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H4ZJ.DE vs. CG1.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

H4ZJ.DE vs. CG1.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in HSBC MSCI World UCITS ETF USD (H4ZJ.DE) and Amundi ETF DAX UCITS ETF DR (CG1.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

H4ZJ.DE is traded in EUR, while CG1.L is traded in GBp. To make them comparable, the CG1.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, H4ZJ.DE achieves a 10.86% return, which is significantly higher than CG1.L's 1.40% return. Over the past 10 years, H4ZJ.DE has outperformed CG1.L with an annualized return of 14.71%, while CG1.L has yielded a comparatively lower 8.90% annualized return.


H4ZJ.DE

1D
-0.34%
1M
3.69%
YTD
10.86%
6M
10.96%
1Y
23.81%
3Y*
18.46%
5Y*
13.87%
10Y*
14.71%

CG1.L

1D
0.46%
1M
2.05%
YTD
1.40%
6M
4.07%
1Y
2.29%
3Y*
15.43%
5Y*
9.13%
10Y*
8.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

H4ZJ.DE vs. CG1.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
H4ZJ.DE
HSBC MSCI World UCITS ETF USD
10.86%8.00%26.94%22.28%-13.11%35.34%7.78%34.57%-2.46%9.87%
CG1.L
Amundi ETF DAX UCITS ETF DR
1.41%21.77%18.63%19.55%-12.37%15.02%3.39%24.19%-18.06%12.01%

Correlation

The correlation between H4ZJ.DE and CG1.L is 0.70, 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

0.70

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

0.63

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

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.70

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2013

0.69

The correlation between H4ZJ.DE and CG1.L has been stable across timeframes, ranging from 0.63 to 0.70 - a consistent structural relationship.

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Return for Risk

H4ZJ.DE vs. CG1.L — Risk / Return Rank

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

H4ZJ.DE
H4ZJ.DE Risk / Return Rank: 7070
Overall Rank
H4ZJ.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
H4ZJ.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
H4ZJ.DE Omega Ratio Rank: 6868
Omega Ratio Rank
H4ZJ.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
H4ZJ.DE Martin Ratio Rank: 7676
Martin Ratio Rank

CG1.L
CG1.L Risk / Return Rank: 1414
Overall Rank
CG1.L Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
CG1.L Sortino Ratio Rank: 1414
Sortino Ratio Rank
CG1.L Omega Ratio Rank: 1414
Omega Ratio Rank
CG1.L Calmar Ratio Rank: 1414
Calmar Ratio Rank
CG1.L Martin Ratio Rank: 1515
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.

H4ZJ.DE vs. CG1.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI World UCITS ETF USD (H4ZJ.DE) and Amundi ETF DAX UCITS ETF DR (CG1.L). 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.


H4ZJ.DECG1.LDifference
Sharpe ratioReturn per unit of total volatility

+1.98

Sortino ratioReturn per unit of downside risk

+2.64

Omega ratioGain probability vs. loss probability

1.40

1.04

+0.36

Calmar ratioReturn relative to maximum drawdown

3.61

0.18

+3.43

Martin ratioReturn relative to average drawdown

14.41

0.58

+13.83

H4ZJ.DE vs. CG1.L - Sharpe Ratio Comparison

The current H4ZJ.DE Sharpe Ratio is 2.13, which is higher than the CG1.L Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of H4ZJ.DE and CG1.L, 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


H4ZJ.DECG1.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.13

0.15

+1.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.53

+0.44

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

0.48

+0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.93

0.44

+0.49

Drawdowns

H4ZJ.DE vs. CG1.L - Drawdown Comparison

The maximum H4ZJ.DE drawdown since its inception was -33.60%, smaller than the maximum CG1.L drawdown of -39.31%. Use the drawdown chart below to compare losses from any high point for H4ZJ.DE and CG1.L.


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Drawdown Indicators


H4ZJ.DECG1.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.60%

-39.31%

+5.71%

Max Drawdown (1Y)

Largest decline over 1 year

-6.59%

-12.38%

+5.79%

Max Drawdown (3Y)

Largest decline over 3 years

-21.65%

-15.67%

-5.98%

Max Drawdown (5Y)

Largest decline over 5 years

-21.65%

-26.74%

+5.09%

Max Drawdown (10Y)

Largest decline over 10 years

-33.60%

-39.31%

+5.71%

Current Drawdown

Current decline from peak

-0.34%

-2.33%

+1.99%

Average Drawdown

Average peak-to-trough decline

-4.02%

-7.52%

+3.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

3.94%

-2.28%

Volatility

H4ZJ.DE vs. CG1.L - Volatility Comparison

The current volatility for HSBC MSCI World UCITS ETF USD (H4ZJ.DE) is 2.77%, while Amundi ETF DAX UCITS ETF DR (CG1.L) has a volatility of 4.92%. This indicates that H4ZJ.DE experiences smaller price fluctuations and is considered to be less risky than CG1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


H4ZJ.DECG1.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

4.92%

-2.15%

Volatility (6M)

Calculated over the trailing 6-month period

7.73%

12.49%

-4.76%

Volatility (1Y)

Calculated over the trailing 1-year period

11.24%

15.66%

-4.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

17.15%

-3.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.05%

18.45%

-3.40%

H4ZJ.DE vs. CG1.L - Expense Ratio Comparison

H4ZJ.DE has a 0.15% expense ratio, which is higher than CG1.L's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

H4ZJ.DE vs. CG1.L - Dividend Comparison

H4ZJ.DE's dividend yield for the trailing twelve months is around 1.16%, while CG1.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CG1.L
Amundi ETF DAX UCITS ETF DR
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
H4ZJ.DE
HSBC MSCI World UCITS ETF USD
1.16%1.28%2.06%3.02%2.65%2.73%3.30%4.02%4.71%3.58%4.02%3.46%

Frequently Asked Questions


H4ZJ.DE and CG1.L have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CG1.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CG1.L is cheaper with a 0.10% expense ratio, compared with 0.15% for H4ZJ.DE.

H4ZJ.DE is categorized as Global Equities, while CG1.L is Europe Equities. H4ZJ.DE tracks MSCI World, while CG1.L tracks FSE DAX TR EUR. They also come from different issuers: HSBC and Amundi. Their fees differ too: 0.15% for H4ZJ.DE and 0.10% for CG1.L.

Portfolio Optimizer

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