AE5B.DE vs. LCUK.DE
AE5B.DE (Amundi MSCI Europe Climate Action UCITS ETF Dist) and LCUK.DE (Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist) are both Europe Equities funds from Amundi - AE5B.DE tracks the MSCI Europe Climate Action while LCUK.DE tracks the FTSE AllSh TR GBP. Both are passively managed. Over the past year, AE5B.DE returned 12.32% vs 17.00% for LCUK.DE. A 0.79 correlation means they provide meaningful diversification when combined. AE5B.DE charges 0.09%/yr vs 0.04%/yr for LCUK.DE.
Performance
AE5B.DE vs. LCUK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AE5B.DE achieves a 5.29% return, which is significantly lower than LCUK.DE's 6.49% return.
AE5B.DE
- 1D
- 0.62%
- 1M
- 2.96%
- YTD
- 5.29%
- 6M
- 7.80%
- 1Y
- 12.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LCUK.DE
- 1D
- 0.13%
- 1M
- 1.45%
- YTD
- 6.49%
- 6M
- 9.10%
- 1Y
- 17.00%
- 3Y*
- 14.46%
- 5Y*
- 10.57%
- 10Y*
- —
AE5B.DE vs. LCUK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AE5B.DE Amundi MSCI Europe Climate Action UCITS ETF Dist | 5.29% | 16.59% | 7.50% | 3.40% |
LCUK.DE Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | 6.49% | 19.79% | 13.71% | 2.21% |
Correlation
The correlation between AE5B.DE and LCUK.DE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jun 16, 2023 | 0.79 |
The correlation between AE5B.DE and LCUK.DE has been stable across timeframes, ranging from 0.79 to 0.79 - a consistent structural relationship.
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Return for Risk
AE5B.DE vs. LCUK.DE — Risk / Return Rank
AE5B.DE
LCUK.DE
AE5B.DE vs. LCUK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Europe Climate Action UCITS ETF Dist (AE5B.DE) and Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist (LCUK.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.
| AE5B.DE | LCUK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.04 | -0.87 |
| Martin ratioReturn relative to average drawdown | 3.95 | 7.27 | -3.32 |
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
| AE5B.DE | LCUK.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.39 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.48 | +0.34 |
Drawdowns
AE5B.DE vs. LCUK.DE - Drawdown Comparison
The maximum AE5B.DE drawdown since its inception was -16.86%, smaller than the maximum LCUK.DE drawdown of -41.10%. Use the drawdown chart below to compare losses from any high point for AE5B.DE and LCUK.DE.
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Drawdown Indicators
| AE5B.DE | LCUK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.86% | -41.10% | +24.24% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -8.31% | -2.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.69% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.69% | — |
Current DrawdownCurrent decline from peak | -1.65% | -2.84% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -2.57% | -5.66% | +3.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 2.33% | +0.78% |
Volatility
AE5B.DE vs. LCUK.DE - Volatility Comparison
The current volatility for Amundi MSCI Europe Climate Action UCITS ETF Dist (AE5B.DE) is 3.86%, while Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist (LCUK.DE) has a volatility of 4.62%. This indicates that AE5B.DE experiences smaller price fluctuations and is considered to be less risky than LCUK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AE5B.DE | LCUK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.62% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 10.28% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.37% | 12.17% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.34% | 14.12% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.34% | 17.10% | -3.76% |
AE5B.DE vs. LCUK.DE - Expense Ratio Comparison
AE5B.DE has a 0.09% expense ratio, which is higher than LCUK.DE's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AE5B.DE vs. LCUK.DE - Dividend Comparison
AE5B.DE's dividend yield for the trailing twelve months is around 2.16%, less than LCUK.DE's 2.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AE5B.DE Amundi MSCI Europe Climate Action UCITS ETF Dist | 2.16% | 2.28% | 2.68% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% |
LCUK.DE Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | 2.84% | 3.03% | 3.73% | 3.09% | 4.08% | 3.76% | 2.95% | 3.36% |
Frequently Asked Questions
AE5B.DE and LCUK.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCUK.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCUK.DE is cheaper with a 0.04% expense ratio, compared with 0.09% for AE5B.DE.
AE5B.DE tracks MSCI Europe Climate Action, while LCUK.DE tracks FTSE AllSh TR GBP. Their fees differ too: 0.09% for AE5B.DE and 0.04% for LCUK.DE.
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