V50A.DE vs. EUPE.DE
V50A.DE (Amundi EURO STOXX 50 UCITS ETF EUR (C)) and EUPE.DE (Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR)) are both Europe Equities funds - V50A.DE tracks the EURO STOXX® 50 while EUPE.DE tracks the Shiller Barclays CAPE® Europe Sector Value. Both are passively managed. Over the past 10 years, V50A.DE returned 10.46%/yr vs 8.97%/yr for EUPE.DE. Their correlation of 0.85 suggests significant overlap in exposure. V50A.DE charges 0.15%/yr vs 0.65%/yr for EUPE.DE.
Performance
V50A.DE vs. EUPE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, V50A.DE achieves a 7.23% return, which is significantly lower than EUPE.DE's 15.44% return. Over the past 10 years, V50A.DE has outperformed EUPE.DE with an annualized return of 10.46%, while EUPE.DE has yielded a comparatively lower 8.97% annualized return.
V50A.DE
- 1D
- 0.74%
- 1M
- 1.92%
- YTD
- 7.23%
- 6M
- 8.57%
- 1Y
- 15.78%
- 3Y*
- 15.63%
- 5Y*
- 11.52%
- 10Y*
- 10.46%
EUPE.DE
- 1D
- 0.35%
- 1M
- 0.49%
- YTD
- 15.44%
- 6M
- 15.81%
- 1Y
- 24.47%
- 3Y*
- 11.71%
- 5Y*
- 8.60%
- 10Y*
- 8.97%
V50A.DE vs. EUPE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
V50A.DE Amundi EURO STOXX 50 UCITS ETF EUR (C) | 7.23% | 22.17% | 11.16% | 22.51% | -8.94% | 23.51% | -2.91% | 30.09% | -12.12% | 9.96% |
EUPE.DE Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) | 15.44% | 12.45% | 2.14% | 12.84% | -6.14% | 25.64% | 2.80% | 24.48% | -7.47% | 5.56% |
Correlation
The correlation between V50A.DE and EUPE.DE is 0.62, 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 | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 17, 2015 | 0.85 |
Over the past year, the correlation between V50A.DE and EUPE.DE has dropped to 0.62 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
V50A.DE vs. EUPE.DE — Risk / Return Rank
V50A.DE
EUPE.DE
V50A.DE vs. EUPE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) and Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.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.
| V50A.DE | EUPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 4.19 | -2.74 |
| Martin ratioReturn relative to average drawdown | 4.92 | 11.50 | -6.57 |
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
| V50A.DE | EUPE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.17 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.65 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.46 | -0.03 |
Drawdowns
V50A.DE vs. EUPE.DE - Drawdown Comparison
The maximum V50A.DE drawdown since its inception was -38.57%, which is greater than EUPE.DE's maximum drawdown of -32.64%. Use the drawdown chart below to compare losses from any high point for V50A.DE and EUPE.DE.
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Drawdown Indicators
| V50A.DE | EUPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.57% | -32.64% | -5.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -5.82% | -5.10% |
Max Drawdown (3Y)Largest decline over 3 years | -16.54% | -15.63% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.31% | -15.63% | -7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.57% | -32.64% | -5.93% |
Current DrawdownCurrent decline from peak | -0.50% | -3.04% | +2.54% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -4.95% | -2.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.13% | +1.10% |
Volatility
V50A.DE vs. EUPE.DE - Volatility Comparison
Amundi EURO STOXX 50 UCITS ETF EUR (C) (V50A.DE) has a higher volatility of 4.92% compared to Ossiam Shiller Barclays CAPE® Europe Sector Value TR UCITS ETF 1C (EUR) (EUPE.DE) at 3.64%. This indicates that V50A.DE's price experiences larger fluctuations and is considered to be riskier than EUPE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| V50A.DE | EUPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.92% | 3.64% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 8.56% | +4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 11.27% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 13.17% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 14.99% | +3.25% |
V50A.DE vs. EUPE.DE - Expense Ratio Comparison
V50A.DE has a 0.15% expense ratio, which is lower than EUPE.DE's 0.65% expense ratio.
Dividends
V50A.DE vs. EUPE.DE - Dividend Comparison
Neither V50A.DE nor EUPE.DE has paid dividends to shareholders.
Frequently Asked Questions
V50A.DE and EUPE.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, V50A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
V50A.DE is cheaper with a 0.15% expense ratio, compared with 0.65% for EUPE.DE.
V50A.DE tracks EURO STOXX® 50, while EUPE.DE tracks Shiller Barclays CAPE® Europe Sector Value. They also come from different issuers: Amundi and Natixis. Their fees differ too: 0.15% for V50A.DE and 0.65% for EUPE.DE.
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