EXV1.DE vs. LYM9.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks, while LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, EXV1.DE returned 15.66%/yr vs 11.40%/yr for LYM9.DE. A 0.54 correlation means they provide meaningful diversification when combined. EXV1.DE charges 0.47%/yr vs 0.60%/yr for LYM9.DE.
Performance
EXV1.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV1.DE achieves a 9.91% return, which is significantly lower than LYM9.DE's 34.64% return. Over the past 10 years, EXV1.DE has outperformed LYM9.DE with an annualized return of 15.66%, while LYM9.DE has yielded a comparatively lower 11.40% annualized return.
EXV1.DE
- 1D
- 4.29%
- 1M
- 6.73%
- YTD
- 9.91%
- 6M
- 15.86%
- 1Y
- 44.54%
- 3Y*
- 42.63%
- 5Y*
- 28.75%
- 10Y*
- 15.66%
LYM9.DE
- 1D
- 3.19%
- 1M
- -1.04%
- YTD
- 34.64%
- 6M
- 34.60%
- 1Y
- 72.28%
- 3Y*
- 7.60%
- 5Y*
- 3.18%
- 10Y*
- 11.40%
EXV1.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 9.91% | 77.00% | 33.00% | 26.31% | 1.67% | 38.22% | -24.56% | 15.16% | -25.85% | 11.64% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 34.64% | 29.63% | -7.98% | -21.17% | -13.12% | 1.13% | 46.09% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between EXV1.DE and LYM9.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 17, 2008 | 0.54 |
The correlation between EXV1.DE and LYM9.DE has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.
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Return for Risk
EXV1.DE vs. LYM9.DE — Risk / Return Rank
EXV1.DE
LYM9.DE
EXV1.DE vs. LYM9.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 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.
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 | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.55 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 7.12 | -4.35 |
| Martin ratioReturn relative to average drawdown | 9.47 | 28.13 | -18.67 |
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Drawdowns
EXV1.DE vs. LYM9.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -81.39%, which is greater than LYM9.DE's maximum drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and LYM9.DE.
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Drawdown Indicators
| EXV1.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.39% | -72.01% | -9.38% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -10.11% | -5.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -41.59% | +21.47% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -55.00% | +26.92% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | -55.00% | -1.14% |
Current DrawdownCurrent decline from peak | 0.00% | -4.61% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -49.67% | -42.80% | -6.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 2.56% | +2.13% |
Volatility
EXV1.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) is 6.78%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 8.97%. This indicates that EXV1.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.
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Volatility by Period
| EXV1.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 8.97% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 18.43% | 16.94% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 21.19% | +1.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.88% | 22.36% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.00% | 21.87% | +3.13% |
EXV1.DE vs. LYM9.DE - Expense Ratio Comparison
EXV1.DE has a 0.47% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
EXV1.DE vs. LYM9.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 3.51%, more than LYM9.DE's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.51% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
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
EXV1.DE and LYM9.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV1.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV1.DE is cheaper with a 0.47% expense ratio, compared with 0.60% for LYM9.DE.
EXV1.DE is categorized as Financials Equities, while LYM9.DE is Energy Equities. EXV1.DE tracks STOXX® Europe 600 Banks, 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 EXV1.DE and 0.60% for LYM9.DE.
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