IS3T.DE vs. H41C.DE
IS3T.DE (iShares Edge MSCI World Size Factor UCITS ETF) and H41C.DE (HSBC Developed World Sustainable Equity UCITS ETF USD) are both Global Equities funds - IS3T.DE tracks the MSCI World Mid Cap Equal Weighted while H41C.DE tracks the FTSE Developed ESG Low Carbon Select. Both are passively managed. Over the past 5 years, IS3T.DE returned 6.41%/yr vs 12.46%/yr for H41C.DE. Their correlation of 0.84 suggests significant overlap in exposure. IS3T.DE charges 0.30%/yr vs 0.18%/yr for H41C.DE.
Performance
IS3T.DE vs. H41C.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3T.DE achieves a 8.90% return, which is significantly lower than H41C.DE's 15.35% return.
IS3T.DE
- 1D
- 0.37%
- 1M
- 1.82%
- YTD
- 8.90%
- 6M
- 9.88%
- 1Y
- 18.96%
- 3Y*
- 12.94%
- 5Y*
- 6.41%
- 10Y*
- 8.73%
H41C.DE
- 1D
- 0.00%
- 1M
- 2.16%
- YTD
- 15.35%
- 6M
- 16.03%
- 1Y
- 31.49%
- 3Y*
- 18.40%
- 5Y*
- 12.46%
- 10Y*
- —
IS3T.DE vs. H41C.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 8.90% | 8.66% | 11.94% | 12.17% | -13.42% | 22.33% | 15.99% |
H41C.DE HSBC Developed World Sustainable Equity UCITS ETF USD | 15.35% | 10.36% | 21.66% | 16.26% | -12.60% | 32.89% | 10.04% |
Correlation
The correlation between IS3T.DE and H41C.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.80 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 2020 | 0.84 |
The correlation between IS3T.DE and H41C.DE has been stable across timeframes, ranging from 0.76 to 0.85 - a consistent structural relationship.
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Return for Risk
IS3T.DE vs. H41C.DE — Risk / Return Rank
IS3T.DE
H41C.DE
IS3T.DE vs. H41C.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.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.
| IS3T.DE | H41C.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.55 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 5.36 | -2.69 |
| Martin ratioReturn relative to average drawdown | 10.06 | 22.15 | -12.10 |
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Drawdowns
IS3T.DE vs. H41C.DE - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.85%, which is greater than H41C.DE's maximum drawdown of -20.76%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and H41C.DE.
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Drawdown Indicators
| IS3T.DE | H41C.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.85% | -20.76% | -16.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -5.90% | -1.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.63% | -20.76% | +2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -20.76% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -3.77% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 1.42% | +0.46% |
Volatility
IS3T.DE vs. H41C.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.22%, while HSBC Developed World Sustainable Equity UCITS ETF USD (H41C.DE) has a volatility of 3.10%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than H41C.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3T.DE | H41C.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 3.10% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.67% | 8.08% | +0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 10.84% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 13.35% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 13.31% | +2.80% |
IS3T.DE vs. H41C.DE - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is higher than H41C.DE's 0.18% expense ratio.
Dividends
IS3T.DE vs. H41C.DE - Dividend Comparison
Neither IS3T.DE nor H41C.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3T.DE and H41C.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, H41C.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
H41C.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for IS3T.DE.
IS3T.DE tracks MSCI World Mid Cap Equal Weighted, while H41C.DE tracks FTSE Developed ESG Low Carbon Select. They also come from different issuers: iShares and HSBC. Their fees differ too: 0.30% for IS3T.DE and 0.18% for H41C.DE.
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