EGV1.DE vs. EXH5.DE
EGV1.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Dist) and EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) are both Financials Equities funds tracking the STOXX® Europe 600 Insurance, from Amundi and iShares respectively. Both are passively managed. Over the past 10 years, EGV1.DE returned 11.16%/yr vs 11.04%/yr for EXH5.DE. Their correlation of 0.88 suggests significant overlap in exposure. EGV1.DE charges 0.30%/yr vs 0.46%/yr for EXH5.DE.
Performance
EGV1.DE vs. EXH5.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 EXH5.DE's -2.53% return. Both investments have delivered pretty close results over the past 10 years, with EGV1.DE having a 11.16% annualized return and EXH5.DE not far behind at 11.04%.
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%
EXH5.DE
- 1D
- 0.28%
- 1M
- -3.87%
- YTD
- -2.53%
- 6M
- 3.06%
- 1Y
- 2.56%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
EGV1.DE vs. EXH5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -6.75% | 11.48% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 3.63% | 19.44% | -10.66% | 30.48% | -7.15% | 11.47% |
Correlation
The correlation between EGV1.DE and EXH5.DE is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2008 | 0.88 |
The correlation between EGV1.DE and EXH5.DE has been stable across timeframes, ranging from 0.88 to 0.98 - a consistent structural relationship.
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Return for Risk
EGV1.DE vs. EXH5.DE — Risk / Return Rank
EGV1.DE
EXH5.DE
EGV1.DE vs. EXH5.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 iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.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 | EXH5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.38 | -0.02 |
| Martin ratioReturn relative to average drawdown | 0.75 | 0.78 | -0.03 |
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 | EXH5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.19 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.83 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.31 | +0.11 |
Drawdowns
EGV1.DE vs. EXH5.DE - Drawdown Comparison
The maximum EGV1.DE drawdown since its inception was -58.31%, smaller than the maximum EXH5.DE drawdown of -73.44%. Use the drawdown chart below to compare losses from any high point for EGV1.DE and EXH5.DE.
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Drawdown Indicators
| EGV1.DE | EXH5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -73.44% | +15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -7.40% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -12.53% | -12.31% | -0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -18.63% | +0.24% |
Max Drawdown (10Y)Largest decline over 10 years | -47.02% | -46.55% | -0.47% |
Current DrawdownCurrent decline from peak | -5.26% | -5.47% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -15.47% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.57% | -0.02% |
Volatility
EGV1.DE vs. EXH5.DE - Volatility Comparison
Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) and iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) have volatilities of 4.65% and 4.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EGV1.DE | EXH5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.83% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 11.66% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 15.13% | -0.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 16.59% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 19.93% | +0.14% |
EGV1.DE vs. EXH5.DE - Expense Ratio Comparison
EGV1.DE has a 0.30% expense ratio, which is lower than EXH5.DE's 0.46% expense ratio.
Dividends
EGV1.DE vs. EXH5.DE - Dividend Comparison
EGV1.DE's dividend yield for the trailing twelve months is around 4.23%, more than EXH5.DE's 3.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
Frequently Asked Questions
With a correlation of 0.97, EGV1.DE and EXH5.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, EGV1.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EGV1.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXH5.DE.
Both ETFs track STOXX® Europe 600 Insurance. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for EGV1.DE and 0.46% for EXH5.DE.
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