PortfoliosLab logoPortfoliosLab logo
UCRP.DE vs. XGBE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UCRP.DE vs. XGBE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) (UCRP.DE) and Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) (XGBE.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UCRP.DE achieves a 3.24% return, which is significantly higher than XGBE.DE's 1.11% return.


UCRP.DE

1D
-0.16%
1M
1.82%
6M
2.96%
YTD
3.24%
1Y
6.79%
3Y*
3.27%
5Y*
0.91%
10Y*

XGBE.DE

1D
-0.04%
1M
0.68%
6M
1.41%
YTD
1.11%
1Y
1.81%
3Y*
4.36%
5Y*
-0.79%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UCRP.DE vs. XGBE.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
UCRP.DE
Amundi USD Corporate Bond ESG UCITS ETF DR (Acc)
3.24%-4.44%7.79%4.77%-9.83%5.57%
XGBE.DE
Xtrackers EUR Corporate Green Bond UCITS ETF (Acc)
1.11%2.73%3.40%7.52%-16.38%-0.21%

Correlation

The correlation between UCRP.DE and XGBE.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.37

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jun 24, 2021

0.39

Over the past year, the correlation between UCRP.DE and XGBE.DE has dropped to 0.18 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.

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

UCRP.DE vs. XGBE.DE — Risk / Return Rank

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

UCRP.DE
UCRP.DE Risk / Return Rank: 4242
Overall Rank
UCRP.DE Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
UCRP.DE Sortino Ratio Rank: 4141
Sortino Ratio Rank
UCRP.DE Omega Ratio Rank: 3737
Omega Ratio Rank
UCRP.DE Calmar Ratio Rank: 4949
Calmar Ratio Rank
UCRP.DE Martin Ratio Rank: 4343
Martin Ratio Rank

XGBE.DE
XGBE.DE Risk / Return Rank: 1919
Overall Rank
XGBE.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
XGBE.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
XGBE.DE Omega Ratio Rank: 1717
Omega Ratio Rank
XGBE.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
XGBE.DE Martin Ratio Rank: 2121
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.

UCRP.DE vs. XGBE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) (UCRP.DE) and Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) (XGBE.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.


UCRP.DEXGBE.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.62

Sortino ratioReturn per unit of downside risk

+0.93

Omega ratioGain probability vs. loss probability

1.21

1.10

+0.11

Calmar ratioReturn relative to maximum drawdown

2.05

0.69

+1.37

Martin ratioReturn relative to average drawdown

5.77

2.16

+3.61

UCRP.DE vs. XGBE.DE - Sharpe Ratio Comparison

The current UCRP.DE Sharpe Ratio is 1.18, which is higher than the XGBE.DE Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of UCRP.DE and XGBE.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.


Loading charts...

Drawdowns

UCRP.DE vs. XGBE.DE - Drawdown Comparison

The maximum UCRP.DE drawdown since its inception was -14.40%, smaller than the maximum XGBE.DE drawdown of -20.20%. Use the drawdown chart below to compare losses from any high point for UCRP.DE and XGBE.DE.


Loading charts...

Drawdown Indicators


UCRP.DEXGBE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.40%

-20.20%

+5.80%

Max Drawdown (1Y)

Largest decline over 1 year

-3.29%

-2.62%

-0.67%

Max Drawdown (3Y)

Largest decline over 3 years

-11.27%

-2.62%

-8.65%

Max Drawdown (5Y)

Largest decline over 5 years

-12.94%

-20.20%

+7.26%

Current Drawdown

Current decline from peak

-3.97%

-5.48%

+1.51%

Average Drawdown

Average peak-to-trough decline

-5.31%

-10.31%

+5.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.17%

0.84%

+0.33%

Volatility

UCRP.DE vs. XGBE.DE - Volatility Comparison

Amundi USD Corporate Bond ESG UCITS ETF DR (Acc) (UCRP.DE) has a higher volatility of 1.70% compared to Xtrackers EUR Corporate Green Bond UCITS ETF (Acc) (XGBE.DE) at 0.62%. This indicates that UCRP.DE's price experiences larger fluctuations and is considered to be riskier than XGBE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


UCRP.DEXGBE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.70%

0.62%

+1.08%

Volatility (6M)

Calculated over the trailing 6-month period

3.95%

2.74%

+1.21%

Volatility (1Y)

Calculated over the trailing 1-year period

5.74%

3.22%

+2.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.35%

5.04%

+3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.07%

5.03%

+4.04%

UCRP.DE vs. XGBE.DE - Expense Ratio Comparison

UCRP.DE has a 0.14% expense ratio, which is lower than XGBE.DE's 0.25% 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

UCRP.DE vs. XGBE.DE - Dividend Comparison

Neither UCRP.DE nor XGBE.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


UCRP.DE and XGBE.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

UCRP.DE is cheaper with a 0.14% expense ratio, compared with 0.25% for XGBE.DE.

UCRP.DE tracks Bloomberg MSCI US Corporate SRI Index, while XGBE.DE tracks Bloomberg MSCI EUR Corporate and Agency Green Bond Index. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.14% for UCRP.DE and 0.25% for XGBE.DE.

Portfolio Optimizer

Find the right allocation for UCRP.DE and XGBE.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