LIRU.DE vs. EXH5.DE

Last updated Apr 2, 2026

Compare and contrast key facts about Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) and iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE).

LIRU.DE and EXH5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LIRU.DE is a passively managed fund by Amundi that tracks the performance of the STOXX® Europe 600 Insurance. It was launched on Aug 18, 2006. EXH5.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Insurance. It was launched on Jul 8, 2002. Both LIRU.DE and EXH5.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.

Performance

LIRU.DE vs. EXH5.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) and iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE). The values are adjusted to include any dividend payments, if applicable.

LIRU.DE vs. EXH5.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	-2.81%	29.68%	22.67%	12.60%	3.50%	19.60%	-9.93%	20.86%	0.44%	11.09%
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE)	-2.90%	29.72%	22.68%	12.56%	3.63%	19.44%	-10.66%	30.48%	-7.15%	11.47%

Returns By Period

The year-to-date returns for both stocks are quite close, with LIRU.DE having a -2.81% return and EXH5.DE slightly lower at -2.90%. Both investments have delivered pretty close results over the past 10 years, with LIRU.DE having a 11.65% annualized return and EXH5.DE not far behind at 11.58%.

LIRU.DE

• 1D: 1.96%
• 1M: -0.79%
• YTD: -2.81%
• 6M: 1.47%
• 1Y: 7.12%
• 3Y*: 20.03%
• 5Y*: 13.90%
• 10Y*: 11.65%

EXH5.DE

• 1D: 1.90%
• 1M: -0.87%
• YTD: -2.90%
• 6M: 1.34%
• 1Y: 7.12%
• 3Y*: 19.99%
• 5Y*: 13.88%
• 10Y*: 11.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

LIRU.DE vs. EXH5.DE - Expense Ratio Comparison

LIRU.DE has a 0.30% expense ratio, which is lower than EXH5.DE's 0.46% expense ratio.

EXH5.DE

iShares STOXX Europe 600 Insurance UCITS ETF (DE)

LIRU.DE

Lyxor STOXX Europe 600 Insurance UCITS ETF Acc

Return for Risk

LIRU.DE vs. EXH5.DE — Risk / Return Rank

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

LIRU.DE

LIRU.DE Risk / Return Rank: 23
LIRU.DE Sharpe Ratio Rank: 22
LIRU.DE Sortino Ratio Rank: 21
LIRU.DE Omega Ratio Rank: 22
LIRU.DE Calmar Ratio Rank: 26
LIRU.DE Martin Ratio Rank: 25

EXH5.DE

EXH5.DE Risk / Return Rank: 23
EXH5.DE Sharpe Ratio Rank: 22
EXH5.DE Sortino Ratio Rank: 21
EXH5.DE Omega Ratio Rank: 22
EXH5.DE Calmar Ratio Rank: 26
EXH5.DE Martin Ratio Rank: 25

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.

LIRU.DE vs. EXH5.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 iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.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	EXH5.DE	Difference
Sharpe ratio Return per unit of total volatility	0.39	0.39	0.00
Sortino ratio Return per unit of downside risk	0.63	0.63	0.00
Omega ratio Gain probability vs. loss probability	1.09	1.09	0.00
Calmar ratio Return relative to maximum drawdown	0.67	0.66	+0.01
Martin ratio Return relative to average drawdown	1.98	1.97	+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.

LIRU.DE vs. EXH5.DE - Sharpe Ratio Comparison

The current LIRU.DE Sharpe Ratio is 0.39, which is comparable to the EXH5.DE Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of LIRU.DE and EXH5.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LIRU.DE	EXH5.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.39	0.39	0.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.83	0.83	0.00
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.59	0.58	+0.01
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.31	-0.03

Correlation

The correlation between LIRU.DE and EXH5.DE is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

LIRU.DE vs. EXH5.DE - Dividend Comparison

LIRU.DE has not paid dividends to shareholders, while EXH5.DE's dividend yield for the trailing twelve months is around 3.46%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%	0.00%	0.00%
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE)	3.46%	3.39%	3.59%	3.79%	4.51%	3.56%	2.52%	3.84%	4.03%	4.87%	4.34%	3.67%

Drawdowns

LIRU.DE vs. EXH5.DE - Drawdown Comparison

The maximum LIRU.DE drawdown since its inception was -72.58%, roughly equal to the maximum EXH5.DE drawdown of -73.44%. Use the drawdown chart below to compare losses from any high point for LIRU.DE and EXH5.DE.

Drawdown Indicators

	LIRU.DE	EXH5.DE	Difference
Max Drawdown Largest peak-to-trough decline	-72.58%	-73.44%	+0.86%
Max Drawdown (1Y) Largest decline over 1 year	-12.07%	-12.00%	-0.07%
Max Drawdown (5Y) Largest decline over 5 years	-18.42%	-18.63%	+0.21%
Max Drawdown (10Y) Largest decline over 10 years	-46.87%	-46.55%	-0.32%
Current Drawdown Current decline from peak	-2.84%	-2.90%	+0.06%
Average Drawdown Average peak-to-trough decline	-15.67%	-15.56%	-0.11%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.65%	3.66%	-0.01%

Volatility

LIRU.DE vs. EXH5.DE - Volatility Comparison

Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) and iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) have volatilities of 5.32% and 5.30%, 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.

Volatility by Period

	LIRU.DE	EXH5.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.32%	5.30%	+0.02%
Volatility (6M) Calculated over the trailing 6-month period	10.74%	10.74%	0.00%
Volatility (1Y) Calculated over the trailing 1-year period	18.07%	18.04%	+0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.48%	16.49%	-0.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.03%	19.98%	+0.05%