LBRE.DE vs. EXH4.DE
LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) and EXH4.DE (iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE)) are both Industrials Equities funds - LBRE.DE tracks the STOXX® Europe 600 Basic Resources while EXH4.DE tracks the STOXX® Europe 600 Industrial Goods & Services. Both are passively managed. Over the past 10 years, LBRE.DE returned 16.21%/yr vs 12.08%/yr for EXH4.DE. A 0.55 correlation means they provide meaningful diversification when combined. LBRE.DE charges 0.30%/yr vs 0.46%/yr for EXH4.DE.
Performance
LBRE.DE vs. EXH4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LBRE.DE achieves a 32.03% return, which is significantly higher than EXH4.DE's 8.61% return. Over the past 10 years, LBRE.DE has outperformed EXH4.DE with an annualized return of 16.21%, while EXH4.DE has yielded a comparatively lower 12.08% annualized return.
LBRE.DE
- 1D
- -0.97%
- 1M
- 10.22%
- YTD
- 32.03%
- 6M
- 41.45%
- 1Y
- 81.06%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
EXH4.DE
- 1D
- 0.57%
- 1M
- 1.72%
- YTD
- 8.61%
- 6M
- 10.71%
- 1Y
- 14.50%
- 3Y*
- 17.96%
- 5Y*
- 11.25%
- 10Y*
- 12.08%
LBRE.DE vs. EXH4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 9.41% | 26.55% | 13.06% | 22.34% | -12.39% | 22.13% |
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 8.61% | 23.72% | 14.66% | 23.26% | -18.58% | 27.14% | 5.60% | 36.93% | -13.73% | 16.86% |
Correlation
The correlation between LBRE.DE and EXH4.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2007 | 0.55 |
The correlation between LBRE.DE and EXH4.DE has been stable across timeframes, ranging from 0.54 to 0.56 - a consistent structural relationship.
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Return for Risk
LBRE.DE vs. EXH4.DE — Risk / Return Rank
LBRE.DE
EXH4.DE
LBRE.DE vs. EXH4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) and iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.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.
| LBRE.DE | EXH4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.41 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.50 | 1.15 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 1.09 | +3.62 |
| Martin ratioReturn relative to average drawdown | 18.65 | 3.91 | +14.74 |
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
| LBRE.DE | EXH4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.15 | 0.73 | +2.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.57 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.60 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.47 | -0.30 |
Drawdowns
LBRE.DE vs. EXH4.DE - Drawdown Comparison
The maximum LBRE.DE drawdown since its inception was -74.21%, which is greater than EXH4.DE's maximum drawdown of -60.02%. Use the drawdown chart below to compare losses from any high point for LBRE.DE and EXH4.DE.
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Drawdown Indicators
| LBRE.DE | EXH4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.21% | -60.02% | -14.19% |
Max Drawdown (1Y)Largest decline over 1 year | -17.12% | -13.28% | -3.84% |
Max Drawdown (3Y)Largest decline over 3 years | -33.23% | -19.33% | -13.90% |
Max Drawdown (5Y)Largest decline over 5 years | -37.22% | -31.07% | -6.15% |
Max Drawdown (10Y)Largest decline over 10 years | -45.32% | -41.94% | -3.38% |
Current DrawdownCurrent decline from peak | -2.86% | -1.40% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -31.35% | -9.81% | -21.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.26% | 3.69% | +0.57% |
Volatility
LBRE.DE vs. EXH4.DE - Volatility Comparison
Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a higher volatility of 9.86% compared to iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) (EXH4.DE) at 6.36%. This indicates that LBRE.DE's price experiences larger fluctuations and is considered to be riskier than EXH4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBRE.DE | EXH4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.86% | 6.36% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.55% | 16.56% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.64% | 19.71% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.23% | 19.66% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.67% | 19.93% | +8.74% |
LBRE.DE vs. EXH4.DE - Expense Ratio Comparison
LBRE.DE has a 0.30% expense ratio, which is lower than EXH4.DE's 0.46% expense ratio.
Dividends
LBRE.DE vs. EXH4.DE - Dividend Comparison
LBRE.DE has not paid dividends to shareholders, while EXH4.DE's dividend yield for the trailing twelve months is around 1.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH4.DE iShares STOXX Europe 600 Industrial Goods & Services UCITS ETF (DE) | 1.18% | 1.31% | 1.51% | 1.72% | 1.68% | 1.08% | 0.85% | 1.69% | 1.67% | 2.38% | 2.10% | 2.79% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LBRE.DE and EXH4.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LBRE.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LBRE.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXH4.DE.
LBRE.DE tracks STOXX® Europe 600 Basic Resources, while EXH4.DE tracks STOXX® Europe 600 Industrial Goods & Services. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for LBRE.DE and 0.46% for EXH4.DE.
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