B41J.DE vs. 5HEU.DE
Compare and contrast key facts about Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) and Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) (5HEU.DE).
B41J.DE and 5HEU.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. B41J.DE is a passively managed fund by Global X that tracks the performance of the Mirae Asset European Infrastructure Development Index. It was launched on Sep 3, 2024. 5HEU.DE is a passively managed fund by Natixis that tracks the performance of the Ossiam ESG Shiller Barclays CAPE® Europe Sector. It was launched on Dec 17, 2021. Both B41J.DE and 5HEU.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
B41J.DE vs. 5HEU.DE - Performance Comparison
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B41J.DE vs. 5HEU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
B41J.DE Global X European Infrastructure Development UCITS ETF EUR Accumulating | 8.74% | 27.74% | -2.48% |
5HEU.DE Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) | 0.00% | 4.88% | -5.80% |
Returns By Period
B41J.DE
- 1D
- 3.21%
- 1M
- -2.44%
- YTD
- 8.74%
- 6M
- 9.91%
- 1Y
- 20.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
5HEU.DE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 2.17%
- 1Y
- 3.68%
- 3Y*
- 1.04%
- 5Y*
- —
- 10Y*
- —
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B41J.DE vs. 5HEU.DE - Expense Ratio Comparison
B41J.DE has a 0.47% expense ratio, which is lower than 5HEU.DE's 0.75% expense ratio.
Return for Risk
B41J.DE vs. 5HEU.DE — Risk / Return Rank
B41J.DE
5HEU.DE
B41J.DE vs. 5HEU.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) and Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) (5HEU.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.
| B41J.DE | 5HEU.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.38 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.56 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.10 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 0.35 | +1.77 |
Martin ratioReturn relative to average drawdown | 6.58 | 1.12 | +5.46 |
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
| B41J.DE | 5HEU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.38 | +0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.02 | +1.32 |
Correlation
The correlation between B41J.DE and 5HEU.DE is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
B41J.DE vs. 5HEU.DE - Dividend Comparison
Neither B41J.DE nor 5HEU.DE has paid dividends to shareholders.
Drawdowns
B41J.DE vs. 5HEU.DE - Drawdown Comparison
The maximum B41J.DE drawdown since its inception was -12.00%, smaller than the maximum 5HEU.DE drawdown of -18.20%. Use the drawdown chart below to compare losses from any high point for B41J.DE and 5HEU.DE.
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Drawdown Indicators
| B41J.DE | 5HEU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.00% | -18.20% | +6.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.88% | -10.53% | +0.65% |
Current DrawdownCurrent decline from peak | -3.23% | -4.91% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -2.36% | -6.21% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 3.29% | -0.11% |
Volatility
B41J.DE vs. 5HEU.DE - Volatility Comparison
Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) has a higher volatility of 6.85% compared to Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) (5HEU.DE) at 0.00%. This indicates that B41J.DE's price experiences larger fluctuations and is considered to be riskier than 5HEU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| B41J.DE | 5HEU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 0.00% | +6.85% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 4.42% | +7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 11.95% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 12.93% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 12.93% | +2.93% |