EXSD.DE vs. LCUK.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and LCUK.DE (Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist) are both Europe Equities funds - EXSD.DE tracks the STOXX Europe Mid 200 Index while LCUK.DE tracks the FTSE AllSh TR GBP. Both are passively managed. Over the past 5 years, EXSD.DE returned 6.68%/yr vs 11.37%/yr for LCUK.DE. Their correlation of 0.81 suggests significant overlap in exposure. EXSD.DE charges 0.21%/yr vs 0.04%/yr for LCUK.DE.
Performance
EXSD.DE vs. LCUK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly higher than LCUK.DE's 10.90% return.
EXSD.DE
- 1D
- 0.64%
- 1M
- 4.72%
- 6M
- 11.00%
- YTD
- 12.15%
- 1Y
- 19.01%
- 3Y*
- 14.97%
- 5Y*
- 6.68%
- 10Y*
- 9.23%
LCUK.DE
- 1D
- 0.00%
- 1M
- 4.27%
- 6M
- 10.48%
- YTD
- 10.90%
- 1Y
- 24.14%
- 3Y*
- 16.24%
- 5Y*
- 11.37%
- 10Y*
- —
EXSD.DE vs. LCUK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 12.15% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% |
LCUK.DE Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | 10.90% | 19.81% | 13.69% | 9.65% | -4.25% | 25.69% | -15.90% | 26.79% | 5.50% |
Correlation
The correlation between EXSD.DE and LCUK.DE is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2018 | 0.81 |
The correlation between EXSD.DE and LCUK.DE shifts across timeframes, from 0.67 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSD.DE vs. LCUK.DE — Risk / Return Rank
EXSD.DE
LCUK.DE
EXSD.DE vs. LCUK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist (LCUK.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXSD.DE | LCUK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.45 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.90 | -0.75 |
| Martin ratioReturn relative to average drawdown | 7.63 | 10.37 | -2.74 |
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Drawdowns
EXSD.DE vs. LCUK.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, which is greater than LCUK.DE's maximum drawdown of -41.09%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and LCUK.DE.
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Drawdown Indicators
| EXSD.DE | LCUK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -41.09% | -20.37% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -8.28% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -16.66% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -16.66% | -13.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -5.60% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.32% | +0.17% |
Volatility
EXSD.DE vs. LCUK.DE - Volatility Comparison
iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist (LCUK.DE) have volatilities of 3.57% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSD.DE | LCUK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 3.58% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 10.53% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 12.53% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 14.15% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 20.36% | -3.66% |
EXSD.DE vs. LCUK.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is higher than LCUK.DE's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EXSD.DE vs. LCUK.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, which matches LCUK.DE's 2.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.71% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
LCUK.DE Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | 2.73% | 3.03% | 3.73% | 3.09% | 4.08% | 3.76% | 2.95% | 3.36% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXSD.DE and LCUK.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCUK.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCUK.DE is cheaper with a 0.04% expense ratio, compared with 0.21% for EXSD.DE.
EXSD.DE tracks STOXX Europe Mid 200 Index, while LCUK.DE tracks FTSE AllSh TR GBP. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.21% for EXSD.DE and 0.04% for LCUK.DE.
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