I500.DE vs. LSMC.DE
I500.DE (iShares S&P 500 Swap UCITS ETF USD (Acc)) and LSMC.DE (Amundi MSCI Semiconductors ESG Screened UCITS ETF) are both exchange-traded funds - I500.DE is a S&P 500 fund tracking the S&P 500 Index, while LSMC.DE is a Semiconductors fund tracking the MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. Both are passively managed. Over the past 3 years, I500.DE returned 19.08%/yr vs 58.88%/yr for LSMC.DE. A 0.73 correlation means they provide meaningful diversification when combined. I500.DE charges 0.07%/yr vs 0.45%/yr for LSMC.DE.
Performance
I500.DE vs. LSMC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, I500.DE achieves a 11.45% return, which is significantly lower than LSMC.DE's 62.48% return.
I500.DE
- 1D
- -0.12%
- 1M
- 2.96%
- YTD
- 11.45%
- 6M
- 12.73%
- 1Y
- 26.34%
- 3Y*
- 19.08%
- 5Y*
- 15.00%
- 10Y*
- —
LSMC.DE
- 1D
- 4.14%
- 1M
- 7.04%
- YTD
- 62.48%
- 6M
- 68.29%
- 1Y
- 121.02%
- 3Y*
- 58.88%
- 5Y*
- —
- 10Y*
- —
I500.DE vs. LSMC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
I500.DE iShares S&P 500 Swap UCITS ETF USD (Acc) | 11.45% | 4.94% | 32.50% | 22.82% | -14.07% | 1.59% |
LSMC.DE Amundi MSCI Semiconductors ESG Screened UCITS ETF | 62.48% | 32.60% | 66.51% | 74.52% | -34.67% | -0.88% |
Correlation
The correlation between I500.DE and LSMC.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2021 | 0.73 |
The correlation between I500.DE and LSMC.DE has been stable across timeframes, ranging from 0.72 to 0.73 - a consistent structural relationship.
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Return for Risk
I500.DE vs. LSMC.DE — Risk / Return Rank
I500.DE
LSMC.DE
I500.DE vs. LSMC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) and Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.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.
| I500.DE | LSMC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.64 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.54 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 9.37 | -5.77 |
| Martin ratioReturn relative to average drawdown | 12.82 | 29.27 | -16.44 |
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Drawdowns
I500.DE vs. LSMC.DE - Drawdown Comparison
The maximum I500.DE drawdown since its inception was -23.24%, smaller than the maximum LSMC.DE drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for I500.DE and LSMC.DE.
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Drawdown Indicators
| I500.DE | LSMC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -39.64% | +16.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -12.84% | +5.72% |
Max Drawdown (3Y)Largest decline over 3 years | -23.24% | -36.22% | +12.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.24% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | -4.14% | +3.68% |
Average DrawdownAverage peak-to-trough decline | -4.06% | -11.43% | +7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 4.12% | -2.11% |
Volatility
I500.DE vs. LSMC.DE - Volatility Comparison
The current volatility for iShares S&P 500 Swap UCITS ETF USD (Acc) (I500.DE) is 2.65%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 11.74%. This indicates that I500.DE experiences smaller price fluctuations and is considered to be less risky than LSMC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| I500.DE | LSMC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 11.74% | -9.09% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 23.59% | -15.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 31.34% | -19.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 32.33% | -17.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.13% | 32.33% | -17.20% |
I500.DE vs. LSMC.DE - Expense Ratio Comparison
I500.DE has a 0.07% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.
Dividends
I500.DE vs. LSMC.DE - Dividend Comparison
Neither I500.DE nor LSMC.DE has paid dividends to shareholders.
Frequently Asked Questions
I500.DE and LSMC.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, I500.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
I500.DE is cheaper with a 0.07% expense ratio, compared with 0.45% for LSMC.DE.
I500.DE is categorized as S&P 500, while LSMC.DE is Semiconductors. I500.DE tracks S&P 500 Index, while LSMC.DE tracks MSCI ACWI Semiconductors & Semiconductor Equipment ESG Filtered NET USD Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.07% for I500.DE and 0.45% for LSMC.DE.
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