H41C.DE vs. EXI2.DE
H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD) and EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) are both Global Equities funds - H41C.DE tracks the FTSE Developed ESG Low Carbon Select while EXI2.DE tracks the Dow Jones Global Titans 50. Both are passively managed. Over the past 5 years, H41C.DE returned 12.46%/yr vs 15.23%/yr for EXI2.DE. Their correlation of 0.86 suggests significant overlap in exposure. H41C.DE charges 0.18%/yr vs 0.51%/yr for EXI2.DE.
Performance
H41C.DE vs. EXI2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, H41C.DE achieves a 15.35% return, which is significantly higher than EXI2.DE's 7.94% return.
H41C.DE
- 1D
- 0.00%
- 1M
- 2.16%
- YTD
- 15.35%
- 6M
- 16.03%
- 1Y
- 31.49%
- 3Y*
- 18.40%
- 5Y*
- 12.46%
- 10Y*
- —
EXI2.DE
- 1D
- -1.63%
- 1M
- -3.01%
- YTD
- 7.94%
- 6M
- 8.15%
- 1Y
- 27.69%
- 3Y*
- 21.68%
- 5Y*
- 15.23%
- 10Y*
- 15.87%
H41C.DE vs. EXI2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
H41C.DE HSBC Developed World Sustainable Equity UCITS ETF USD | 15.35% | 10.36% | 21.66% | 16.26% | -12.60% | 32.89% | 10.04% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 7.94% | 10.38% | 38.84% | 33.44% | -21.87% | 36.20% | 7.62% |
Correlation
The correlation between H41C.DE and EXI2.DE is 0.79, 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 | 0.79 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.86 |
The correlation between H41C.DE and EXI2.DE has been stable across timeframes, ranging from 0.79 to 0.87 - a consistent structural relationship.
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Return for Risk
H41C.DE vs. EXI2.DE — Risk / Return Rank
H41C.DE
EXI2.DE
H41C.DE vs. EXI2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.DE) and iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
| H41C.DE | EXI2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 1.35 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 5.36 | 3.34 | +2.02 |
| Martin ratioReturn relative to average drawdown | 22.15 | 11.64 | +10.51 |
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Drawdowns
H41C.DE vs. EXI2.DE - Drawdown Comparison
The maximum H41C.DE drawdown since its inception was -20.76%, smaller than the maximum EXI2.DE drawdown of -50.46%. Use the drawdown chart below to compare losses from any high point for H41C.DE and EXI2.DE.
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Drawdown Indicators
| H41C.DE | EXI2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.76% | -50.46% | +29.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.90% | -8.25% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -20.76% | -24.75% | +3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -20.76% | -24.75% | +3.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.01% | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.89% | +4.89% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -9.43% | +5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 2.37% | -0.95% |
Volatility
H41C.DE vs. EXI2.DE - Volatility Comparison
The current volatility for HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.DE) is 3.10%, while iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a volatility of 4.04%. This indicates that H41C.DE experiences smaller price fluctuations and is considered to be less risky than EXI2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| H41C.DE | EXI2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 4.04% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 9.53% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.84% | 13.77% | -2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.35% | 16.64% | -3.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.31% | 16.57% | -3.26% |
H41C.DE vs. EXI2.DE - Expense Ratio Comparison
H41C.DE has a 0.18% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Dividends
H41C.DE vs. EXI2.DE - Dividend Comparison
H41C.DE has not paid dividends to shareholders, while EXI2.DE's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.35% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
H41C.DE HSBC Developed World Sustainable Equity UCITS ETF USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
H41C.DE and EXI2.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H41C.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H41C.DE is cheaper with a 0.18% expense ratio, compared with 0.51% for EXI2.DE.
H41C.DE tracks FTSE Developed ESG Low Carbon Select, while EXI2.DE tracks Dow Jones Global Titans 50. They also come from different issuers: HSBC and iShares. Their fees differ too: 0.18% for H41C.DE and 0.51% for EXI2.DE.
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