFND.AS - Volatility Comparison


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Volatility by Period


INAA.ASDFND.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.67%

Volatility (6M)

Calculated over the trailing 6-month period

7.44%

Volatility (1Y)

Calculated over the trailing 1-year period

11.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.17%

INAA.AS vs. DFND.AS - Expense Ratio Comparison

INAA.AS has a 0.40% expense ratio, which is higher than DFND.AS's 0.35% expense ratio.


Dividends

INAA.AS vs. DFND.AS - Dividend Comparison

INAA.AS's dividend yield for the trailing twelve months is around 0.52%, while DFND.AS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DFND.AS
iShares Global Aerospace & Defence UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INAA.AS
iShares MSCI North America UCITS ETF
0.52%0.59%0.69%0.92%1.08%0.62%0.94%1.10%1.21%1.18%1.25%1.39%

Frequently Asked Questions


INAA.AS and DFND.AS have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DFND.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DFND.AS is cheaper with a 0.35% expense ratio, compared with 0.40% for INAA.AS.

INAA.AS is categorized as Large Cap Blend Equities, while DFND.AS is Industrials Equities. INAA.AS tracks Russell 1000 TR USD, while DFND.AS tracks S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index NR. Their fees differ too: 0.40% for INAA.AS and 0.35% for DFND.AS.

Portfolio Optimizer

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