GERD.DE vs. MA
GERD.DE (L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc) is Global Equities fund tracking the Solactive Gerd Kommer Multifactor Equity, while MA (Mastercard Incorporated) is a stock. Over the past year, GERD.DE returned 27.27% vs -12.51% for MA. At a 0.25 correlation, their price movements are largely independent.
Performance
GERD.DE vs. MA - Performance Comparison
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Different Trading Currencies
GERD.DE is traded in EUR, while MA is traded in USD. To make them comparable, the MA values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, GERD.DE achieves a 14.41% return, which is significantly higher than MA's -12.64% return.
GERD.DE
- 1D
- -0.18%
- 1M
- 3.97%
- YTD
- 14.41%
- 6M
- 15.23%
- 1Y
- 27.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MA
- 1D
- -0.09%
- 1M
- -0.43%
- YTD
- -12.64%
- 6M
- -12.32%
- 1Y
- -12.51%
- 3Y*
- 7.75%
- 5Y*
- 7.51%
- 10Y*
- 18.43%
GERD.DE vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 14.41% | 10.26% | 18.54% | 7.77% |
MA Mastercard Incorporated | -12.64% | -3.90% | 32.37% | 12.97% |
Correlation
The correlation between GERD.DE and MA is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jun 21, 2023 | 0.25 |
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Return for Risk
GERD.DE vs. MA — Risk / Return Rank
GERD.DE
MA
GERD.DE vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and Mastercard Incorporated (MA). 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.
| GERD.DE | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.73 | ||
| Sortino ratioReturn per unit of downside risk | +3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.92 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | -0.62 | +4.55 |
| Martin ratioReturn relative to average drawdown | 15.42 | -1.23 | +16.65 |
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Drawdowns
GERD.DE vs. MA - Drawdown Comparison
The maximum GERD.DE drawdown since its inception was -19.22%, smaller than the maximum MA drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for GERD.DE and MA.
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Drawdown Indicators
| GERD.DE | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.22% | -55.01% | +35.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -20.13% | +13.52% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.26% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.66% | — |
Current DrawdownCurrent decline from peak | -0.19% | -23.24% | +23.05% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -9.11% | +6.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 10.17% | -8.48% |
Volatility
GERD.DE vs. MA - Volatility Comparison
The current volatility for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) is 3.18%, while Mastercard Incorporated (MA) has a volatility of 6.68%. This indicates that GERD.DE experiences smaller price fluctuations and is considered to be less risky than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GERD.DE | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 6.68% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.49% | 17.77% | -9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 22.66% | -10.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.94% | 24.13% | -11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.94% | 27.24% | -14.30% |
Dividends
GERD.DE vs. MA - Dividend Comparison
GERD.DE has not paid dividends to shareholders, while MA's dividend yield for the trailing twelve months is around 0.66%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MA Mastercard Incorporated | 0.66% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Frequently Asked Questions
GERD.DE and MA have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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