LMVF.DE vs. XESD.DE
LMVF.DE (Amundi MSCI EMU UCITS ETF Dist) and XESD.DE (Xtrackers Spanish Equity UCITS ETF) are both Europe Equities funds - LMVF.DE tracks the MSCI EMU while XESD.DE tracks the Solactive Spain 40. Both are passively managed. Over the past 5 years, LMVF.DE returned 10.57%/yr vs 18.89%/yr for XESD.DE. Their correlation of 0.83 suggests significant overlap in exposure. LMVF.DE charges 0.12%/yr vs 0.30%/yr for XESD.DE.
Performance
LMVF.DE vs. XESD.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LMVF.DE achieves a 8.83% return, which is significantly higher than XESD.DE's 7.26% 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*
- —
XESD.DE
- 1D
- 0.58%
- 1M
- 1.30%
- YTD
- 7.26%
- 6M
- 11.75%
- 1Y
- 34.69%
- 3Y*
- 29.40%
- 5Y*
- 18.89%
- 10Y*
- —
LMVF.DE vs. XESD.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% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 7.26% | 58.73% | 14.57% | 26.73% | -1.59% | 10.90% | -10.12% | 15.71% | -12.40% | -1.83% |
Correlation
The correlation between LMVF.DE and XESD.DE is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2017 | 0.83 |
The correlation between LMVF.DE and XESD.DE has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LMVF.DE vs. XESD.DE — Risk / Return Rank
LMVF.DE
XESD.DE
LMVF.DE vs. XESD.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 Xtrackers Spanish Equity UCITS ETF (XESD.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 | XESD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.46 | -1.71 |
| Martin ratioReturn relative to average drawdown | 6.46 | 12.05 | -5.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| LMVF.DE | XESD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 2.10 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 1.12 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Drawdowns
LMVF.DE vs. XESD.DE - Drawdown Comparison
The maximum LMVF.DE drawdown since its inception was -38.51%, roughly equal to the maximum XESD.DE drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for LMVF.DE and XESD.DE.
Loading charts...
Drawdown Indicators
| LMVF.DE | XESD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.51% | -38.77% | +0.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.30% | -10.27% | -0.03% |
Max Drawdown (3Y)Largest decline over 3 years | -15.28% | -12.49% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -18.59% | -5.94% |
Current DrawdownCurrent decline from peak | -0.44% | -0.56% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -7.38% | +1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.96% | -0.16% |
Volatility
LMVF.DE vs. XESD.DE - Volatility Comparison
Amundi MSCI EMU UCITS ETF Dist (LMVF.DE) and Xtrackers Spanish Equity UCITS ETF (XESD.DE) have volatilities of 4.52% and 4.46%, 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.
Loading charts...
Volatility by Period
| LMVF.DE | XESD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.52% | 4.46% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | 14.06% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 16.93% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 16.73% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.64% | 18.81% | -1.17% |
LMVF.DE vs. XESD.DE - Expense Ratio Comparison
LMVF.DE has a 0.12% expense ratio, which is lower than XESD.DE's 0.30% expense ratio.
Dividends
LMVF.DE vs. XESD.DE - Dividend Comparison
LMVF.DE's dividend yield for the trailing twelve months is around 2.99%, more than XESD.DE's 2.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 2.50% | 2.43% | 3.14% | 2.57% | 3.98% | 1.51% | 4.30% | 3.35% | 4.48% | 0.00% |
Frequently Asked Questions
LMVF.DE and XESD.DE have a correlation of 0.85, 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 XESD.DE.
LMVF.DE tracks MSCI EMU, while XESD.DE tracks Solactive Spain 40. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.12% for LMVF.DE and 0.30% for XESD.DE.
Find the right allocation for LMVF.DE and XESD.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer