IUS2.DE vs. LYPD.DE
IUS2.DE (iShares S&P U.S. Banks UCITS ETF USD (Acc)) and LYPD.DE (Amundi MSCI World Financials UCITS ETF EUR Acc) are both Financials Equities funds - IUS2.DE tracks the S&P 900 Banks 7/4 Capped while LYPD.DE tracks the MSCI World Financials. Both are passively managed. Over the past 5 years, IUS2.DE returned 5.75%/yr vs 12.81%/yr for LYPD.DE. Their correlation of 0.84 suggests significant overlap in exposure. IUS2.DE charges 0.35%/yr vs 0.30%/yr for LYPD.DE.
Performance
IUS2.DE vs. LYPD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS2.DE achieves a 4.22% return, which is significantly higher than LYPD.DE's 0.92% return.
IUS2.DE
- 1D
- 3.48%
- 1M
- 1.75%
- YTD
- 4.22%
- 6M
- 7.92%
- 1Y
- 25.71%
- 3Y*
- 22.96%
- 5Y*
- 5.75%
- 10Y*
- —
LYPD.DE
- 1D
- 1.87%
- 1M
- 2.72%
- YTD
- 0.92%
- 6M
- 4.68%
- 1Y
- 12.20%
- 3Y*
- 20.69%
- 5Y*
- 12.81%
- 10Y*
- 11.83%
IUS2.DE vs. LYPD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS2.DE iShares S&P U.S. Banks UCITS ETF USD (Acc) | 4.22% | 8.89% | 33.51% | -6.27% | -14.40% | 53.00% | -20.33% | 37.52% | -20.65% |
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 0.92% | 15.56% | 33.60% | 12.32% | -5.01% | 39.46% | -11.53% | 29.12% | -13.99% |
Correlation
The correlation between IUS2.DE and LYPD.DE is 0.73, 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 | 0.73 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 25, 2018 | 0.84 |
The correlation between IUS2.DE and LYPD.DE shifts across timeframes, from 0.73 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUS2.DE vs. LYPD.DE — Risk / Return Rank
IUS2.DE
LYPD.DE
IUS2.DE vs. LYPD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) and Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.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.
| IUS2.DE | LYPD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.26 | +0.48 |
| Martin ratioReturn relative to average drawdown | 4.72 | 3.81 | +0.91 |
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
| IUS2.DE | LYPD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.87 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.77 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.58 | -0.38 |
Drawdowns
IUS2.DE vs. LYPD.DE - Drawdown Comparison
The maximum IUS2.DE drawdown since its inception was -49.73%, which is greater than LYPD.DE's maximum drawdown of -42.19%. Use the drawdown chart below to compare losses from any high point for IUS2.DE and LYPD.DE.
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Drawdown Indicators
| IUS2.DE | LYPD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.73% | -42.19% | -7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.73% | -9.63% | -5.10% |
Max Drawdown (3Y)Largest decline over 3 years | -32.32% | -20.02% | -12.30% |
Max Drawdown (5Y)Largest decline over 5 years | -48.08% | -20.02% | -28.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.19% | — |
Current DrawdownCurrent decline from peak | -3.92% | -1.02% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -16.24% | -7.01% | -9.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.20% | +2.24% |
Volatility
IUS2.DE vs. LYPD.DE - Volatility Comparison
iShares S&P U.S. Banks UCITS ETF USD (Acc) (IUS2.DE) has a higher volatility of 5.80% compared to Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) at 3.44%. This indicates that IUS2.DE's price experiences larger fluctuations and is considered to be riskier than LYPD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS2.DE | LYPD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 3.44% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 15.40% | 10.35% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.99% | 13.94% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.98% | 16.53% | +10.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.10% | 18.69% | +11.41% |
IUS2.DE vs. LYPD.DE - Expense Ratio Comparison
IUS2.DE has a 0.35% expense ratio, which is higher than LYPD.DE's 0.30% expense ratio.
Dividends
IUS2.DE vs. LYPD.DE - Dividend Comparison
Neither IUS2.DE nor LYPD.DE has paid dividends to shareholders.
Frequently Asked Questions
IUS2.DE and LYPD.DE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LYPD.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYPD.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for IUS2.DE.
IUS2.DE tracks S&P 900 Banks 7/4 Capped, while LYPD.DE tracks MSCI World Financials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.35% for IUS2.DE and 0.30% for LYPD.DE.
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