5HEE.DE vs. WEBC.DE
5HEE.DE (Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR)) and WEBC.DE (Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist)) are both Large Cap Blend Equities funds - 5HEE.DE tracks the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector while WEBC.DE tracks the MSCI North America ESG Broad CTB Select Index. Both are passively managed. Over the past year, 5HEE.DE returned 9.90% vs 22.93% for WEBC.DE. A 0.59 correlation means they provide meaningful diversification when combined. 5HEE.DE charges 0.75%/yr vs 0.15%/yr for WEBC.DE.
Performance
5HEE.DE vs. WEBC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5HEE.DE achieves a 4.85% return, which is significantly lower than WEBC.DE's 12.50% return.
5HEE.DE
- 1D
- 0.63%
- 1M
- 2.85%
- 6M
- 2.05%
- YTD
- 4.85%
- 1Y
- 9.90%
- 3Y*
- 3.62%
- 5Y*
- 3.35%
- 10Y*
- —
WEBC.DE
- 1D
- 0.29%
- 1M
- 1.72%
- 6M
- 11.85%
- YTD
- 12.50%
- 1Y
- 22.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
5HEE.DE vs. WEBC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
5HEE.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) | 4.85% | -7.39% | 10.30% | 9.12% |
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 12.50% | 3.77% | 30.70% | 6.86% |
Correlation
The correlation between 5HEE.DE and WEBC.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2023 | 0.59 |
The correlation between 5HEE.DE and WEBC.DE shifts across timeframes, from 0.44 (1 year) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
5HEE.DE vs. WEBC.DE — Risk / Return Rank
5HEE.DE
WEBC.DE
5HEE.DE vs. WEBC.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 (EUR) (5HEE.DE) and Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| 5HEE.DE | WEBC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.34 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.83 | -1.41 |
| Martin ratioReturn relative to average drawdown | 3.42 | 9.78 | -6.36 |
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Drawdowns
5HEE.DE vs. WEBC.DE - Drawdown Comparison
The maximum 5HEE.DE drawdown since its inception was -32.56%, which is greater than WEBC.DE's maximum drawdown of -23.69%. Use the drawdown chart below to compare losses from any high point for 5HEE.DE and WEBC.DE.
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Drawdown Indicators
| 5HEE.DE | WEBC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.56% | -23.69% | -8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -6.95% | -8.07% | +1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -22.48% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.48% | — | — |
Current DrawdownCurrent decline from peak | -7.28% | -0.11% | -7.17% |
Average DrawdownAverage peak-to-trough decline | -6.27% | -3.32% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.34% | +0.55% |
Volatility
5HEE.DE vs. WEBC.DE - Volatility Comparison
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE) has a higher volatility of 4.31% compared to Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) (WEBC.DE) at 2.78%. This indicates that 5HEE.DE's price experiences larger fluctuations and is considered to be riskier than WEBC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 5HEE.DE | WEBC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 2.78% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 8.15% | +0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.13% | 12.21% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.99% | 14.63% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 14.63% | +2.29% |
5HEE.DE vs. WEBC.DE - Expense Ratio Comparison
5HEE.DE has a 0.75% expense ratio, which is higher than WEBC.DE's 0.15% expense ratio.
Dividends
5HEE.DE vs. WEBC.DE - Dividend Comparison
5HEE.DE has not paid dividends to shareholders, while WEBC.DE's dividend yield for the trailing twelve months is around 0.77%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
5HEE.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) | 0.00% | 0.00% | 0.00% |
WEBC.DE Amundi MSCI North America ESG Broad Transition UCITS ETF (Dist) | 0.77% | 0.99% | 0.75% |
Frequently Asked Questions
5HEE.DE and WEBC.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WEBC.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WEBC.DE is cheaper with a 0.15% expense ratio, compared with 0.75% for 5HEE.DE.
5HEE.DE tracks Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector, while WEBC.DE tracks MSCI North America ESG Broad CTB Select Index. They also come from different issuers: Natixis and Amundi. Their fees differ too: 0.75% for 5HEE.DE and 0.15% for WEBC.DE.
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