EGV1.DE vs. 10AJ.DE
EGV1.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Dist) and 10AJ.DE (Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist) are both exchange-traded funds - EGV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Insurance, while 10AJ.DE is a REIT fund tracking the FTSE EPRA/NAREIT Developed. Both are passively managed. Over the past 5 years, EGV1.DE returned 13.93%/yr vs 1.87%/yr for 10AJ.DE. At a 0.44 correlation, their price movements are largely independent. EGV1.DE charges 0.30%/yr vs 0.24%/yr for 10AJ.DE.
Performance
EGV1.DE vs. 10AJ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EGV1.DE achieves a -2.79% return, which is significantly lower than 10AJ.DE's 7.96% return.
EGV1.DE
- 1D
- 0.03%
- 1M
- -4.09%
- YTD
- -2.79%
- 6M
- 2.71%
- 1Y
- 2.04%
- 3Y*
- 18.08%
- 5Y*
- 13.93%
- 10Y*
- 11.16%
10AJ.DE
- 1D
- -0.04%
- 1M
- -2.40%
- YTD
- 7.96%
- 6M
- 7.43%
- 1Y
- 9.54%
- 3Y*
- 5.94%
- 5Y*
- 1.87%
- 10Y*
- —
EGV1.DE vs. 10AJ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | -2.79% | 29.26% | 22.98% | 12.79% | 3.54% | 19.62% | -10.07% | 30.21% | -10.65% |
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 7.96% | -1.85% | 5.52% | 6.85% | -20.55% | 36.79% | -16.96% | 23.88% | 1.63% |
Correlation
The correlation between EGV1.DE and 10AJ.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2018 | 0.44 |
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Return for Risk
EGV1.DE vs. 10AJ.DE — Risk / Return Rank
EGV1.DE
10AJ.DE
EGV1.DE vs. 10AJ.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) and Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.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.
| EGV1.DE | 10AJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.15 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.20 | -0.85 |
| Martin ratioReturn relative to average drawdown | 0.75 | 3.94 | -3.19 |
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
| EGV1.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.85 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.13 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.22 | +0.20 |
Drawdowns
EGV1.DE vs. 10AJ.DE - Drawdown Comparison
The maximum EGV1.DE drawdown since its inception was -58.31%, which is greater than 10AJ.DE's maximum drawdown of -42.62%. Use the drawdown chart below to compare losses from any high point for EGV1.DE and 10AJ.DE.
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Drawdown Indicators
| EGV1.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -42.62% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -7.89% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -12.53% | -20.52% | +7.99% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -30.01% | +11.62% |
Max Drawdown (10Y)Largest decline over 10 years | -47.02% | — | — |
Current DrawdownCurrent decline from peak | -5.26% | -6.63% | +1.37% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -12.13% | +4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.41% | +1.14% |
Volatility
EGV1.DE vs. 10AJ.DE - Volatility Comparison
Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) has a higher volatility of 4.65% compared to Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) at 2.70%. This indicates that EGV1.DE's price experiences larger fluctuations and is considered to be riskier than 10AJ.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGV1.DE | 10AJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 2.70% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 8.38% | +2.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 11.14% | +3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 14.60% | +2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 17.10% | +2.97% |
EGV1.DE vs. 10AJ.DE - Expense Ratio Comparison
EGV1.DE has a 0.30% expense ratio, which is higher than 10AJ.DE's 0.24% expense ratio.
Dividends
EGV1.DE vs. 10AJ.DE - Dividend Comparison
EGV1.DE's dividend yield for the trailing twelve months is around 4.23%, more than 10AJ.DE's 2.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.77% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% | 0.00% |
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | 4.23% | 4.11% | 4.77% | 3.93% | 5.03% | 4.53% | 4.35% | 3.71% | 4.26% | 0.59% |
Frequently Asked Questions
EGV1.DE and 10AJ.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 10AJ.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
10AJ.DE is cheaper with a 0.24% expense ratio, compared with 0.30% for EGV1.DE.
EGV1.DE is categorized as Financials Equities, while 10AJ.DE is REIT. EGV1.DE tracks STOXX® Europe 600 Insurance, while 10AJ.DE tracks FTSE EPRA/NAREIT Developed. Their fees differ too: 0.30% for EGV1.DE and 0.24% for 10AJ.DE.
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