LCVB.DE vs. AUM5.DE
LCVB.DE (Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist) and AUM5.DE (Amundi S&P 500 UCITS ETF EUR) are both exchange-traded funds - LCVB.DE is a European Corporate Bonds fund tracking the iBoxx® MSCI ESG EUR Corporates 0-1, while AUM5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, LCVB.DE returned -0.35%/yr vs 15.11%/yr for AUM5.DE. At a correlation of -0.05, they often move in opposite directions. LCVB.DE charges 0.08%/yr vs 0.15%/yr for AUM5.DE.
Performance
LCVB.DE vs. AUM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LCVB.DE achieves a 0.94% return, which is significantly lower than AUM5.DE's 11.38% return. Over the past 10 years, LCVB.DE has underperformed AUM5.DE with an annualized return of -0.35%, while AUM5.DE has yielded a comparatively higher 15.11% annualized return.
LCVB.DE
- 1D
- 0.02%
- 1M
- 0.30%
- YTD
- 0.94%
- 6M
- -0.40%
- 1Y
- 0.67%
- 3Y*
- 1.93%
- 5Y*
- -1.08%
- 10Y*
- -0.35%
AUM5.DE
- 1D
- -0.16%
- 1M
- 4.40%
- YTD
- 11.38%
- 6M
- 10.89%
- 1Y
- 25.63%
- 3Y*
- 18.95%
- 5Y*
- 14.88%
- 10Y*
- 15.11%
LCVB.DE vs. AUM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCVB.DE Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist | 0.94% | 0.95% | 2.69% | 2.15% | -10.56% | -1.94% | 1.32% | 1.70% | -0.05% | 0.35% |
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 11.38% | 4.80% | 32.39% | 22.64% | -14.14% | 40.96% | 7.10% | 34.94% | -1.01% | 6.82% |
Correlation
The correlation between LCVB.DE and AUM5.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | -0.05 |
The correlation between LCVB.DE and AUM5.DE shifts across timeframes, from -0.05 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LCVB.DE vs. AUM5.DE — Risk / Return Rank
LCVB.DE
AUM5.DE
LCVB.DE vs. AUM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist (LCVB.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.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.
| LCVB.DE | AUM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.76 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.41 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | 3.57 | -3.10 |
| Martin ratioReturn relative to average drawdown | 1.00 | 12.74 | -11.74 |
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
| LCVB.DE | AUM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 2.20 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.39 | 0.97 | -1.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.14 | 0.93 | -1.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.96 | -0.39 |
Drawdowns
LCVB.DE vs. AUM5.DE - Drawdown Comparison
The maximum LCVB.DE drawdown since its inception was -14.50%, smaller than the maximum AUM5.DE drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for LCVB.DE and AUM5.DE.
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Drawdown Indicators
| LCVB.DE | AUM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.50% | -33.66% | +19.16% |
Max Drawdown (1Y)Largest decline over 1 year | -1.44% | -7.15% | +5.71% |
Max Drawdown (3Y)Largest decline over 3 years | -1.44% | -23.30% | +21.86% |
Max Drawdown (5Y)Largest decline over 5 years | -13.73% | -23.30% | +9.57% |
Max Drawdown (10Y)Largest decline over 10 years | -14.50% | -33.66% | +19.16% |
Current DrawdownCurrent decline from peak | -6.79% | -0.46% | -6.33% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -4.00% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 2.01% | -1.33% |
Volatility
LCVB.DE vs. AUM5.DE - Volatility Comparison
The current volatility for Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist (LCVB.DE) is 0.10%, while Amundi S&P 500 UCITS ETF EUR (AUM5.DE) has a volatility of 2.63%. This indicates that LCVB.DE experiences smaller price fluctuations and is considered to be less risky than AUM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCVB.DE | AUM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 2.63% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 1.51% | 7.61% | -6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.55% | 11.64% | -10.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.75% | 15.19% | -12.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.54% | 16.07% | -13.53% |
LCVB.DE vs. AUM5.DE - Expense Ratio Comparison
LCVB.DE has a 0.08% expense ratio, which is lower than AUM5.DE's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LCVB.DE vs. AUM5.DE - Dividend Comparison
Neither LCVB.DE nor AUM5.DE has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LCVB.DE Amundi Euro Corporate 0-1Y ESG UCITS ETF Dist | 0.00% | 0.00% | 0.00% | 0.00% | 0.51% | 0.82% | 1.26% | 1.51% | 1.80% | 2.86% | 0.31% | 0.49% |
Frequently Asked Questions
LCVB.DE and AUM5.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCVB.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCVB.DE is cheaper with a 0.08% expense ratio, compared with 0.15% for AUM5.DE.
LCVB.DE is categorized as European Corporate Bonds, while AUM5.DE is S&P 500. LCVB.DE tracks iBoxx® MSCI ESG EUR Corporates 0-1, while AUM5.DE tracks S&P 500 Index. Their fees differ too: 0.08% for LCVB.DE and 0.15% for AUM5.DE.
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