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VMID.DE vs. 5HEU.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VMID.DE vs. 5HEU.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard FTSE 250 UCITS ETF Distributing (VMID.DE) and Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) (5HEU.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


VMID.DE

1D
0.49%
1M
3.93%
YTD
5.91%
6M
8.26%
1Y
11.06%
3Y*
10.20%
5Y*
3.22%
10Y*

5HEU.DE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMID.DE vs. 5HEU.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
VMID.DE
Vanguard FTSE 250 UCITS ETF Distributing
5.91%8.64%11.29%10.54%-16.94%
5HEU.DE
Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR)
0.00%4.88%-2.91%6.26%-6.49%

Correlation

The correlation between VMID.DE and 5HEU.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.57

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2022

0.62

Over the past year, the correlation between VMID.DE and 5HEU.DE has dropped to 0.36 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

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Return for Risk

VMID.DE vs. 5HEU.DE — Risk / Return Rank

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

VMID.DE
VMID.DE Risk / Return Rank: 2424
Overall Rank
VMID.DE Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
VMID.DE Sortino Ratio Rank: 2424
Sortino Ratio Rank
VMID.DE Omega Ratio Rank: 2424
Omega Ratio Rank
VMID.DE Calmar Ratio Rank: 2222
Calmar Ratio Rank
VMID.DE Martin Ratio Rank: 2626
Martin Ratio Rank

5HEU.DE
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.

VMID.DE vs. 5HEU.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE 250 UCITS ETF Distributing (VMID.DE) and Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR) (5HEU.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.


VMID.DE5HEU.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.00

Martin ratioReturn relative to average drawdown

3.57

VMID.DE vs. 5HEU.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VMID.DE5HEU.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

Drawdowns

VMID.DE vs. 5HEU.DE - Drawdown Comparison


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Drawdown Indicators


VMID.DE5HEU.DEDifference

Max Drawdown

Largest peak-to-trough decline

-46.58%

Max Drawdown (1Y)

Largest decline over 1 year

-10.96%

Max Drawdown (3Y)

Largest decline over 3 years

-18.34%

Max Drawdown (5Y)

Largest decline over 5 years

-32.26%

Current Drawdown

Current decline from peak

-1.19%

Average Drawdown

Average peak-to-trough decline

-10.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.09%

Volatility

VMID.DE vs. 5HEU.DE - Volatility Comparison


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Volatility by Period


VMID.DE5HEU.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.53%

Volatility (6M)

Calculated over the trailing 6-month period

11.01%

Volatility (1Y)

Calculated over the trailing 1-year period

13.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.80%

VMID.DE vs. 5HEU.DE - Expense Ratio Comparison

VMID.DE has a 0.10% expense ratio, which is lower than 5HEU.DE's 0.75% expense ratio.


Dividends

VMID.DE vs. 5HEU.DE - Dividend Comparison

VMID.DE's dividend yield for the trailing twelve months is around 3.65%, while 5HEU.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
5HEU.DE
Ossiam ESG Shiller Barclays CAPE® Europe Sector UCITS ETF (EUR)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VMID.DE
Vanguard FTSE 250 UCITS ETF Distributing
3.65%3.95%3.29%3.44%3.41%2.51%2.04%2.74%3.69%0.72%

Frequently Asked Questions


VMID.DE and 5HEU.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VMID.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VMID.DE is cheaper with a 0.10% expense ratio, compared with 0.75% for 5HEU.DE.

VMID.DE tracks FTSE 250 Ex Investment Trust TR GBP, while 5HEU.DE tracks Ossiam ESG Shiller Barclays CAPE® Europe Sector. They also come from different issuers: Vanguard and Natixis. Their fees differ too: 0.10% for VMID.DE and 0.75% for 5HEU.DE.

Portfolio Optimizer

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