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5HED.DE vs. VNRA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

5HED.DE vs. VNRA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) and Vanguard FTSE North America UCITS ETF (USD) Accumulating (VNRA.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

5HED.DE is traded in USD, while VNRA.DE is traded in EUR. To make them comparable, the VNRA.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, 5HED.DE achieves a -1.48% return, which is significantly lower than VNRA.DE's 9.87% return.


5HED.DE

1D
1.38%
1M
-2.22%
YTD
-1.48%
6M
0.49%
1Y
5.74%
3Y*
4.27%
5Y*
2.39%
10Y*

VNRA.DE

1D
0.10%
1M
4.63%
YTD
9.87%
6M
10.92%
1Y
27.41%
3Y*
22.39%
5Y*
13.32%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

5HED.DE vs. VNRA.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
5HED.DE
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)
-1.48%4.29%4.19%16.05%-16.59%22.07%23.80%7.33%
VNRA.DE
Vanguard FTSE North America UCITS ETF (USD) Accumulating
9.86%19.00%24.66%26.52%-19.81%27.66%20.41%8.53%

Correlation

The correlation between 5HED.DE and VNRA.DE is 0.50, 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

0.50

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

0.63

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

0.78

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2019

0.81

Over the past year, the correlation between 5HED.DE and VNRA.DE has dropped to 0.50 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.

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Return for Risk

5HED.DE vs. VNRA.DE — Risk / Return Rank

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

5HED.DE
5HED.DE Risk / Return Rank: 1616
Overall Rank
5HED.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
5HED.DE Sortino Ratio Rank: 1616
Sortino Ratio Rank
5HED.DE Omega Ratio Rank: 1515
Omega Ratio Rank
5HED.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
5HED.DE Martin Ratio Rank: 1717
Martin Ratio Rank

VNRA.DE
VNRA.DE Risk / Return Rank: 6868
Overall Rank
VNRA.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VNRA.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
VNRA.DE Omega Ratio Rank: 6969
Omega Ratio Rank
VNRA.DE Calmar Ratio Rank: 7171
Calmar Ratio Rank
VNRA.DE Martin Ratio Rank: 6969
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.

5HED.DE vs. VNRA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) and Vanguard FTSE North America UCITS ETF (USD) Accumulating (VNRA.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.


5HED.DEVNRA.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.91

Sortino ratioReturn per unit of downside risk

-2.63

Omega ratioGain probability vs. loss probability

1.08

1.42

-0.34

Calmar ratioReturn relative to maximum drawdown

0.59

3.16

-2.57

Martin ratioReturn relative to average drawdown

1.60

13.30

-11.70

5HED.DE vs. VNRA.DE - Sharpe Ratio Comparison

The current 5HED.DE Sharpe Ratio is 0.45, which is lower than the VNRA.DE Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of 5HED.DE and VNRA.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


5HED.DEVNRA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

2.37

-1.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.15

0.82

-0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.88

-0.41

Drawdowns

5HED.DE vs. VNRA.DE - Drawdown Comparison

The maximum 5HED.DE drawdown since its inception was -32.82%, smaller than the maximum VNRA.DE drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for 5HED.DE and VNRA.DE.


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Drawdown Indicators


5HED.DEVNRA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.82%

-34.95%

+2.13%

Max Drawdown (1Y)

Largest decline over 1 year

-8.99%

-8.63%

-0.36%

Max Drawdown (3Y)

Largest decline over 3 years

-18.34%

-19.46%

+1.12%

Max Drawdown (5Y)

Largest decline over 5 years

-22.12%

-25.08%

+2.96%

Current Drawdown

Current decline from peak

-6.37%

-0.51%

-5.86%

Average Drawdown

Average peak-to-trough decline

-5.74%

-5.42%

-0.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.34%

2.06%

+1.28%

Volatility

5HED.DE vs. VNRA.DE - Volatility Comparison

Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD) (5HED.DE) has a higher volatility of 4.08% compared to Vanguard FTSE North America UCITS ETF (USD) Accumulating (VNRA.DE) at 2.80%. This indicates that 5HED.DE's price experiences larger fluctuations and is considered to be riskier than VNRA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


5HED.DEVNRA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.08%

2.80%

+1.28%

Volatility (6M)

Calculated over the trailing 6-month period

8.71%

8.07%

+0.64%

Volatility (1Y)

Calculated over the trailing 1-year period

11.74%

11.53%

+0.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.01%

15.98%

+0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.62%

18.07%

-0.45%

5HED.DE vs. VNRA.DE - Expense Ratio Comparison

5HED.DE has a 0.75% expense ratio, which is higher than VNRA.DE's 0.10% expense ratio.


Dividends

5HED.DE vs. VNRA.DE - Dividend Comparison

Neither 5HED.DE nor VNRA.DE has paid dividends to shareholders.


PositionTTM202520242023202220212020
5HED.DE
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VNRA.DE
Vanguard FTSE North America UCITS ETF (USD) Accumulating
0.00%0.00%0.26%0.00%0.00%0.00%0.89%

Frequently Asked Questions


5HED.DE and VNRA.DE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VNRA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VNRA.DE is cheaper with a 0.10% expense ratio, compared with 0.75% for 5HED.DE.

5HED.DE tracks Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector, while VNRA.DE tracks FTSE North America. They also come from different issuers: Natixis and Vanguard. Their fees differ too: 0.75% for 5HED.DE and 0.10% for VNRA.DE.

Portfolio Optimizer

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