PortfoliosLab logoPortfoliosLab logo
H1D5.DE vs. GOAI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

H1D5.DE vs. GOAI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) and Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc (GOAI.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, H1D5.DE achieves a 7.77% return, which is significantly lower than GOAI.DE's 23.37% return.


H1D5.DE

1D
0.16%
1M
-1.01%
6M
8.69%
YTD
7.77%
1Y
17.66%
3Y*
17.64%
5Y*
10.23%
10Y*
12.69%

GOAI.DE

1D
0.06%
1M
-5.03%
6M
25.34%
YTD
23.37%
1Y
37.10%
3Y*
19.42%
5Y*
11.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

H1D5.DE vs. GOAI.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
H1D5.DE
Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc)
7.77%15.23%22.75%23.18%-21.57%28.78%15.86%27.46%-6.55%
GOAI.DE
Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc
23.37%6.11%21.03%26.97%-21.63%32.03%16.95%33.68%-4.39%

Correlation

The correlation between H1D5.DE and GOAI.DE is 0.78, 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

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Oct 30, 2018

0.84

The correlation between H1D5.DE and GOAI.DE has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

H1D5.DE vs. GOAI.DE — Risk / Return Rank

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

H1D5.DE
H1D5.DE Risk / Return Rank: 5252
Overall Rank
H1D5.DE Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
H1D5.DE Sortino Ratio Rank: 5555
Sortino Ratio Rank
H1D5.DE Omega Ratio Rank: 4949
Omega Ratio Rank
H1D5.DE Calmar Ratio Rank: 4949
Calmar Ratio Rank
H1D5.DE Martin Ratio Rank: 5656
Martin Ratio Rank

GOAI.DE
GOAI.DE Risk / Return Rank: 6060
Overall Rank
GOAI.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
GOAI.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
GOAI.DE Omega Ratio Rank: 6161
Omega Ratio Rank
GOAI.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
GOAI.DE Martin Ratio Rank: 4848
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.

H1D5.DE vs. GOAI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) and Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc (GOAI.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.

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.


H1D5.DEGOAI.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.20

Omega ratioGain probability vs. loss probability

1.26

1.31

-0.05

Calmar ratioReturn relative to maximum drawdown

2.03

2.56

-0.52

Martin ratioReturn relative to average drawdown

8.17

6.58

+1.59

H1D5.DE vs. GOAI.DE - Sharpe Ratio Comparison

The current H1D5.DE Sharpe Ratio is 1.46, which is comparable to the GOAI.DE Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of H1D5.DE and GOAI.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.


Loading charts...

Drawdowns

H1D5.DE vs. GOAI.DE - Drawdown Comparison

The maximum H1D5.DE drawdown since its inception was -33.97%, roughly equal to the maximum GOAI.DE drawdown of -34.25%. Use the drawdown chart below to compare losses from any high point for H1D5.DE and GOAI.DE.


Loading charts...

Drawdown Indicators


H1D5.DEGOAI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.97%

-34.25%

+0.28%

Max Drawdown (1Y)

Largest decline over 1 year

-8.66%

-14.45%

+5.79%

Max Drawdown (3Y)

Largest decline over 3 years

-18.36%

-28.67%

+10.31%

Max Drawdown (5Y)

Largest decline over 5 years

-25.97%

-28.67%

+2.70%

Max Drawdown (10Y)

Largest decline over 10 years

-33.97%

Current Drawdown

Current decline from peak

-1.58%

-5.48%

+3.90%

Average Drawdown

Average peak-to-trough decline

-4.18%

-7.15%

+2.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.16%

5.62%

-3.46%

Volatility

H1D5.DE vs. GOAI.DE - Volatility Comparison

The current volatility for Amundi S&P 500 Swap UCITS ETF EUR Hedged (Acc) (H1D5.DE) is 4.07%, while Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc (GOAI.DE) has a volatility of 7.49%. This indicates that H1D5.DE experiences smaller price fluctuations and is considered to be less risky than GOAI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


H1D5.DEGOAI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.07%

7.49%

-3.42%

Volatility (6M)

Calculated over the trailing 6-month period

9.25%

16.13%

-6.88%

Volatility (1Y)

Calculated over the trailing 1-year period

12.08%

21.16%

-9.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.03%

19.90%

-3.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.12%

20.29%

-4.17%

H1D5.DE vs. GOAI.DE - Expense Ratio Comparison

H1D5.DE has a 0.28% expense ratio, which is lower than GOAI.DE's 0.35% expense ratio.


Dividends

H1D5.DE vs. GOAI.DE - Dividend Comparison

Neither H1D5.DE nor GOAI.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


H1D5.DE and GOAI.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, H1D5.DE is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

H1D5.DE is cheaper with a 0.28% expense ratio, compared with 0.35% for GOAI.DE.

H1D5.DE is categorized as S&P 500, while GOAI.DE is Robotics. H1D5.DE tracks S&P 500 Index (EUR Hedged), while GOAI.DE tracks MSCI ACWI IMI Robotics & AI ESG Filtered. Their fees differ too: 0.28% for H1D5.DE and 0.35% for GOAI.DE.

Portfolio Optimizer

Find the right allocation for H1D5.DE and GOAI.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer