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WTDM.DE vs. ^STOXX
Performance
Return for Risk
Drawdowns
Volatility

Performance

WTDM.DE vs. ^STOXX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) and STOXX Europe 600 Index (^STOXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTDM.DE achieves a 7.70% return, which is significantly higher than ^STOXX's 5.45% return.


WTDM.DE

1D
0.05%
1M
3.49%
YTD
7.70%
6M
6.99%
1Y
18.24%
3Y*
13.36%
5Y*
12.75%
10Y*

^STOXX

1D
0.52%
1M
2.42%
YTD
5.45%
6M
7.88%
1Y
13.33%
3Y*
10.73%
5Y*
6.65%
10Y*
6.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTDM.DE vs. ^STOXX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WTDM.DE
WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc
7.70%0.91%24.87%14.95%-3.38%36.01%2.42%32.90%-2.38%11.34%
^STOXX
STOXX Europe 600 Index
5.45%16.66%5.98%12.73%-12.90%22.25%-4.04%23.16%-13.24%7.68%

Correlation

The correlation between WTDM.DE and ^STOXX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.57

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2016

0.65

The correlation between WTDM.DE and ^STOXX shifts across timeframes, from 0.52 (3 years) to 0.65 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

WTDM.DE vs. ^STOXX — Risk / Return Rank

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

WTDM.DE
WTDM.DE Risk / Return Rank: 5959
Overall Rank
WTDM.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WTDM.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
WTDM.DE Omega Ratio Rank: 5555
Omega Ratio Rank
WTDM.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
WTDM.DE Martin Ratio Rank: 6464
Martin Ratio Rank

^STOXX
^STOXX Risk / Return Rank: 4545
Overall Rank
^STOXX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
^STOXX Sortino Ratio Rank: 4545
Sortino Ratio Rank
^STOXX Omega Ratio Rank: 4646
Omega Ratio Rank
^STOXX Calmar Ratio Rank: 4242
Calmar Ratio Rank
^STOXX Martin Ratio Rank: 4747
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.

WTDM.DE vs. ^STOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) and STOXX Europe 600 Index (^STOXX). 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.


WTDM.DE^STOXXDifference
Sharpe ratioReturn per unit of total volatility

+0.72

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

1.34

1.20

+0.13

Calmar ratioReturn relative to maximum drawdown

3.27

1.37

+1.90

Martin ratioReturn relative to average drawdown

11.42

4.91

+6.52

WTDM.DE vs. ^STOXX - Sharpe Ratio Comparison

The current WTDM.DE Sharpe Ratio is 1.79, which is higher than the ^STOXX Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of WTDM.DE and ^STOXX, 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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Sharpe Ratios by Period


WTDM.DE^STOXXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

1.07

+0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

0.47

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.31

+0.58

Drawdowns

WTDM.DE vs. ^STOXX - Drawdown Comparison

The maximum WTDM.DE drawdown since its inception was -31.19%, smaller than the maximum ^STOXX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for WTDM.DE and ^STOXX.


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Drawdown Indicators


WTDM.DE^STOXXDifference

Max Drawdown

Largest peak-to-trough decline

-31.19%

-61.04%

+29.85%

Max Drawdown (1Y)

Largest decline over 1 year

-5.48%

-9.56%

+4.08%

Max Drawdown (3Y)

Largest decline over 3 years

-20.57%

-16.56%

-4.01%

Max Drawdown (5Y)

Largest decline over 5 years

-20.57%

-22.55%

+1.98%

Max Drawdown (10Y)

Largest decline over 10 years

-35.55%

Current Drawdown

Current decline from peak

0.00%

-1.48%

+1.48%

Average Drawdown

Average peak-to-trough decline

-3.83%

-16.77%

+12.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.57%

2.67%

-1.10%

Volatility

WTDM.DE vs. ^STOXX - Volatility Comparison

The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) is 2.26%, while STOXX Europe 600 Index (^STOXX) has a volatility of 3.63%. This indicates that WTDM.DE experiences smaller price fluctuations and is considered to be less risky than ^STOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTDM.DE^STOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.26%

3.63%

-1.37%

Volatility (6M)

Calculated over the trailing 6-month period

6.54%

10.21%

-3.67%

Volatility (1Y)

Calculated over the trailing 1-year period

9.97%

12.22%

-2.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.54%

13.98%

-0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.96%

15.31%

-0.35%

Frequently Asked Questions


WTDM.DE and ^STOXX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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