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SY7D.DE vs. OPPE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SY7D.DE vs. OPPE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Global X Euro Stoxx 50 Covered Call UCITS ETF EUR Distributing (SY7D.DE) and WisdomTree European Opportunities Fund (OPPE). The values are adjusted to include any dividend payments, if applicable.

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SY7D.DE vs. OPPE - Yearly Performance Comparison


Different Trading Currencies

SY7D.DE is traded in EUR, while OPPE is traded in USD. To make them comparable, the OPPE values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SY7D.DE achieves a -2.55% return, which is significantly lower than OPPE's 7.68% return.


SY7D.DE

1D
1.59%
1M
-4.02%
YTD
-2.55%
6M
2.24%
1Y
3Y*
5Y*
10Y*

OPPE

1D
1.14%
1M
-0.97%
YTD
7.68%
6M
12.41%
1Y
23.71%
3Y*
18.86%
5Y*
14.17%
10Y*
12.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SY7D.DE vs. OPPE - Expense Ratio Comparison

SY7D.DE has a 0.45% expense ratio, which is lower than OPPE's 0.58% expense ratio.


Return for Risk

SY7D.DE vs. OPPE — Risk / Return Rank

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

SY7D.DE

OPPE
OPPE Risk / Return Rank: 8787
Overall Rank
OPPE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
OPPE Sortino Ratio Rank: 8787
Sortino Ratio Rank
OPPE Omega Ratio Rank: 8989
Omega Ratio Rank
OPPE Calmar Ratio Rank: 8585
Calmar Ratio Rank
OPPE Martin Ratio Rank: 9090
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.

SY7D.DE vs. OPPE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Euro Stoxx 50 Covered Call UCITS ETF EUR Distributing (SY7D.DE) and WisdomTree European Opportunities Fund (OPPE). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SY7D.DE vs. OPPE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


SY7D.DEOPPEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.55

+0.12

Correlation

The correlation between SY7D.DE and OPPE is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SY7D.DE vs. OPPE - Dividend Comparison

SY7D.DE's dividend yield for the trailing twelve months is around 9.09%, more than OPPE's 2.89% yield.


TTM20252024202320222021202020192018201720162015
SY7D.DE
Global X Euro Stoxx 50 Covered Call UCITS ETF EUR Distributing
9.09%6.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OPPE
WisdomTree European Opportunities Fund
2.89%2.95%3.99%3.53%5.13%2.39%3.42%3.08%2.34%1.46%2.60%4.39%

Drawdowns

SY7D.DE vs. OPPE - Drawdown Comparison

The maximum SY7D.DE drawdown since its inception was -9.48%, smaller than the maximum OPPE drawdown of -41.30%. Use the drawdown chart below to compare losses from any high point for SY7D.DE and OPPE.


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Drawdown Indicators


SY7D.DEOPPEDifference

Max Drawdown

Largest peak-to-trough decline

-9.48%

-39.28%

+29.80%

Max Drawdown (1Y)

Largest decline over 1 year

-11.80%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

Current Drawdown

Current decline from peak

-5.32%

-3.39%

-1.93%

Average Drawdown

Average peak-to-trough decline

-1.23%

-5.53%

+4.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

Volatility

SY7D.DE vs. OPPE - Volatility Comparison


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Volatility by Period


SY7D.DEOPPEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.89%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

Volatility (1Y)

Calculated over the trailing 1-year period

11.14%

19.80%

-8.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.14%

15.23%

-4.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.14%

17.87%

-6.73%