H412.DE vs. H4Z7.DE
Compare and contrast key facts about HSBC USA Sustainable Equity UCITS ETF USD (H412.DE) and HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE).
H412.DE and H4Z7.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. H412.DE is a passively managed fund by HSBC that tracks the performance of the FTSE USA ESG Low Carbon Select. It was launched on Jun 4, 2020. H4Z7.DE is a passively managed fund by HSBC that tracks the performance of the FTSE EPRA/NAREIT Developed. It was launched on Jul 19, 2022. Both H412.DE and H4Z7.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
H412.DE vs. H4Z7.DE - Performance Comparison
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H412.DE vs. H4Z7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
H412.DE HSBC USA Sustainable Equity UCITS ETF USD | -2.65% | 6.12% | 26.73% | 17.60% | -6.28% |
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 3.47% | -1.78% | 5.80% | 7.39% | -13.07% |
Returns By Period
In the year-to-date period, H412.DE achieves a -2.65% return, which is significantly lower than H4Z7.DE's 3.47% return.
H412.DE
- 1D
- 1.46%
- 1M
- -2.31%
- YTD
- -2.65%
- 6M
- 1.88%
- 1Y
- 11.87%
- 3Y*
- 14.16%
- 5Y*
- 10.57%
- 10Y*
- —
H4Z7.DE
- 1D
- 0.81%
- 1M
- -6.21%
- YTD
- 3.47%
- 6M
- 2.23%
- 1Y
- 2.55%
- 3Y*
- 5.39%
- 5Y*
- —
- 10Y*
- —
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H412.DE vs. H4Z7.DE - Expense Ratio Comparison
H412.DE has a 0.12% expense ratio, which is lower than H4Z7.DE's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
H412.DE vs. H4Z7.DE — Risk / Return Rank
H412.DE
H4Z7.DE
H412.DE vs. H4Z7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC USA Sustainable Equity UCITS ETF USD (H412.DE) and HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.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.
| H412.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.17 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.02 | 0.32 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.05 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.28 | +1.07 |
Martin ratioReturn relative to average drawdown | 5.61 | 1.04 | +4.57 |
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
| H412.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.17 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.01 | +0.86 |
Correlation
The correlation between H412.DE and H4Z7.DE is 0.55, 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
H412.DE vs. H4Z7.DE - Dividend Comparison
Neither H412.DE nor H4Z7.DE has paid dividends to shareholders.
Drawdowns
H412.DE vs. H4Z7.DE - Drawdown Comparison
The maximum H412.DE drawdown since its inception was -24.35%, smaller than the maximum H4Z7.DE drawdown of -26.78%. Use the drawdown chart below to compare losses from any high point for H412.DE and H4Z7.DE.
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Drawdown Indicators
| H412.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.35% | -26.78% | +2.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.83% | -13.17% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.35% | — | — |
Current DrawdownCurrent decline from peak | -3.90% | -6.36% | +2.46% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -11.98% | +7.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 2.77% | -0.61% |
Volatility
H412.DE vs. H4Z7.DE - Volatility Comparison
The current volatility for HSBC USA Sustainable Equity UCITS ETF USD (H412.DE) is 3.59%, while HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) has a volatility of 4.55%. This indicates that H412.DE experiences smaller price fluctuations and is considered to be less risky than H4Z7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| H412.DE | H4Z7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 4.55% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 8.23% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 14.70% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.69% | 14.53% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.90% | 14.53% | +0.37% |