EXV4.DE vs. LYPE.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and LYPE.DE (Amundi MSCI World Health Care UCITS ETF EUR Acc) are both Health & Biotech Equities funds - EXV4.DE tracks the STOXX® Europe 600 Health Care while LYPE.DE tracks the MSCI World Health Care. Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 7.45%/yr for LYPE.DE. A 0.76 correlation means they provide meaningful diversification when combined. EXV4.DE charges 0.46%/yr vs 0.30%/yr for LYPE.DE.
Performance
EXV4.DE vs. LYPE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly lower than LYPE.DE's -2.00% return. Over the past 10 years, EXV4.DE has underperformed LYPE.DE with an annualized return of 5.78%, while LYPE.DE has yielded a comparatively higher 7.45% annualized return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
LYPE.DE
- 1D
- 2.79%
- 1M
- 3.48%
- YTD
- -2.00%
- 6M
- -1.61%
- 1Y
- 9.70%
- 3Y*
- 2.46%
- 5Y*
- 5.27%
- 10Y*
- 7.45%
EXV4.DE vs. LYPE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
LYPE.DE Amundi MSCI World Health Care UCITS ETF EUR Acc | -2.00% | 2.17% | 7.03% | -0.27% | -0.17% | 30.38% | 2.44% | 27.39% | 5.67% | 5.56% |
Correlation
The correlation between EXV4.DE and LYPE.DE is 0.76, 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 | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2010 | 0.76 |
The correlation between EXV4.DE and LYPE.DE has been stable across timeframes, ranging from 0.74 to 0.77 - a consistent structural relationship.
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Return for Risk
EXV4.DE vs. LYPE.DE — Risk / Return Rank
EXV4.DE
LYPE.DE
EXV4.DE vs. LYPE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) and Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.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.
| EXV4.DE | LYPE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 0.93 | -0.54 |
| Martin ratioReturn relative to average drawdown | 0.84 | 2.27 | -1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXV4.DE | LYPE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.68 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.39 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.51 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.76 | -0.44 |
Drawdowns
EXV4.DE vs. LYPE.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, which is greater than LYPE.DE's maximum drawdown of -25.95%. Use the drawdown chart below to compare losses from any high point for EXV4.DE and LYPE.DE.
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Drawdown Indicators
| EXV4.DE | LYPE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -25.95% | -18.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -10.21% | -2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -21.30% | -5.25% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -21.30% | -5.25% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -25.95% | -0.60% |
Current DrawdownCurrent decline from peak | -11.65% | -8.75% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -5.06% | -6.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 4.18% | +1.54% |
Volatility
EXV4.DE vs. LYPE.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) at 4.96%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier than LYPE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV4.DE | LYPE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.96% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 9.76% | +2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 13.82% | +2.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 13.41% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 14.64% | +1.10% |
EXV4.DE vs. LYPE.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than LYPE.DE's 0.30% expense ratio.
Dividends
EXV4.DE vs. LYPE.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while LYPE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
LYPE.DE Amundi MSCI World Health Care UCITS ETF EUR 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
EXV4.DE and LYPE.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LYPE.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYPE.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXV4.DE.
EXV4.DE tracks STOXX® Europe 600 Health Care, while LYPE.DE tracks MSCI World Health Care. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV4.DE and 0.30% for LYPE.DE.
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