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AKWA.DE vs. B41J.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AKWA.DE vs. B41J.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Global X Clean Water UCITS ETF (AKWA.DE) and Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.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, AKWA.DE achieves a -0.44% return, which is significantly lower than B41J.DE's 7.25% return.


AKWA.DE

1D
-0.50%
1M
-2.56%
YTD
-0.44%
6M
-2.47%
1Y
-0.28%
3Y*
7.49%
5Y*
10Y*

B41J.DE

1D
0.02%
1M
-2.78%
YTD
7.25%
6M
8.50%
1Y
8.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AKWA.DE vs. B41J.DE - Yearly Performance Comparison


Correlation

The correlation between AKWA.DE and B41J.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.48

Correlation (All Time)
Calculated using the full available price history since Sep 6, 2024

0.44

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Return for Risk

AKWA.DE vs. B41J.DE — Risk / Return Rank

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

AKWA.DE
AKWA.DE Risk / Return Rank: 99
Overall Rank
AKWA.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
AKWA.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
AKWA.DE Omega Ratio Rank: 88
Omega Ratio Rank
AKWA.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
AKWA.DE Martin Ratio Rank: 99
Martin Ratio Rank

B41J.DE
B41J.DE Risk / Return Rank: 2020
Overall Rank
B41J.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
B41J.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
B41J.DE Omega Ratio Rank: 1818
Omega Ratio Rank
B41J.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
B41J.DE Martin Ratio Rank: 2222
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.

AKWA.DE vs. B41J.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Clean Water UCITS ETF (AKWA.DE) and Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.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.


AKWA.DEB41J.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.61

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

1.01

1.11

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.05

0.94

-0.99

Martin ratioReturn relative to average drawdown

-0.11

2.70

-2.81

AKWA.DE vs. B41J.DE - Sharpe Ratio Comparison

The current AKWA.DE Sharpe Ratio is -0.03, which is lower than the B41J.DE Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of AKWA.DE and B41J.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


AKWA.DEB41J.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.03

0.58

-0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

1.12

-0.93

Drawdowns

AKWA.DE vs. B41J.DE - Drawdown Comparison

The maximum AKWA.DE drawdown since its inception was -23.07%, which is greater than B41J.DE's maximum drawdown of -12.00%. Use the drawdown chart below to compare losses from any high point for AKWA.DE and B41J.DE.


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Drawdown Indicators


AKWA.DEB41J.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.07%

-12.00%

-11.07%

Max Drawdown (1Y)

Largest decline over 1 year

-9.90%

-9.34%

-0.56%

Max Drawdown (3Y)

Largest decline over 3 years

-19.99%

Current Drawdown

Current decline from peak

-8.54%

-4.55%

-3.99%

Average Drawdown

Average peak-to-trough decline

-7.60%

-2.45%

-5.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.12%

3.24%

+0.88%

Volatility

AKWA.DE vs. B41J.DE - Volatility Comparison

The current volatility for Global X Clean Water UCITS ETF (AKWA.DE) is 3.85%, while Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) has a volatility of 4.95%. This indicates that AKWA.DE experiences smaller price fluctuations and is considered to be less risky than B41J.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AKWA.DEB41J.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.85%

4.95%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

10.07%

12.73%

-2.66%

Volatility (1Y)

Calculated over the trailing 1-year period

13.59%

15.27%

-1.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.02%

16.11%

-0.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.02%

16.11%

-0.09%

AKWA.DE vs. B41J.DE - Expense Ratio Comparison

AKWA.DE has a 0.50% expense ratio, which is higher than B41J.DE's 0.47% expense ratio.


Dividends

AKWA.DE vs. B41J.DE - Dividend Comparison

Neither AKWA.DE nor B41J.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


AKWA.DE and B41J.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, B41J.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

B41J.DE is cheaper with a 0.47% expense ratio, compared with 0.50% for AKWA.DE.

AKWA.DE is categorized as Water Equities, while B41J.DE is Europe Equities. AKWA.DE tracks Solactive Global Clean Water Industry, while B41J.DE tracks Mirae Asset European Infrastructure Development Index. Their fees differ too: 0.50% for AKWA.DE and 0.47% for B41J.DE.

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