0B2.DE vs. GERD.DE
0B2.DE (BAWAG Group AG) is a stock, while GERD.DE (L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc) is Global Equities fund tracking the Solactive Gerd Kommer Multifactor Equity. Over the past year, 0B2.DE returned 46.26% vs 26.06% for GERD.DE. At a 0.33 correlation, their price movements are largely independent.
Performance
0B2.DE vs. GERD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 0B2.DE achieves a 23.06% return, which is significantly higher than GERD.DE's 14.41% return.
0B2.DE
- 1D
- 2.92%
- 1M
- 4.04%
- YTD
- 23.06%
- 6M
- 34.68%
- 1Y
- 46.26%
- 3Y*
- 62.56%
- 5Y*
- 35.83%
- 10Y*
- —
GERD.DE
- 1D
- -0.18%
- 1M
- 5.63%
- YTD
- 14.41%
- 6M
- 15.59%
- 1Y
- 26.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
0B2.DE vs. GERD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
0B2.DE BAWAG Group AG | 23.06% | 70.86% | 82.66% | 9.57% |
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 14.41% | 10.26% | 18.54% | 7.85% |
Correlation
The correlation between 0B2.DE and GERD.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2023 | 0.33 |
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Return for Risk
0B2.DE vs. GERD.DE — Risk / Return Rank
0B2.DE
GERD.DE
0B2.DE vs. GERD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BAWAG Group AG (0B2.DE) and L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.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.
| 0B2.DE | GERD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.39 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.01 | 3.92 | -0.91 |
| Martin ratioReturn relative to average drawdown | 10.04 | 15.42 | -5.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 0B2.DE | GERD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 2.18 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 1.35 | -0.40 |
Drawdowns
0B2.DE vs. GERD.DE - Drawdown Comparison
The maximum 0B2.DE drawdown since its inception was -53.63%, which is greater than GERD.DE's maximum drawdown of -19.22%. Use the drawdown chart below to compare losses from any high point for 0B2.DE and GERD.DE.
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Drawdown Indicators
| 0B2.DE | GERD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -19.22% | -34.41% |
Max Drawdown (1Y)Largest decline over 1 year | -15.89% | -6.61% | -9.28% |
Max Drawdown (3Y)Largest decline over 3 years | -19.84% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.88% | — | — |
Current DrawdownCurrent decline from peak | -2.19% | -0.19% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -2.24% | -8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 1.69% | +3.04% |
Volatility
0B2.DE vs. GERD.DE - Volatility Comparison
BAWAG Group AG (0B2.DE) has a higher volatility of 7.37% compared to L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) at 3.18%. This indicates that 0B2.DE's price experiences larger fluctuations and is considered to be riskier than GERD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 0B2.DE | GERD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.37% | 3.18% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 21.15% | 8.49% | +12.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.45% | 11.92% | +15.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.31% | 12.95% | +20.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.10% | 12.95% | +28.15% |
Dividends
0B2.DE vs. GERD.DE - Dividend Comparison
0B2.DE's dividend yield for the trailing twelve months is around 4.12%, while GERD.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
0B2.DE BAWAG Group AG | 4.12% | 4.28% | 6.21% | 7.69% | 6.11% |
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
0B2.DE and GERD.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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