EXV6.DE vs. LYM9.DE
EXV6.DE (iShares STOXX Europe 600 Basic Resources UCITS ETF (DE)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - EXV6.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Basic Resources, 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, EXV6.DE returned 16.17%/yr vs 11.14%/yr for LYM9.DE. A 0.57 correlation means they provide meaningful diversification when combined. EXV6.DE charges 0.46%/yr vs 0.60%/yr for LYM9.DE.
Performance
EXV6.DE vs. LYM9.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXV6.DE achieves a 31.77% return, which is significantly lower than LYM9.DE's 37.23% return. Over the past 10 years, EXV6.DE has outperformed LYM9.DE with an annualized return of 16.17%, while LYM9.DE has yielded a comparatively lower 11.14% annualized return.
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%
LYM9.DE
- 1D
- -2.36%
- 1M
- 1.36%
- YTD
- 37.23%
- 6M
- 37.66%
- 1Y
- 74.23%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
EXV6.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between EXV6.DE and LYM9.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2008 | 0.57 |
The correlation between EXV6.DE and LYM9.DE has been stable across timeframes, ranging from 0.54 to 0.57 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EXV6.DE vs. LYM9.DE — Risk / Return Rank
EXV6.DE
LYM9.DE
EXV6.DE vs. LYM9.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 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.
| EXV6.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.59 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 4.68 | 9.45 | -4.78 |
| Martin ratioReturn relative to average drawdown | 18.51 | 31.90 | -13.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXV6.DE | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.13 | 3.65 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.16 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.51 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.05 | +0.24 |
Drawdowns
EXV6.DE vs. LYM9.DE - Drawdown Comparison
The maximum EXV6.DE drawdown since its inception was -73.84%, roughly equal to the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for EXV6.DE and LYM9.DE.
Loading charts...
Drawdown Indicators
| EXV6.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.84% | -72.01% | -1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -17.38% | -7.81% | -9.57% |
Max Drawdown (3Y)Largest decline over 3 years | -33.37% | -41.61% | +8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -55.00% | +17.74% |
Max Drawdown (10Y)Largest decline over 10 years | -45.38% | -55.00% | +9.62% |
Current DrawdownCurrent decline from peak | -2.95% | -2.77% | -0.18% |
Average DrawdownAverage peak-to-trough decline | -27.51% | -42.85% | +15.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.32% | +1.98% |
Volatility
EXV6.DE vs. LYM9.DE - Volatility Comparison
iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a higher volatility of 10.03% compared to Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) at 7.97%. This indicates that EXV6.DE's price experiences larger fluctuations and is considered to be riskier than LYM9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXV6.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.03% | 7.97% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 21.95% | 15.84% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.99% | 20.25% | +5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.34% | 22.20% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.46% | 21.82% | +5.64% |
EXV6.DE vs. LYM9.DE - Expense Ratio Comparison
EXV6.DE has a 0.46% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
EXV6.DE vs. LYM9.DE - Dividend Comparison
EXV6.DE's dividend yield for the trailing twelve months is around 1.47%, more than LYM9.DE's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
EXV6.DE and LYM9.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV6.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV6.DE is cheaper with a 0.46% expense ratio, compared with 0.60% for LYM9.DE.
EXV6.DE is categorized as Industrials Equities, while LYM9.DE is Energy Equities. EXV6.DE tracks STOXX® Europe 600 Basic Resources, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for EXV6.DE and 0.60% for LYM9.DE.
Find the right allocation for EXV6.DE and LYM9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer