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BNKU.L vs. BNKE.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BNKU.L vs. BNKE.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor S&P 500 Banks UCITS ETF - Acc (BNKU.L) and Amundi Euro Stoxx Banks UCITS ETF Acc (BNKE.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BNKU.L is traded in USD, while BNKE.L is traded in GBP. To make them comparable, the BNKE.L values have been converted to USD using the latest available exchange rates.

Returns By Period


BNKU.L

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

BNKE.L

1D
-0.39%
1M
5.33%
6M
7.81%
YTD
15.84%
1Y
48.43%
3Y*
48.19%
5Y*
32.74%
10Y*
ALL TIME*
24.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.80M$3.40M$5.31M

BNKU.L vs. BNKE.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BNKU.L
Lyxor S&P 500 Banks UCITS ETF - Acc
0.00%0.00%0.00%0.00%0.00%28.68%-7.96%15.18%
BNKE.L
Amundi Euro Stoxx Banks UCITS ETF Acc
15.84%115.03%23.11%34.49%-4.65%29.97%-15.62%9.10%

Correlation

The correlation between BNKU.L and BNKE.L is 0.36, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 23, 2019

0.36

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Return for Risk

BNKU.L vs. BNKE.L — Risk / Return Rank

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

BNKU.L

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


BNKE.L
BNKE.L Risk / Return Rank: 8282
Overall Rank
BNKE.L Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BNKE.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
BNKE.L Omega Ratio Rank: 8181
Omega Ratio Rank
BNKE.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
BNKE.L Martin Ratio Rank: 7575
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.

BNKU.L vs. BNKE.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor S&P 500 Banks UCITS ETF - Acc (BNKU.L) and Amundi Euro Stoxx Banks UCITS ETF Acc (BNKE.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BNKU.LBNKE.LDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.51

Martin ratioReturn relative to average drawdown

7.86

BNKU.L vs. BNKE.L - Sharpe Ratio Comparison


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Drawdowns

BNKU.L vs. BNKE.L - Drawdown Comparison


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Drawdown Indicators


BNKU.LBNKE.LDifference

Max Drawdown

Largest peak-to-trough decline

-51.47%

Max Drawdown (1Y)

Largest decline over 1 year

-19.22%

Max Drawdown (3Y)

Largest decline over 3 years

-20.19%

Max Drawdown (5Y)

Largest decline over 5 years

-42.24%

Current Drawdown

Current decline from peak

-0.39%

Average Drawdown

Average peak-to-trough decline

-11.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.14%

Volatility

BNKU.L vs. BNKE.L - Volatility Comparison


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Volatility by Period


BNKU.LBNKE.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.86%

Volatility (6M)

Calculated over the trailing 6-month period

21.02%

Volatility (1Y)

Calculated over the trailing 1-year period

25.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.74%

BNKU.L vs. BNKE.L - Expense Ratio Comparison

BNKU.L has a 0.20% expense ratio, which is lower than BNKE.L's 0.30% expense ratio.


Dividends

BNKU.L vs. BNKE.L - Dividend Comparison

Neither BNKU.L nor BNKE.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


BNKU.L and BNKE.L have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BNKU.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BNKU.L is cheaper with a 0.20% expense ratio, compared with 0.30% for BNKE.L.

BNKU.L tracks S&P 500 Capped 35/20 Banks and Diversified Financials Select Index, while BNKE.L tracks EURO STOXX Banks Net Return EUR. Their fees differ too: 0.20% for BNKU.L and 0.30% for BNKE.L.

Portfolio Optimizer

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