ESIE.DE vs. LYM9.DE
ESIE.DE (iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - ESIE.DE tracks the MSCI World/Energy NR USD while LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 5 years, ESIE.DE returned 19.66%/yr vs 3.61%/yr for LYM9.DE. At a 0.25 correlation, their price movements are largely independent. ESIE.DE charges 0.18%/yr vs 0.60%/yr for LYM9.DE.
Performance
ESIE.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with ESIE.DE having a 35.70% return and LYM9.DE slightly higher at 37.23%.
ESIE.DE
- 1D
- -1.24%
- 1M
- -2.61%
- YTD
- 35.70%
- 6M
- 31.40%
- 1Y
- 55.16%
- 3Y*
- 17.75%
- 5Y*
- 19.66%
- 10Y*
- —
LYM9.DE
- 1D
- -2.36%
- 1M
- 1.36%
- YTD
- 37.23%
- 6M
- 37.66%
- 1Y
- 74.23%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
ESIE.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 35.70% | 15.26% | -6.63% | 8.58% | 35.56% | 35.47% | 6.12% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 6.00% |
Correlation
The correlation between ESIE.DE and LYM9.DE is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.25 |
Over the past year, the correlation between ESIE.DE and LYM9.DE has dropped to 0.02 - well below their long-term average of 0.25, suggesting their price drivers have been diverging.
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Return for Risk
ESIE.DE vs. LYM9.DE — Risk / Return Rank
ESIE.DE
LYM9.DE
ESIE.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) and Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.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.
| ESIE.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.59 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 9.45 | -5.00 |
| Martin ratioReturn relative to average drawdown | 14.31 | 31.90 | -17.59 |
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
| ESIE.DE | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 3.65 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.16 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.05 | +0.88 |
Drawdowns
ESIE.DE vs. LYM9.DE - Drawdown Comparison
The maximum ESIE.DE drawdown since its inception was -26.20%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for ESIE.DE and LYM9.DE.
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Drawdown Indicators
| ESIE.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.20% | -72.01% | +45.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -7.81% | -4.52% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -41.61% | +15.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -55.00% | +28.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.00% | — |
Current DrawdownCurrent decline from peak | -6.72% | -2.77% | -3.95% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -42.85% | +36.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 2.32% | +1.52% |
Volatility
ESIE.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) (ESIE.DE) is 7.06%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 7.97%. This indicates that ESIE.DE experiences smaller price fluctuations and is considered to be less risky than LYM9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIE.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 7.97% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 19.84% | 15.84% | +4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 20.25% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.75% | 22.20% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.16% | 21.82% | +2.34% |
ESIE.DE vs. LYM9.DE - Expense Ratio Comparison
ESIE.DE has a 0.18% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
ESIE.DE vs. LYM9.DE - Dividend Comparison
ESIE.DE has not paid dividends to shareholders, while LYM9.DE's dividend yield for the trailing twelve months is around 0.31%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESIE.DE iShares MSCI Europe Energy Sector UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.31% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
Frequently Asked Questions
ESIE.DE and LYM9.DE have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESIE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIE.DE is cheaper with a 0.18% expense ratio, compared with 0.60% for LYM9.DE.
ESIE.DE tracks MSCI World/Energy NR USD, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.18% for ESIE.DE and 0.60% for LYM9.DE.
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