ESIF.DE vs. INDA.DE
ESIF.DE (iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)) and INDA.DE (Lyxor STOXX Europe 600 Banks UCITS ETF Dist) are both Financials Equities funds - ESIF.DE tracks the MSCI World/Financials NR USD while INDA.DE tracks the STOXX® Europe 600 Banks. Both are passively managed. Over the past 5 years, ESIF.DE returned 19.48%/yr vs 26.58%/yr for INDA.DE. Their correlation of 0.85 suggests significant overlap in exposure. ESIF.DE charges 0.18%/yr vs 0.30%/yr for INDA.DE.
Performance
ESIF.DE vs. INDA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ESIF.DE achieves a 3.87% return, which is significantly lower than INDA.DE's 7.47% return.
ESIF.DE
- 1D
- 0.61%
- 1M
- 3.50%
- YTD
- 3.87%
- 6M
- 10.14%
- 1Y
- 22.51%
- 3Y*
- 28.94%
- 5Y*
- 19.48%
- 10Y*
- —
INDA.DE
- 1D
- 0.46%
- 1M
- 6.24%
- YTD
- 7.47%
- 6M
- 14.62%
- 1Y
- 41.55%
- 3Y*
- 40.68%
- 5Y*
- 26.58%
- 10Y*
- 13.89%
ESIF.DE vs. INDA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | 3.87% | 47.69% | 25.31% | 21.61% | -2.88% | 29.09% | 3.24% |
INDA.DE Lyxor STOXX Europe 600 Banks UCITS ETF Dist | 7.47% | 76.64% | 32.75% | 22.04% | 1.47% | 37.53% | 2.80% |
Correlation
The correlation between ESIF.DE and INDA.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Nov 23, 2020 | 0.85 |
The correlation between ESIF.DE and INDA.DE has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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Return for Risk
ESIF.DE vs. INDA.DE — Risk / Return Rank
ESIF.DE
INDA.DE
ESIF.DE vs. INDA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) and Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.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.
| ESIF.DE | INDA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.65 | -0.84 |
| Martin ratioReturn relative to average drawdown | 6.04 | 8.93 | -2.90 |
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
| ESIF.DE | INDA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.86 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 1.18 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.19 | +0.98 |
Drawdowns
ESIF.DE vs. INDA.DE - Drawdown Comparison
The maximum ESIF.DE drawdown since its inception was -22.93%, smaller than the maximum INDA.DE drawdown of -70.13%. Use the drawdown chart below to compare losses from any high point for ESIF.DE and INDA.DE.
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Drawdown Indicators
| ESIF.DE | INDA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.93% | -70.13% | +47.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -15.59% | +3.21% |
Max Drawdown (3Y)Largest decline over 3 years | -17.10% | -20.38% | +3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -22.93% | -27.77% | +4.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -55.08% | — |
Current DrawdownCurrent decline from peak | -2.65% | -1.73% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -26.50% | +22.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 4.64% | -0.92% |
Volatility
ESIF.DE vs. INDA.DE - Volatility Comparison
The current volatility for iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) (ESIF.DE) is 5.37%, while Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.DE) has a volatility of 5.98%. This indicates that ESIF.DE experiences smaller price fluctuations and is considered to be less risky than INDA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESIF.DE | INDA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.98% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.59% | 17.92% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.99% | 22.30% | -4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 24.05% | -5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 26.34% | -7.50% |
ESIF.DE vs. INDA.DE - Expense Ratio Comparison
ESIF.DE has a 0.18% expense ratio, which is lower than INDA.DE's 0.30% expense ratio.
Dividends
ESIF.DE vs. INDA.DE - Dividend Comparison
ESIF.DE has not paid dividends to shareholders, while INDA.DE's dividend yield for the trailing twelve months is around 5.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ESIF.DE iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INDA.DE Lyxor STOXX Europe 600 Banks UCITS ETF Dist | 5.05% | 5.42% | 5.93% | 1.58% | 5.04% | 3.76% | 1.42% | 4.45% | 4.56% |
Frequently Asked Questions
With a correlation of 0.93, ESIF.DE and INDA.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, ESIF.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESIF.DE is cheaper with a 0.18% expense ratio, compared with 0.30% for INDA.DE.
ESIF.DE tracks MSCI World/Financials NR USD, while INDA.DE tracks STOXX® Europe 600 Banks. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.18% for ESIF.DE and 0.30% for INDA.DE.
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