10AJ.DE vs. XAMB.DE
10AJ.DE (Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist) and XAMB.DE (Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc) are both exchange-traded funds - 10AJ.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed, while XAMB.DE is a Global Equities fund tracking the MSCI World SRI Filtered PAB. Both are passively managed. Over the past 5 years, 10AJ.DE returned 1.87%/yr vs 10.09%/yr for XAMB.DE. A 0.63 correlation means they provide meaningful diversification when combined. 10AJ.DE charges 0.24%/yr vs 0.18%/yr for XAMB.DE.
Performance
10AJ.DE vs. XAMB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 10AJ.DE achieves a 7.96% return, which is significantly lower than XAMB.DE's 13.11% return.
10AJ.DE
- 1D
- -0.04%
- 1M
- -2.40%
- YTD
- 7.96%
- 6M
- 7.43%
- 1Y
- 9.54%
- 3Y*
- 5.94%
- 5Y*
- 1.87%
- 10Y*
- —
XAMB.DE
- 1D
- 0.27%
- 1M
- 4.36%
- YTD
- 13.11%
- 6M
- 13.19%
- 1Y
- 20.54%
- 3Y*
- 12.56%
- 5Y*
- 10.09%
- 10Y*
- —
10AJ.DE vs. XAMB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 7.96% | -1.85% | 5.52% | 6.85% | -20.55% | 36.79% | -16.96% | 23.88% | -4.14% |
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 13.11% | 2.25% | 15.42% | 20.65% | -17.81% | 36.43% | 7.63% | 32.88% | -7.35% |
Correlation
The correlation between 10AJ.DE and XAMB.DE is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2018 | 0.63 |
The correlation between 10AJ.DE and XAMB.DE has been stable across timeframes, ranging from 0.56 to 0.66 - a consistent structural relationship.
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Return for Risk
10AJ.DE vs. XAMB.DE — Risk / Return Rank
10AJ.DE
XAMB.DE
10AJ.DE vs. XAMB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) and Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.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.
| 10AJ.DE | XAMB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 2.49 | -1.29 |
| Martin ratioReturn relative to average drawdown | 3.94 | 9.16 | -5.22 |
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
| 10AJ.DE | XAMB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.57 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.67 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.74 | -0.52 |
Drawdowns
10AJ.DE vs. XAMB.DE - Drawdown Comparison
The maximum 10AJ.DE drawdown since its inception was -42.62%, which is greater than XAMB.DE's maximum drawdown of -31.83%. Use the drawdown chart below to compare losses from any high point for 10AJ.DE and XAMB.DE.
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Drawdown Indicators
| 10AJ.DE | XAMB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.62% | -31.83% | -10.79% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -8.28% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -20.52% | -22.09% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | -22.09% | -7.92% |
Current DrawdownCurrent decline from peak | -6.63% | 0.00% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -5.61% | -6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.26% | +0.15% |
Volatility
10AJ.DE vs. XAMB.DE - Volatility Comparison
The current volatility for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) is 2.70%, while Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc (XAMB.DE) has a volatility of 3.89%. This indicates that 10AJ.DE experiences smaller price fluctuations and is considered to be less risky than XAMB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 10AJ.DE | XAMB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 3.89% | -1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.38% | 9.82% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 13.16% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 14.94% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 16.40% | +0.70% |
10AJ.DE vs. XAMB.DE - Expense Ratio Comparison
10AJ.DE has a 0.24% expense ratio, which is higher than XAMB.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
10AJ.DE vs. XAMB.DE - Dividend Comparison
10AJ.DE's dividend yield for the trailing twelve months is around 2.77%, while XAMB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.77% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% |
XAMB.DE Amundi MSCI World SRI Climate Net Zero Ambition PAB UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
10AJ.DE and XAMB.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XAMB.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XAMB.DE is cheaper with a 0.18% expense ratio, compared with 0.24% for 10AJ.DE.
10AJ.DE is categorized as REIT, while XAMB.DE is Global Equities. 10AJ.DE tracks FTSE EPRA/NAREIT Developed, while XAMB.DE tracks MSCI World SRI Filtered PAB. Their fees differ too: 0.24% for 10AJ.DE and 0.18% for XAMB.DE.
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