LMWE.DE vs. UKPH.DE
LMWE.DE (Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR)) and UKPH.DE (iShares UK Property UCITS ETF (EUR Hedged) Acc) are both REIT funds - LMWE.DE tracks the FTSE EPRA/NAREIT Developed while UKPH.DE tracks the FTSE EPRA/NAREIT United Kingdom (EUR Hedged). Both are passively managed. Over the past 3 years, LMWE.DE returned 4.39%/yr vs -1.16%/yr for UKPH.DE. A 0.58 correlation means they provide meaningful diversification when combined. LMWE.DE charges 0.45%/yr vs 0.42%/yr for UKPH.DE.
Performance
LMWE.DE vs. UKPH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LMWE.DE achieves a 7.51% return, which is significantly higher than UKPH.DE's -1.89% return.
LMWE.DE
- 1D
- -0.04%
- 1M
- -2.48%
- YTD
- 7.51%
- 6M
- 7.23%
- 1Y
- 9.11%
- 3Y*
- 4.39%
- 5Y*
- 0.78%
- 10Y*
- 2.38%
UKPH.DE
- 1D
- 1.34%
- 1M
- -0.21%
- YTD
- -1.89%
- 6M
- -0.66%
- 1Y
- -1.75%
- 3Y*
- -1.16%
- 5Y*
- —
- 10Y*
- —
LMWE.DE vs. UKPH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LMWE.DE Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) | 7.51% | -2.27% | 4.83% | 3.20% | -11.66% |
UKPH.DE iShares UK Property UCITS ETF (EUR Hedged) Acc | -1.89% | 7.71% | -14.33% | 8.55% | -23.13% |
Correlation
The correlation between LMWE.DE and UKPH.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 23, 2022 | 0.58 |
The correlation between LMWE.DE and UKPH.DE has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.
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Return for Risk
LMWE.DE vs. UKPH.DE — Risk / Return Rank
LMWE.DE
UKPH.DE
LMWE.DE vs. UKPH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) (LMWE.DE) and iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.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.
| LMWE.DE | UKPH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.97 | ||
| Sortino ratioReturn per unit of downside risk | +1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.00 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | -0.12 | +1.36 |
| Martin ratioReturn relative to average drawdown | 3.96 | -0.29 | +4.25 |
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
| LMWE.DE | UKPH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | -0.11 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | -0.31 | +0.72 |
Drawdowns
LMWE.DE vs. UKPH.DE - Drawdown Comparison
The maximum LMWE.DE drawdown since its inception was -42.37%, which is greater than UKPH.DE's maximum drawdown of -36.06%. Use the drawdown chart below to compare losses from any high point for LMWE.DE and UKPH.DE.
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Drawdown Indicators
| LMWE.DE | UKPH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.37% | -36.06% | -6.31% |
Max Drawdown (1Y)Largest decline over 1 year | -7.88% | -17.69% | +9.81% |
Max Drawdown (3Y)Largest decline over 3 years | -20.47% | -23.56% | +3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -30.69% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.37% | — | — |
Current DrawdownCurrent decline from peak | -11.34% | -26.71% | +15.37% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -24.07% | +13.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 7.45% | -5.03% |
Volatility
LMWE.DE vs. UKPH.DE - Volatility Comparison
The current volatility for Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) (LMWE.DE) is 2.75%, while iShares UK Property UCITS ETF (EUR Hedged) Acc (UKPH.DE) has a volatility of 5.86%. This indicates that LMWE.DE experiences smaller price fluctuations and is considered to be less risky than UKPH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMWE.DE | UKPH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 5.86% | -3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 15.30% | -7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.36% | 18.73% | -7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.24% | 21.48% | -6.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.94% | 21.48% | -4.54% |
LMWE.DE vs. UKPH.DE - Expense Ratio Comparison
LMWE.DE has a 0.45% expense ratio, which is higher than UKPH.DE's 0.42% expense ratio.
Dividends
LMWE.DE vs. UKPH.DE - Dividend Comparison
LMWE.DE's dividend yield for the trailing twelve months is around 2.42%, while UKPH.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMWE.DE Lyxor FTSE EPRA/NAREIT Global Developed UCITS ETF Dist (EUR) | 2.42% | 2.61% | 3.75% | 0.00% | 4.18% | 2.22% | 3.76% | 3.37% | 3.76% | 3.44% | 3.65% | 4.01% |
UKPH.DE iShares UK Property UCITS ETF (EUR Hedged) 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
LMWE.DE and UKPH.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UKPH.DE is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UKPH.DE is cheaper with a 0.42% expense ratio, compared with 0.45% for LMWE.DE.
LMWE.DE tracks FTSE EPRA/NAREIT Developed, while UKPH.DE tracks FTSE EPRA/NAREIT United Kingdom (EUR Hedged). They also come from different issuers: Amundi and iShares. Their fees differ too: 0.45% for LMWE.DE and 0.42% for UKPH.DE.
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