OP7E.DE vs. 5HEE.DE
Compare and contrast key facts about Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) and Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE).
OP7E.DE and 5HEE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OP7E.DE is a passively managed fund by Natixis that tracks the performance of the Bloomberg PAB US Large & Mid Cap. It was launched on Jul 18, 2022. 5HEE.DE is a passively managed fund by Natixis that tracks the performance of the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector. It was launched on Apr 5, 2018. Both OP7E.DE and 5HEE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
OP7E.DE vs. 5HEE.DE - Performance Comparison
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OP7E.DE vs. 5HEE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OP7E.DE Ossiam Bloomberg USA PAB UCITS ETF (EUR) | -5.41% | 1.18% | 29.02% | 22.72% | -14.67% |
5HEE.DE Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) | -1.39% | -7.39% | 10.30% | 11.99% | -14.41% |
Returns By Period
In the year-to-date period, OP7E.DE achieves a -5.41% return, which is significantly lower than 5HEE.DE's -1.39% return.
OP7E.DE
- 1D
- 1.76%
- 1M
- -3.42%
- YTD
- -5.41%
- 6M
- -3.77%
- 1Y
- 4.14%
- 3Y*
- 12.75%
- 5Y*
- —
- 10Y*
- —
5HEE.DE
- 1D
- 0.62%
- 1M
- -6.15%
- YTD
- -1.39%
- 6M
- 2.43%
- 1Y
- -1.77%
- 3Y*
- 1.56%
- 5Y*
- 3.45%
- 10Y*
- —
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OP7E.DE vs. 5HEE.DE - Expense Ratio Comparison
OP7E.DE has a 0.12% expense ratio, which is lower than 5HEE.DE's 0.75% expense ratio.
Return for Risk
OP7E.DE vs. 5HEE.DE — Risk / Return Rank
OP7E.DE
5HEE.DE
OP7E.DE vs. 5HEE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) and Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.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.
| OP7E.DE | 5HEE.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | -0.12 | +0.35 |
Sortino ratioReturn per unit of downside risk | 0.44 | -0.06 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.06 | 0.99 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.45 | -0.19 | +0.64 |
Martin ratioReturn relative to average drawdown | 1.38 | -0.60 | +1.98 |
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
| OP7E.DE | 5HEE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | -0.12 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.51 | -0.02 |
Correlation
The correlation between OP7E.DE and 5HEE.DE is 0.77, 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
OP7E.DE vs. 5HEE.DE - Dividend Comparison
Neither OP7E.DE nor 5HEE.DE has paid dividends to shareholders.
Drawdowns
OP7E.DE vs. 5HEE.DE - Drawdown Comparison
The maximum OP7E.DE drawdown since its inception was -23.71%, smaller than the maximum 5HEE.DE drawdown of -32.56%. Use the drawdown chart below to compare losses from any high point for OP7E.DE and 5HEE.DE.
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Drawdown Indicators
| OP7E.DE | 5HEE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -32.56% | +8.85% |
Max Drawdown (1Y)Largest decline over 1 year | -13.85% | -12.54% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.48% | — |
Current DrawdownCurrent decline from peak | -7.84% | -12.80% | +4.96% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -6.22% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.72% | +0.24% |
Volatility
OP7E.DE vs. 5HEE.DE - Volatility Comparison
Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) has a higher volatility of 3.86% compared to Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF (EUR) (5HEE.DE) at 2.99%. This indicates that OP7E.DE's price experiences larger fluctuations and is considered to be riskier than 5HEE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OP7E.DE | 5HEE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.99% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 7.09% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.41% | 15.09% | +2.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 14.91% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 17.00% | -2.09% |