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INDU.DE vs. LBRE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INDU.DE vs. LBRE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.DE) and Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE). The values are adjusted to include any dividend payments, if applicable.

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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 LBRE.DE's 32.03% return. Over the past 10 years, INDU.DE has underperformed LBRE.DE with an annualized return of 11.95%, while LBRE.DE has yielded a comparatively higher 16.21% 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%

LBRE.DE

1D
-0.97%
1M
10.22%
YTD
32.03%
6M
41.45%
1Y
81.06%
3Y*
19.81%
5Y*
11.64%
10Y*
16.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INDU.DE vs. LBRE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
LBRE.DE
Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc
32.03%33.09%-8.87%-2.42%9.41%26.55%13.06%22.34%-12.39%22.13%

Correlation

The correlation between INDU.DE and LBRE.DE is 0.56, 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

0.56

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

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.55

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Nov 4, 2008

0.52

The correlation between INDU.DE and LBRE.DE has been stable across timeframes, ranging from 0.52 to 0.56 - a consistent structural relationship.

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Return for Risk

INDU.DE vs. LBRE.DE — Risk / Return Rank

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

INDU.DE
INDU.DE Risk / Return Rank: 2222
Overall Rank
INDU.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
INDU.DE Sortino Ratio Rank: 2121
Sortino Ratio Rank
INDU.DE Omega Ratio Rank: 2121
Omega Ratio Rank
INDU.DE Calmar Ratio Rank: 2323
Calmar Ratio Rank
INDU.DE Martin Ratio Rank: 2626
Martin Ratio Rank

LBRE.DE
LBRE.DE Risk / Return Rank: 8787
Overall Rank
LBRE.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
LBRE.DE Sortino Ratio Rank: 8888
Sortino Ratio Rank
LBRE.DE Omega Ratio Rank: 8484
Omega Ratio Rank
LBRE.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
LBRE.DE Martin Ratio Rank: 8787
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.

INDU.DE vs. LBRE.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 Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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.DELBRE.DEDifference
Sharpe ratioReturn per unit of total volatility

-2.50

Sortino ratioReturn per unit of downside risk

-2.87

Omega ratioGain probability vs. loss probability

1.13

1.50

-0.37

Calmar ratioReturn relative to maximum drawdown

1.00

4.71

-3.71

Martin ratioReturn relative to average drawdown

3.46

18.65

-15.19

INDU.DE vs. LBRE.DE - Sharpe Ratio Comparison

The current INDU.DE Sharpe Ratio is 0.65, which is lower than the LBRE.DE Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of INDU.DE and LBRE.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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Sharpe Ratios by Period


INDU.DELBRE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

3.15

-2.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.44

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

0.62

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.17

+0.48

Drawdowns

INDU.DE vs. LBRE.DE - Drawdown Comparison

The maximum INDU.DE drawdown since its inception was -42.05%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for INDU.DE and LBRE.DE.


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Drawdown Indicators


INDU.DELBRE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-42.05%

-74.21%

+32.16%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-17.12%

+4.02%

Max Drawdown (3Y)

Largest decline over 3 years

-18.84%

-33.23%

+14.39%

Max Drawdown (5Y)

Largest decline over 5 years

-30.87%

-37.22%

+6.35%

Max Drawdown (10Y)

Largest decline over 10 years

-42.05%

-45.32%

+3.27%

Current Drawdown

Current decline from peak

-2.42%

-2.86%

+0.44%

Average Drawdown

Average peak-to-trough decline

-6.41%

-31.35%

+24.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.80%

4.26%

-0.46%

Volatility

INDU.DE vs. LBRE.DE - Volatility Comparison

The current volatility for Lyxor STOXX Europe 600 Industrial Goods & Services UCITS ETF Dist (INDU.DE) is 6.52%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that INDU.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.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.DELBRE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.52%

9.86%

-3.34%

Volatility (6M)

Calculated over the trailing 6-month period

16.88%

21.55%

-4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

20.22%

25.64%

-5.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.64%

26.23%

-6.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.93%

28.67%

-8.74%

INDU.DE vs. LBRE.DE - Expense Ratio Comparison

Both INDU.DE and LBRE.DE have an expense ratio of 0.30%.


Dividends

INDU.DE vs. LBRE.DE - Dividend Comparison

INDU.DE's dividend yield for the trailing twelve months is around 1.53%, while LBRE.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
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%
LBRE.DE
Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


INDU.DE and LBRE.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

INDU.DE and LBRE.DE have the same expense ratio: 0.30% per year.

INDU.DE tracks STOXX® Europe 600 Industrial Goods & Services, while LBRE.DE tracks STOXX® Europe 600 Basic Resources.

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