Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HEP.L) 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 5HEP.L. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to 5HEP.L
5HEP.L charges 0.75% annually. There are 72 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Lyxor Core Morningstar US (DR) UCITS ETF | 0.04% | 21.29M | Feb 2018 | 5HEP.L vs LCUS.L | |
| BetaBuilders US Equity UCITS USD Acc | 0.04% | 98.35M | Apr 2019 | 5HEP.L vs BBUS.L | |
| Invesco MSCI USA UCITS ETF | 0.05% | 10.91B | Mar 2009 | 5HEP.L vs MXUS.L | |
| Invesco MSCI USA UCITS ETF Dist | 0.05% | 10.91B | Nov 2019 | 5HEP.L vs MXUD.L | |
| JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.05% | 73.09M | Apr 2019 | 5HEP.L vs BBSU.L |
Best Risk-Adjusted Alternatives to 5HEP.L
5HEP.L has a PortfoliosLab risk / return rank of 19. There are 68 ETFs in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Xtrackers MSCI USA ESG UCITS ETF 1D | 94 | 9.28B | Apr 2022 | 5HEP.L vs XZMD.L | |
| HSBC USA Sustainable Equity UCITS ETF USD | 93 | 706.18M | Jun 2020 | 5HEP.L vs HSUS.L | |
| First Trust US Large Cap Core AlphaDEX UCITS Class... | 93 | — | May 2015 | 5HEP.L vs FEXD.L | |
| HSBC MSCI USA Islamic Screened UCITS ETF USD Accum... | 92 | — | Nov 2022 | 5HEP.L vs HIUS.L | |
| iShares MSCI USA Islamic UCITS ETF | 90 | 454.35M | Dec 2007 | 5HEP.L vs ISDU.L |
Top Performing 5HEP.L Alternatives (YTD)
5HEP.L is at -0.99% YTD. There are 71 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| HSBC MSCI USA Islamic Screened UCITS ETF USD Accum... | 27.34% | — | Nov 2022 | 5HEP.L vs HIUS.L | |
| iShares MSCI USA Islamic UCITS ETF | 22.76% | 454.35M | Dec 2007 | 5HEP.L vs ISDU.L | |
| HSBC USA Sustainable Equity UCITS ETF USD | 14.52% | 706.18M | Jun 2020 | 5HEP.L vs HSUS.L | |
| First Trust US Large Cap Core AlphaDEX® UCITS ETF ... | 14.35% | 90.09M | Apr 2013 | 5HEP.L vs FEX.L | |
| First Trust US Large Cap Core AlphaDEX UCITS ETF | 14.28% | 121.11M | Apr 2013 | 5HEP.L vs FEXU.L |
Lowest Volatility Alternatives to 5HEP.L
5HEP.L has 10.42% 1-year volatility. There are 16 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D | 7.67% | 4.64M | Nov 2016 | 5HEP.L vs XMVU.L | |
| iShares Edge MSCI USA Minimum Volatility ESG UCITS... | 8.60% | 76.70M | Apr 2020 | 5HEP.L vs MVEA.L | |
| WisdomTree US Quality Dividend Growth UCITS ETF - ... | 8.86% | 803.66M | Jun 2016 | 5HEP.L vs DGRG.L | |
| WisdomTree US Quality Dividend Growth UCITS ETF - ... | 8.88% | 927.61M | Jul 2023 | 5HEP.L vs DGRP.L | |
| Ossiam Lux - Ossiam Shiller Barclays CAPE US Secto... | 9.32% | 2.03B | Jun 2015 | 5HEP.L vs CAPU.L |
Lowest Drawdown Alternatives to 5HEP.L
5HEP.L has a 1-year max drawdown of -7.77%. There are 30 ETFs in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -4.52%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust US Large Cap Core AlphaDEX UCITS Class... | -4.52% | — | May 2015 | 5HEP.L vs FEXD.L | |
| First Trust US Large Cap Core AlphaDEX® UCITS ETF ... | -4.63% | 90.09M | Apr 2013 | 5HEP.L vs FEX.L | |
| Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D | -5.39% | 4.64M | Nov 2016 | 5HEP.L vs XMVU.L | |
| iShares Edge MSCI USA Minimum Volatility ESG UCITS... | -5.43% | 76.70M | Apr 2020 | 5HEP.L vs MVEA.L | |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF ... | -5.47% | 147.06M | Apr 2017 | 5HEP.L vs USFM.L |
Other ETFs from Natixis
The 4 most viewed Natixis ETFs shown here include LCPE.L, LEMV.L, EUMV.L and span 1 categories. AUM among these funds goes as high as $138M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ossiam Shiller Barclays Cape Europe Sector Value T... | Europe Equities | 77 | 14.20% | 138.30M | Dec 2014 | 5HEP.L vs LCPE.L | |
| Ossiam Europe ESG Machine Learning ETF UCITS (EUR) | Europe Equities | 21 | 4.58% | 13.91M | Jun 2011 | 5HEP.L vs LEMV.L | |
| Ossiam Europe ESG Machine Learning ETF UCITS (EUR) | Europe Equities | 15 | 5.51% | 19.36M | Jun 2011 | 5HEP.L vs EUMV.L | |
| Ossiam Stoxx Europe 600 Equal Weight NR UCITS | Europe Equities | 33 | 4.68% | 93.92M | May 2011 | 5HEP.L vs L6EW.L |
Often Compared With 5HEP.L
Investors most often compare 5HEP.L with UC95.L, LGUG.L, FLXU.L. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ... | Large Cap Blend Equities | 10 | -0.22% | 33.20M | Aug 2015 | 5HEP.L vs UC95.L | |
| L&G US Equity UCITS ETF | Large Cap Blend Equities | 78 | 10.49% | 1.07B | Nov 2018 | 5HEP.L vs LGUG.L | |
| Franklin LibertyQ U.S. Equity UCITS ETF | Large Cap Blend Equities | 86 | 12.19% | 62.35M | Sep 2017 | 5HEP.L vs FLXU.L | |
| SPDR S&P US Dividend Aristocrats UCITS ETF Dis | Large Cap Blend Equities, Dividend | 36 | 6.99% | 3.62B | Oct 2011 | 5HEP.L vs UDVD.L | |
| JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | Large Cap Blend Equities | 79 | 10.30% | 73.09M | Apr 2019 | 5HEP.L vs BBDD.L | |
| Franklin LibertyQ U.S. Equity UCITS ETF | Large Cap Blend Equities | 75 | 12.02% | 83.90M | Sep 2017 | 5HEP.L vs FRUE.L | |
| iShares MSCI USA SRI UCITS ETF USD (Acc) | Large Cap Blend Equities | 69 | 14.16% | 2.34B | Jul 2016 | 5HEP.L vs SUUS.L |
Compare 5HEP.L with Any Fund or Stock
Compare 5HEP.L with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair 5HEP.L with funds that move differently
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to 5HEP.L.
Explore 5HEP.L Diversifiers