EXH4.DE vs. LBRE.DE
EXH4.DE (iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)) and LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) are both Industrials Equities funds - EXH4.DE tracks the STOXX® Europe 600 Industrial Goods & Services while LBRE.DE tracks the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 10 years, EXH4.DE returned 12.08%/yr vs 16.21%/yr for LBRE.DE. A 0.55 correlation means they provide meaningful diversification when combined. EXH4.DE charges 0.46%/yr vs 0.30%/yr for LBRE.DE.
Performance
EXH4.DE vs. LBRE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH4.DE achieves a 8.61% return, which is significantly lower than LBRE.DE's 32.03% return. Over the past 10 years, EXH4.DE has underperformed LBRE.DE with an annualized return of 12.08%, while LBRE.DE has yielded a comparatively higher 16.21% annualized return.
EXH4.DE
- 1D
- 0.57%
- 1M
- 1.72%
- YTD
- 8.61%
- 6M
- 10.71%
- 1Y
- 14.50%
- 3Y*
- 17.96%
- 5Y*
- 11.25%
- 10Y*
- 12.08%
LBRE.DE
- 1D
- -0.97%
- 1M
- 10.22%
- YTD
- 32.03%
- 6M
- 41.45%
- 1Y
- 81.06%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
EXH4.DE vs. LBRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 8.61% | 23.72% | 14.66% | 23.26% | -18.58% | 27.14% | 5.60% | 36.93% | -13.73% | 16.86% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 9.41% | 26.55% | 13.06% | 22.34% | -12.39% | 22.13% |
Correlation
The correlation between EXH4.DE and LBRE.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2007 | 0.55 |
The correlation between EXH4.DE and LBRE.DE has been stable across timeframes, ranging from 0.54 to 0.56 - a consistent structural relationship.
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
EXH4.DE vs. LBRE.DE — Risk / Return Rank
EXH4.DE
LBRE.DE
EXH4.DE vs. LBRE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) and Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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.
| EXH4.DE | LBRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.41 | ||
| Sortino ratioReturn per unit of downside risk | -2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.50 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 4.71 | -3.62 |
| Martin ratioReturn relative to average drawdown | 3.91 | 18.65 | -14.74 |
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
| EXH4.DE | LBRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 3.15 | -2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.44 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.62 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.17 | +0.30 |
Drawdowns
EXH4.DE vs. LBRE.DE - Drawdown Comparison
The maximum EXH4.DE drawdown since its inception was -60.02%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for EXH4.DE and LBRE.DE.
Loading charts...
Drawdown Indicators
| EXH4.DE | LBRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.02% | -74.21% | +14.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.28% | -17.12% | +3.84% |
Max Drawdown (3Y)Largest decline over 3 years | -19.33% | -33.23% | +13.90% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -37.22% | +6.15% |
Max Drawdown (10Y)Largest decline over 10 years | -41.94% | -45.32% | +3.38% |
Current DrawdownCurrent decline from peak | -1.40% | -2.86% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -31.35% | +21.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 4.26% | -0.57% |
Volatility
EXH4.DE vs. LBRE.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) is 6.36%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that EXH4.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXH4.DE | LBRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 9.86% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 16.56% | 21.55% | -4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.71% | 25.64% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 26.23% | -6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 28.67% | -8.74% |
EXH4.DE vs. LBRE.DE - Expense Ratio Comparison
EXH4.DE has a 0.46% expense ratio, which is higher than LBRE.DE's 0.30% expense ratio.
Dividends
EXH4.DE vs. LBRE.DE - Dividend Comparison
EXH4.DE's dividend yield for the trailing twelve months is around 1.18%, while LBRE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 1.18% | 1.31% | 1.51% | 1.72% | 1.68% | 1.08% | 0.85% | 1.69% | 1.67% | 2.38% | 2.10% | 2.79% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF 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% |
Frequently Asked Questions
EXH4.DE and LBRE.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LBRE.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LBRE.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXH4.DE.
EXH4.DE tracks STOXX® Europe 600 Industrial Goods & Services, while LBRE.DE tracks STOXX® Europe 600 Basic Resources. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXH4.DE and 0.30% for LBRE.DE.
Find the right allocation for EXH4.DE and LBRE.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