AE5B.DE vs. IBCJ.DE
AE5B.DE (Amundi MSCI Europe Climate Action UCITS ETF Dist) and IBCJ.DE (iShares MSCI Poland UCITS ETF USD (Acc)) are both Europe Equities funds - AE5B.DE tracks the MSCI Europe Climate Action while IBCJ.DE tracks the MSCI Poland. Both are passively managed. Over the past year, AE5B.DE returned 12.32% vs 38.98% for IBCJ.DE. A 0.52 correlation means they provide meaningful diversification when combined. AE5B.DE charges 0.09%/yr vs 0.74%/yr for IBCJ.DE.
Performance
AE5B.DE vs. IBCJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AE5B.DE achieves a 5.29% return, which is significantly lower than IBCJ.DE's 16.30% return.
AE5B.DE
- 1D
- 0.62%
- 1M
- 2.96%
- YTD
- 5.29%
- 6M
- 7.80%
- 1Y
- 12.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBCJ.DE
- 1D
- 0.17%
- 1M
- 5.66%
- YTD
- 16.30%
- 6M
- 25.77%
- 1Y
- 38.98%
- 3Y*
- 29.89%
- 5Y*
- 14.80%
- 10Y*
- 9.17%
AE5B.DE vs. IBCJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AE5B.DE Amundi MSCI Europe Climate Action UCITS ETF Dist | 5.29% | 16.59% | 7.50% | 3.40% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 16.30% | 53.66% | -0.42% | 18.21% |
Correlation
The correlation between AE5B.DE and IBCJ.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 (All Time) Calculated using the full available price history since Jun 16, 2023 | 0.52 |
The correlation between AE5B.DE and IBCJ.DE has been stable across timeframes, ranging from 0.52 to 0.53 - a consistent structural relationship.
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Return for Risk
AE5B.DE vs. IBCJ.DE — Risk / Return Rank
AE5B.DE
IBCJ.DE
AE5B.DE vs. IBCJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Europe Climate Action UCITS ETF Dist (AE5B.DE) and iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.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.
| AE5B.DE | IBCJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.28 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 3.90 | -2.73 |
| Martin ratioReturn relative to average drawdown | 3.95 | 9.60 | -5.64 |
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
| AE5B.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.65 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.55 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.15 | +0.68 |
Drawdowns
AE5B.DE vs. IBCJ.DE - Drawdown Comparison
The maximum AE5B.DE drawdown since its inception was -16.86%, smaller than the maximum IBCJ.DE drawdown of -56.11%. Use the drawdown chart below to compare losses from any high point for AE5B.DE and IBCJ.DE.
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Drawdown Indicators
| AE5B.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.86% | -56.11% | +39.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -9.96% | -0.56% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -47.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -56.11% | — |
Current DrawdownCurrent decline from peak | -1.65% | -1.16% | -0.49% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -19.38% | +16.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 4.05% | -0.94% |
Volatility
AE5B.DE vs. IBCJ.DE - Volatility Comparison
The current volatility for Amundi MSCI Europe Climate Action UCITS ETF Dist (AE5B.DE) is 3.86%, while iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.DE) has a volatility of 7.13%. This indicates that AE5B.DE experiences smaller price fluctuations and is considered to be less risky than IBCJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AE5B.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 7.13% | -3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 17.61% | -6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 23.48% | -10.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 26.72% | -13.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.34% | 25.15% | -11.81% |
AE5B.DE vs. IBCJ.DE - Expense Ratio Comparison
AE5B.DE has a 0.09% expense ratio, which is lower than IBCJ.DE's 0.74% expense ratio.
Dividends
AE5B.DE vs. IBCJ.DE - Dividend Comparison
AE5B.DE's dividend yield for the trailing twelve months is around 2.16%, while IBCJ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
AE5B.DE Amundi MSCI Europe Climate Action UCITS ETF Dist | 2.16% | 2.28% | 2.68% | 0.63% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AE5B.DE and IBCJ.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, AE5B.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AE5B.DE is cheaper with a 0.09% expense ratio, compared with 0.74% for IBCJ.DE.
AE5B.DE tracks MSCI Europe Climate Action, while IBCJ.DE tracks MSCI Poland. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.09% for AE5B.DE and 0.74% for IBCJ.DE.
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