INDA.DE vs. EXH2.DE
INDA.DE (Lyxor STOXX Europe 600 Banks UCITS ETF Dist) and EXH2.DE (iShares STOXX Europe 600 Financial Services UCITS ETF (DE)) are both Financials Equities funds - INDA.DE tracks the STOXX® Europe 600 Banks while EXH2.DE tracks the STOXX® Europe 600 Financial Services. Both are passively managed. Over the past 10 years, INDA.DE returned 13.89%/yr vs 10.91%/yr for EXH2.DE. A 0.60 correlation means they provide meaningful diversification when combined. INDA.DE charges 0.30%/yr vs 0.46%/yr for EXH2.DE.
Performance
INDA.DE vs. EXH2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, INDA.DE achieves a 7.47% return, which is significantly higher than EXH2.DE's 2.24% return. Over the past 10 years, INDA.DE has outperformed EXH2.DE with an annualized return of 13.89%, while EXH2.DE has yielded a comparatively lower 10.91% annualized return.
INDA.DE
- 1D
- 0.46%
- 1M
- 6.24%
- YTD
- 7.47%
- 6M
- 14.62%
- 1Y
- 41.55%
- 3Y*
- 40.68%
- 5Y*
- 26.58%
- 10Y*
- 13.89%
EXH2.DE
- 1D
- 1.80%
- 1M
- 1.02%
- YTD
- 2.24%
- 6M
- 10.20%
- 1Y
- 7.00%
- 3Y*
- 16.88%
- 5Y*
- 8.07%
- 10Y*
- 10.91%
INDA.DE vs. EXH2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDA.DE Lyxor STOXX Europe 600 Banks UCITS ETF Dist | 7.47% | 76.64% | 32.75% | 22.04% | 1.47% | 37.53% | -23.78% | 15.32% | -25.43% | 11.50% |
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 2.24% | 12.00% | 17.32% | 28.77% | -23.05% | 26.14% | 6.43% | 47.00% | -14.02% | 19.83% |
Correlation
The correlation between INDA.DE and EXH2.DE is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2009 | 0.60 |
The correlation between INDA.DE and EXH2.DE has been stable across timeframes, ranging from 0.56 to 0.60 - a consistent structural relationship.
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Return for Risk
INDA.DE vs. EXH2.DE — Risk / Return Rank
INDA.DE
EXH2.DE
INDA.DE vs. EXH2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.DE) and iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.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.
| INDA.DE | EXH2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.08 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 0.53 | +2.12 |
| Martin ratioReturn relative to average drawdown | 8.93 | 1.53 | +7.41 |
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
| INDA.DE | EXH2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.43 | +1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.18 | 0.41 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.55 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.60 | -0.41 |
Drawdowns
INDA.DE vs. EXH2.DE - Drawdown Comparison
The maximum INDA.DE drawdown since its inception was -70.13%, which is greater than EXH2.DE's maximum drawdown of -42.02%. Use the drawdown chart below to compare losses from any high point for INDA.DE and EXH2.DE.
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Drawdown Indicators
| INDA.DE | EXH2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -42.02% | -28.11% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -13.11% | -2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -19.77% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -31.95% | +4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -55.08% | -42.02% | -13.06% |
Current DrawdownCurrent decline from peak | -1.73% | -3.27% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -26.50% | -7.85% | -18.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 4.57% | +0.07% |
Volatility
INDA.DE vs. EXH2.DE - Volatility Comparison
Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.DE) has a higher volatility of 5.98% compared to iShares STOXX Europe 600 Financial Services UCITS ETF (DE) (EXH2.DE) at 5.10%. This indicates that INDA.DE's price experiences larger fluctuations and is considered to be riskier than EXH2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDA.DE | EXH2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.10% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 17.92% | 12.82% | +5.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 16.19% | +6.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 19.37% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.34% | 20.28% | +6.06% |
INDA.DE vs. EXH2.DE - Expense Ratio Comparison
INDA.DE has a 0.30% expense ratio, which is lower than EXH2.DE's 0.46% expense ratio.
Dividends
INDA.DE vs. EXH2.DE - Dividend Comparison
INDA.DE's dividend yield for the trailing twelve months is around 5.05%, more than EXH2.DE's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH2.DE iShares STOXX Europe 600 Financial Services UCITS ETF (DE) | 1.64% | 1.63% | 1.52% | 1.73% | 2.06% | 1.32% | 1.65% | 2.06% | 2.71% | 3.92% | 3.49% | 3.77% |
INDA.DE Lyxor STOXX Europe 600 Banks UCITS ETF Dist | 5.05% | 5.42% | 5.93% | 1.58% | 5.04% | 3.76% | 1.42% | 4.45% | 4.56% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
INDA.DE and EXH2.DE have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INDA.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INDA.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXH2.DE.
INDA.DE tracks STOXX® Europe 600 Banks, while EXH2.DE tracks STOXX® Europe 600 Financial Services. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for INDA.DE and 0.46% for EXH2.DE.
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