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5ESG.DE vs. DEAM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

5ESG.DE vs. DEAM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco S&P 500 Scored & Screened ETF Acc (5ESG.DE) and Invesco MDAX UCITS ETF A (DEAM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, 5ESG.DE achieves a 11.18% return, which is significantly higher than DEAM.DE's 6.73% return.


5ESG.DE

1D
0.62%
1M
4.19%
YTD
11.18%
6M
11.17%
1Y
28.56%
3Y*
18.63%
5Y*
15.67%
10Y*

DEAM.DE

1D
0.22%
1M
5.09%
YTD
6.73%
6M
10.46%
1Y
5.21%
3Y*
6.11%
5Y*
-0.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

5ESG.DE vs. DEAM.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
5ESG.DE
Invesco S&P 500 Scored & Screened ETF Acc
11.18%5.31%31.42%24.24%-13.76%43.86%35.05%
DEAM.DE
Invesco MDAX UCITS ETF A
6.73%19.33%-6.03%7.33%-28.80%13.67%51.93%

Correlation

The correlation between 5ESG.DE and DEAM.DE is 0.53, 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

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Mar 16, 2020

0.60

The correlation between 5ESG.DE and DEAM.DE shifts across timeframes, from 0.47 (3 years) to 0.60 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

5ESG.DE vs. DEAM.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

5ESG.DE
5ESG.DE Risk / Return Rank: 7878
Overall Rank
5ESG.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
5ESG.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
5ESG.DE Omega Ratio Rank: 7878
Omega Ratio Rank
5ESG.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
5ESG.DE Martin Ratio Rank: 8181
Martin Ratio Rank

DEAM.DE
DEAM.DE Risk / Return Rank: 1313
Overall Rank
DEAM.DE Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
DEAM.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
DEAM.DE Omega Ratio Rank: 1313
Omega Ratio Rank
DEAM.DE Calmar Ratio Rank: 1313
Calmar Ratio Rank
DEAM.DE Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

5ESG.DE vs. DEAM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Scored & Screened ETF Acc (5ESG.DE) and Invesco MDAX UCITS ETF A (DEAM.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.


5ESG.DEDEAM.DEDifference
Sharpe ratioReturn per unit of total volatility

+2.19

Sortino ratioReturn per unit of downside risk

+2.82

Omega ratioGain probability vs. loss probability

1.46

1.06

+0.39

Calmar ratioReturn relative to maximum drawdown

4.12

0.36

+3.76

Martin ratioReturn relative to average drawdown

15.77

0.98

+14.79

5ESG.DE vs. DEAM.DE - Sharpe Ratio Comparison

The current 5ESG.DE Sharpe Ratio is 2.47, which is higher than the DEAM.DE Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of 5ESG.DE and DEAM.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


5ESG.DEDEAM.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

0.28

+2.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.02

-0.05

+1.07

Sharpe Ratio (All Time)

Calculated using the full available price history

1.21

0.18

+1.03

Drawdowns

5ESG.DE vs. DEAM.DE - Drawdown Comparison

The maximum 5ESG.DE drawdown since its inception was -23.40%, smaller than the maximum DEAM.DE drawdown of -40.04%. Use the drawdown chart below to compare losses from any high point for 5ESG.DE and DEAM.DE.


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Drawdown Indicators


5ESG.DEDEAM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.40%

-40.04%

+16.64%

Max Drawdown (1Y)

Largest decline over 1 year

-6.93%

-14.47%

+7.54%

Max Drawdown (3Y)

Largest decline over 3 years

-23.40%

-18.48%

-4.92%

Max Drawdown (5Y)

Largest decline over 5 years

-23.40%

-40.04%

+16.64%

Current Drawdown

Current decline from peak

0.00%

-11.42%

+11.42%

Average Drawdown

Average peak-to-trough decline

-3.89%

-16.30%

+12.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.81%

5.26%

-3.45%

Volatility

5ESG.DE vs. DEAM.DE - Volatility Comparison

The current volatility for Invesco S&P 500 Scored & Screened ETF Acc (5ESG.DE) is 2.77%, while Invesco MDAX UCITS ETF A (DEAM.DE) has a volatility of 5.08%. This indicates that 5ESG.DE experiences smaller price fluctuations and is considered to be less risky than DEAM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


5ESG.DEDEAM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

5.08%

-2.31%

Volatility (6M)

Calculated over the trailing 6-month period

7.54%

15.33%

-7.79%

Volatility (1Y)

Calculated over the trailing 1-year period

11.53%

18.59%

-7.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.20%

19.26%

-4.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.81%

19.61%

-2.80%

5ESG.DE vs. DEAM.DE - Expense Ratio Comparison

5ESG.DE has a 0.17% expense ratio, which is lower than DEAM.DE's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

5ESG.DE vs. DEAM.DE - Dividend Comparison

Neither 5ESG.DE nor DEAM.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


5ESG.DE and DEAM.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, 5ESG.DE is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.

5ESG.DE is cheaper with a 0.17% expense ratio, compared with 0.19% for DEAM.DE.

5ESG.DE is categorized as S&P 500, while DEAM.DE is Europe Equities. 5ESG.DE tracks S&P 500 ESG Index, while DEAM.DE tracks MDAX®. Their fees differ too: 0.17% for 5ESG.DE and 0.19% for DEAM.DE.

Portfolio Optimizer

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