IDEF vs EUFN

Comparison between iShares Defense Industrials Active ETF (IDEF, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

IDEF vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IDEF(ETF)	EUFN(ETF)
Net Assets	$3.30B	$3.40B
Expense Ratio	0.55%	0.49%
Max Drawdown	14.63%	59.14%
Sharpe Ratio	1.36	1.27
5Y Beta	1.12	0.81
P/E Ratio	59.93	N/A
Forward P/E	29.12	N/A
5Y Dividends CAGR	N/A	33.53%
Debt to Equity	89.54%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	4.95	N/A

Net Assets

IDEF

$3.30B

Winner

EUFN

$3.40B

Expense Ratio

IDEF

0.55%

Winner

EUFN

0.49%

Max Drawdown

Winner

IDEF

14.63%

EUFN

59.14%

Sharpe Ratio

Winner

IDEF

1.36

EUFN

1.27

5Y Beta

IDEF

1.12

Winner

EUFN

0.81

P/E Ratio

IDEF

59.93

EUFN

N/A

Forward P/E

IDEF

29.12

EUFN

N/A

5Y Dividends CAGR

IDEF

N/A

EUFN

33.53%

Debt to Equity

IDEF

89.54%

EUFN

N/A

P/S Ratio

IDEF

2.85

EUFN

N/A

P/B Ratio

IDEF

4.95

EUFN

N/A

IDEF vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	IDEF	EUFN
1 month	-4.78%	+2.37%
3 months	-5.67%	-1.81%
6 months	+7.90%	+13.08%
1 year	+32.76%	+29.87%
5 years(CAGR)	N/A	+18.33%
10 years(CAGR)	N/A	+12.57%
Max(CAGR)	+34.18%	+7.10%

IDEF

-4.78%

Winner

EUFN

+2.37%

IDEF

-5.67%

Winner

EUFN

-1.81%

IDEF

+7.90%

Winner

EUFN

+13.08%

Winner

IDEF

+32.76%

EUFN

+29.87%

5Y(CAGR)

IDEF

N/A

EUFN

+18.33%

10Y(CAGR)

IDEF

N/A

EUFN

+12.57%

Max(CAGR)

Winner

IDEF

+34.18%

EUFN

+7.10%

IDEF vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IDEF	EUFN
2026	+5.04%	+1.39%
2025	+23.05%	+67.60%
2024	N/A	+18.14%
2023	N/A	+24.26%
2022	N/A	-9.61%
2021	N/A	+19.77%
2020	N/A	-9.99%
2019	N/A	+21.29%
2018	N/A	-23.77%
2017	N/A	+24.49%
2016	N/A	-0.66%
2015	N/A	-4.80%
2014	N/A	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

IDEF vs EUFN Drawdown Comparison

The maximum drawdown for IDEF was -14.63%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current IDEF drawdown is -9.67%. The current EUFN drawdown is -2.11%.

Rank	IDEF	EUFN
#1	-14.63% Mar 2, 2026 - Mar 30, 2026	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-12.27% Oct 8, 2025 - Jan 5, 2026	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-7.38% Jan 16, 2026 - Mar 2, 2026	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-4.33% Aug 6, 2025 - Sep 10, 2025	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-1.59% Jun 30, 2025 - Jul 9, 2025	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-1.52% Jul 23, 2025 - Aug 4, 2025	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-1.25% Jun 9, 2025 - Jun 13, 2025	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-1.21% Jul 18, 2025 - Jul 23, 2025	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-0.71% Sep 16, 2025 - Sep 19, 2025	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-0.70% Jul 14, 2025 - Jul 17, 2025	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-0.68% Sep 23, 2025 - Sep 26, 2025	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-0.63% Jun 16, 2025 - Jun 23, 2025	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-0.56% Jul 9, 2025 - Jul 14, 2025	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-0.47% Oct 6, 2025 - Oct 8, 2025	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-0.41% May 27, 2025 - May 30, 2025	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between IDEF and EUFN is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2010 - 2025)

IDEF vs EUFN dividend yield comparison.

Year	IDEF	EUFN
2025	0.17%	3.57%
2024	0.00%	5.36%
2023	0.00%	5.00%
2022	0.00%	4.24%
2021	0.00%	4.15%
2020	0.00%	1.38%
2019	0.00%	4.55%
2018	0.00%	6.48%
2017	0.00%	3.04%
2016	0.00%	4.03%
2015	0.00%	3.65%
2014	0.00%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%