IS0D.DE vs. LYM9.DE
IS0D.DE (iShares Oil & Gas Exploration & Production UCITS ETF) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both Energy Equities funds - IS0D.DE tracks the S&P Commodity Producers Oil & Gas Exploration & Production while LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, IS0D.DE returned 6.95%/yr vs 11.14%/yr for LYM9.DE. At a 0.42 correlation, their price movements are largely independent. IS0D.DE charges 0.55%/yr vs 0.60%/yr for LYM9.DE.
Performance
IS0D.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS0D.DE achieves a 30.64% return, which is significantly lower than LYM9.DE's 37.23% return. Over the past 10 years, IS0D.DE has underperformed LYM9.DE with an annualized return of 6.95%, while LYM9.DE has yielded a comparatively higher 11.14% annualized return.
IS0D.DE
- 1D
- 0.10%
- 1M
- -3.31%
- YTD
- 30.64%
- 6M
- 23.16%
- 1Y
- 36.10%
- 3Y*
- 11.88%
- 5Y*
- 17.33%
- 10Y*
- 6.95%
LYM9.DE
- 1D
- -2.36%
- 1M
- 0.87%
- YTD
- 37.23%
- 6M
- 36.72%
- 1Y
- 74.72%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
IS0D.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 30.64% | -4.44% | 3.13% | -0.98% | 44.39% | 86.31% | -39.08% | 13.51% | -18.94% | -15.78% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between IS0D.DE and LYM9.DE is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 3, 2012 | 0.42 |
The correlation between IS0D.DE and LYM9.DE shifts across timeframes, from -0.06 (1 year) to 0.42 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS0D.DE vs. LYM9.DE — Risk / Return Rank
IS0D.DE
LYM9.DE
IS0D.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.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.
| IS0D.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.31 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.59 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 9.45 | -7.43 |
| Martin ratioReturn relative to average drawdown | 5.02 | 31.90 | -26.88 |
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
| IS0D.DE | LYM9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 3.65 | -2.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.16 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.51 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.05 | +0.04 |
Drawdowns
IS0D.DE vs. LYM9.DE - Drawdown Comparison
The maximum IS0D.DE drawdown since its inception was -79.47%, which is greater than LYM9.DE's maximum drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for IS0D.DE and LYM9.DE.
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Drawdown Indicators
| IS0D.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.47% | -72.01% | -7.46% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -7.81% | -9.94% |
Max Drawdown (3Y)Largest decline over 3 years | -30.80% | -41.61% | +10.81% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | -55.00% | +22.66% |
Max Drawdown (10Y)Largest decline over 10 years | -73.73% | -55.00% | -18.73% |
Current DrawdownCurrent decline from peak | -9.82% | -2.77% | -7.05% |
Average DrawdownAverage peak-to-trough decline | -27.09% | -42.85% | +15.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.18% | 2.32% | +4.86% |
Volatility
IS0D.DE vs. LYM9.DE - Volatility Comparison
iShares Oil & Gas Exploration & Production UCITS ETF (IS0D.DE) and Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) have volatilities of 7.78% and 7.97%, 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
| IS0D.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 7.97% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 22.48% | 15.84% | +6.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.99% | 20.25% | +6.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.37% | 22.20% | +8.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.12% | 21.82% | +11.30% |
IS0D.DE vs. LYM9.DE - Expense Ratio Comparison
IS0D.DE has a 0.55% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
IS0D.DE vs. LYM9.DE - Dividend Comparison
IS0D.DE has not paid dividends to shareholders, while LYM9.DE's dividend yield for the trailing twelve months is around 0.31%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0D.DE iShares Oil & Gas Exploration & Production UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
IS0D.DE and LYM9.DE have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS0D.DE is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS0D.DE is cheaper with a 0.55% expense ratio, compared with 0.60% for LYM9.DE.
IS0D.DE tracks S&P Commodity Producers Oil & Gas Exploration & Production, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.55% for IS0D.DE and 0.60% for LYM9.DE.
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