EXX1.DE vs. LHTC.DE
Compare and contrast key facts about iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) and Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE).
EXX1.DE and LHTC.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXX1.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® Banks 30-15. It was launched on Apr 25, 2001. LHTC.DE is a passively managed fund by Amundi that tracks the performance of the STOXX® Europe 600 Health Care. It was launched on Aug 18, 2006. Both EXX1.DE and LHTC.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXX1.DE or LHTC.DE.
Key characteristics
| EXX1.DE | LHTC.DE | |
|---|---|---|
| YTD Return | 26.46% | 8.80% |
| 1Y Return | 32.95% | 12.77% |
| 3Y Return (Ann) | 16.79% | 3.76% |
| 5Y Return (Ann) | 12.86% | 7.21% |
| 10Y Return (Ann) | 4.50% | 7.58% |
| Sharpe Ratio | 1.75 | 1.04 |
| Sortino Ratio | 2.26 | 1.49 |
| Omega Ratio | 1.31 | 1.18 |
| Calmar Ratio | 0.53 | 1.04 |
| Martin Ratio | 8.91 | 3.62 |
| Ulcer Index | 3.48% | 3.38% |
| Daily Std Dev | 17.63% | 11.79% |
| Max Drawdown | -84.32% | -40.53% |
| Current Drawdown | -45.03% | -11.34% |
Correlation
The correlation between EXX1.DE and LHTC.DE is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXX1.DE vs. LHTC.DE - Performance Comparison
In the year-to-date period, EXX1.DE achieves a 26.46% return, which is significantly higher than LHTC.DE's 8.80% return. Over the past 10 years, EXX1.DE has underperformed LHTC.DE with an annualized return of 4.50%, while LHTC.DE has yielded a comparatively higher 7.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EXX1.DE vs. LHTC.DE - Expense Ratio Comparison
EXX1.DE has a 0.52% expense ratio, which is higher than LHTC.DE's 0.30% expense ratio.
Risk-Adjusted Performance
EXX1.DE vs. LHTC.DE - Risk-Adjusted Performance 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 Healthcare UCITS ETF Acc (LHTC.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.
Dividends
EXX1.DE vs. LHTC.DE - Dividend Comparison
EXX1.DE's dividend yield for the trailing twelve months is around 5.31%, while LHTC.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 5.31% | 4.44% | 7.03% | 0.75% | 1.20% | 4.32% | 4.44% | 7.30% | 3.48% | 2.67% | 2.64% | 3.20% |
LHTC.DE Lyxor STOXX Europe 600 Healthcare 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% |
Drawdowns
EXX1.DE vs. LHTC.DE - Drawdown Comparison
The maximum EXX1.DE drawdown since its inception was -84.32%, which is greater than LHTC.DE's maximum drawdown of -40.53%. Use the drawdown chart below to compare losses from any high point for EXX1.DE and LHTC.DE. For additional features, visit the drawdowns tool.
Volatility
EXX1.DE vs. LHTC.DE - Volatility Comparison
iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) has a higher volatility of 6.73% compared to Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) at 3.68%. This indicates that EXX1.DE's price experiences larger fluctuations and is considered to be riskier than LHTC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.