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ZPA5.DE vs. FRNH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZPA5.DE vs. FRNH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.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, ZPA5.DE achieves a 9.68% return, which is significantly higher than FRNH.DE's 1.45% return.


ZPA5.DE

1D
0.00%
1M
1.14%
6M
9.82%
YTD
9.68%
1Y
19.31%
3Y*
5Y*
10Y*

FRNH.DE

1D
-0.02%
1M
0.27%
6M
1.36%
YTD
1.45%
1Y
2.88%
3Y*
3.81%
5Y*
2.44%
10Y*
1.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZPA5.DE vs. FRNH.DE - Yearly Performance Comparison


Correlation

The correlation between ZPA5.DE and FRNH.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

Correlation (All Time)
Calculated using the full available price history since Nov 27, 2023

0.15

The correlation between ZPA5.DE and FRNH.DE shifts across timeframes, from 0.15 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

ZPA5.DE vs. FRNH.DE — Risk / Return Rank

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

ZPA5.DE
ZPA5.DE Risk / Return Rank: 3030
Overall Rank
ZPA5.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ZPA5.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
ZPA5.DE Omega Ratio Rank: 5353
Omega Ratio Rank
ZPA5.DE Calmar Ratio Rank: 2424
Calmar Ratio Rank
ZPA5.DE Martin Ratio Rank: 1919
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: 9797
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.

ZPA5.DE vs. FRNH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.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.


ZPA5.DEFRNH.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.39

Sortino ratioReturn per unit of downside risk

-3.43

Omega ratioGain probability vs. loss probability

1.27

1.88

-0.61

Calmar ratioReturn relative to maximum drawdown

0.95

8.02

-7.07

Martin ratioReturn relative to average drawdown

1.71

38.83

-37.12

ZPA5.DE vs. FRNH.DE - Sharpe Ratio Comparison

The current ZPA5.DE Sharpe Ratio is 0.79, which is lower than the FRNH.DE Sharpe Ratio of 3.18. The chart below compares the historical Sharpe Ratios of ZPA5.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

ZPA5.DE vs. FRNH.DE - Drawdown Comparison

The maximum ZPA5.DE drawdown since its inception was -23.13%, 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 ZPA5.DE and FRNH.DE.


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Drawdown Indicators


ZPA5.DEFRNH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.13%

-15.25%

-7.88%

Max Drawdown (1Y)

Largest decline over 1 year

-20.40%

-0.36%

-20.04%

Max Drawdown (3Y)

Largest decline over 3 years

-1.39%

Max Drawdown (5Y)

Largest decline over 5 years

-3.17%

Max Drawdown (10Y)

Largest decline over 10 years

-15.25%

Current Drawdown

Current decline from peak

-5.15%

-0.02%

-5.13%

Average Drawdown

Average peak-to-trough decline

-6.36%

-0.87%

-5.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.30%

0.07%

+11.23%

Volatility

ZPA5.DE vs. FRNH.DE - Volatility Comparison

Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc (ZPA5.DE) has a higher volatility of 2.90% compared to Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.DE) at 0.11%. This indicates that ZPA5.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


ZPA5.DEFRNH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.90%

0.11%

+2.79%

Volatility (6M)

Calculated over the trailing 6-month period

8.45%

0.53%

+7.92%

Volatility (1Y)

Calculated over the trailing 1-year period

24.55%

0.90%

+23.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.74%

2.42%

+17.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.74%

3.36%

+16.38%

ZPA5.DE vs. FRNH.DE - Expense Ratio Comparison

ZPA5.DE has a 0.07% expense ratio, which is lower than FRNH.DE's 0.20% 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

ZPA5.DE vs. FRNH.DE - Dividend Comparison

Neither ZPA5.DE nor FRNH.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ZPA5.DE and FRNH.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ZPA5.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ZPA5.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for FRNH.DE.

ZPA5.DE is categorized as ESG, while FRNH.DE is Corporate Bonds. ZPA5.DE tracks S&P 500 Net Zero 2050 Paris-Aligned ESG+ Index, while FRNH.DE tracks iBoxx MSCI ESG USD FRN Investment Grade Corporates Index (EUR Hedged). Their fees differ too: 0.07% for ZPA5.DE and 0.20% for FRNH.DE.

Portfolio Optimizer

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