LHTC.DE vs. AUM5.DE
LHTC.DE (Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc) and AUM5.DE (Amundi S&P 500 UCITS ETF EUR) are both exchange-traded funds - LHTC.DE is a Health & Biotech Equities fund tracking the STOXX® Europe 600 Health Care, while AUM5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, LHTC.DE returned 5.88%/yr vs 15.11%/yr for AUM5.DE. A 0.55 correlation means they provide meaningful diversification when combined. LHTC.DE charges 0.30%/yr vs 0.15%/yr for AUM5.DE.
Performance
LHTC.DE vs. AUM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LHTC.DE achieves a -2.55% return, which is significantly lower than AUM5.DE's 11.38% return. Over the past 10 years, LHTC.DE has underperformed AUM5.DE with an annualized return of 5.88%, while AUM5.DE has yielded a comparatively higher 15.11% annualized return.
LHTC.DE
- 1D
- 3.03%
- 1M
- 0.27%
- YTD
- -2.55%
- 6M
- -1.03%
- 1Y
- 4.57%
- 3Y*
- 2.35%
- 5Y*
- 5.04%
- 10Y*
- 5.88%
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%
LHTC.DE vs. AUM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LHTC.DE Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc | -2.55% | 7.11% | 3.92% | 7.59% | -6.20% | 25.48% | -1.95% | 27.54% | 2.95% | 4.36% |
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 LHTC.DE and AUM5.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2010 | 0.55 |
Over the past year, the correlation between LHTC.DE and AUM5.DE has dropped to 0.26 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
LHTC.DE vs. AUM5.DE — Risk / Return Rank
LHTC.DE
AUM5.DE
LHTC.DE vs. AUM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.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.
| LHTC.DE | AUM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.89 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.41 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 3.57 | -3.17 |
| Martin ratioReturn relative to average drawdown | 0.89 | 12.74 | -11.86 |
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
| LHTC.DE | AUM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 2.20 | -1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.97 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.93 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.96 | -0.53 |
Drawdowns
LHTC.DE vs. AUM5.DE - Drawdown Comparison
The maximum LHTC.DE drawdown since its inception was -40.53%, which is greater than AUM5.DE's maximum drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for LHTC.DE and AUM5.DE.
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Drawdown Indicators
| LHTC.DE | AUM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.53% | -33.66% | -6.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -7.15% | -5.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.48% | -23.30% | -3.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -23.30% | -3.18% |
Max Drawdown (10Y)Largest decline over 10 years | -26.48% | -33.66% | +7.18% |
Current DrawdownCurrent decline from peak | -11.60% | -0.46% | -11.14% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -4.00% | -5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 2.01% | +3.66% |
Volatility
LHTC.DE vs. AUM5.DE - Volatility Comparison
Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) has a higher volatility of 5.69% compared to Amundi S&P 500 UCITS ETF EUR (AUM5.DE) at 2.63%. This indicates that LHTC.DE's price experiences larger fluctuations and is considered to be riskier 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
| LHTC.DE | AUM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.69% | 2.63% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 7.61% | +4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 11.64% | +4.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 15.19% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.57% | 16.07% | -0.50% |
LHTC.DE vs. AUM5.DE - Expense Ratio Comparison
LHTC.DE has a 0.30% expense ratio, which is higher than AUM5.DE's 0.15% expense ratio.
Dividends
LHTC.DE vs. AUM5.DE - Dividend Comparison
Neither LHTC.DE nor AUM5.DE has paid dividends to shareholders.
Frequently Asked Questions
LHTC.DE and AUM5.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AUM5.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AUM5.DE is cheaper with a 0.15% expense ratio, compared with 0.30% for LHTC.DE.
LHTC.DE is categorized as Health & Biotech Equities, while AUM5.DE is S&P 500. LHTC.DE tracks STOXX® Europe 600 Health Care, while AUM5.DE tracks S&P 500 Index. Their fees differ too: 0.30% for LHTC.DE and 0.15% for AUM5.DE.
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