EXH1.DE vs. LYM9.DE
EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - EXH1.DE tracks the STOXX® Europe 600 Oil & Gas while LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, EXH1.DE returned 11.26%/yr vs 11.14%/yr for LYM9.DE. A 0.52 correlation means they provide meaningful diversification when combined. EXH1.DE charges 0.47%/yr vs 0.60%/yr for LYM9.DE.
Performance
EXH1.DE vs. LYM9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH1.DE achieves a 32.64% return, which is significantly lower than LYM9.DE's 37.23% return. Both investments have delivered pretty close results over the past 10 years, with EXH1.DE having a 11.26% annualized return and LYM9.DE not far behind at 11.14%.
EXH1.DE
- 1D
- -0.74%
- 1M
- -4.62%
- YTD
- 32.64%
- 6M
- 30.47%
- 1Y
- 55.62%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
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%
EXH1.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 11.26% | -1.32% | 2.22% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between EXH1.DE and LYM9.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2008 | 0.52 |
Over the past year, the correlation between EXH1.DE and LYM9.DE has dropped to 0.32 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXH1.DE vs. LYM9.DE — Risk / Return Rank
EXH1.DE
LYM9.DE
EXH1.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.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.
| EXH1.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.59 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 8.05 | 9.45 | -1.40 |
| Martin ratioReturn relative to average drawdown | 26.11 | 31.90 | -5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXH1.DE | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.05 | 3.65 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.16 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.51 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.05 | +0.20 |
Drawdowns
EXH1.DE vs. LYM9.DE - Drawdown Comparison
The maximum EXH1.DE drawdown since its inception was -55.76%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and LYM9.DE.
Loading charts...
Drawdown Indicators
| EXH1.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -72.01% | +16.25% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -7.81% | +0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -41.61% | +20.65% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | -55.00% | +34.04% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | -55.00% | -0.76% |
Current DrawdownCurrent decline from peak | -4.62% | -2.77% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -13.64% | -42.85% | +29.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.32% | -0.20% |
Volatility
EXH1.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) is 5.94%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 7.97%. This indicates that EXH1.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.
Loading charts...
Volatility by Period
| EXH1.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 7.97% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 15.84% | -0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 20.25% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 22.20% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 21.82% | +2.26% |
EXH1.DE vs. LYM9.DE - Expense Ratio Comparison
EXH1.DE has a 0.47% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
EXH1.DE vs. LYM9.DE - Dividend Comparison
EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, more than LYM9.DE's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
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
EXH1.DE and LYM9.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH1.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH1.DE is cheaper with a 0.47% expense ratio, compared with 0.60% for LYM9.DE.
EXH1.DE tracks STOXX® Europe 600 Oil & Gas, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.47% for EXH1.DE and 0.60% for LYM9.DE.
Find the right allocation for EXH1.DE and LYM9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer