EXX1.DE vs. EGV1.DE
EXX1.DE (iShares EURO STOXX Banks 30-15 UCITS ETF (DE)) and EGV1.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Dist) are both Financials Equities funds - EXX1.DE tracks the EURO STOXX® Banks 30-15 while EGV1.DE tracks the STOXX® Europe 600 Insurance. Both are passively managed. Over the past 10 years, EXX1.DE returned 14.90%/yr vs 11.16%/yr for EGV1.DE. A 0.70 correlation means they provide meaningful diversification when combined. EXX1.DE charges 0.52%/yr vs 0.30%/yr for EGV1.DE.
Performance
EXX1.DE vs. EGV1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXX1.DE achieves a 5.47% return, which is significantly higher than EGV1.DE's -2.79% return. Over the past 10 years, EXX1.DE has outperformed EGV1.DE with an annualized return of 14.90%, while EGV1.DE has yielded a comparatively lower 11.16% annualized return.
EXX1.DE
- 1D
- 0.88%
- 1M
- 6.39%
- YTD
- 5.47%
- 6M
- 12.15%
- 1Y
- 41.16%
- 3Y*
- 45.42%
- 5Y*
- 28.85%
- 10Y*
- 14.90%
EGV1.DE
- 1D
- 0.03%
- 1M
- -1.73%
- YTD
- -2.79%
- 6M
- 2.21%
- 1Y
- 2.67%
- 3Y*
- 18.08%
- 5Y*
- 13.93%
- 10Y*
- 11.16%
EXX1.DE vs. EGV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 5.47% | 90.63% | 30.20% | 30.03% | 0.67% | 39.66% | -23.43% | 17.97% | -31.04% | 14.78% |
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | -2.79% | 29.26% | 22.98% | 12.79% | 3.54% | 19.62% | -10.07% | 30.21% | -6.75% | 11.48% |
Correlation
The correlation between EXX1.DE and EGV1.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2008 | 0.70 |
The correlation between EXX1.DE and EGV1.DE shifts across timeframes, from 0.58 (3 years) to 0.70 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXX1.DE vs. EGV1.DE — Risk / Return Rank
EXX1.DE
EGV1.DE
EXX1.DE vs. EGV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) and Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.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.
| EXX1.DE | EGV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.04 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | 0.35 | +2.06 |
| Martin ratioReturn relative to average drawdown | 7.65 | 0.75 | +6.90 |
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
| EXX1.DE | EGV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.18 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.82 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.56 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.42 | -0.31 |
Drawdowns
EXX1.DE vs. EGV1.DE - Drawdown Comparison
The maximum EXX1.DE drawdown since its inception was -84.32%, which is greater than EGV1.DE's maximum drawdown of -58.31%. Use the drawdown chart below to compare losses from any high point for EXX1.DE and EGV1.DE.
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Drawdown Indicators
| EXX1.DE | EGV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.32% | -58.31% | -26.01% |
Max Drawdown (1Y)Largest decline over 1 year | -16.98% | -7.50% | -9.48% |
Max Drawdown (3Y)Largest decline over 3 years | -20.17% | -12.53% | -7.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.17% | -18.39% | -15.78% |
Max Drawdown (10Y)Largest decline over 10 years | -62.43% | -47.02% | -15.41% |
Current DrawdownCurrent decline from peak | -1.57% | -5.26% | +3.69% |
Average DrawdownAverage peak-to-trough decline | -49.66% | -7.81% | -41.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 3.55% | +1.81% |
Volatility
EXX1.DE vs. EGV1.DE - Volatility Comparison
iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) has a higher volatility of 5.65% compared to Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) at 4.65%. This indicates that EXX1.DE's price experiences larger fluctuations and is considered to be riskier than EGV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXX1.DE | EGV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 4.65% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 18.82% | 11.24% | +7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.58% | 14.73% | +8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.22% | 16.88% | +8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.34% | 20.07% | +8.27% |
EXX1.DE vs. EGV1.DE - Expense Ratio Comparison
EXX1.DE has a 0.52% expense ratio, which is higher than EGV1.DE's 0.30% expense ratio.
Dividends
EXX1.DE vs. EGV1.DE - Dividend Comparison
EXX1.DE's dividend yield for the trailing twelve months is around 3.59%, less than EGV1.DE's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | 4.23% | 4.11% | 4.77% | 3.93% | 5.03% | 4.53% | 4.35% | 3.71% | 4.26% | 0.59% | 0.00% | 0.00% |
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 3.59% | 3.40% | 5.16% | 4.44% | 7.03% | 0.75% | 1.20% | 4.32% | 4.44% | 7.30% | 3.48% | 2.67% |
Frequently Asked Questions
EXX1.DE and EGV1.DE have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EGV1.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EGV1.DE is cheaper with a 0.30% expense ratio, compared with 0.52% for EXX1.DE.
EXX1.DE tracks EURO STOXX® Banks 30-15, while EGV1.DE tracks STOXX® Europe 600 Insurance. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.52% for EXX1.DE and 0.30% for EGV1.DE.
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