BNKE.L vs. WFIN.AS
BNKE.L (Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc) and WFIN.AS (SPDR MSCI World Financials UCITS ETF) are both Financials Equities funds tracking the MSCI World/Financials NR USD, from Amundi and State Street respectively. Both are passively managed. Over the past 5 years, BNKE.L returned 29.25%/yr vs 12.94%/yr for WFIN.AS. A 0.68 correlation means they provide meaningful diversification when combined. Both charge a 0.30% expense ratio.
Performance
BNKE.L vs. WFIN.AS - Performance Comparison
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Different Trading Currencies
BNKE.L is traded in GBP, while WFIN.AS is traded in EUR. To make them comparable, the WFIN.AS values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, BNKE.L achieves a 4.63% return, which is significantly higher than WFIN.AS's 0.41% return.
BNKE.L
- 1D
- 0.77%
- 1M
- 2.69%
- YTD
- 4.63%
- 6M
- 11.52%
- 1Y
- 43.21%
- 3Y*
- 46.04%
- 5Y*
- 29.25%
- 10Y*
- —
WFIN.AS
- 1D
- 1.81%
- 1M
- 1.09%
- YTD
- 0.41%
- 6M
- 3.27%
- 1Y
- 15.58%
- 3Y*
- 20.96%
- 5Y*
- 12.94%
- 10Y*
- 12.95%
BNKE.L vs. WFIN.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BNKE.L Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc | 4.63% | 99.94% | 25.19% | 27.75% | 6.62% | 31.33% | -18.12% | 2.40% |
WFIN.AS SPDR MSCI World Financials UCITS ETF | 0.41% | 20.43% | 29.35% | 9.65% | 0.31% | 31.22% | -6.38% | 0.44% |
Correlation
The correlation between BNKE.L and WFIN.AS is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jul 24, 2019 | 0.68 |
The correlation between BNKE.L and WFIN.AS has been stable across timeframes, ranging from 0.58 to 0.68 - a consistent structural relationship.
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Return for Risk
BNKE.L vs. WFIN.AS — Risk / Return Rank
BNKE.L
WFIN.AS
BNKE.L vs. WFIN.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L) and SPDR MSCI World Financials UCITS ETF (WFIN.AS). 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.
| BNKE.L | WFIN.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.60 | +1.10 |
| Martin ratioReturn relative to average drawdown | 8.72 | 5.01 | +3.71 |
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
| BNKE.L | WFIN.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 1.21 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.15 | 0.80 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.23 | +0.52 |
Drawdowns
BNKE.L vs. WFIN.AS - Drawdown Comparison
The maximum BNKE.L drawdown since its inception was -48.52%, smaller than the maximum WFIN.AS drawdown of -67.97%. Use the drawdown chart below to compare losses from any high point for BNKE.L and WFIN.AS.
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Drawdown Indicators
| BNKE.L | WFIN.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.52% | -67.97% | +19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -16.66% | -9.52% | -7.14% |
Max Drawdown (3Y)Largest decline over 3 years | -18.40% | -17.12% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -34.21% | -17.12% | -17.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.29% | — |
Current DrawdownCurrent decline from peak | -1.62% | -1.26% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -10.40% | -16.10% | +5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.05% | +2.12% |
Volatility
BNKE.L vs. WFIN.AS - Volatility Comparison
Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc (BNKE.L) has a higher volatility of 6.10% compared to SPDR MSCI World Financials UCITS ETF (WFIN.AS) at 3.30%. This indicates that BNKE.L's price experiences larger fluctuations and is considered to be riskier than WFIN.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNKE.L | WFIN.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 3.30% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 9.71% | +8.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.28% | 12.50% | +10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.45% | 15.85% | +9.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.62% | 19.07% | +10.55% |
BNKE.L vs. WFIN.AS - Expense Ratio Comparison
Both BNKE.L and WFIN.AS have an expense ratio of 0.30%.
Dividends
BNKE.L vs. WFIN.AS - Dividend Comparison
Neither BNKE.L nor WFIN.AS has paid dividends to shareholders.
Frequently Asked Questions
BNKE.L and WFIN.AS have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BNKE.L and WFIN.AS have the same expense ratio: 0.30% per year.
Both ETFs track MSCI World/Financials NR USD. They also come from different issuers: Amundi and State Street.
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