INDU.DE vs. EXV7.DE
INDU.DE (Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist) and EXV7.DE (iShares STOXX Europe 600 Chemicals UCITS ETF (DE)) are both Industrials Equities funds - INDU.DE tracks the STOXX® Europe 600 Industrial Goods & Services while EXV7.DE tracks the STOXX® Europe 600 Chemicals. Both are passively managed. Over the past 10 years, INDU.DE returned 11.95%/yr vs 6.87%/yr for EXV7.DE. A 0.70 correlation means they provide meaningful diversification when combined. INDU.DE charges 0.30%/yr vs 0.46%/yr for EXV7.DE.
Performance
INDU.DE vs. EXV7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, INDU.DE achieves a 7.12% return, which is significantly lower than EXV7.DE's 11.18% return. Over the past 10 years, INDU.DE has outperformed EXV7.DE with an annualized return of 11.95%, while EXV7.DE has yielded a comparatively lower 6.87% annualized return.
INDU.DE
- 1D
- 0.52%
- 1M
- 2.01%
- YTD
- 7.12%
- 6M
- 9.36%
- 1Y
- 13.18%
- 3Y*
- 17.43%
- 5Y*
- 10.99%
- 10Y*
- 11.95%
EXV7.DE
- 1D
- 0.18%
- 1M
- 1.13%
- YTD
- 11.18%
- 6M
- 12.26%
- 1Y
- -3.30%
- 3Y*
- 2.47%
- 5Y*
- 1.52%
- 10Y*
- 6.87%
INDU.DE vs. EXV7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDU.DE Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist | 7.12% | 23.70% | 14.73% | 23.09% | -18.53% | 27.51% | 5.83% | 37.09% | -14.02% | 17.04% |
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 11.18% | -4.03% | -7.26% | 16.14% | -14.55% | 24.35% | 10.50% | 31.94% | -14.36% | 12.83% |
Correlation
The correlation between INDU.DE and EXV7.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2008 | 0.70 |
Over the past year, the correlation between INDU.DE and EXV7.DE has dropped to 0.43 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
INDU.DE vs. EXV7.DE — Risk / Return Rank
INDU.DE
EXV7.DE
INDU.DE vs. EXV7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.DE) and iShares STOXX Europe 600 Chemicals UCITS ETF (DE) (EXV7.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.
| INDU.DE | EXV7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.86 | ||
| Sortino ratioReturn per unit of downside risk | +1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.98 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | -0.21 | +1.21 |
| Martin ratioReturn relative to average drawdown | 3.46 | -0.35 | +3.81 |
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
| INDU.DE | EXV7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | -0.21 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.09 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.39 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.19 |
Drawdowns
INDU.DE vs. EXV7.DE - Drawdown Comparison
The maximum INDU.DE drawdown since its inception was -42.05%, smaller than the maximum EXV7.DE drawdown of -49.31%. Use the drawdown chart below to compare losses from any high point for INDU.DE and EXV7.DE.
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Drawdown Indicators
| INDU.DE | EXV7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.05% | -49.31% | +7.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.10% | -15.47% | +2.37% |
Max Drawdown (3Y)Largest decline over 3 years | -18.84% | -18.31% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -30.87% | -24.77% | -6.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.05% | -31.38% | -10.67% |
Current DrawdownCurrent decline from peak | -2.42% | -7.08% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -8.46% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 9.51% | -5.71% |
Volatility
INDU.DE vs. EXV7.DE - Volatility Comparison
Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.DE) has a higher volatility of 6.52% compared to iShares STOXX Europe 600 Chemicals UCITS ETF (DE) (EXV7.DE) at 3.84%. This indicates that INDU.DE's price experiences larger fluctuations and is considered to be riskier than EXV7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INDU.DE | EXV7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 3.84% | +2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 11.79% | +5.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.22% | 15.43% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 16.76% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.93% | 17.44% | +2.49% |
INDU.DE vs. EXV7.DE - Expense Ratio Comparison
INDU.DE has a 0.30% expense ratio, which is lower than EXV7.DE's 0.46% expense ratio.
Dividends
INDU.DE vs. EXV7.DE - Dividend Comparison
INDU.DE's dividend yield for the trailing twelve months is around 1.53%, less than EXV7.DE's 1.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV7.DE iShares STOXX Europe 600 Chemicals UCITS ETF (DE) | 1.95% | 2.17% | 2.07% | 2.46% | 2.15% | 1.35% | 1.51% | 2.03% | 2.33% | 1.96% | 2.71% | 2.69% |
INDU.DE Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist | 1.53% | 1.64% | 1.80% | 1.56% | 2.56% | 1.18% | 1.37% | 1.79% | 2.34% | 0.15% | 0.00% | 0.00% |
Frequently Asked Questions
INDU.DE and EXV7.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, INDU.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
INDU.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXV7.DE.
INDU.DE tracks STOXX® Europe 600 Industrial Goods & Services, while EXV7.DE tracks STOXX® Europe 600 Chemicals. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for INDU.DE and 0.46% for EXV7.DE.
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