LIRU.DE vs. EGV1.DE
LIRU.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Acc) and EGV1.DE (Lyxor STOXX Europe 600 Insurance UCITS ETF Dist) are both Financials Equities funds from Amundi tracking the STOXX® Europe 600 Insurance. Both are passively managed. Over the past 10 years, LIRU.DE returned 11.13%/yr vs 11.16%/yr for EGV1.DE. Their correlation of 0.90 suggests significant overlap in exposure. Both charge a 0.30% expense ratio.
Performance
LIRU.DE vs. EGV1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LIRU.DE achieves a -2.62% return, which is significantly higher than EGV1.DE's -2.79% return. Both investments have delivered pretty close results over the past 10 years, with LIRU.DE having a 11.13% annualized return and EGV1.DE not far ahead at 11.16%.
LIRU.DE
- 1D
- 0.30%
- 1M
- -1.24%
- YTD
- -2.62%
- 6M
- 2.31%
- 1Y
- 2.77%
- 3Y*
- 18.15%
- 5Y*
- 13.94%
- 10Y*
- 11.13%
EGV1.DE
- 1D
- 0.03%
- 1M
- -1.73%
- YTD
- -2.79%
- 6M
- 2.21%
- 1Y
- 2.67%
- 3Y*
- 18.08%
- 5Y*
- 13.93%
- 10Y*
- 11.16%
LIRU.DE vs. EGV1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LIRU.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Acc | -2.62% | 29.68% | 22.67% | 12.60% | 3.50% | 19.60% | -9.93% | 20.86% | 0.44% | 11.09% |
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | -2.79% | 29.26% | 22.98% | 12.79% | 3.54% | 19.62% | -10.07% | 30.21% | -6.75% | 11.48% |
Correlation
The correlation between LIRU.DE and EGV1.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2008 | 0.90 |
The correlation between LIRU.DE and EGV1.DE has been stable across timeframes, ranging from 0.90 to 0.98 - a consistent structural relationship.
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Return for Risk
LIRU.DE vs. EGV1.DE — Risk / Return Rank
LIRU.DE
EGV1.DE
LIRU.DE vs. EGV1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) and Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.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.
| LIRU.DE | EGV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 0.35 | +0.01 |
| Martin ratioReturn relative to average drawdown | 0.77 | 0.75 | +0.02 |
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
| LIRU.DE | EGV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.18 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.82 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.42 | -0.14 |
Drawdowns
LIRU.DE vs. EGV1.DE - Drawdown Comparison
The maximum LIRU.DE drawdown since its inception was -72.58%, which is greater than EGV1.DE's maximum drawdown of -58.31%. Use the drawdown chart below to compare losses from any high point for LIRU.DE and EGV1.DE.
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Drawdown Indicators
| LIRU.DE | EGV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.58% | -58.31% | -14.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.52% | -7.50% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -12.41% | -12.53% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -18.42% | -18.39% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -46.87% | -47.02% | +0.15% |
Current DrawdownCurrent decline from peak | -5.24% | -5.26% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -7.81% | -7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.55% | +0.02% |
Volatility
LIRU.DE vs. EGV1.DE - Volatility Comparison
Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) and Lyxor STOXX Europe 600 Insurance UCITS ETF Dist (EGV1.DE) have volatilities of 4.69% and 4.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIRU.DE | EGV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.65% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.56% | 11.24% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 14.73% | +0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 16.88% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.97% | 20.07% | -0.10% |
LIRU.DE vs. EGV1.DE - Expense Ratio Comparison
Both LIRU.DE and EGV1.DE have an expense ratio of 0.30%.
Dividends
LIRU.DE vs. EGV1.DE - Dividend Comparison
LIRU.DE has not paid dividends to shareholders, while EGV1.DE's dividend yield for the trailing twelve months is around 4.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EGV1.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Dist | 4.23% | 4.11% | 4.77% | 3.93% | 5.03% | 4.53% | 4.35% | 3.71% | 4.26% | 0.59% |
LIRU.DE Lyxor STOXX Europe 600 Insurance UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.98, LIRU.DE and EGV1.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LIRU.DE and EGV1.DE have the same expense ratio: 0.30% per year.
Both ETFs track STOXX® Europe 600 Insurance.
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