EXXX.DE vs. LDAX.DE
EXXX.DE (iShares ATX UCITS ETF (DE)) and LDAX.DE (Amundi Dax III UCITS ETF Dist) are both Europe Equities funds - EXXX.DE tracks the ATX Index while LDAX.DE tracks the DAX®. Both are passively managed. Over the past 5 years, EXXX.DE returned 17.45%/yr vs 9.29%/yr for LDAX.DE. A 0.71 correlation means they provide meaningful diversification when combined. EXXX.DE charges 0.32%/yr vs 0.15%/yr for LDAX.DE.
Performance
EXXX.DE vs. LDAX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXXX.DE achieves a 22.53% return, which is significantly higher than LDAX.DE's 1.18% return.
EXXX.DE
- 1D
- -1.55%
- 1M
- -2.82%
- 6M
- 19.05%
- YTD
- 22.53%
- 1Y
- 45.03%
- 3Y*
- 30.20%
- 5Y*
- 17.45%
- 10Y*
- 14.21%
LDAX.DE
- 1D
- 0.00%
- 1M
- -0.09%
- 6M
- -1.89%
- YTD
- 1.18%
- 1Y
- 1.71%
- 3Y*
- 15.01%
- 5Y*
- 9.29%
- 10Y*
- —
EXXX.DE vs. LDAX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 22.53% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | 22.21% |
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.18% | 22.70% | 18.08% | 19.61% | -12.89% | 15.29% | 8.40% |
Correlation
The correlation between EXXX.DE and LDAX.DE is 0.69, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.71 |
The correlation between EXXX.DE and LDAX.DE has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.
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Return for Risk
EXXX.DE vs. LDAX.DE — Risk / Return Rank
EXXX.DE
LDAX.DE
EXXX.DE vs. LDAX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ATX UCITS ETF (DE) (EXXX.DE) and Amundi Dax III UCITS ETF Dist (LDAX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXXX.DE | LDAX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.45 | ||
| Sortino ratioReturn per unit of downside risk | +3.35 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.03 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 4.19 | 0.14 | +4.05 |
| Martin ratioReturn relative to average drawdown | 14.04 | 0.44 | +13.61 |
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Drawdowns
EXXX.DE vs. LDAX.DE - Drawdown Comparison
The maximum EXXX.DE drawdown since its inception was -71.43%, which is greater than LDAX.DE's maximum drawdown of -26.68%. Use the drawdown chart below to compare losses from any high point for EXXX.DE and LDAX.DE.
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Drawdown Indicators
| EXXX.DE | LDAX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.43% | -26.68% | -44.75% |
Max Drawdown (1Y)Largest decline over 1 year | -10.71% | -12.36% | +1.65% |
Max Drawdown (3Y)Largest decline over 3 years | -16.11% | -15.92% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -32.69% | -26.68% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -52.90% | — | — |
Current DrawdownCurrent decline from peak | -3.48% | -3.53% | +0.05% |
Average DrawdownAverage peak-to-trough decline | -28.47% | -4.79% | -23.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.93% | -0.73% |
Volatility
EXXX.DE vs. LDAX.DE - Volatility Comparison
iShares ATX UCITS ETF (DE) (EXXX.DE) has a higher volatility of 4.88% compared to Amundi Dax III UCITS ETF Dist (LDAX.DE) at 4.62%. This indicates that EXXX.DE's price experiences larger fluctuations and is considered to be riskier than LDAX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXXX.DE | LDAX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 4.62% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 14.74% | 13.61% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.54% | 16.26% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 17.23% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 17.36% | +2.57% |
EXXX.DE vs. LDAX.DE - Expense Ratio Comparison
EXXX.DE has a 0.32% expense ratio, which is higher than LDAX.DE's 0.15% expense ratio.
Dividends
EXXX.DE vs. LDAX.DE - Dividend Comparison
EXXX.DE's dividend yield for the trailing twelve months is around 3.01%, more than LDAX.DE's 1.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 3.01% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.93% | 1.95% | 2.31% | 2.73% | 3.32% | 2.73% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXXX.DE and LDAX.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LDAX.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LDAX.DE is cheaper with a 0.15% expense ratio, compared with 0.32% for EXXX.DE.
EXXX.DE tracks ATX Index, while LDAX.DE tracks DAX®. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.32% for EXXX.DE and 0.15% for LDAX.DE.
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