INDA.DE vs. EXH9.DE
INDA.DE (Lyxor STOXX Europe 600 Banks UCITS ETF Dist) and EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) are both exchange-traded funds - INDA.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks, while EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities. Both are passively managed. Over the past 10 years, INDA.DE returned 13.89%/yr vs 10.74%/yr for EXH9.DE. At a 0.43 correlation, their price movements are largely independent. INDA.DE charges 0.30%/yr vs 0.47%/yr for EXH9.DE.
Performance
INDA.DE vs. EXH9.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 lower than EXH9.DE's 12.41% return. Over the past 10 years, INDA.DE has outperformed EXH9.DE with an annualized return of 13.89%, while EXH9.DE has yielded a comparatively lower 10.74% 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%
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
INDA.DE vs. EXH9.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% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -7.50% | 8.84% | 10.88% | 31.91% | 1.47% | 9.93% |
Correlation
The correlation between INDA.DE and EXH9.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2008 | 0.43 |
The correlation between INDA.DE and EXH9.DE shifts across timeframes, from 0.23 (3 years) to 0.43 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
INDA.DE vs. EXH9.DE — Risk / Return Rank
INDA.DE
EXH9.DE
INDA.DE vs. EXH9.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 Utilities UCITS ETF (DE) (EXH9.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 | EXH9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | 3.44 | -0.79 |
| Martin ratioReturn relative to average drawdown | 8.93 | 9.54 | -0.60 |
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 | EXH9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.74 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.18 | 0.73 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.63 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.42 | -0.23 |
Drawdowns
INDA.DE vs. EXH9.DE - Drawdown Comparison
The maximum INDA.DE drawdown since its inception was -70.13%, which is greater than EXH9.DE's maximum drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for INDA.DE and EXH9.DE.
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Drawdown Indicators
| INDA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.13% | -51.33% | -18.80% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -7.45% | -8.14% |
Max Drawdown (3Y)Largest decline over 3 years | -20.38% | -13.67% | -6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -22.71% | -5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -55.08% | -33.21% | -21.87% |
Current DrawdownCurrent decline from peak | -1.73% | -5.32% | +3.59% |
Average DrawdownAverage peak-to-trough decline | -26.50% | -16.67% | -9.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 2.69% | +1.95% |
Volatility
INDA.DE vs. EXH9.DE - Volatility Comparison
Lyxor STOXX Europe 600 Banks UCITS ETF Dist (INDA.DE) and iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) have volatilities of 5.98% and 5.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDA.DE | EXH9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.89% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 17.92% | 12.89% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 14.75% | +7.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 16.00% | +8.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.34% | 17.03% | +9.31% |
INDA.DE vs. EXH9.DE - Expense Ratio Comparison
INDA.DE has a 0.30% expense ratio, which is lower than EXH9.DE's 0.47% expense ratio.
Dividends
INDA.DE vs. EXH9.DE - Dividend Comparison
INDA.DE's dividend yield for the trailing twelve months is around 5.05%, more than EXH9.DE's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
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 EXH9.DE have a correlation of 0.25, 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 0.47% for EXH9.DE.
INDA.DE is categorized as Financials Equities, while EXH9.DE is Utilities Equities. INDA.DE tracks STOXX® Europe 600 Banks, while EXH9.DE tracks STOXX® Europe 600 Utilities. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for INDA.DE and 0.47% for EXH9.DE.
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