2B78.DE vs. LYM9.DE
2B78.DE (iShares Healthcare Innovation UCITS ETF) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - 2B78.DE is a Health & Biotech Equities fund tracking the iSTOXX® FactSet Breakthrough Healthcare, while LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 5 years, 2B78.DE returned -0.58%/yr vs 2.02%/yr for LYM9.DE. A 0.60 correlation means they provide meaningful diversification when combined. 2B78.DE charges 0.40%/yr vs 0.60%/yr for LYM9.DE.
Performance
2B78.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 2B78.DE achieves a 9.20% return, which is significantly lower than LYM9.DE's 30.00% return.
2B78.DE
- 1D
- 0.60%
- 1M
- 9.06%
- 6M
- 4.07%
- YTD
- 9.20%
- 1Y
- 28.12%
- 3Y*
- 7.74%
- 5Y*
- -0.58%
- 10Y*
- —
LYM9.DE
- 1D
- -1.03%
- 1M
- -5.14%
- 6M
- 23.55%
- YTD
- 30.00%
- 1Y
- 60.75%
- 3Y*
- 8.18%
- 5Y*
- 2.02%
- 10Y*
- 10.58%
2B78.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
2B78.DE iShares Healthcare Innovation UCITS ETF | 9.20% | 5.61% | 7.18% | -0.29% | -19.05% | 1.20% | 38.70% | 16.67% | 0.39% | 19.53% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 30.00% | 29.63% | -7.98% | -21.17% | -13.12% | 1.13% | 46.09% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between 2B78.DE and LYM9.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.60 |
Over the past year, the correlation between 2B78.DE and LYM9.DE has dropped to 0.31 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
2B78.DE vs. LYM9.DE — Risk / Return Rank
2B78.DE
LYM9.DE
2B78.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Healthcare Innovation UCITS ETF (2B78.DE) and Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.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.
| 2B78.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.44 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.33 | 5.72 | -3.39 |
| Martin ratioReturn relative to average drawdown | 5.73 | 19.31 | -13.58 |
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Drawdowns
2B78.DE vs. LYM9.DE - Drawdown Comparison
The maximum 2B78.DE drawdown since its inception was -38.59%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for 2B78.DE and LYM9.DE.
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Drawdown Indicators
| 2B78.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.59% | -72.01% | +33.42% |
Max Drawdown (1Y)Largest decline over 1 year | -12.00% | -10.57% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -25.32% | -39.29% | +13.97% |
Max Drawdown (5Y)Largest decline over 5 years | -37.03% | -55.00% | +17.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.00% | — |
Current DrawdownCurrent decline from peak | -9.65% | -10.09% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -15.24% | -42.61% | +27.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.89% | 3.14% | +1.75% |
Volatility
2B78.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares Healthcare Innovation UCITS ETF (2B78.DE) is 4.85%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 8.84%. This indicates that 2B78.DE experiences smaller price fluctuations and is considered to be less risky than LYM9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 2B78.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 8.84% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 18.61% | -6.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.37% | 22.54% | -6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.00% | 22.58% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 21.91% | -2.00% |
2B78.DE vs. LYM9.DE - Expense Ratio Comparison
2B78.DE has a 0.40% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
2B78.DE vs. LYM9.DE - Dividend Comparison
2B78.DE has not paid dividends to shareholders, while LYM9.DE's dividend yield for the trailing twelve months is around 0.32%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2B78.DE iShares Healthcare Innovation UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.32% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
Frequently Asked Questions
2B78.DE and LYM9.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B78.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B78.DE is cheaper with a 0.40% expense ratio, compared with 0.60% for LYM9.DE.
2B78.DE is categorized as Health & Biotech Equities, while LYM9.DE is Energy Equities. 2B78.DE tracks iSTOXX® FactSet Breakthrough Healthcare, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for 2B78.DE and 0.60% for LYM9.DE.
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