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H4Z1.DE vs. EMKX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

H4Z1.DE vs. EMKX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in HSBC Emerging Market Sustainable Equity UCITS ETF USD (H4Z1.DE) and BNP Paribas Easy MSCI Emerging ESG Filtered Min TE UCITS ETF (EMKX.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, H4Z1.DE achieves a 16.02% return, which is significantly lower than EMKX.DE's 26.91% return.


H4Z1.DE

1D
-0.86%
1M
0.82%
YTD
16.02%
6M
14.48%
1Y
33.76%
3Y*
17.28%
5Y*
7.17%
10Y*

EMKX.DE

1D
-1.49%
1M
3.66%
YTD
26.91%
6M
27.47%
1Y
47.96%
3Y*
20.45%
5Y*
7.82%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

H4Z1.DE vs. EMKX.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
H4Z1.DE
HSBC Emerging Market Sustainable Equity UCITS ETF USD
16.02%14.83%22.34%0.83%-12.35%8.61%12.24%
EMKX.DE
BNP Paribas Easy MSCI Emerging ESG Filtered Min TE UCITS ETF
26.91%18.66%14.62%4.95%-15.64%4.35%14.54%

Correlation

The correlation between H4Z1.DE and EMKX.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

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

0.91

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

0.93

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2020

0.94

The correlation between H4Z1.DE and EMKX.DE has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.

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Return for Risk

H4Z1.DE vs. EMKX.DE — Risk / Return Rank

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

H4Z1.DE
H4Z1.DE Risk / Return Rank: 6868
Overall Rank
H4Z1.DE Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
H4Z1.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
H4Z1.DE Omega Ratio Rank: 6262
Omega Ratio Rank
H4Z1.DE Calmar Ratio Rank: 7575
Calmar Ratio Rank
H4Z1.DE Martin Ratio Rank: 7171
Martin Ratio Rank

EMKX.DE
EMKX.DE Risk / Return Rank: 8383
Overall Rank
EMKX.DE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
EMKX.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
EMKX.DE Omega Ratio Rank: 8383
Omega Ratio Rank
EMKX.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
EMKX.DE Martin Ratio Rank: 8383
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.

H4Z1.DE vs. EMKX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC Emerging Market Sustainable Equity UCITS ETF USD (H4Z1.DE) and BNP Paribas Easy MSCI Emerging ESG Filtered Min TE UCITS ETF (EMKX.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.


H4Z1.DEEMKX.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.58

Sortino ratioReturn per unit of downside risk

-0.70

Omega ratioGain probability vs. loss probability

1.37

1.49

-0.12

Calmar ratioReturn relative to maximum drawdown

3.73

4.43

-0.71

Martin ratioReturn relative to average drawdown

13.07

16.29

-3.22

H4Z1.DE vs. EMKX.DE - Sharpe Ratio Comparison

The current H4Z1.DE Sharpe Ratio is 2.15, which is comparable to the EMKX.DE Sharpe Ratio of 2.73. The chart below compares the historical Sharpe Ratios of H4Z1.DE and EMKX.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.


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Sharpe Ratios by Period


H4Z1.DEEMKX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

2.73

-0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.46

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.48

+0.15

Drawdowns

H4Z1.DE vs. EMKX.DE - Drawdown Comparison

The maximum H4Z1.DE drawdown since its inception was -22.16%, smaller than the maximum EMKX.DE drawdown of -31.68%. Use the drawdown chart below to compare losses from any high point for H4Z1.DE and EMKX.DE.


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Drawdown Indicators


H4Z1.DEEMKX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.16%

-31.68%

+9.52%

Max Drawdown (1Y)

Largest decline over 1 year

-9.18%

-10.98%

+1.80%

Max Drawdown (3Y)

Largest decline over 3 years

-19.53%

-19.38%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-20.44%

-25.29%

+4.85%

Current Drawdown

Current decline from peak

-2.40%

-2.57%

+0.17%

Average Drawdown

Average peak-to-trough decline

-8.60%

-9.46%

+0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.99%

-0.37%

Volatility

H4Z1.DE vs. EMKX.DE - Volatility Comparison

The current volatility for HSBC Emerging Market Sustainable Equity UCITS ETF USD (H4Z1.DE) is 5.70%, while BNP Paribas Easy MSCI Emerging ESG Filtered Min TE UCITS ETF (EMKX.DE) has a volatility of 7.51%. This indicates that H4Z1.DE experiences smaller price fluctuations and is considered to be less risky than EMKX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


H4Z1.DEEMKX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.70%

7.51%

-1.81%

Volatility (6M)

Calculated over the trailing 6-month period

12.47%

15.21%

-2.74%

Volatility (1Y)

Calculated over the trailing 1-year period

15.94%

17.88%

-1.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.24%

16.83%

-0.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.17%

18.30%

-2.13%

H4Z1.DE vs. EMKX.DE - Expense Ratio Comparison

H4Z1.DE has a 0.18% expense ratio, which is lower than EMKX.DE's 0.26% 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%.


Dividends

H4Z1.DE vs. EMKX.DE - Dividend Comparison

Neither H4Z1.DE nor EMKX.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


H4Z1.DE and EMKX.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, H4Z1.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

H4Z1.DE is cheaper with a 0.18% expense ratio, compared with 0.26% for EMKX.DE.

H4Z1.DE tracks FTSE Emerging ESG Low Carbon Select, while EMKX.DE tracks MSCI Emerging Markets ESG Filtered Min TE. They also come from different issuers: HSBC and BNP Paribas. Their fees differ too: 0.18% for H4Z1.DE and 0.26% for EMKX.DE.

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