ISPA.DE vs. LYM9.DE
ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - ISPA.DE is a Global Equities fund tracking the STOXX Global Select Dividend 100, 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, ISPA.DE returned 8.68%/yr vs 10.13%/yr for LYM9.DE. A 0.64 correlation means they provide meaningful diversification when combined. ISPA.DE charges 0.46%/yr vs 0.60%/yr for LYM9.DE.
Performance
ISPA.DE vs. LYM9.DE - Performance Comparison
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Returns By Period
In the year-to-date period, ISPA.DE achieves a 18.10% return, which is significantly lower than LYM9.DE's 26.94% return. Over the past 10 years, ISPA.DE has underperformed LYM9.DE with an annualized return of 8.68%, while LYM9.DE has yielded a comparatively higher 10.13% annualized return.
ISPA.DE
- 1D
- -0.31%
- 1M
- 3.43%
- 6M
- 15.34%
- YTD
- 18.10%
- 1Y
- 32.45%
- 3Y*
- 19.50%
- 5Y*
- 11.74%
- 10Y*
- 8.68%
- ALL TIME*
- 10.21%
LYM9.DE
- 1D
- 0.71%
- 1M
- -10.97%
- 6M
- 19.09%
- YTD
- 26.94%
- 1Y
- 54.24%
- 3Y*
- 7.34%
- 5Y*
- 0.98%
- 10Y*
- 10.13%
- ALL TIME*
- 0.86%
ISPA.DE vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 18.10% | 19.72% | 12.97% | 4.78% | -1.91% | 22.80% | -9.12% | 24.23% | -6.97% | 2.97% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 26.94% | 29.63% | -7.98% | -21.17% | -13.12% | 1.13% | 46.09% | 50.04% | -9.16% | 15.64% |
Correlation
The correlation between ISPA.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 | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.64 |
The correlation between ISPA.DE and LYM9.DE shifts across timeframes, from 0.47 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ISPA.DE vs. LYM9.DE — Risk / Return Rank
ISPA.DE
LYM9.DE
ISPA.DE vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| ISPA.DE | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.28 | ||
| Sortino ratioReturn per unit of downside risk | +2.06 | ||
| Omega ratioGain probability vs. loss probability | 1.68 | 1.40 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 8.86 | 4.21 | +4.66 |
| Martin ratioReturn relative to average drawdown | 32.15 | 15.85 | +16.30 |
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Drawdowns
ISPA.DE vs. LYM9.DE - Drawdown Comparison
The maximum ISPA.DE drawdown since its inception was -38.90%, smaller than the maximum LYM9.DE drawdown of -72.01%. Use the drawdown chart below to compare losses from any high point for ISPA.DE and LYM9.DE.
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Drawdown Indicators
| ISPA.DE | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.90% | -72.01% | +33.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -12.83% | +9.19% |
Max Drawdown (3Y)Largest decline over 3 years | -15.09% | -39.12% | +24.03% |
Max Drawdown (5Y)Largest decline over 5 years | -15.09% | -55.00% | +39.91% |
Max Drawdown (10Y)Largest decline over 10 years | -38.90% | -55.00% | +16.10% |
Current DrawdownCurrent decline from peak | -0.31% | -12.21% | +11.90% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -42.59% | +38.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.41% | -2.40% |
Volatility
ISPA.DE vs. LYM9.DE - Volatility Comparison
The current volatility for iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) is 1.87%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 8.58%. This indicates that ISPA.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
| ISPA.DE | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.87% | 8.58% | -6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 6.61% | 18.69% | -12.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.80% | 22.54% | -13.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.85% | 22.58% | -10.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.64% | 21.92% | -7.28% |
ISPA.DE vs. LYM9.DE - Expense Ratio Comparison
ISPA.DE has a 0.46% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
ISPA.DE vs. LYM9.DE - Dividend Comparison
ISPA.DE's dividend yield for the trailing twelve months is around 3.92%, more than LYM9.DE's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.92% | 4.52% | 4.89% | 5.91% | 4.87% | 3.31% | 4.04% | 4.02% | 4.01% | 5.66% | 3.64% | 4.35% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.33% | 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
ISPA.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, ISPA.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ISPA.DE is cheaper with a 0.46% expense ratio, compared with 0.60% for LYM9.DE.
ISPA.DE is categorized as Global Equities, while LYM9.DE is Energy Equities. ISPA.DE tracks STOXX Global Select Dividend 100, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.46% for ISPA.DE and 0.60% for LYM9.DE.
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