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IBDU vs. LSMC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBDU vs. LSMC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IBDU is traded in USD, while LSMC.DE is traded in EUR. To make them comparable, the LSMC.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IBDU achieves a 0.71% return, which is significantly lower than LSMC.DE's 59.97% return.


IBDU

1D
-0.04%
1M
0.21%
YTD
0.71%
6M
1.23%
1Y
4.58%
3Y*
6.00%
5Y*
1.13%
10Y*

LSMC.DE

1D
4.03%
1M
5.70%
YTD
59.97%
6M
65.80%
1Y
120.76%
3Y*
62.59%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDU vs. LSMC.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
0.71%7.59%3.62%8.67%-13.04%0.00%
LSMC.DE
Amundi MSCI Semiconductors ESG Screened UCITS ETF
59.97%49.69%56.99%80.04%-38.27%-1.04%

Correlation

The correlation between IBDU and LSMC.DE is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Dec 8, 2021

0.12

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Return for Risk

IBDU vs. LSMC.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBDU
IBDU Risk / Return Rank: 7474
Overall Rank
IBDU Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IBDU Sortino Ratio Rank: 8484
Sortino Ratio Rank
IBDU Omega Ratio Rank: 7878
Omega Ratio Rank
IBDU Calmar Ratio Rank: 6666
Calmar Ratio Rank
IBDU Martin Ratio Rank: 6767
Martin Ratio Rank

LSMC.DE
LSMC.DE Risk / Return Rank: 9595
Overall Rank
LSMC.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
LSMC.DE Sortino Ratio Rank: 9393
Sortino Ratio Rank
LSMC.DE Omega Ratio Rank: 9292
Omega Ratio Rank
LSMC.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
LSMC.DE Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBDU vs. LSMC.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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.


IBDULSMC.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

1.40

1.53

-0.13

Calmar ratioReturn relative to maximum drawdown

2.90

8.21

-5.30

Martin ratioReturn relative to average drawdown

10.78

28.02

-17.24

IBDU vs. LSMC.DE - Sharpe Ratio Comparison

The current IBDU Sharpe Ratio is 2.09, which is lower than the LSMC.DE Sharpe Ratio of 3.79. The chart below compares the historical Sharpe Ratios of IBDU and LSMC.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IBDU vs. LSMC.DE - Drawdown Comparison

The maximum IBDU drawdown since its inception was -19.44%, smaller than the maximum LSMC.DE drawdown of -47.95%. Use the drawdown chart below to compare losses from any high point for IBDU and LSMC.DE.


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Drawdown Indicators


IBDULSMC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.44%

-47.95%

+28.51%

Max Drawdown (1Y)

Largest decline over 1 year

-1.59%

-14.63%

+13.04%

Max Drawdown (3Y)

Largest decline over 3 years

-4.14%

-32.83%

+28.69%

Max Drawdown (5Y)

Largest decline over 5 years

-19.44%

Current Drawdown

Current decline from peak

-0.37%

-4.40%

+4.03%

Average Drawdown

Average peak-to-trough decline

-5.38%

-12.82%

+7.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.43%

4.29%

-3.86%

Volatility

IBDU vs. LSMC.DE - Volatility Comparison

The current volatility for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) is 0.64%, while Amundi MSCI Semiconductors ESG Screened UCITS ETF (LSMC.DE) has a volatility of 12.32%. This indicates that IBDU 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


IBDULSMC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.64%

12.32%

-11.68%

Volatility (6M)

Calculated over the trailing 6-month period

1.53%

24.51%

-22.98%

Volatility (1Y)

Calculated over the trailing 1-year period

2.21%

31.71%

-29.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.71%

33.63%

-27.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.30%

33.63%

-26.33%

IBDU vs. LSMC.DE - Expense Ratio Comparison

IBDU has a 0.10% expense ratio, which is lower than LSMC.DE's 0.45% expense ratio.


Dividends

IBDU vs. LSMC.DE - Dividend Comparison

IBDU's dividend yield for the trailing twelve months is around 4.66%, while LSMC.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
4.66%4.67%4.75%4.21%3.34%2.29%2.42%0.74%
LSMC.DE
Amundi MSCI Semiconductors ESG Screened UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IBDU and LSMC.DE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBDU is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBDU is cheaper with a 0.10% expense ratio, compared with 0.45% for LSMC.DE.

IBDU is categorized as Corporate Bonds, while LSMC.DE is Semiconductors. IBDU tracks Bloomberg December 2029 Maturity Corporate 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: 0.10% for IBDU and 0.45% for LSMC.DE.

Portfolio Optimizer

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