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ETHI.AX vs. CORE.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ETHI.AX vs. CORE.AX

Last updated Jul 16, 2026
Documentation

ETHI.AX (Betashares Global Sustainability Leaders ETF) and CORE.AX (Schroder Global Core Fund - Active ETF) are both Global Equities funds. ETHI.AX is passively managed, while CORE.AX is actively managed. Over the past year, ETHI.AX returned 9.57% vs 15.14% for CORE.AX. A 0.54 correlation means they provide meaningful diversification when combined. ETHI.AX charges 0.59%/yr vs 0.25%/yr for CORE.AX.

Performance

ETHI.AX vs. CORE.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in Betashares Global Sustainability Leaders ETF (ETHI.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ETHI.AX achieves a 3.99% return, which is significantly lower than CORE.AX's 4.95% return.

ETHI.AX

1D
-0.24%
1M
3.31%
6M
4.06%
YTD
3.99%
1Y
9.57%
3Y*
13.69%
5Y*
9.58%
10Y*
—

CORE.AX

1D
-0.25%
1M
0.93%
6M
4.67%
YTD
4.95%
1Y
15.14%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

ETHI.AX vs. CORE.AX - Yearly Performance Comparison

2026 (YTD)2025
ETHI.AX
Betashares Global Sustainability Leaders ETF		3.99%7.09%
CORE.AX
Schroder Global Core Fund - Active ETF		4.95%12.78%

Correlation

The correlation between ETHI.AX and CORE.AX is 0.57, 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

0.57

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2025

0.54

The correlation between ETHI.AX and CORE.AX has been stable across timeframes, ranging from 0.54 to 0.57 - a consistent structural relationship.

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Betashares Global Sustainability Leaders ETF

Schroder Global Core Fund - Active ETF

Return for Risk

ETHI.AX vs. CORE.AX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ETHI.AX
ETHI.AX Risk / Return Rank: 2424
Overall Rank
ETHI.AX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
ETHI.AX Sortino Ratio Rank: 2727
Sortino Ratio Rank
ETHI.AX Omega Ratio Rank: 2828
Omega Ratio Rank
ETHI.AX Calmar Ratio Rank: 1919
Calmar Ratio Rank
ETHI.AX Martin Ratio Rank: 1818
Martin Ratio Rank
CORE.AX
CORE.AX Risk / Return Rank: 4545
Overall Rank
CORE.AX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
CORE.AX Sortino Ratio Rank: 4949
Sortino Ratio Rank
CORE.AX Omega Ratio Rank: 5656
Omega Ratio Rank
CORE.AX Calmar Ratio Rank: 3939
Calmar Ratio Rank
CORE.AX Martin Ratio Rank: 3636
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.

ETHI.AX vs. CORE.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Betashares Global Sustainability Leaders ETF (ETHI.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). 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.

ETHI.AXCORE.AXDifference
Sharpe ratioReturn per unit of total volatility
0.87
1.38

-0.51

Sortino ratioReturn per unit of downside risk
1.28
2.02

-0.73

Omega ratioGain probability vs. loss probability

1.17

1.28

-0.12

Calmar ratioReturn relative to maximum drawdown

0.68

1.68

-1.00

Martin ratioReturn relative to average drawdown

1.60

4.54

-2.93

ETHI.AX vs. CORE.AX - Sharpe Ratio Comparison

The current ETHI.AX Sharpe Ratio is 0.87, which is lower than the CORE.AX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of ETHI.AX and CORE.AX, 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

ETHI.AX vs. CORE.AX - Drawdown Comparison

The maximum ETHI.AX drawdown since its inception was -25.44%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for ETHI.AX and CORE.AX.

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Drawdown Indicators

ETHI.AXCORE.AXDifference

Max Drawdown

Largest peak-to-trough decline

-25.44%

-10.20%

-15.24%

Max Drawdown (1Y)

Largest decline over 1 year

-14.99%

-10.20%

-4.79%

Max Drawdown (3Y)

Largest decline over 3 years

-15.65%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-25.44%

—

—

Current Drawdown

Current decline from peak

-1.00%

-1.34%

+0.34%

Average Drawdown

Average peak-to-trough decline

-4.63%

-2.60%

-2.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.42%

—

—

Volatility

ETHI.AX vs. CORE.AX - Volatility Comparison

Betashares Global Sustainability Leaders ETF (ETHI.AX) has a higher volatility of 2.80% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that ETHI.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ETHI.AXCORE.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.80%

2.12%

+0.68%

Volatility (6M)

Calculated over the trailing 6-month period

9.74%

7.39%

+2.35%

Volatility (1Y)

Calculated over the trailing 1-year period

11.68%

12.44%

-0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.05%

12.50%

+1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.73%

12.50%

+2.23%

ETHI.AX vs. CORE.AX - Expense Ratio Comparison

ETHI.AX has a 0.59% expense ratio, which is higher than CORE.AX's 0.25% expense ratio.

Dividends

ETHI.AX vs. CORE.AX - Dividend Comparison

ETHI.AX's dividend yield for the trailing twelve months is around 1.55%, more than CORE.AX's 0.68% yield.

PositionTTM202520242023202220212020201920182017
CORE.AX
Schroder Global Core Fund - Active ETF		0.68%0.55%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ETHI.AX
Betashares Global Sustainability Leaders ETF		1.55%1.86%2.11%4.40%2.43%5.04%10.20%3.90%1.69%1.13%

Frequently Asked Questions

ETHI.AX and CORE.AX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CORE.AX is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CORE.AX is cheaper with a 0.25% expense ratio, compared with 0.59% for ETHI.AX.

They also come from different issuers: BetaShares and Schroder. Their fees differ too: 0.59% for ETHI.AX and 0.25% for CORE.AX.

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