LDAX.DE vs. LYBK.DE
LDAX.DE (Amundi Dax III UCITS ETF Dist) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both exchange-traded funds - LDAX.DE is a Europe Equities fund tracking the DAX®, while LYBK.DE is a Financials Equities fund tracking the EURO STOXX® Banks. Both are passively managed. Over the past 5 years, LDAX.DE returned 9.29%/yr vs 34.24%/yr for LYBK.DE. A 0.67 correlation means they provide meaningful diversification when combined. LDAX.DE charges 0.15%/yr vs 0.30%/yr for LYBK.DE.
Performance
LDAX.DE vs. LYBK.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LDAX.DE achieves a 1.18% return, which is significantly lower than LYBK.DE's 15.17% return.
LDAX.DE
- 1D
- 0.00%
- 1M
- -0.09%
- 6M
- -1.89%
- YTD
- 1.18%
- 1Y
- 1.71%
- 3Y*
- 15.01%
- 5Y*
- 9.29%
- 10Y*
- —
LYBK.DE
- 1D
- -1.60%
- 1M
- 0.13%
- 6M
- 11.63%
- YTD
- 15.17%
- 1Y
- 51.12%
- 3Y*
- 46.19%
- 5Y*
- 34.24%
- 10Y*
- 17.66%
LDAX.DE vs. LYBK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.18% | 22.70% | 18.08% | 19.61% | -12.89% | 15.29% | 8.40% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 15.17% | 91.46% | 30.53% | 30.34% | 0.78% | 39.97% | 13.28% |
Correlation
The correlation between LDAX.DE and LYBK.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jul 15, 2020 | 0.67 |
The correlation between LDAX.DE and LYBK.DE has been stable across timeframes, ranging from 0.67 to 0.70 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LDAX.DE vs. LYBK.DE — Risk / Return Rank
LDAX.DE
LYBK.DE
LDAX.DE vs. LYBK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Dax III UCITS ETF Dist (LDAX.DE) and Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.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.
| LDAX.DE | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.02 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.35 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 2.97 | -2.83 |
| Martin ratioReturn relative to average drawdown | 0.44 | 9.39 | -8.95 |
Loading charts...
Drawdowns
LDAX.DE vs. LYBK.DE - Drawdown Comparison
The maximum LDAX.DE drawdown since its inception was -26.68%, smaller than the maximum LYBK.DE drawdown of -63.98%. Use the drawdown chart below to compare losses from any high point for LDAX.DE and LYBK.DE.
Loading charts...
Drawdown Indicators
| LDAX.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.68% | -63.98% | +37.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -17.12% | +4.76% |
Max Drawdown (3Y)Largest decline over 3 years | -15.92% | -19.90% | +3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | -34.32% | +7.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.22% | — |
Current DrawdownCurrent decline from peak | -3.53% | -2.69% | -0.84% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -20.08% | +15.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 5.43% | -1.50% |
Volatility
LDAX.DE vs. LYBK.DE - Volatility Comparison
The current volatility for Amundi Dax III UCITS ETF Dist (LDAX.DE) is 4.62%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 5.66%. This indicates that LDAX.DE experiences smaller price fluctuations and is considered to be less risky than LYBK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LDAX.DE | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 5.66% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 20.11% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 23.93% | -7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 25.40% | -8.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 27.55% | -10.19% |
LDAX.DE vs. LYBK.DE - Expense Ratio Comparison
LDAX.DE has a 0.15% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
LDAX.DE vs. LYBK.DE - Dividend Comparison
LDAX.DE's dividend yield for the trailing twelve months is around 1.93%, while LYBK.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.93% | 1.95% | 2.31% | 2.73% | 3.32% | 2.73% | 0.39% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LDAX.DE and LYBK.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LDAX.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LDAX.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for LYBK.DE.
LDAX.DE is categorized as Europe Equities, while LYBK.DE is Financials Equities. LDAX.DE tracks DAX®, while LYBK.DE tracks EURO STOXX® Banks. Their fees differ too: 0.15% for LDAX.DE and 0.30% for LYBK.DE.
Find the right allocation for LDAX.DE and LYBK.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer