EGV1.DE vs. EXV1.DE
EGV1.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Dist) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both Financials Equities funds - EGV1.DE tracks the STOXX® Europe 600 Insurance while EXV1.DE tracks the STOXX® Europe 600 Banks. Both are passively managed. Over the past 10 years, EGV1.DE returned 11.16%/yr vs 14.23%/yr for EXV1.DE. A 0.73 correlation means they provide meaningful diversification when combined. EGV1.DE charges 0.30%/yr vs 0.47%/yr for EXV1.DE.
Performance
EGV1.DE vs. EXV1.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 EXV1.DE's 7.43% return. Over the past 10 years, EGV1.DE has underperformed EXV1.DE with an annualized return of 11.16%, while EXV1.DE has yielded a comparatively higher 14.23% annualized 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%
EXV1.DE
- 1D
- 0.48%
- 1M
- 2.19%
- YTD
- 7.43%
- 6M
- 15.31%
- 1Y
- 39.88%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
EGV1.DE vs. EXV1.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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 1.84% | 37.98% | -24.54% | 15.17% | -25.82% | 11.63% |
Correlation
The correlation between EGV1.DE and EXV1.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2008 | 0.73 |
The correlation between EGV1.DE and EXV1.DE shifts across timeframes, from 0.62 (3 years) to 0.74 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EGV1.DE vs. EXV1.DE — Risk / Return Rank
EGV1.DE
EXV1.DE
EGV1.DE vs. EXV1.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 Banks UCITS ETF (DE) (EXV1.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 | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.31 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 2.55 | -2.20 |
| Martin ratioReturn relative to average drawdown | 0.75 | 8.70 | -7.95 |
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 | EXV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 1.85 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 1.21 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.10 | +0.31 |
Drawdowns
EGV1.DE vs. EXV1.DE - Drawdown Comparison
The maximum EGV1.DE drawdown since its inception was -58.31%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for EGV1.DE and EXV1.DE.
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Drawdown Indicators
| EGV1.DE | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -82.30% | +23.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -16.03% | +8.53% |
Max Drawdown (3Y)Largest decline over 3 years | -12.53% | -20.12% | +7.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -28.12% | +9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -47.02% | -56.14% | +9.12% |
Current DrawdownCurrent decline from peak | -5.26% | -1.37% | -3.89% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -44.64% | +36.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 4.71% | -1.16% |
Volatility
EGV1.DE vs. EXV1.DE - Volatility Comparison
The current volatility for Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) is 4.65%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.77%. This indicates that EGV1.DE experiences smaller price fluctuations and is considered to be less risky than EXV1.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 | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 5.77% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 17.93% | -6.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.73% | 22.06% | -7.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 22.83% | -5.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.07% | 25.03% | -4.96% |
EGV1.DE vs. EXV1.DE - Expense Ratio Comparison
EGV1.DE has a 0.30% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Dividends
EGV1.DE vs. EXV1.DE - Dividend Comparison
EGV1.DE's dividend yield for the trailing twelve months is around 4.23%, more than EXV1.DE's 3.59% 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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.59% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
Frequently Asked Questions
EGV1.DE and EXV1.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.47% for EXV1.DE.
EGV1.DE tracks STOXX® Europe 600 Insurance, while EXV1.DE tracks STOXX® Europe 600 Banks. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for EGV1.DE and 0.47% for EXV1.DE.
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