EGV1.DE vs. XUFN.DE
Compare and contrast key facts about Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) and Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.DE).
EGV1.DE and XUFN.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EGV1.DE is a passively managed fund by Amundi that tracks the performance of the STOXX® Europe 600 Insurance. It was launched on Sep 3, 2020. XUFN.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA Financials. It was launched on Sep 12, 2017. Both EGV1.DE and XUFN.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
EGV1.DE vs. XUFN.DE - Performance Comparison
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EGV1.DE vs. XUFN.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 | -2.81% | 23.89% | 22.98% | 12.79% | 3.54% | 19.62% | -10.07% | 30.21% | -6.75% | 4.19% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | -9.12% | 3.41% | 38.69% | 10.96% | -7.89% | 49.37% | -12.55% | 36.23% | -11.22% | 14.21% |
Returns By Period
In the year-to-date period, EGV1.DE achieves a -2.81% return, which is significantly higher than XUFN.DE's -9.12% return.
EGV1.DE
- 1D
- 1.97%
- 1M
- -0.80%
- YTD
- -2.81%
- 6M
- -3.11%
- 1Y
- 1.90%
- 3Y*
- 18.31%
- 5Y*
- 12.91%
- 10Y*
- 11.21%
XUFN.DE
- 1D
- 1.09%
- 1M
- -1.85%
- YTD
- -9.12%
- 6M
- -6.05%
- 1Y
- -4.68%
- 3Y*
- 15.72%
- 5Y*
- 10.03%
- 10Y*
- —
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EGV1.DE vs. XUFN.DE - Expense Ratio Comparison
EGV1.DE has a 0.30% expense ratio, which is higher than XUFN.DE's 0.12% expense ratio.
Return for Risk
EGV1.DE vs. XUFN.DE — Risk / Return Rank
EGV1.DE
XUFN.DE
EGV1.DE vs. XUFN.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 Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.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 | XUFN.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | -0.23 | +0.33 |
Sortino ratioReturn per unit of downside risk | 0.26 | -0.18 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.04 | 0.98 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | -0.36 | +0.61 |
Martin ratioReturn relative to average drawdown | 0.57 | -0.97 | +1.54 |
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 | XUFN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | -0.23 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.53 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.50 | -0.09 |
Correlation
The correlation between EGV1.DE and XUFN.DE is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EGV1.DE vs. XUFN.DE - Dividend Comparison
EGV1.DE has not paid dividends to shareholders, while XUFN.DE's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | 0.00% | 0.00% | 4.77% | 3.93% | 5.03% | 4.53% | 4.35% | 3.71% | 4.26% | 0.59% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | 1.21% | 1.17% | 1.08% | 1.66% | 2.69% | 1.25% | 1.34% | 3.46% | 0.66% | 0.00% |
Drawdowns
EGV1.DE vs. XUFN.DE - Drawdown Comparison
The maximum EGV1.DE drawdown since its inception was -58.31%, which is greater than XUFN.DE's maximum drawdown of -43.39%. Use the drawdown chart below to compare losses from any high point for EGV1.DE and XUFN.DE.
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Drawdown Indicators
| EGV1.DE | XUFN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.31% | -43.39% | -14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.89% | -15.12% | +3.23% |
Max Drawdown (5Y)Largest decline over 5 years | -18.39% | -23.03% | +4.64% |
Max Drawdown (10Y)Largest decline over 10 years | -47.02% | — | — |
Current DrawdownCurrent decline from peak | -5.55% | -13.69% | +8.14% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -7.75% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 4.95% | -0.28% |
Volatility
EGV1.DE vs. XUFN.DE - Volatility Comparison
Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) has a higher volatility of 5.23% compared to Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.DE) at 4.50%. This indicates that EGV1.DE's price experiences larger fluctuations and is considered to be riskier than XUFN.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 | XUFN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 4.50% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 11.10% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.83% | 20.15% | -1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 18.67% | -1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.16% | 21.73% | -1.57% |