PortfoliosLab logoPortfoliosLab logo
LDEG.L vs. S7XP.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LDEG.L vs. S7XP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF (LDEG.L) and Invesco EURO STOXX Optimised Banks UCITS ETF (S7XP.L). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

LDEG.L vs. S7XP.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LDEG.L
L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF
6.14%45.02%8.90%14.41%3.49%2.89%
S7XP.L
Invesco EURO STOXX Optimised Banks UCITS ETF
-5.51%94.76%25.39%26.22%6.71%5.99%

Returns By Period

In the year-to-date period, LDEG.L achieves a 6.14% return, which is significantly higher than S7XP.L's -5.51% return.


LDEG.L

1D
1.77%
1M
-1.27%
YTD
6.14%
6M
14.03%
1Y
32.36%
3Y*
22.95%
5Y*
10Y*

S7XP.L

1D
4.25%
1M
-4.56%
YTD
-5.51%
6M
6.02%
1Y
40.13%
3Y*
40.52%
5Y*
29.01%
10Y*
14.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LDEG.L vs. S7XP.L - Expense Ratio Comparison

LDEG.L has a 0.25% expense ratio, which is lower than S7XP.L's 0.30% expense ratio.


Return for Risk

LDEG.L vs. S7XP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LDEG.L
LDEG.L Risk / Return Rank: 9494
Overall Rank
LDEG.L Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
LDEG.L Sortino Ratio Rank: 9494
Sortino Ratio Rank
LDEG.L Omega Ratio Rank: 9494
Omega Ratio Rank
LDEG.L Calmar Ratio Rank: 9595
Calmar Ratio Rank
LDEG.L Martin Ratio Rank: 9292
Martin Ratio Rank

S7XP.L
S7XP.L Risk / Return Rank: 7777
Overall Rank
S7XP.L Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
S7XP.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
S7XP.L Omega Ratio Rank: 7272
Omega Ratio Rank
S7XP.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
S7XP.L Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LDEG.L vs. S7XP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF (LDEG.L) and Invesco EURO STOXX Optimised Banks UCITS ETF (S7XP.L). 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.


LDEG.LS7XP.LDifference

Sharpe ratio

Return per unit of total volatility

2.37

1.59

+0.78

Sortino ratio

Return per unit of downside risk

2.95

2.07

+0.88

Omega ratio

Gain probability vs. loss probability

1.46

1.28

+0.18

Calmar ratio

Return relative to maximum drawdown

4.08

2.38

+1.70

Martin ratio

Return relative to average drawdown

13.87

8.46

+5.41

LDEG.L vs. S7XP.L - Sharpe Ratio Comparison

The current LDEG.L Sharpe Ratio is 2.37, which is higher than the S7XP.L Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of LDEG.L and S7XP.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


LDEG.LS7XP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

1.59

+0.78

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

1.21

0.34

+0.88

Correlation

The correlation between LDEG.L and S7XP.L is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

LDEG.L vs. S7XP.L - Dividend Comparison

LDEG.L's dividend yield for the trailing twelve months is around 3.31%, while S7XP.L has not paid dividends to shareholders.


TTM20252024202320222021
LDEG.L
L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF
3.31%3.48%4.28%4.18%3.76%3.16%
S7XP.L
Invesco EURO STOXX Optimised Banks UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LDEG.L vs. S7XP.L - Drawdown Comparison

The maximum LDEG.L drawdown since its inception was -15.97%, smaller than the maximum S7XP.L drawdown of -62.98%. Use the drawdown chart below to compare losses from any high point for LDEG.L and S7XP.L.


Loading graphics...

Drawdown Indicators


LDEG.LS7XP.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.97%

-62.98%

+47.01%

Max Drawdown (1Y)

Largest decline over 1 year

-9.66%

-17.10%

+7.44%

Max Drawdown (5Y)

Largest decline over 5 years

-35.01%

Max Drawdown (10Y)

Largest decline over 10 years

-62.98%

Current Drawdown

Current decline from peak

-3.09%

-11.08%

+7.99%

Average Drawdown

Average peak-to-trough decline

-3.01%

-19.44%

+16.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

4.81%

-2.45%

Volatility

LDEG.L vs. S7XP.L - Volatility Comparison

The current volatility for L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF (LDEG.L) is 5.28%, while Invesco EURO STOXX Optimised Banks UCITS ETF (S7XP.L) has a volatility of 9.96%. This indicates that LDEG.L experiences smaller price fluctuations and is considered to be less risky than S7XP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


LDEG.LS7XP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.28%

9.96%

-4.68%

Volatility (6M)

Calculated over the trailing 6-month period

9.07%

17.45%

-8.38%

Volatility (1Y)

Calculated over the trailing 1-year period

13.62%

25.15%

-11.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.18%

25.68%

-9.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.18%

28.01%

-11.83%