H41E.DE vs. 36B5.DE
Compare and contrast key facts about HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.DE) and iShares MSCI EM SRI UCITS ETF USD Dist (36B5.DE).
H41E.DE and 36B5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. H41E.DE is a passively managed fund by HSBC that tracks the performance of the MSCI Emerging Markets Value SRI ESG Target Select. It was launched on Dec 7, 2022. 36B5.DE is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets SRI Select Reduced Fossil Fuels. It was launched on Dec 6, 2018. Both H41E.DE and 36B5.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
H41E.DE vs. 36B5.DE - Performance Comparison
Loading graphics...
H41E.DE vs. 36B5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
H41E.DE HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) | 8.50% | 22.02% | 17.74% | 11.43% | -2.00% |
36B5.DE iShares MSCI EM SRI UCITS ETF USD Dist | 3.05% | 16.82% | 11.30% | -2.19% | -2.79% |
Returns By Period
In the year-to-date period, H41E.DE achieves a 8.50% return, which is significantly higher than 36B5.DE's 3.05% return.
H41E.DE
- 1D
- -1.40%
- 1M
- -1.72%
- YTD
- 8.50%
- 6M
- 14.25%
- 1Y
- 34.51%
- 3Y*
- 18.30%
- 5Y*
- —
- 10Y*
- —
36B5.DE
- 1D
- -0.90%
- 1M
- -1.43%
- YTD
- 3.05%
- 6M
- 6.92%
- 1Y
- 24.51%
- 3Y*
- 9.91%
- 5Y*
- 2.93%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
H41E.DE vs. 36B5.DE - Expense Ratio Comparison
H41E.DE has a 0.35% expense ratio, which is higher than 36B5.DE's 0.25% expense ratio.
Return for Risk
H41E.DE vs. 36B5.DE — Risk / Return Rank
H41E.DE
36B5.DE
H41E.DE vs. 36B5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.DE) and iShares MSCI EM SRI UCITS ETF USD Dist (36B5.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.
| H41E.DE | 36B5.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | 1.33 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.84 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.25 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 4.06 | 2.91 | +1.16 |
Martin ratioReturn relative to average drawdown | 14.53 | 10.71 | +3.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| H41E.DE | 36B5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | 1.33 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.17 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.28 | +0.84 |
Correlation
The correlation between H41E.DE and 36B5.DE is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
H41E.DE vs. 36B5.DE - Dividend Comparison
H41E.DE has not paid dividends to shareholders, while 36B5.DE's dividend yield for the trailing twelve months is around 2.03%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
H41E.DE HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
36B5.DE iShares MSCI EM SRI UCITS ETF USD Dist | 2.03% | 2.09% | 2.34% | 2.32% | 2.31% | 1.84% | 1.57% | 2.31% |
Drawdowns
H41E.DE vs. 36B5.DE - Drawdown Comparison
The maximum H41E.DE drawdown since its inception was -20.92%, smaller than the maximum 36B5.DE drawdown of -36.40%. Use the drawdown chart below to compare losses from any high point for H41E.DE and 36B5.DE.
Loading graphics...
Drawdown Indicators
| H41E.DE | 36B5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.92% | -36.40% | +15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -10.04% | -0.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.22% | — |
Current DrawdownCurrent decline from peak | -7.97% | -8.32% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -10.38% | +7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.72% | +0.02% |
Volatility
H41E.DE vs. 36B5.DE - Volatility Comparison
HSBC MSCI Emerging Markets Value ESG UCITS ETF USD (Acc) (H41E.DE) and iShares MSCI EM SRI UCITS ETF USD Dist (36B5.DE) have volatilities of 6.76% and 6.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| H41E.DE | 36B5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 6.80% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.94% | 12.60% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 18.32% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 16.55% | -1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.44% | 19.59% | -4.15% |