OP7E.DE vs. FUSR.DE
OP7E.DE (Ossiam Bloomberg USA PAB UCITS ETF (EUR)) and FUSR.DE (Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc) are both Large Cap Blend Equities funds - OP7E.DE tracks the Bloomberg PAB US Large & Mid Cap while FUSR.DE tracks the Fidelity Sustainable Research Enhanced US Equity. Both are passively managed. Over the past 3 years, OP7E.DE returned 16.14%/yr vs 19.47%/yr for FUSR.DE. Their correlation of 0.93 suggests significant overlap in exposure. OP7E.DE charges 0.12%/yr vs 0.30%/yr for FUSR.DE.
Performance
OP7E.DE vs. FUSR.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OP7E.DE achieves a 9.44% return, which is significantly lower than FUSR.DE's 10.99% return.
OP7E.DE
- 1D
- -0.19%
- 1M
- 6.76%
- YTD
- 9.44%
- 6M
- 9.62%
- 1Y
- 18.97%
- 3Y*
- 16.14%
- 5Y*
- —
- 10Y*
- —
FUSR.DE
- 1D
- 0.07%
- 1M
- 4.38%
- YTD
- 10.99%
- 6M
- 10.70%
- 1Y
- 26.84%
- 3Y*
- 19.47%
- 5Y*
- 14.75%
- 10Y*
- —
OP7E.DE vs. FUSR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OP7E.DE Ossiam Bloomberg USA PAB UCITS ETF (EUR) | 9.44% | 1.18% | 29.02% | 22.72% | -14.67% |
FUSR.DE Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 10.99% | 5.18% | 33.40% | 24.94% | -15.16% |
Correlation
The correlation between OP7E.DE and FUSR.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Aug 23, 2022 | 0.93 |
The correlation between OP7E.DE and FUSR.DE has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OP7E.DE vs. FUSR.DE — Risk / Return Rank
OP7E.DE
FUSR.DE
OP7E.DE vs. FUSR.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 Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.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 | FUSR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.38 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 3.40 | -1.29 |
| Martin ratioReturn relative to average drawdown | 6.82 | 12.17 | -5.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| OP7E.DE | FUSR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 2.11 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 1.03 | -0.27 |
Drawdowns
OP7E.DE vs. FUSR.DE - Drawdown Comparison
The maximum OP7E.DE drawdown since its inception was -23.71%, roughly equal to the maximum FUSR.DE drawdown of -24.29%. Use the drawdown chart below to compare losses from any high point for OP7E.DE and FUSR.DE.
Loading charts...
Drawdown Indicators
| OP7E.DE | FUSR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -24.29% | +0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -7.85% | -1.09% |
Max Drawdown (3Y)Largest decline over 3 years | -23.71% | -24.29% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.29% | — |
Current DrawdownCurrent decline from peak | -0.50% | -0.25% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -4.40% | -0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.20% | +0.57% |
Volatility
OP7E.DE vs. FUSR.DE - Volatility Comparison
Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) has a higher volatility of 3.07% compared to Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc (FUSR.DE) at 2.62%. This indicates that OP7E.DE's price experiences larger fluctuations and is considered to be riskier than FUSR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OP7E.DE | FUSR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 2.62% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 8.39% | -0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 12.69% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 15.84% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.78% | 15.99% | -1.21% |
OP7E.DE vs. FUSR.DE - Expense Ratio Comparison
OP7E.DE has a 0.12% expense ratio, which is lower than FUSR.DE's 0.30% expense ratio.
Dividends
OP7E.DE vs. FUSR.DE - Dividend Comparison
Neither OP7E.DE nor FUSR.DE has paid dividends to shareholders.
Frequently Asked Questions
OP7E.DE and FUSR.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OP7E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OP7E.DE is cheaper with a 0.12% expense ratio, compared with 0.30% for FUSR.DE.
OP7E.DE tracks Bloomberg PAB US Large & Mid Cap, while FUSR.DE tracks Fidelity Sustainable Research Enhanced US Equity. They also come from different issuers: Natixis and Fidelity. Their fees differ too: 0.12% for OP7E.DE and 0.30% for FUSR.DE.
Find the right allocation for OP7E.DE and FUSR.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer