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AE50.DE vs. H4ZZ.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AE50.DE vs. H4ZZ.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.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, AE50.DE achieves a 11.24% return, which is significantly higher than H4ZZ.DE's 10.19% return.


AE50.DE

1D
0.71%
1M
3.13%
YTD
11.24%
6M
11.92%
1Y
24.57%
3Y*
13.99%
5Y*
11.73%
10Y*
10.59%

H4ZZ.DE

1D
0.79%
1M
3.49%
YTD
10.19%
6M
11.16%
1Y
22.41%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AE50.DE vs. H4ZZ.DE - Yearly Performance Comparison


2026 (YTD)20252024
AE50.DE
Amundi ETF STOXX Europe 50 UCITS ETF EUR
11.24%18.08%-3.68%
H4ZZ.DE
HSBC Euro Stoxx 50 UCITS ETF EUR (Acc)
10.19%22.35%-2.42%

Correlation

The correlation between AE50.DE and H4ZZ.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2024

0.92

The correlation between AE50.DE and H4ZZ.DE has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.

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Return for Risk

AE50.DE vs. H4ZZ.DE — Risk / Return Rank

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

AE50.DE
AE50.DE Risk / Return Rank: 6363
Overall Rank
AE50.DE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
AE50.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
AE50.DE Omega Ratio Rank: 6464
Omega Ratio Rank
AE50.DE Calmar Ratio Rank: 6060
Calmar Ratio Rank
AE50.DE Martin Ratio Rank: 6060
Martin Ratio Rank

H4ZZ.DE
H4ZZ.DE Risk / Return Rank: 4545
Overall Rank
H4ZZ.DE Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
H4ZZ.DE Sortino Ratio Rank: 4646
Sortino Ratio Rank
H4ZZ.DE Omega Ratio Rank: 4343
Omega Ratio Rank
H4ZZ.DE Calmar Ratio Rank: 4545
Calmar Ratio Rank
H4ZZ.DE Martin Ratio Rank: 4747
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.

AE50.DE vs. H4ZZ.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) and HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.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.


AE50.DEH4ZZ.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.43

Sortino ratioReturn per unit of downside risk

+0.56

Omega ratioGain probability vs. loss probability

1.34

1.26

+0.08

Calmar ratioReturn relative to maximum drawdown

2.56

2.04

+0.52

Martin ratioReturn relative to average drawdown

9.38

7.07

+2.31

AE50.DE vs. H4ZZ.DE - Sharpe Ratio Comparison

The current AE50.DE Sharpe Ratio is 1.83, which is higher than the H4ZZ.DE Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of AE50.DE and H4ZZ.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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Drawdowns

AE50.DE vs. H4ZZ.DE - Drawdown Comparison

The maximum AE50.DE drawdown since its inception was -32.20%, which is greater than H4ZZ.DE's maximum drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for AE50.DE and H4ZZ.DE.


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Drawdown Indicators


AE50.DEH4ZZ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.20%

-16.46%

-15.74%

Max Drawdown (1Y)

Largest decline over 1 year

-9.54%

-10.94%

+1.40%

Max Drawdown (3Y)

Largest decline over 3 years

-17.29%

Max Drawdown (5Y)

Largest decline over 5 years

-17.29%

Max Drawdown (10Y)

Largest decline over 10 years

-32.20%

Current Drawdown

Current decline from peak

0.00%

-0.83%

+0.83%

Average Drawdown

Average peak-to-trough decline

-5.67%

-2.66%

-3.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

3.16%

-0.55%

Volatility

AE50.DE vs. H4ZZ.DE - Volatility Comparison

The current volatility for Amundi ETF STOXX Europe 50 UCITS ETF EUR (AE50.DE) is 2.91%, while HSBC Euro Stoxx 50 UCITS ETF EUR (Acc) (H4ZZ.DE) has a volatility of 3.53%. This indicates that AE50.DE experiences smaller price fluctuations and is considered to be less risky than H4ZZ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AE50.DEH4ZZ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.91%

3.53%

-0.62%

Volatility (6M)

Calculated over the trailing 6-month period

10.98%

13.18%

-2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

13.38%

15.98%

-2.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.94%

16.81%

-2.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.87%

16.81%

-1.94%

AE50.DE vs. H4ZZ.DE - Expense Ratio Comparison

AE50.DE has a 0.15% expense ratio, which is higher than H4ZZ.DE's 0.05% 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

AE50.DE vs. H4ZZ.DE - Dividend Comparison

Neither AE50.DE nor H4ZZ.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.93, AE50.DE and H4ZZ.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, H4ZZ.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

H4ZZ.DE is cheaper with a 0.05% expense ratio, compared with 0.15% for AE50.DE.

AE50.DE tracks STOXX® Europe 50, while H4ZZ.DE tracks EURO STOXX 50. They also come from different issuers: Amundi and HSBC. Their fees differ too: 0.15% for AE50.DE and 0.05% for H4ZZ.DE.

Portfolio Optimizer

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