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BNKS.L vs. CSTA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNKS.L vs. CSTA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares S&P U.S. Banks (BNKS.L) and Lyxor STOXX Europe 600 Technology UCITS ETF Dist (CSTA.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BNKS.L is traded in USD, while CSTA.DE is traded in EUR. To make them comparable, the CSTA.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BNKS.L achieves a 3.61% return, which is significantly lower than CSTA.DE's 25.35% return.


BNKS.L

1D
3.49%
1M
0.99%
YTD
3.61%
6M
7.51%
1Y
27.90%
3Y*
26.30%
5Y*
4.76%
10Y*

CSTA.DE

1D
1.54%
1M
15.12%
YTD
25.35%
6M
24.18%
1Y
27.40%
3Y*
17.31%
5Y*
7.97%
10Y*
13.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BNKS.L vs. CSTA.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BNKS.L
iShares S&P U.S. Banks
3.61%20.45%28.55%-3.74%-18.79%39.71%-12.04%36.28%-24.32%
CSTA.DE
Lyxor STOXX Europe 600 Technology UCITS ETF Dist
25.35%16.79%0.51%36.69%-31.77%23.72%25.37%35.04%-18.29%

Correlation

The correlation between BNKS.L and CSTA.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.42

Correlation (All Time)
Calculated using the full available price history since May 24, 2018

0.38

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Return for Risk

BNKS.L vs. CSTA.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BNKS.L
BNKS.L Risk / Return Rank: 3636
Overall Rank
BNKS.L Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
BNKS.L Sortino Ratio Rank: 3939
Sortino Ratio Rank
BNKS.L Omega Ratio Rank: 3636
Omega Ratio Rank
BNKS.L Calmar Ratio Rank: 3434
Calmar Ratio Rank
BNKS.L Martin Ratio Rank: 3131
Martin Ratio Rank

CSTA.DE
CSTA.DE Risk / Return Rank: 3131
Overall Rank
CSTA.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
CSTA.DE Sortino Ratio Rank: 3131
Sortino Ratio Rank
CSTA.DE Omega Ratio Rank: 3030
Omega Ratio Rank
CSTA.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
CSTA.DE Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BNKS.L vs. CSTA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Banks (BNKS.L) and Lyxor STOXX Europe 600 Technology UCITS ETF Dist (CSTA.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.


BNKS.LCSTA.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.20

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.23

1.20

+0.03

Calmar ratioReturn relative to maximum drawdown

1.65

1.50

+0.15

Martin ratioReturn relative to average drawdown

4.55

4.21

+0.34

BNKS.L vs. CSTA.DE - Sharpe Ratio Comparison

The current BNKS.L Sharpe Ratio is 1.33, which is comparable to the CSTA.DE Sharpe Ratio of 1.14. The chart below compares the historical Sharpe Ratios of BNKS.L and CSTA.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BNKS.LCSTA.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

1.14

+0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.17

0.29

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.44

-0.25

Drawdowns

BNKS.L vs. CSTA.DE - Drawdown Comparison

The maximum BNKS.L drawdown since its inception was -51.35%, roughly equal to the maximum CSTA.DE drawdown of -49.87%. Use the drawdown chart below to compare losses from any high point for BNKS.L and CSTA.DE.


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Drawdown Indicators


BNKS.LCSTA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-51.35%

-49.87%

-1.48%

Max Drawdown (1Y)

Largest decline over 1 year

-16.88%

-18.22%

+1.34%

Max Drawdown (3Y)

Largest decline over 3 years

-28.47%

-23.57%

-4.90%

Max Drawdown (5Y)

Largest decline over 5 years

-50.15%

-49.87%

-0.28%

Max Drawdown (10Y)

Largest decline over 10 years

-49.87%

Current Drawdown

Current decline from peak

-5.58%

0.00%

-5.58%

Average Drawdown

Average peak-to-trough decline

-17.75%

-10.64%

-7.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.12%

6.50%

-0.38%

Volatility

BNKS.L vs. CSTA.DE - Volatility Comparison

The current volatility for iShares S&P U.S. Banks (BNKS.L) is 6.48%, while Lyxor STOXX Europe 600 Technology UCITS ETF Dist (CSTA.DE) has a volatility of 8.23%. This indicates that BNKS.L experiences smaller price fluctuations and is considered to be less risky than CSTA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BNKS.LCSTA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.48%

8.23%

-1.75%

Volatility (6M)

Calculated over the trailing 6-month period

15.85%

19.93%

-4.08%

Volatility (1Y)

Calculated over the trailing 1-year period

20.82%

23.98%

-3.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.66%

27.39%

+0.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.51%

25.17%

+6.34%

BNKS.L vs. CSTA.DE - Expense Ratio Comparison

BNKS.L has a 0.35% expense ratio, which is higher than CSTA.DE's 0.30% expense ratio.


Dividends

BNKS.L vs. CSTA.DE - Dividend Comparison

Neither BNKS.L nor CSTA.DE has paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
BNKS.L
iShares S&P U.S. Banks
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CSTA.DE
Lyxor STOXX Europe 600 Technology UCITS ETF Dist
0.00%0.00%0.77%0.59%1.04%0.52%0.55%1.26%1.49%0.09%

Frequently Asked Questions


BNKS.L and CSTA.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CSTA.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CSTA.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for BNKS.L.

BNKS.L is categorized as Financials Equities, while CSTA.DE is Technology Equities. BNKS.L tracks MSCI World/Financials NR USD, while CSTA.DE tracks STOXX® Europe 600 Technology. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.35% for BNKS.L and 0.30% for CSTA.DE.

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