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H4ZY.DE vs. H4ZE.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

H4ZY.DE vs. H4ZE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in HSBC MSCI World UCITS ETF USD (Acc) (H4ZY.DE) and HSBC MSCI Europe UCITS ETF EUR (H4ZE.DE). The values are adjusted to include any dividend payments, if applicable.

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H4ZY.DE vs. H4ZE.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
H4ZY.DE
HSBC MSCI World UCITS ETF USD (Acc)
-1.34%7.98%25.90%20.32%-4.03%
H4ZE.DE
HSBC MSCI Europe UCITS ETF EUR
1.50%20.37%10.54%15.61%3.01%

Returns By Period

In the year-to-date period, H4ZY.DE achieves a -1.34% return, which is significantly lower than H4ZE.DE's 1.50% return.


H4ZY.DE

1D
2.06%
1M
-3.12%
YTD
-1.34%
6M
2.03%
1Y
12.17%
3Y*
15.12%
5Y*
10Y*

H4ZE.DE

1D
2.44%
1M
-3.75%
YTD
1.50%
6M
6.61%
1Y
13.48%
3Y*
13.08%
5Y*
10.43%
10Y*
9.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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H4ZY.DE vs. H4ZE.DE - Expense Ratio Comparison

H4ZY.DE has a 0.15% expense ratio, which is higher than H4ZE.DE'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%.


Return for Risk

H4ZY.DE vs. H4ZE.DE — Risk / Return Rank

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

H4ZY.DE
H4ZY.DE Risk / Return Rank: 4343
Overall Rank
H4ZY.DE Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
H4ZY.DE Sortino Ratio Rank: 3535
Sortino Ratio Rank
H4ZY.DE Omega Ratio Rank: 3939
Omega Ratio Rank
H4ZY.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
H4ZY.DE Martin Ratio Rank: 5757
Martin Ratio Rank

H4ZE.DE
H4ZE.DE Risk / Return Rank: 4545
Overall Rank
H4ZE.DE Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
H4ZE.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
H4ZE.DE Omega Ratio Rank: 4545
Omega Ratio Rank
H4ZE.DE Calmar Ratio Rank: 4646
Calmar Ratio Rank
H4ZE.DE Martin Ratio Rank: 4848
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.

H4ZY.DE vs. H4ZE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HSBC MSCI World UCITS ETF USD (Acc) (H4ZY.DE) and HSBC MSCI Europe UCITS ETF EUR (H4ZE.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.


H4ZY.DEH4ZE.DEDifference

Sharpe ratio

Return per unit of total volatility

0.74

0.89

-0.15

Sortino ratio

Return per unit of downside risk

1.08

1.22

-0.14

Omega ratio

Gain probability vs. loss probability

1.17

1.19

-0.02

Calmar ratio

Return relative to maximum drawdown

1.35

1.39

-0.05

Martin ratio

Return relative to average drawdown

6.12

5.32

+0.81

H4ZY.DE vs. H4ZE.DE - Sharpe Ratio Comparison

The current H4ZY.DE Sharpe Ratio is 0.74, which is comparable to the H4ZE.DE Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of H4ZY.DE and H4ZE.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


H4ZY.DEH4ZE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

0.89

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.91

0.49

+0.42

Correlation

The correlation between H4ZY.DE and H4ZE.DE is 0.75, 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

H4ZY.DE vs. H4ZE.DE - Dividend Comparison

H4ZY.DE has not paid dividends to shareholders, while H4ZE.DE's dividend yield for the trailing twelve months is around 2.57%.


TTM20252024202320222021202020192018201720162015
H4ZY.DE
HSBC MSCI World UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
H4ZE.DE
HSBC MSCI Europe UCITS ETF EUR
2.57%2.58%5.12%2.81%3.03%2.09%2.15%2.91%3.35%2.75%2.88%2.69%

Drawdowns

H4ZY.DE vs. H4ZE.DE - Drawdown Comparison

The maximum H4ZY.DE drawdown since its inception was -21.94%, smaller than the maximum H4ZE.DE drawdown of -35.52%. Use the drawdown chart below to compare losses from any high point for H4ZY.DE and H4ZE.DE.


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Drawdown Indicators


H4ZY.DEH4ZE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-21.94%

-35.52%

+13.58%

Max Drawdown (1Y)

Largest decline over 1 year

-13.54%

-12.45%

-1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-19.17%

Max Drawdown (10Y)

Largest decline over 10 years

-35.52%

Current Drawdown

Current decline from peak

-4.08%

-5.38%

+1.30%

Average Drawdown

Average peak-to-trough decline

-3.73%

-5.76%

+2.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.63%

-0.63%

Volatility

H4ZY.DE vs. H4ZE.DE - Volatility Comparison

The current volatility for HSBC MSCI World UCITS ETF USD (Acc) (H4ZY.DE) is 4.34%, while HSBC MSCI Europe UCITS ETF EUR (H4ZE.DE) has a volatility of 5.84%. This indicates that H4ZY.DE experiences smaller price fluctuations and is considered to be less risky than H4ZE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


H4ZY.DEH4ZE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

5.84%

-1.50%

Volatility (6M)

Calculated over the trailing 6-month period

8.41%

9.18%

-0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

16.35%

15.14%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.61%

14.08%

-0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.61%

15.46%

-1.85%