H4Z7.DE vs. SEC0.DE
H4Z7.DE (HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)) and SEC0.DE (iShares MSCI Global Semiconductors UCITS ETF USD (Acc)) are both exchange-traded funds - H4Z7.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed, while SEC0.DE is a Semiconductors fund tracking the MSCI ACWI IMI Semiconductors & Semiconductor Equipment ESG Screened Select Capped. Both are passively managed. Over the past 3 years, H4Z7.DE returned 6.21%/yr vs 56.37%/yr for SEC0.DE. At a 0.34 correlation, their price movements are largely independent. H4Z7.DE charges 0.24%/yr vs 0.35%/yr for SEC0.DE.
Performance
H4Z7.DE vs. SEC0.DE - Performance Comparison
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Returns By Period
In the year-to-date period, H4Z7.DE achieves a 7.83% return, which is significantly lower than SEC0.DE's 98.10% return.
H4Z7.DE
- 1D
- -0.12%
- 1M
- -2.61%
- YTD
- 7.83%
- 6M
- 7.26%
- 1Y
- 9.73%
- 3Y*
- 6.21%
- 5Y*
- —
- 10Y*
- —
SEC0.DE
- 1D
- -2.85%
- 1M
- 18.95%
- YTD
- 98.10%
- 6M
- 98.14%
- 1Y
- 188.23%
- 3Y*
- 56.37%
- 5Y*
- —
- 10Y*
- —
H4Z7.DE vs. SEC0.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
H4Z7.DE HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) | 7.83% | -1.78% | 5.80% | 7.39% | -13.07% |
SEC0.DE iShares MSCI Global Semiconductors UCITS ETF USD (Acc) | 98.10% | 36.46% | 20.85% | 61.01% | -12.59% |
Correlation
The correlation between H4Z7.DE and SEC0.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jul 26, 2022 | 0.34 |
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Return for Risk
H4Z7.DE vs. SEC0.DE — Risk / Return Rank
H4Z7.DE
SEC0.DE
H4Z7.DE vs. SEC0.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) and iShares MSCI Global Semiconductors UCITS ETF USD (Acc) (SEC0.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.
| H4Z7.DE | SEC0.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.03 | ||
| Sortino ratioReturn per unit of downside risk | -4.60 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.75 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 14.81 | -13.58 |
| Martin ratioReturn relative to average drawdown | 3.99 | 52.61 | -48.62 |
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
| H4Z7.DE | SEC0.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 5.89 | -5.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 1.17 | -1.09 |
Drawdowns
H4Z7.DE vs. SEC0.DE - Drawdown Comparison
The maximum H4Z7.DE drawdown since its inception was -26.78%, smaller than the maximum SEC0.DE drawdown of -39.35%. Use the drawdown chart below to compare losses from any high point for H4Z7.DE and SEC0.DE.
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Drawdown Indicators
| H4Z7.DE | SEC0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.78% | -39.35% | +12.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.86% | -12.90% | +5.04% |
Max Drawdown (3Y)Largest decline over 3 years | -20.13% | -39.35% | +19.22% |
Current DrawdownCurrent decline from peak | -2.86% | -2.85% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -11.53% | -11.85% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 3.64% | -1.22% |
Volatility
H4Z7.DE vs. SEC0.DE - Volatility Comparison
The current volatility for HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) (H4Z7.DE) is 2.87%, while iShares MSCI Global Semiconductors UCITS ETF USD (Acc) (SEC0.DE) has a volatility of 13.13%. This indicates that H4Z7.DE experiences smaller price fluctuations and is considered to be less risky than SEC0.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| H4Z7.DE | SEC0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 13.13% | -10.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.56% | 25.14% | -16.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.25% | 32.42% | -21.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 29.95% | -15.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.42% | 29.95% | -15.53% |
H4Z7.DE vs. SEC0.DE - Expense Ratio Comparison
H4Z7.DE has a 0.24% expense ratio, which is lower than SEC0.DE's 0.35% expense ratio.
Dividends
H4Z7.DE vs. SEC0.DE - Dividend Comparison
Neither H4Z7.DE nor SEC0.DE has paid dividends to shareholders.
Frequently Asked Questions
H4Z7.DE and SEC0.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H4Z7.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H4Z7.DE is cheaper with a 0.24% expense ratio, compared with 0.35% for SEC0.DE.
H4Z7.DE is categorized as REIT, while SEC0.DE is Semiconductors. H4Z7.DE tracks FTSE EPRA/NAREIT Developed, while SEC0.DE tracks MSCI ACWI IMI Semiconductors & Semiconductor Equipment ESG Screened Select Capped. They also come from different issuers: HSBC and iShares. Their fees differ too: 0.24% for H4Z7.DE and 0.35% for SEC0.DE.
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