EXV1.DE vs. LUTL.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) and LUTL.DE (Amundi STOXX Europe 600 Utilities UCITS ETF Dist) are both exchange-traded funds - EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks, while LUTL.DE is a Utilities Equities fund tracking the STOXX Europe 600 Utilities Index. Both are passively managed. Over the past year, EXV1.DE returned 51.32% vs 32.57% for LUTL.DE. At a 0.22 correlation, their price movements are largely independent. EXV1.DE charges 0.47%/yr vs 0.30%/yr for LUTL.DE.
Performance
EXV1.DE vs. LUTL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV1.DE achieves a 16.29% return, which is significantly lower than LUTL.DE's 19.04% return.
EXV1.DE
- 1D
- -2.29%
- 1M
- 4.10%
- 6M
- 13.02%
- YTD
- 16.29%
- 1Y
- 51.32%
- 3Y*
- 43.66%
- 5Y*
- 32.13%
- 10Y*
- 16.39%
LUTL.DE
- 1D
- 0.00%
- 1M
- 4.10%
- 6M
- 14.69%
- YTD
- 19.04%
- 1Y
- 32.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EXV1.DE vs. LUTL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 16.29% | 77.00% | 17.91% |
LUTL.DE Amundi STOXX Europe 600 Utilities UCITS ETF Dist | 19.04% | 33.57% | 7.18% |
Correlation
The correlation between EXV1.DE and LUTL.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2024 | 0.22 |
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Return for Risk
EXV1.DE vs. LUTL.DE — Risk / Return Rank
EXV1.DE
LUTL.DE
EXV1.DE vs. LUTL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) and Amundi STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.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.
| EXV1.DE | LUTL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 4.45 | -1.26 |
| Martin ratioReturn relative to average drawdown | 10.95 | 11.76 | -0.82 |
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Drawdowns
EXV1.DE vs. LUTL.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -83.12%, which is greater than LUTL.DE's maximum drawdown of -9.99%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and LUTL.DE.
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Drawdown Indicators
| EXV1.DE | LUTL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.12% | -9.99% | -73.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -7.29% | -8.73% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | — | — |
Current DrawdownCurrent decline from peak | -3.01% | -0.25% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -53.23% | -2.74% | -50.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.68% | 2.76% | +1.92% |
Volatility
EXV1.DE vs. LUTL.DE - Volatility Comparison
iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a higher volatility of 5.86% compared to Amundi STOXX Europe 600 Utilities UCITS ETF Dist (LUTL.DE) at 4.13%. This indicates that EXV1.DE's price experiences larger fluctuations and is considered to be riskier than LUTL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV1.DE | LUTL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 4.13% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 18.91% | 12.96% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.23% | 15.18% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 15.27% | +7.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.26% | 15.27% | +8.99% |
EXV1.DE vs. LUTL.DE - Expense Ratio Comparison
EXV1.DE has a 0.47% expense ratio, which is higher than LUTL.DE's 0.30% expense ratio.
Dividends
EXV1.DE vs. LUTL.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 1.14%, less than LUTL.DE's 3.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 1.14% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
LUTL.DE Amundi STOXX Europe 600 Utilities UCITS ETF Dist | 3.24% | 3.85% | 5.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXV1.DE and LUTL.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LUTL.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LUTL.DE is cheaper with a 0.30% expense ratio, compared with 0.47% for EXV1.DE.
EXV1.DE is categorized as Financials Equities, while LUTL.DE is Utilities Equities. EXV1.DE tracks STOXX® Europe 600 Banks, while LUTL.DE tracks STOXX Europe 600 Utilities Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.47% for EXV1.DE and 0.30% for LUTL.DE.
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