IQQA.DE vs. LYM9.DE
IQQA.DE (iShares Euro Dividend UCITS ETF) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - IQQA.DE is a Dividend fund tracking the EURO STOXX® Select Dividend 30, while LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, IQQA.DE returned 8.22%/yr vs 11.40%/yr for LYM9.DE. A 0.58 correlation means they provide meaningful diversification when combined. IQQA.DE charges 0.40%/yr vs 0.60%/yr for LYM9.DE.
Performance
IQQA.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQA.DE achieves a 9.76% return, which is significantly lower than LYM9.DE's 34.64% return. Over the past 10 years, IQQA.DE has underperformed LYM9.DE with an annualized return of 8.22%, while LYM9.DE has yielded a comparatively higher 11.40% annualized return.
IQQA.DE
- 1D
- 1.36%
- 1M
- 3.74%
- YTD
- 9.76%
- 6M
- 12.16%
- 1Y
- 23.53%
- 3Y*
- 20.52%
- 5Y*
- 9.33%
- 10Y*
- 8.22%
LYM9.DE
- 1D
- 3.19%
- 1M
- -1.04%
- YTD
- 34.64%
- 6M
- 34.60%
- 1Y
- 72.28%
- 3Y*
- 7.60%
- 5Y*
- 3.18%
- 10Y*
- 11.40%
IQQA.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQA.DE iShares Euro Dividend UCITS ETF | 9.76% | 42.54% | 7.97% | 4.19% | -13.42% | 23.42% | -17.75% | 22.61% | -11.41% | 10.01% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 34.64% | 29.63% | -7.98% | -21.17% | -13.12% | 1.13% | 46.09% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between IQQA.DE and LYM9.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jan 17, 2008 | 0.58 |
The correlation between IQQA.DE and LYM9.DE shifts across timeframes, from 0.47 (1 year) to 0.58 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IQQA.DE vs. LYM9.DE — Risk / Return Rank
IQQA.DE
LYM9.DE
IQQA.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IQQA.DE) and Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.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.
| IQQA.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.55 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 7.12 | -4.12 |
| Martin ratioReturn relative to average drawdown | 9.27 | 28.13 | -18.87 |
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Drawdowns
IQQA.DE vs. LYM9.DE - Drawdown Comparison
The maximum IQQA.DE drawdown since its inception was -71.63%, roughly equal to the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for IQQA.DE and LYM9.DE.
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Drawdown Indicators
| IQQA.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.63% | -72.01% | +0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -10.11% | +2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -12.88% | -41.59% | +28.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.68% | -55.00% | +30.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -55.00% | +12.77% |
Current DrawdownCurrent decline from peak | 0.00% | -4.61% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -23.55% | -42.80% | +19.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.56% | -0.03% |
Volatility
IQQA.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares Euro Dividend UCITS ETF (IQQA.DE) is 3.10%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 8.97%. This indicates that IQQA.DE experiences smaller price fluctuations and is considered to be less risky than LYM9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQA.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 8.97% | -5.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 16.94% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 21.19% | -9.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 22.36% | -7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 21.87% | -4.60% |
IQQA.DE vs. LYM9.DE - Expense Ratio Comparison
IQQA.DE has a 0.40% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
IQQA.DE vs. LYM9.DE - Dividend Comparison
IQQA.DE's dividend yield for the trailing twelve months is around 1.69%, more than LYM9.DE's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQA.DE iShares Euro Dividend UCITS ETF | 1.69% | 4.35% | 5.87% | 5.83% | 5.26% | 3.68% | 3.54% | 4.81% | 4.81% | 3.90% | 3.96% | 3.98% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.31% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
Frequently Asked Questions
IQQA.DE and LYM9.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQQA.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQA.DE is cheaper with a 0.40% expense ratio, compared with 0.60% for LYM9.DE.
IQQA.DE is categorized as Dividend, while LYM9.DE is Energy Equities. IQQA.DE tracks EURO STOXX® Select Dividend 30, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.40% for IQQA.DE and 0.60% for LYM9.DE.
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