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EXV6.DE vs. LBRE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXV6.DE vs. LBRE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with EXV6.DE having a 31.77% return and LBRE.DE slightly higher at 32.03%. Both investments have delivered pretty close results over the past 10 years, with EXV6.DE having a 16.17% annualized return and LBRE.DE not far ahead at 16.21%.


EXV6.DE

1D
-0.99%
1M
10.13%
YTD
31.77%
6M
41.14%
1Y
81.71%
3Y*
19.79%
5Y*
11.63%
10Y*
16.17%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXV6.DE vs. LBRE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
31.77%33.18%-8.72%-2.31%9.84%26.18%12.84%22.32%-13.46%22.50%
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 EXV6.DE and LBRE.DE is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (10Y)
Calculated over the trailing 10-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jan 5, 2007

0.85

The correlation between EXV6.DE and LBRE.DE shifts across timeframes, from 0.85 (all time) to 1.00 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

EXV6.DE vs. LBRE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXV6.DE
EXV6.DE Risk / Return Rank: 8787
Overall Rank
EXV6.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
EXV6.DE Sortino Ratio Rank: 8787
Sortino Ratio Rank
EXV6.DE Omega Ratio Rank: 8383
Omega Ratio Rank
EXV6.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
EXV6.DE Martin Ratio Rank: 8787
Martin Ratio Rank

LBRE.DE
LBRE.DE Risk / Return Rank: 8787
Overall Rank
LBRE.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
LBRE.DE Sortino Ratio Rank: 8888
Sortino Ratio Rank
LBRE.DE Omega Ratio Rank: 8484
Omega Ratio Rank
LBRE.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
LBRE.DE Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EXV6.DE vs. LBRE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.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.


EXV6.DELBRE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.02

Sortino ratioReturn per unit of downside risk

-0.07

Omega ratioGain probability vs. loss probability

1.49

1.50

-0.01

Calmar ratioReturn relative to maximum drawdown

4.68

4.71

-0.03

Martin ratioReturn relative to average drawdown

18.51

18.65

-0.14

EXV6.DE vs. LBRE.DE - Sharpe Ratio Comparison

The current EXV6.DE Sharpe Ratio is 3.13, which is comparable to the LBRE.DE Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of EXV6.DE and LBRE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EXV6.DELBRE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.13

3.15

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.44

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.62

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.17

+0.11

Drawdowns

EXV6.DE vs. LBRE.DE - Drawdown Comparison

The maximum EXV6.DE drawdown since its inception was -73.84%, roughly equal to the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for EXV6.DE and LBRE.DE.


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Drawdown Indicators


EXV6.DELBRE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-73.84%

-74.21%

+0.37%

Max Drawdown (1Y)

Largest decline over 1 year

-17.38%

-17.12%

-0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-33.37%

-33.23%

-0.14%

Max Drawdown (5Y)

Largest decline over 5 years

-37.26%

-37.22%

-0.04%

Max Drawdown (10Y)

Largest decline over 10 years

-45.38%

-45.32%

-0.06%

Current Drawdown

Current decline from peak

-2.95%

-2.86%

-0.09%

Average Drawdown

Average peak-to-trough decline

-27.51%

-31.35%

+3.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.30%

4.26%

+0.04%

Volatility

EXV6.DE vs. LBRE.DE - Volatility Comparison

iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) and Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) have volatilities of 10.03% and 9.86%, 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


EXV6.DELBRE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.03%

9.86%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

21.95%

21.55%

+0.40%

Volatility (1Y)

Calculated over the trailing 1-year period

25.99%

25.64%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.34%

26.23%

+0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.46%

28.67%

-1.21%

EXV6.DE vs. LBRE.DE - Expense Ratio Comparison

EXV6.DE has a 0.46% expense ratio, which is higher than LBRE.DE's 0.30% expense ratio.


Dividends

EXV6.DE vs. LBRE.DE - Dividend Comparison

EXV6.DE's dividend yield for the trailing twelve months is around 1.47%, while LBRE.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXV6.DE
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)
1.47%1.95%3.23%3.57%6.02%5.17%2.86%5.56%3.12%2.14%1.80%5.20%
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


With a correlation of 1.00, EXV6.DE and LBRE.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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 EXV6.DE.

Both ETFs track STOXX® Europe 600 Basic Resources. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV6.DE and 0.30% for LBRE.DE.

Portfolio Optimizer

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