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XAT1.DE vs. FRNH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XAT1.DE vs. FRNH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco AT1 Capital Bond ETF EUR Hedged Dist (XAT1.DE) and Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XAT1.DE achieves a 0.81% return, which is significantly lower than FRNH.DE's 1.44% return.


XAT1.DE

1D
0.00%
1M
0.06%
6M
0.39%
YTD
0.81%
1Y
4.86%
3Y*
8.49%
5Y*
0.68%
10Y*

FRNH.DE

1D
-0.04%
1M
0.23%
6M
1.24%
YTD
1.44%
1Y
2.84%
3Y*
3.73%
5Y*
2.43%
10Y*
1.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XAT1.DE vs. FRNH.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
XAT1.DE
Invesco AT1 Capital Bond ETF EUR Hedged Dist
0.81%8.65%8.27%0.01%-12.09%2.57%5.81%14.57%-1.46%
FRNH.DE
Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc)
1.44%2.90%4.99%4.33%-0.84%-0.64%-0.04%2.05%-2.25%

Correlation

The correlation between XAT1.DE and FRNH.DE is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.25

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

0.17

Correlation (All Time)
Calculated using the full available price history since Jun 22, 2018

0.18

The correlation between XAT1.DE and FRNH.DE shifts across timeframes, from 0.17 (5 years) to 0.37 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

XAT1.DE vs. FRNH.DE — Risk / Return Rank

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

XAT1.DE
XAT1.DE Risk / Return Rank: 3535
Overall Rank
XAT1.DE Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
XAT1.DE Sortino Ratio Rank: 3131
Sortino Ratio Rank
XAT1.DE Omega Ratio Rank: 3535
Omega Ratio Rank
XAT1.DE Calmar Ratio Rank: 3333
Calmar Ratio Rank
XAT1.DE Martin Ratio Rank: 4242
Martin Ratio Rank

FRNH.DE
FRNH.DE Risk / Return Rank: 9797
Overall Rank
FRNH.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FRNH.DE Sortino Ratio Rank: 9696
Sortino Ratio Rank
FRNH.DE Omega Ratio Rank: 9797
Omega Ratio Rank
FRNH.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
FRNH.DE Martin Ratio Rank: 9898
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.

XAT1.DE vs. FRNH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco AT1 Capital Bond ETF EUR Hedged Dist (XAT1.DE) and Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.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.


XAT1.DEFRNH.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.19

Sortino ratioReturn per unit of downside risk

-3.33

Omega ratioGain probability vs. loss probability

1.19

1.86

-0.67

Calmar ratioReturn relative to maximum drawdown

1.33

7.91

-6.59

Martin ratioReturn relative to average drawdown

5.15

38.31

-33.17

XAT1.DE vs. FRNH.DE - Sharpe Ratio Comparison

The current XAT1.DE Sharpe Ratio is 0.94, which is lower than the FRNH.DE Sharpe Ratio of 3.13. The chart below compares the historical Sharpe Ratios of XAT1.DE and FRNH.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.


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Drawdowns

XAT1.DE vs. FRNH.DE - Drawdown Comparison

The maximum XAT1.DE drawdown since its inception was -28.81%, which is greater than FRNH.DE's maximum drawdown of -15.25%. Use the drawdown chart below to compare losses from any high point for XAT1.DE and FRNH.DE.


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Drawdown Indicators


XAT1.DEFRNH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-28.81%

-15.25%

-13.56%

Max Drawdown (1Y)

Largest decline over 1 year

-3.64%

-0.36%

-3.28%

Max Drawdown (3Y)

Largest decline over 3 years

-4.62%

-1.39%

-3.23%

Max Drawdown (5Y)

Largest decline over 5 years

-27.73%

-3.17%

-24.56%

Max Drawdown (10Y)

Largest decline over 10 years

-15.25%

Current Drawdown

Current decline from peak

-0.86%

-0.04%

-0.82%

Average Drawdown

Average peak-to-trough decline

-6.27%

-0.87%

-5.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

0.07%

+0.87%

Volatility

XAT1.DE vs. FRNH.DE - Volatility Comparison

Invesco AT1 Capital Bond ETF EUR Hedged Dist (XAT1.DE) has a higher volatility of 1.34% compared to Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.DE) at 0.12%. This indicates that XAT1.DE's price experiences larger fluctuations and is considered to be riskier than FRNH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XAT1.DEFRNH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

0.12%

+1.22%

Volatility (6M)

Calculated over the trailing 6-month period

4.65%

0.52%

+4.13%

Volatility (1Y)

Calculated over the trailing 1-year period

5.13%

0.90%

+4.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.19%

2.42%

+5.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.30%

3.36%

+6.94%

XAT1.DE vs. FRNH.DE - Expense Ratio Comparison

XAT1.DE has a 0.39% expense ratio, which is higher than FRNH.DE's 0.20% expense ratio.


Dividends

XAT1.DE vs. FRNH.DE - Dividend Comparison

XAT1.DE's dividend yield for the trailing twelve months is around 6.06%, while FRNH.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
FRNH.DE
Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XAT1.DE
Invesco AT1 Capital Bond ETF EUR Hedged Dist
6.06%5.95%6.41%6.17%6.02%4.42%5.23%5.59%2.62%

Frequently Asked Questions


XAT1.DE and FRNH.DE have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FRNH.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FRNH.DE is cheaper with a 0.20% expense ratio, compared with 0.39% for XAT1.DE.

XAT1.DE tracks Markit iBoxx USD Contingent Convertible Liquid Developed Market AT1 (8% Issuer Cap) TR Index - USD, while FRNH.DE tracks iBoxx MSCI ESG USD FRN Investment Grade Corporates Index (EUR Hedged). They also come from different issuers: Invesco and Amundi. Their fees differ too: 0.39% for XAT1.DE and 0.20% for FRNH.DE.

Portfolio Optimizer

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