Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with 5HEE.DE. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to 5HEE.DE
5HEE.DE charges 0.75% annually. There are 69 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR S&P 500 UCITS ETF USD Unhedged (... | 0.03% | — | Oct 2023 | 5HEE.DE vs SPYL.DE | |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.04% | — | Feb 2018 | 5HEE.DE vs LCUS.DE | |
| JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.05% | — | Apr 2019 | 5HEE.DE vs BBUS.DE | |
| Invesco MSCI USA UCITS ETF | 0.05% | — | Mar 2009 | 5HEE.DE vs SC0H.DE | |
| L&G US Equity UCITS ETF | 0.05% | — | Oct 2018 | 5HEE.DE vs ETLS.DE |
Best Risk-Adjusted Alternatives to 5HEE.DE
5HEE.DE has a PortfoliosLab risk / return rank of 14. There are 64 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC USA Sustainable Equity UCITS ETF USD | 89 | — | Jun 2020 | 5HEE.DE vs H412.DE | |
| Franklin U.S. Equity UCITS ETF | 76 | — | Sep 2017 | 5HEE.DE vs FLXU.DE | |
| iShares Edge MSCI USA Multifactor UCITS ETF | 72 | — | Sep 2015 | 5HEE.DE vs IBCY.DE | |
| State Street SPDR S&P 500 UCITS ETF USD Unhedged (... | 69 | — | Oct 2023 | 5HEE.DE vs SPYL.DE | |
| Vanguard FTSE North America UCITS ETF Distributing | 69 | — | Sep 2014 | 5HEE.DE vs VNRT.DE |
Top Performing 5HEE.DE Alternatives (YTD)
5HEE.DE is at -0.31% YTD. There are 65 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 15.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC USA Sustainable Equity UCITS ETF USD | 15.33% | — | Jun 2020 | 5HEE.DE vs H412.DE | |
| iShares MSCI USA SRI UCITS ETF USD Dist | 14.86% | — | Dec 2018 | 5HEE.DE vs 36B6.DE | |
| iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | — | Jul 2016 | 5HEE.DE vs QDVR.DE | |
| Deka MSCI USA Climate Change ESG UCITS ETF | 14.41% | — | Jun 2020 | 5HEE.DE vs D6RQ.DE | |
| UBS ETF (IE) MSCI USA Socially Responsible UCITS E... | 14.39% | — | Apr 2020 | 5HEE.DE vs 4UBI.DE |
Lowest Volatility Alternatives to 5HEE.DE
5HEE.DE has 10.94% 1-year volatility. There are 5 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| JPMorgan Global Equity Premium Income UCITS ETF | 7.92% | — | Nov 2023 | 5HEE.DE vs JGPI.DE | |
| iShares Edge MSCI USA Multifactor UCITS ETF | 7.99% | — | Sep 2015 | 5HEE.DE vs IBCY.DE | |
| Amundi MSCI USA Minimum Volatility Factor UCITS ET... | 8.94% | — | Apr 2017 | 5HEE.DE vs MIVU.DE | |
| iShares Edge MSCI USA Minimum Volatility ESG UCITS... | 8.97% | — | Apr 2020 | 5HEE.DE vs MVEA.DE | |
| Ossiam Shiller Barclays CAPE® US Sector Value TR U... | 10.00% | — | Jun 2015 | 5HEE.DE vs USCP.DE |
Lowest Drawdown Alternatives to 5HEE.DE
5HEE.DE has a 1-year max drawdown of -6.95%. There are 9 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -3.26%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Multifactor UCITS ETF | -3.26% | — | Sep 2015 | 5HEE.DE vs IBCY.DE | |
| Amundi MSCI USA Minimum Volatility Factor UCITS ET... | -4.83% | — | Apr 2017 | 5HEE.DE vs MIVU.DE | |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF ... | -4.86% | — | Oct 2018 | 5HEE.DE vs USUE.DE | |
| iShares Edge MSCI USA Minimum Volatility ESG UCITS... | -4.92% | — | Apr 2020 | 5HEE.DE vs MVEA.DE | |
| HSBC USA Sustainable Equity UCITS ETF USD | -5.54% | — | Jun 2020 | 5HEE.DE vs H412.DE |
Other ETFs from Natixis
The 10 most viewed Natixis ETFs shown here include 5HEU.DE, EUPE.DE, OSX2.DE and span 6 categories.
Often Compared With 5HEE.DE
Investors most often compare 5HEE.DE with FUSR.DE, UBUR.DE, 6PSE.DE. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Sustainable Research Enhanced US Equity U... | Large Cap Blend Equities | 65 | 10.99% | — | May 2020 | 5HEE.DE vs FUSR.DE | |
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ... | Large Cap Blend Equities | 7 | 0.53% | — | Aug 2015 | 5HEE.DE vs UBUR.DE | |
| Invesco MSCI USA UCITS ETF Dist | Large Cap Blend Equities | 67 | 11.33% | — | Nov 2019 | 5HEE.DE vs 6PSE.DE | |
| Vanguard FTSE North America UCITS ETF (USD) Accumu... | Large Cap Blend Equities | 68 | 11.15% | — | Jul 2019 | 5HEE.DE vs VNRA.DE | |
| CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B US... | Large Cap Blend Equities | 61 | 10.74% | — | Mar 2020 | 5HEE.DE vs CSY2.DE | |
| JPMorgan US Research Enhanced Index Equity (ESG) U... | Large Cap Blend Equities | 68 | 10.50% | — | Oct 2018 | 5HEE.DE vs JRUD.DE | |
| iShares MSCI World SRI UCITS ETF EUR (Acc) | Large Cap Blend Equities | 46 | 10.83% | — | Dec 2018 | 5HEE.DE vs 2B7K.DE | |
| JPMorgan US Research Enhanced Index Equity (ESG) U... | Large Cap Blend Equities | 69 | 10.64% | — | Oct 2018 | 5HEE.DE vs JREU.DE |
Compare 5HEE.DE with Any Fund or Stock
Compare 5HEE.DE with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair 5HEE.DE with funds that move differently
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to 5HEE.DE.
Explore 5HEE.DE Diversifiers