36B5.DE vs. H41E.DE
Compare and contrast key facts about iShares MSCI EM SRI UCITS ETF USD Dist (36B5.DE) and HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.DE).
36B5.DE and H41E.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 36B5.DE is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets SRI Select Reduced Fossil Fuels. It was launched on Dec 6, 2018. H41E.DE is a passively managed fund by HSBC that tracks the performance of the MSCI Emerging Markets Value SRI ESG Target Select. It was launched on Dec 7, 2022. Both 36B5.DE and H41E.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
36B5.DE vs. H41E.DE - Performance Comparison
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36B5.DE vs. H41E.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
36B5.DE iShares MSCI EM SRI UCITS ETF USD Dist | 3.05% | 16.82% | 11.30% | -2.19% | -2.79% |
H41E.DE HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) | 8.50% | 22.02% | 17.74% | 11.43% | -2.00% |
Returns By Period
In the year-to-date period, 36B5.DE achieves a 3.05% return, which is significantly lower than H41E.DE's 8.50% return.
36B5.DE
- 1D
- -0.90%
- 1M
- -1.43%
- YTD
- 3.05%
- 6M
- 6.92%
- 1Y
- 24.51%
- 3Y*
- 9.91%
- 5Y*
- 2.93%
- 10Y*
- —
H41E.DE
- 1D
- -1.40%
- 1M
- -1.72%
- YTD
- 8.50%
- 6M
- 14.25%
- 1Y
- 34.51%
- 3Y*
- 18.30%
- 5Y*
- —
- 10Y*
- —
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36B5.DE vs. H41E.DE - Expense Ratio Comparison
36B5.DE has a 0.25% expense ratio, which is lower than H41E.DE's 0.35% expense ratio.
Return for Risk
36B5.DE vs. H41E.DE — Risk / Return Rank
36B5.DE
H41E.DE
36B5.DE vs. H41E.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM SRI UCITS ETF USD Dist (36B5.DE) and HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.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.
| 36B5.DE | H41E.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.87 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.47 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 4.06 | -1.16 |
Martin ratioReturn relative to average drawdown | 10.71 | 14.53 | -3.82 |
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
| 36B5.DE | H41E.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.87 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 1.12 | -0.84 |
Correlation
The correlation between 36B5.DE and H41E.DE is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
36B5.DE vs. H41E.DE - Dividend Comparison
36B5.DE's dividend yield for the trailing twelve months is around 2.03%, while H41E.DE has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
36B5.DE iShares MSCI EM SRI UCITS ETF USD Dist | 2.03% | 2.09% | 2.34% | 2.32% | 2.31% | 1.84% | 1.57% | 2.31% |
H41E.DE HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
36B5.DE vs. H41E.DE - Drawdown Comparison
The maximum 36B5.DE drawdown since its inception was -36.40%, which is greater than H41E.DE's maximum drawdown of -20.92%. Use the drawdown chart below to compare losses from any high point for 36B5.DE and H41E.DE.
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Drawdown Indicators
| 36B5.DE | H41E.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.40% | -20.92% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -10.87% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -25.22% | — | — |
Current DrawdownCurrent decline from peak | -8.32% | -7.97% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -10.38% | -3.19% | -7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 2.74% | -0.02% |
Volatility
36B5.DE vs. H41E.DE - Volatility Comparison
iShares MSCI EM SRI UCITS ETF USD Dist (36B5.DE) and HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.DE) have volatilities of 6.80% and 6.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36B5.DE | H41E.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 6.76% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 12.94% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 18.34% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 15.44% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 15.44% | +4.15% |