LHTC.DE vs. EXX1.DE
Compare and contrast key facts about Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) and iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE).
LHTC.DE and EXX1.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LHTC.DE is a passively managed fund by Amundi that tracks the performance of the STOXX® Europe 600 Health Care. It was launched on Aug 18, 2006. EXX1.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® Banks 30-15. It was launched on Apr 25, 2001. Both LHTC.DE and EXX1.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LHTC.DE or EXX1.DE.
Key characteristics
| LHTC.DE | EXX1.DE | |
|---|---|---|
| YTD Return | 8.90% | 27.40% |
| 1Y Return | 12.38% | 36.82% |
| 3Y Return (Ann) | 3.80% | 17.25% |
| 5Y Return (Ann) | 7.34% | 12.59% |
| 10Y Return (Ann) | 7.54% | 4.39% |
| Sharpe Ratio | 1.11 | 1.93 |
| Sortino Ratio | 1.59 | 2.47 |
| Omega Ratio | 1.20 | 1.35 |
| Calmar Ratio | 1.10 | 0.58 |
| Martin Ratio | 4.08 | 9.83 |
| Ulcer Index | 3.16% | 3.45% |
| Daily Std Dev | 11.68% | 17.50% |
| Max Drawdown | -40.53% | -84.32% |
| Current Drawdown | -11.25% | -44.63% |
Correlation
The correlation between LHTC.DE and EXX1.DE is 0.43, 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.
Performance
LHTC.DE vs. EXX1.DE - Performance Comparison
In the year-to-date period, LHTC.DE achieves a 8.90% return, which is significantly lower than EXX1.DE's 27.40% return. Over the past 10 years, LHTC.DE has outperformed EXX1.DE with an annualized return of 7.54%, while EXX1.DE has yielded a comparatively lower 4.39% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LHTC.DE vs. EXX1.DE - Expense Ratio Comparison
LHTC.DE has a 0.30% expense ratio, which is lower than EXX1.DE's 0.52% expense ratio.
Risk-Adjusted Performance
LHTC.DE vs. EXX1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) and iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.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.
Dividends
LHTC.DE vs. EXX1.DE - Dividend Comparison
LHTC.DE has not paid dividends to shareholders, while EXX1.DE's dividend yield for the trailing twelve months is around 5.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LHTC.DE Lyxor STOXX Europe 600 Healthcare 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% |
EXX1.DE iShares EURO STOXX Banks 30-15 UCITS ETF (DE) | 5.27% | 4.44% | 7.03% | 0.75% | 1.20% | 4.32% | 4.44% | 7.30% | 3.48% | 2.67% | 2.64% | 3.20% |
Drawdowns
LHTC.DE vs. EXX1.DE - Drawdown Comparison
The maximum LHTC.DE drawdown since its inception was -40.53%, smaller than the maximum EXX1.DE drawdown of -84.32%. Use the drawdown chart below to compare losses from any high point for LHTC.DE and EXX1.DE. For additional features, visit the drawdowns tool.
Volatility
LHTC.DE vs. EXX1.DE - Volatility Comparison
The current volatility for Lyxor STOXX Europe 600 Healthcare UCITS ETF Acc (LHTC.DE) is 3.20%, while iShares EURO STOXX Banks 30-15 UCITS ETF (DE) (EXX1.DE) has a volatility of 6.27%. This indicates that LHTC.DE experiences smaller price fluctuations and is considered to be less risky than EXX1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.