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WTEE.DE vs. ROX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTEE.DE vs. ROX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree Europe Equity Income UCITS ETF (WTEE.DE) and Expat Romania BET UCITS ETF (ROX.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTEE.DE achieves a 17.18% return, which is significantly lower than ROX.DE's 36.66% return.


WTEE.DE

1D
0.06%
1M
1.24%
6M
14.29%
YTD
17.18%
1Y
29.64%
3Y*
18.21%
5Y*
13.28%
10Y*
8.75%

ROX.DE

1D
-0.61%
1M
13.62%
6M
23.70%
YTD
36.66%
1Y
72.86%
3Y*
35.39%
5Y*
22.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTEE.DE vs. ROX.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
WTEE.DE
WisdomTree Europe Equity Income UCITS ETF
17.18%28.57%2.22%15.07%-0.07%18.86%-18.42%21.73%-5.23%
ROX.DE
Expat Romania BET UCITS ETF
36.66%43.69%13.19%22.15%-3.87%34.78%-1.71%34.41%-15.49%

Correlation

The correlation between WTEE.DE and ROX.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.01

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

0.02

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

0.12

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2018

0.16

The correlation between WTEE.DE and ROX.DE shifts across timeframes, from -0.01 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

WTEE.DE vs. ROX.DE — Risk / Return Rank

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

WTEE.DE
WTEE.DE Risk / Return Rank: 9191
Overall Rank
WTEE.DE Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
WTEE.DE Sortino Ratio Rank: 9191
Sortino Ratio Rank
WTEE.DE Omega Ratio Rank: 9191
Omega Ratio Rank
WTEE.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
WTEE.DE Martin Ratio Rank: 9090
Martin Ratio Rank

ROX.DE
ROX.DE Risk / Return Rank: 9696
Overall Rank
ROX.DE Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ROX.DE Sortino Ratio Rank: 9696
Sortino Ratio Rank
ROX.DE Omega Ratio Rank: 9595
Omega Ratio Rank
ROX.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
ROX.DE Martin Ratio Rank: 9696
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.

WTEE.DE vs. ROX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Europe Equity Income UCITS ETF (WTEE.DE) and Expat Romania BET UCITS ETF (ROX.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WTEE.DEROX.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.13

Sortino ratioReturn per unit of downside risk

-1.27

Omega ratioGain probability vs. loss probability

1.47

1.62

-0.15

Calmar ratioReturn relative to maximum drawdown

4.37

9.16

-4.80

Martin ratioReturn relative to average drawdown

16.25

28.50

-12.25

WTEE.DE vs. ROX.DE - Sharpe Ratio Comparison

The current WTEE.DE Sharpe Ratio is 2.62, which is lower than the ROX.DE Sharpe Ratio of 3.75. The chart below compares the historical Sharpe Ratios of WTEE.DE and ROX.DE, 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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Drawdowns

WTEE.DE vs. ROX.DE - Drawdown Comparison

The maximum WTEE.DE drawdown since its inception was -39.64%, which is greater than ROX.DE's maximum drawdown of -29.00%. Use the drawdown chart below to compare losses from any high point for WTEE.DE and ROX.DE.


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Drawdown Indicators


WTEE.DEROX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-39.64%

-29.00%

-10.64%

Max Drawdown (1Y)

Largest decline over 1 year

-6.75%

-7.91%

+1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-14.11%

-17.52%

+3.41%

Max Drawdown (5Y)

Largest decline over 5 years

-16.50%

-19.51%

+3.01%

Max Drawdown (10Y)

Largest decline over 10 years

-39.64%

Current Drawdown

Current decline from peak

0.00%

-0.61%

+0.61%

Average Drawdown

Average peak-to-trough decline

-7.00%

-5.26%

-1.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

2.55%

-0.73%

Volatility

WTEE.DE vs. ROX.DE - Volatility Comparison

The current volatility for WisdomTree Europe Equity Income UCITS ETF (WTEE.DE) is 2.98%, while Expat Romania BET UCITS ETF (ROX.DE) has a volatility of 5.33%. This indicates that WTEE.DE experiences smaller price fluctuations and is considered to be less risky than ROX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTEE.DEROX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.98%

5.33%

-2.35%

Volatility (6M)

Calculated over the trailing 6-month period

9.19%

13.80%

-4.61%

Volatility (1Y)

Calculated over the trailing 1-year period

11.26%

19.34%

-8.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.81%

19.81%

-6.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.59%

21.02%

-5.43%

WTEE.DE vs. ROX.DE - Expense Ratio Comparison

WTEE.DE has a 0.29% expense ratio, which is lower than ROX.DE's 1.38% expense ratio.


Dividends

WTEE.DE vs. ROX.DE - Dividend Comparison

WTEE.DE's dividend yield for the trailing twelve months is around 5.10%, while ROX.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ROX.DE
Expat Romania BET 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%
WTEE.DE
WisdomTree Europe Equity Income UCITS ETF
5.10%5.36%6.80%5.61%5.35%4.63%3.98%4.51%4.80%4.03%1.35%4.53%

Frequently Asked Questions


WTEE.DE and ROX.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTEE.DE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTEE.DE is cheaper with a 0.29% expense ratio, compared with 1.38% for ROX.DE.

WTEE.DE tracks WisdomTree Europe Equity Income, while ROX.DE tracks BET Index. They also come from different issuers: WisdomTree and Expat. Their fees differ too: 0.29% for WTEE.DE and 1.38% for ROX.DE.

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