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WTDM.DE vs. EUDF.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTDM.DE vs. EUDF.DE - 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 WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE). The values are adjusted to include any dividend payments, if applicable.

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WTDM.DE vs. EUDF.DE - Yearly Performance Comparison


Returns By Period

In the year-to-date period, WTDM.DE achieves a -1.49% return, which is significantly lower than EUDF.DE's 14.36% return.


WTDM.DE

1D
0.97%
1M
-3.90%
YTD
-1.49%
6M
1.00%
1Y
4.18%
3Y*
11.91%
5Y*
11.00%
10Y*

EUDF.DE

1D
5.88%
1M
-1.58%
YTD
14.36%
6M
1.31%
1Y
28.88%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTDM.DE vs. EUDF.DE - Expense Ratio Comparison

WTDM.DE has a 0.28% expense ratio, which is lower than EUDF.DE's 0.40% expense ratio.


Return for Risk

WTDM.DE vs. EUDF.DE — 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: 2020
Overall Rank
WTDM.DE Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
WTDM.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
WTDM.DE Omega Ratio Rank: 1818
Omega Ratio Rank
WTDM.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
WTDM.DE Martin Ratio Rank: 2424
Martin Ratio Rank

EUDF.DE
EUDF.DE Risk / Return Rank: 5050
Overall Rank
EUDF.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
EUDF.DE Sortino Ratio Rank: 5151
Sortino Ratio Rank
EUDF.DE Omega Ratio Rank: 4242
Omega Ratio Rank
EUDF.DE Calmar Ratio Rank: 6363
Calmar Ratio Rank
EUDF.DE Martin Ratio Rank: 4444
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. EUDF.DE - 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 WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE). 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.DEEUDF.DEDifference

Sharpe ratio

Return per unit of total volatility

0.28

0.95

-0.67

Sortino ratio

Return per unit of downside risk

0.48

1.42

-0.94

Omega ratio

Gain probability vs. loss probability

1.07

1.17

-0.11

Calmar ratio

Return relative to maximum drawdown

0.53

1.72

-1.19

Martin ratio

Return relative to average drawdown

2.16

4.43

-2.27

WTDM.DE vs. EUDF.DE - Sharpe Ratio Comparison

The current WTDM.DE Sharpe Ratio is 0.28, which is lower than the EUDF.DE Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of WTDM.DE and EUDF.DE, 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


WTDM.DEEUDF.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.95

-0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

1.09

-0.26

Correlation

The correlation between WTDM.DE and EUDF.DE is 0.25, 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

WTDM.DE vs. EUDF.DE - Dividend Comparison

Neither WTDM.DE nor EUDF.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

WTDM.DE vs. EUDF.DE - Drawdown Comparison

The maximum WTDM.DE drawdown since its inception was -31.19%, which is greater than EUDF.DE's maximum drawdown of -18.51%. Use the drawdown chart below to compare losses from any high point for WTDM.DE and EUDF.DE.


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Drawdown Indicators


WTDM.DEEUDF.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.19%

-18.51%

-12.68%

Max Drawdown (1Y)

Largest decline over 1 year

-12.72%

-18.51%

+5.79%

Max Drawdown (5Y)

Largest decline over 5 years

-20.57%

Current Drawdown

Current decline from peak

-4.78%

-4.11%

-0.67%

Average Drawdown

Average peak-to-trough decline

-3.88%

-5.78%

+1.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

7.20%

-5.05%

Volatility

WTDM.DE vs. EUDF.DE - Volatility Comparison

The current volatility for WisdomTree US Quality Dividend Growth UCITS ETF - USD Acc (WTDM.DE) is 3.05%, while WisdomTree Europe Defence UCITS ETF - EUR Acc (EUDF.DE) has a volatility of 11.90%. This indicates that WTDM.DE experiences smaller price fluctuations and is considered to be less risky than EUDF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTDM.DEEUDF.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.05%

11.90%

-8.85%

Volatility (6M)

Calculated over the trailing 6-month period

6.72%

20.92%

-14.20%

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

30.50%

-15.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.58%

30.54%

-16.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.04%

30.54%

-15.50%