LMVF.DE vs. ELFC.DE
LMVF.DE (Amundi MSCI EMU UCITS ETF Dist) and ELFC.DE (Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF) are both Europe Equities funds - LMVF.DE tracks the MSCI EMU while ELFC.DE tracks the EURO iSTOXX® ex Financials High Dividend 50. Both are passively managed. Over the past 5 years, LMVF.DE returned 10.57%/yr vs 10.14%/yr for ELFC.DE. Their correlation of 0.82 suggests significant overlap in exposure. LMVF.DE charges 0.12%/yr vs 0.30%/yr for ELFC.DE.
Performance
LMVF.DE vs. ELFC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LMVF.DE achieves a 8.83% return, which is significantly lower than ELFC.DE's 12.62% return.
LMVF.DE
- 1D
- 0.56%
- 1M
- 1.99%
- YTD
- 8.83%
- 6M
- 10.68%
- 1Y
- 17.84%
- 3Y*
- 16.03%
- 5Y*
- 10.57%
- 10Y*
- —
ELFC.DE
- 1D
- -0.33%
- 1M
- -0.31%
- YTD
- 12.62%
- 6M
- 11.95%
- 1Y
- 20.69%
- 3Y*
- 12.09%
- 5Y*
- 10.14%
- 10Y*
- 8.86%
LMVF.DE vs. ELFC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMVF.DE Amundi MSCI EMU UCITS ETF Dist | 8.83% | 24.80% | 9.34% | 18.84% | -11.91% | 22.15% | -0.72% | 27.42% | -13.08% | -1.52% |
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 12.62% | 17.73% | -0.16% | 15.69% | 1.54% | 21.96% | -7.15% | 19.94% | -4.03% | -2.62% |
Correlation
The correlation between LMVF.DE and ELFC.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2017 | 0.82 |
Over the past year, the correlation between LMVF.DE and ELFC.DE has dropped to 0.54 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.
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Return for Risk
LMVF.DE vs. ELFC.DE — Risk / Return Rank
LMVF.DE
ELFC.DE
LMVF.DE vs. ELFC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI EMU UCITS ETF Dist (LMVF.DE) and Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.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.
| LMVF.DE | ELFC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.00 | -1.25 |
| Martin ratioReturn relative to average drawdown | 6.46 | 8.42 | -1.96 |
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
| LMVF.DE | ELFC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.81 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.73 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Drawdowns
LMVF.DE vs. ELFC.DE - Drawdown Comparison
The maximum LMVF.DE drawdown since its inception was -38.51%, roughly equal to the maximum ELFC.DE drawdown of -37.68%. Use the drawdown chart below to compare losses from any high point for LMVF.DE and ELFC.DE.
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Drawdown Indicators
| LMVF.DE | ELFC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.51% | -37.68% | -0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -6.71% | -3.59% |
Max Drawdown (3Y)Largest decline over 3 years | -15.28% | -15.02% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -16.85% | -7.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.68% | — |
Current DrawdownCurrent decline from peak | -0.44% | -1.60% | +1.16% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -4.70% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.39% | +0.41% |
Volatility
LMVF.DE vs. ELFC.DE - Volatility Comparison
Amundi MSCI EMU UCITS ETF Dist (LMVF.DE) has a higher volatility of 4.52% compared to Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF (ELFC.DE) at 2.62%. This indicates that LMVF.DE's price experiences larger fluctuations and is considered to be riskier than ELFC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMVF.DE | ELFC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 2.62% | +1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 8.07% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 11.12% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 13.76% | +2.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 16.40% | +1.24% |
LMVF.DE vs. ELFC.DE - Expense Ratio Comparison
LMVF.DE has a 0.12% expense ratio, which is lower than ELFC.DE's 0.30% expense ratio.
Dividends
LMVF.DE vs. ELFC.DE - Dividend Comparison
LMVF.DE's dividend yield for the trailing twelve months is around 2.99%, less than ELFC.DE's 4.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ELFC.DE Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 4.08% | 4.45% | 4.66% | 4.66% | 4.91% | 3.85% | 2.83% | 3.64% | 4.20% | 3.53% | 3.57% |
LMVF.DE Amundi MSCI EMU UCITS ETF Dist | 2.99% | 3.25% | 2.84% | 2.59% | 3.36% | 2.11% | 1.99% | 3.12% | 3.68% | 0.35% | 0.00% |
Frequently Asked Questions
LMVF.DE and ELFC.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LMVF.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LMVF.DE is cheaper with a 0.12% expense ratio, compared with 0.30% for ELFC.DE.
LMVF.DE tracks MSCI EMU, while ELFC.DE tracks EURO iSTOXX® ex Financials High Dividend 50. They also come from different issuers: Amundi and Deka. Their fees differ too: 0.12% for LMVF.DE and 0.30% for ELFC.DE.
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