IUSE.L vs. LYQ7.DE
IUSE.L (iShares S&P 500 EUR Hedged UCITS ETF Acc) and LYQ7.DE (Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc) are both exchange-traded funds - IUSE.L is a S&P 500 fund tracking the S&P 500 EUR Hedged Index, while LYQ7.DE is a Inflation-Protected Bonds fund tracking the Bloomberg Euro Government Inflation-Linked Bond Index. Both are passively managed. Over the past 10 years, IUSE.L returned 12.04%/yr vs 1.43%/yr for LYQ7.DE. At a 0.14 correlation, their price movements are largely independent. IUSE.L charges 0.20%/yr vs 0.09%/yr for LYQ7.DE.
Performance
IUSE.L vs. LYQ7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSE.L achieves a 7.54% return, which is significantly higher than LYQ7.DE's 2.82% return. Over the past 10 years, IUSE.L has outperformed LYQ7.DE with an annualized return of 12.04%, while LYQ7.DE has yielded a comparatively lower 1.43% annualized return.
IUSE.L
- 1D
- -1.30%
- 1M
- -0.21%
- 6M
- 6.68%
- YTD
- 7.54%
- 1Y
- 17.02%
- 3Y*
- 16.87%
- 5Y*
- 10.14%
- 10Y*
- 12.04%
LYQ7.DE
- 1D
- 0.16%
- 1M
- -0.29%
- 6M
- 1.82%
- YTD
- 2.82%
- 1Y
- 3.03%
- 3Y*
- 1.87%
- 5Y*
- 0.47%
- 10Y*
- 1.43%
IUSE.L vs. LYQ7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSE.L iShares S&P 500 EUR Hedged UCITS ETF Acc | 7.54% | 14.95% | 23.21% | 23.05% | -21.17% | 27.85% | 14.81% | 26.33% | -8.40% | 19.04% |
LYQ7.DE Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc | 2.82% | 0.95% | -0.33% | 5.62% | -9.46% | 6.28% | 2.86% | 6.51% | -1.49% | 1.03% |
Correlation
The correlation between IUSE.L and LYQ7.DE is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2010 | 0.14 |
The correlation between IUSE.L and LYQ7.DE shifts across timeframes, from 0.12 (10 years) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUSE.L vs. LYQ7.DE — Risk / Return Rank
IUSE.L
LYQ7.DE
IUSE.L vs. LYQ7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 EUR Hedged UCITS ETF Acc (IUSE.L) and Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.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.
| IUSE.L | LYQ7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.64 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.42 | +0.55 |
| Martin ratioReturn relative to average drawdown | 7.93 | 4.25 | +3.68 |
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Drawdowns
IUSE.L vs. LYQ7.DE - Drawdown Comparison
The maximum IUSE.L drawdown since its inception was -34.75%, which is greater than LYQ7.DE's maximum drawdown of -16.09%. Use the drawdown chart below to compare losses from any high point for IUSE.L and LYQ7.DE.
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Drawdown Indicators
| IUSE.L | LYQ7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.75% | -16.09% | -18.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -2.04% | -6.63% |
Max Drawdown (3Y)Largest decline over 3 years | -18.33% | -5.31% | -13.02% |
Max Drawdown (5Y)Largest decline over 5 years | -26.23% | -16.09% | -10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -34.75% | -16.09% | -18.66% |
Current DrawdownCurrent decline from peak | -1.97% | -5.88% | +3.91% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -3.71% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.16% | 0.68% | +1.48% |
Volatility
IUSE.L vs. LYQ7.DE - Volatility Comparison
iShares S&P 500 EUR Hedged UCITS ETF Acc (IUSE.L) has a higher volatility of 3.05% compared to Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.DE) at 0.73%. This indicates that IUSE.L's price experiences larger fluctuations and is considered to be riskier than LYQ7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSE.L | LYQ7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 0.73% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 2.82% | +6.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.08% | 3.73% | +8.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 6.68% | +9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 5.81% | +10.48% |
IUSE.L vs. LYQ7.DE - Expense Ratio Comparison
IUSE.L has a 0.20% expense ratio, which is higher than LYQ7.DE's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSE.L vs. LYQ7.DE - Dividend Comparison
Neither IUSE.L nor LYQ7.DE has paid dividends to shareholders.
Frequently Asked Questions
IUSE.L and LYQ7.DE have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LYQ7.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYQ7.DE is cheaper with a 0.09% expense ratio, compared with 0.20% for IUSE.L.
IUSE.L is categorized as S&P 500, while LYQ7.DE is Inflation-Protected Bonds. IUSE.L tracks S&P 500 EUR Hedged Index, while LYQ7.DE tracks Bloomberg Euro Government Inflation-Linked Bond Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for IUSE.L and 0.09% for LYQ7.DE.
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