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LIRU.DE vs. HMEU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LIRU.DE vs. HMEU.L - 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 HSBC MSCI Europe UCITS ETF (HMEU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

LIRU.DE is traded in EUR, while HMEU.L is traded in GBp. To make them comparable, the HMEU.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, LIRU.DE achieves a -2.62% return, which is significantly lower than HMEU.L's 7.68% return. Over the past 10 years, LIRU.DE has outperformed HMEU.L with an annualized return of 11.13%, while HMEU.L has yielded a comparatively lower 9.45% annualized return.


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%

HMEU.L

1D
0.52%
1M
3.26%
YTD
7.68%
6M
9.79%
1Y
16.04%
3Y*
14.56%
5Y*
10.57%
10Y*
9.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LIRU.DE vs. HMEU.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
HMEU.L
HSBC MSCI Europe UCITS ETF
7.68%19.31%11.36%15.68%-8.33%24.69%-3.29%27.34%-10.56%10.52%

Correlation

The correlation between LIRU.DE and HMEU.L is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.55

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.67

Correlation (10Y)
Calculated over the trailing 10-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Jun 3, 2010

0.69

The correlation between LIRU.DE and HMEU.L shifts across timeframes, from 0.55 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

LIRU.DE vs. HMEU.L — 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: 1212
Overall Rank
LIRU.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
LIRU.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
LIRU.DE Omega Ratio Rank: 1111
Omega Ratio Rank
LIRU.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
LIRU.DE Martin Ratio Rank: 1313
Martin Ratio Rank

HMEU.L
HMEU.L Risk / Return Rank: 4444
Overall Rank
HMEU.L Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
HMEU.L Sortino Ratio Rank: 4545
Sortino Ratio Rank
HMEU.L Omega Ratio Rank: 4848
Omega Ratio Rank
HMEU.L Calmar Ratio Rank: 3838
Calmar Ratio Rank
HMEU.L Martin Ratio Rank: 4242
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.

LIRU.DE vs. HMEU.L - 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 HSBC MSCI Europe UCITS ETF (HMEU.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.


LIRU.DEHMEU.LDifference
Sharpe ratioReturn per unit of total volatility

-1.09

Sortino ratioReturn per unit of downside risk

-1.53

Omega ratioGain probability vs. loss probability

1.04

1.24

-0.20

Calmar ratioReturn relative to maximum drawdown

0.37

1.70

-1.33

Martin ratioReturn relative to average drawdown

0.77

6.24

-5.46

LIRU.DE vs. HMEU.L - Sharpe Ratio Comparison

The current LIRU.DE Sharpe Ratio is 0.18, which is lower than the HMEU.L Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of LIRU.DE and HMEU.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LIRU.DEHMEU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.18

1.27

-1.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.75

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.64

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.62

-0.34

Drawdowns

LIRU.DE vs. HMEU.L - Drawdown Comparison

The maximum LIRU.DE drawdown since its inception was -72.58%, which is greater than HMEU.L's maximum drawdown of -35.98%. Use the drawdown chart below to compare losses from any high point for LIRU.DE and HMEU.L.


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Drawdown Indicators


LIRU.DEHMEU.LDifference

Max Drawdown

Largest peak-to-trough decline

-72.58%

-35.98%

-36.60%

Max Drawdown (1Y)

Largest decline over 1 year

-7.52%

-9.41%

+1.89%

Max Drawdown (3Y)

Largest decline over 3 years

-12.41%

-15.73%

+3.32%

Max Drawdown (5Y)

Largest decline over 5 years

-18.42%

-19.24%

+0.82%

Max Drawdown (10Y)

Largest decline over 10 years

-46.87%

-35.98%

-10.89%

Current Drawdown

Current decline from peak

-5.24%

-0.63%

-4.61%

Average Drawdown

Average peak-to-trough decline

-15.54%

-5.25%

-10.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.57%

2.57%

+1.00%

Volatility

LIRU.DE vs. HMEU.L - Volatility Comparison

Lyxor STOXX Europe 600 Insurance UCITS ETF Acc (LIRU.DE) has a higher volatility of 4.69% compared to HSBC MSCI Europe UCITS ETF (HMEU.L) at 3.96%. This indicates that LIRU.DE's price experiences larger fluctuations and is considered to be riskier than HMEU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LIRU.DEHMEU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.69%

3.96%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

11.56%

10.28%

+1.28%

Volatility (1Y)

Calculated over the trailing 1-year period

15.06%

12.58%

+2.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.58%

14.25%

+2.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.97%

16.25%

+3.72%

LIRU.DE vs. HMEU.L - Expense Ratio Comparison

LIRU.DE has a 0.30% expense ratio, which is higher than HMEU.L's 0.25% expense ratio.


Dividends

LIRU.DE vs. HMEU.L - Dividend Comparison

LIRU.DE has not paid dividends to shareholders, while HMEU.L's dividend yield for the trailing twelve months is around 2.44%.


PositionTTM20252024202320222021202020192018201720162015
HMEU.L
HSBC MSCI Europe UCITS ETF
2.44%2.55%5.65%2.80%2.85%2.16%2.13%3.10%3.29%2.77%2.82%5.28%
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%

Frequently Asked Questions


LIRU.DE and HMEU.L have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HMEU.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HMEU.L is cheaper with a 0.25% expense ratio, compared with 0.30% for LIRU.DE.

LIRU.DE is categorized as Financials Equities, while HMEU.L is Europe Equities. LIRU.DE tracks STOXX® Europe 600 Insurance, while HMEU.L tracks MSCI Europe NR EUR. They also come from different issuers: Amundi and HSBC. Their fees differ too: 0.30% for LIRU.DE and 0.25% for HMEU.L.

Portfolio Optimizer

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