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H4ZK.DE vs. D5BC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

H4ZK.DE vs. D5BC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in HSBC Euro Lower Carbon Government 1-3 Year Bond UCITS ETF C EUR (H4ZK.DE) and Xtrackers II Germany Government Bond 1-3 UCITS ETF (D5BC.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, H4ZK.DE achieves a 0.15% return, which is significantly lower than D5BC.DE's 0.17% return.


H4ZK.DE

1D
-0.05%
1M
-0.15%
6M
0.05%
YTD
0.15%
1Y
0.74%
3Y*
5Y*
10Y*

D5BC.DE

1D
0.04%
1M
-0.04%
6M
0.02%
YTD
0.17%
1Y
0.60%
3Y*
2.25%
5Y*
0.27%
10Y*
-0.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

H4ZK.DE vs. D5BC.DE - Yearly Performance Comparison


Correlation

The correlation between H4ZK.DE and D5BC.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

Correlation (All Time)
Calculated using the full available price history since Jan 30, 2025

0.52

The correlation between H4ZK.DE and D5BC.DE has been stable across timeframes, ranging from 0.44 to 0.52 - a consistent structural relationship.

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Return for Risk

H4ZK.DE vs. D5BC.DE — Risk / Return Rank

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

H4ZK.DE
H4ZK.DE Risk / Return Rank: 1919
Overall Rank
H4ZK.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
H4ZK.DE Sortino Ratio Rank: 1717
Sortino Ratio Rank
H4ZK.DE Omega Ratio Rank: 2121
Omega Ratio Rank
H4ZK.DE Calmar Ratio Rank: 1717
Calmar Ratio Rank
H4ZK.DE Martin Ratio Rank: 2020
Martin Ratio Rank

D5BC.DE
D5BC.DE Risk / Return Rank: 1717
Overall Rank
D5BC.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
D5BC.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
D5BC.DE Omega Ratio Rank: 1616
Omega Ratio Rank
D5BC.DE Calmar Ratio Rank: 1717
Calmar Ratio Rank
D5BC.DE Martin Ratio Rank: 1818
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.

H4ZK.DE vs. D5BC.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC Euro Lower Carbon Government 1-3 Year Bond UCITS ETF C EUR (H4ZK.DE) and Xtrackers II Germany Government Bond 1-3 UCITS ETF (D5BC.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.


H4ZK.DED5BC.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.09

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.12

1.09

+0.03

Calmar ratioReturn relative to maximum drawdown

0.58

0.55

+0.03

Martin ratioReturn relative to average drawdown

1.93

1.57

+0.37

H4ZK.DE vs. D5BC.DE - Sharpe Ratio Comparison

The current H4ZK.DE Sharpe Ratio is 0.53, which is comparable to the D5BC.DE Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of H4ZK.DE and D5BC.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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Drawdowns

H4ZK.DE vs. D5BC.DE - Drawdown Comparison

The maximum H4ZK.DE drawdown since its inception was -1.26%, smaller than the maximum D5BC.DE drawdown of -12.70%. Use the drawdown chart below to compare losses from any high point for H4ZK.DE and D5BC.DE.


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Drawdown Indicators


H4ZK.DED5BC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-1.26%

-12.70%

+11.44%

Max Drawdown (1Y)

Largest decline over 1 year

-1.26%

-1.08%

-0.18%

Max Drawdown (3Y)

Largest decline over 3 years

-1.08%

Max Drawdown (5Y)

Largest decline over 5 years

-6.27%

Max Drawdown (10Y)

Largest decline over 10 years

-9.83%

Current Drawdown

Current decline from peak

-0.34%

-5.70%

+5.36%

Average Drawdown

Average peak-to-trough decline

-0.19%

-4.94%

+4.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.38%

0.38%

0.00%

Volatility

H4ZK.DE vs. D5BC.DE - Volatility Comparison

The current volatility for HSBC Euro Lower Carbon Government 1-3 Year Bond UCITS ETF C EUR (H4ZK.DE) is 0.41%, while Xtrackers II Germany Government Bond 1-3 UCITS ETF (D5BC.DE) has a volatility of 0.60%. This indicates that H4ZK.DE experiences smaller price fluctuations and is considered to be less risky than D5BC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


H4ZK.DED5BC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.41%

0.60%

-0.19%

Volatility (6M)

Calculated over the trailing 6-month period

1.23%

1.19%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

1.38%

1.37%

+0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.40%

1.61%

-0.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.40%

1.23%

+0.17%

H4ZK.DE vs. D5BC.DE - Expense Ratio Comparison

H4ZK.DE has a 0.14% expense ratio, which is lower than D5BC.DE's 0.15% 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

H4ZK.DE vs. D5BC.DE - Dividend Comparison

H4ZK.DE has not paid dividends to shareholders, while D5BC.DE's dividend yield for the trailing twelve months is around 1.26%.


PositionTTM2025202420232022202120202019201820172016
D5BC.DE
Xtrackers II Germany Government Bond 1-3 UCITS ETF
1.26%0.98%0.68%0.54%1.15%0.66%0.00%0.00%0.00%0.00%0.46%
H4ZK.DE
HSBC Euro Lower Carbon Government 1-3 Year Bond UCITS ETF C EUR
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


H4ZK.DE and D5BC.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, H4ZK.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

H4ZK.DE is cheaper with a 0.14% expense ratio, compared with 0.15% for D5BC.DE.

H4ZK.DE tracks Bloomberg Euro Treasury 1-3 Year Carbon Tilted Index, while D5BC.DE tracks iBoxx® EUR Germany 1-3. They also come from different issuers: HSBC and Xtrackers. Their fees differ too: 0.14% for H4ZK.DE and 0.15% for D5BC.DE.

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