5MVW.DE vs. LYM9.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - 5MVW.DE tracks the MSCI World Energy while LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 5 years, 5MVW.DE returned 20.31%/yr vs 3.61%/yr for LYM9.DE. At a 0.31 correlation, their price movements are largely independent. 5MVW.DE charges 0.18%/yr vs 0.60%/yr for LYM9.DE.
Performance
5MVW.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5MVW.DE achieves a 32.79% return, which is significantly lower than LYM9.DE's 37.23% return.
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
LYM9.DE
- 1D
- -2.36%
- 1M
- 0.87%
- YTD
- 37.23%
- 6M
- 36.72%
- 1Y
- 74.72%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
5MVW.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 10.40% |
Correlation
The correlation between 5MVW.DE and LYM9.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.31 |
The correlation between 5MVW.DE and LYM9.DE shifts across timeframes, from -0.01 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
5MVW.DE vs. LYM9.DE — Risk / Return Rank
5MVW.DE
LYM9.DE
5MVW.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| 5MVW.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.59 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 9.45 | -6.49 |
| Martin ratioReturn relative to average drawdown | 9.81 | 31.90 | -22.09 |
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
| 5MVW.DE | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 3.65 | -1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.16 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.05 | +0.40 |
Drawdowns
5MVW.DE vs. LYM9.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for 5MVW.DE and LYM9.DE.
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Drawdown Indicators
| 5MVW.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -72.01% | +15.14% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -7.81% | -7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -41.61% | +17.85% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -55.00% | +31.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.00% | — |
Current DrawdownCurrent decline from peak | -7.49% | -2.77% | -4.72% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -42.85% | +29.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.32% | +2.24% |
Volatility
5MVW.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) is 6.76%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 7.97%. This indicates that 5MVW.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
| 5MVW.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 7.97% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 15.84% | +2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 20.25% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 22.20% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 21.82% | +7.38% |
5MVW.DE vs. LYM9.DE - Expense Ratio Comparison
5MVW.DE has a 0.18% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
5MVW.DE vs. LYM9.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, more than LYM9.DE's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.31% | 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
5MVW.DE and LYM9.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 5MVW.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
5MVW.DE is cheaper with a 0.18% expense ratio, compared with 0.60% for LYM9.DE.
5MVW.DE tracks MSCI World Energy, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.18% for 5MVW.DE and 0.60% for LYM9.DE.
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