AE5A.DE vs. LYBK.DE
AE5A.DE (Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both exchange-traded funds - AE5A.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Index, while LYBK.DE is a Financials Equities fund tracking the EURO STOXX® Banks. Both are passively managed. Over the past 5 years, AE5A.DE returned 8.49%/yr vs 29.06%/yr for LYBK.DE. At a 0.44 correlation, their price movements are largely independent. AE5A.DE charges 0.14%/yr vs 0.30%/yr for LYBK.DE.
Performance
AE5A.DE vs. LYBK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AE5A.DE achieves a 27.41% return, which is significantly higher than LYBK.DE's 5.35% return.
AE5A.DE
- 1D
- -1.54%
- 1M
- 3.57%
- YTD
- 27.41%
- 6M
- 28.14%
- 1Y
- 48.94%
- 3Y*
- 20.90%
- 5Y*
- 8.49%
- 10Y*
- 9.98%
LYBK.DE
- 1D
- 0.92%
- 1M
- 2.70%
- YTD
- 5.35%
- 6M
- 12.73%
- 1Y
- 39.28%
- 3Y*
- 45.91%
- 5Y*
- 29.06%
- 10Y*
- —
AE5A.DE vs. LYBK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AE5A.DE Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist | 27.41% | 19.26% | 14.36% | 5.58% | -14.19% | 4.19% | 7.49% | 21.04% | -14.05% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 5.35% | 91.46% | 30.53% | 30.34% | 0.78% | 39.97% | -22.43% | 17.74% | -35.74% |
Correlation
The correlation between AE5A.DE and LYBK.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2018 | 0.44 |
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Return for Risk
AE5A.DE vs. LYBK.DE — Risk / Return Rank
AE5A.DE
LYBK.DE
AE5A.DE vs. LYBK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.DE) and Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.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.
| AE5A.DE | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.29 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 4.80 | 2.41 | +2.39 |
| Martin ratioReturn relative to average drawdown | 17.35 | 7.56 | +9.79 |
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
| AE5A.DE | LYBK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.79 | 1.72 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 1.13 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.04 |
Drawdowns
AE5A.DE vs. LYBK.DE - Drawdown Comparison
The maximum AE5A.DE drawdown since its inception was -36.16%, smaller than the maximum LYBK.DE drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for AE5A.DE and LYBK.DE.
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Drawdown Indicators
| AE5A.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.16% | -62.22% | +26.06% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -17.12% | +6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -19.22% | -19.90% | +0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -23.47% | -34.32% | +10.85% |
Max Drawdown (10Y)Largest decline over 10 years | -32.24% | — | — |
Current DrawdownCurrent decline from peak | -2.56% | -1.83% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -9.72% | -19.62% | +9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 5.47% | -2.60% |
Volatility
AE5A.DE vs. LYBK.DE - Volatility Comparison
Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.DE) has a higher volatility of 7.32% compared to Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) at 5.84%. This indicates that AE5A.DE's price experiences larger fluctuations and is considered to be riskier than LYBK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AE5A.DE | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.32% | 5.84% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.97% | 19.19% | -4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.82% | 23.95% | -6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 25.45% | -8.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.05% | 28.55% | -9.50% |
AE5A.DE vs. LYBK.DE - Expense Ratio Comparison
AE5A.DE has a 0.14% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
AE5A.DE vs. LYBK.DE - Dividend Comparison
AE5A.DE's dividend yield for the trailing twelve months is around 1.69%, while LYBK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AE5A.DE Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist | 1.69% | 2.15% | 3.38% | 3.80% | 2.44% | 1.62% | 1.71% | 2.01% | 2.17% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AE5A.DE and LYBK.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AE5A.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AE5A.DE is cheaper with a 0.14% expense ratio, compared with 0.30% for LYBK.DE.
AE5A.DE is categorized as Emerging Markets Equities, while LYBK.DE is Financials Equities. AE5A.DE tracks MSCI Emerging Markets Index, while LYBK.DE tracks EURO STOXX® Banks. Their fees differ too: 0.14% for AE5A.DE and 0.30% for LYBK.DE.
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