LUTI.DE vs. LBRE.DE
LUTI.DE (Lyxor STOXX Europe 600 Utilities UCITS ETF Acc) and LBRE.DE (Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc) are both exchange-traded funds - LUTI.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while LBRE.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 10 years, LUTI.DE returned 10.69%/yr vs 16.21%/yr for LBRE.DE. At a 0.32 correlation, their price movements are largely independent. Both charge a 0.30% expense ratio.
Performance
LUTI.DE vs. LBRE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LUTI.DE achieves a 12.41% return, which is significantly lower than LBRE.DE's 32.03% return. Over the past 10 years, LUTI.DE has underperformed LBRE.DE with an annualized return of 10.69%, while LBRE.DE has yielded a comparatively higher 16.21% annualized return.
LUTI.DE
- 1D
- -0.18%
- 1M
- -3.00%
- YTD
- 12.41%
- 6M
- 13.73%
- 1Y
- 26.06%
- 3Y*
- 16.38%
- 5Y*
- 11.68%
- 10Y*
- 10.69%
LBRE.DE
- 1D
- -0.97%
- 1M
- 10.22%
- YTD
- 32.03%
- 6M
- 41.45%
- 1Y
- 81.06%
- 3Y*
- 19.81%
- 5Y*
- 11.64%
- 10Y*
- 16.21%
LUTI.DE vs. LBRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUTI.DE Lyxor STOXX Europe 600 Utilities UCITS ETF Acc | 12.41% | 33.68% | 1.33% | 13.47% | -7.98% | 9.01% | 11.12% | 31.06% | 2.08% | 10.01% |
LBRE.DE Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc | 32.03% | 33.09% | -8.87% | -2.42% | 9.41% | 26.55% | 13.06% | 22.34% | -12.39% | 22.13% |
Correlation
The correlation between LUTI.DE and LBRE.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jan 16, 2007 | 0.32 |
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Return for Risk
LUTI.DE vs. LBRE.DE — Risk / Return Rank
LUTI.DE
LBRE.DE
LUTI.DE vs. LBRE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor STOXX Europe 600 Utilities UCITS ETF Acc (LUTI.DE) and Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.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.
| LUTI.DE | LBRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.50 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.58 | 4.71 | -1.13 |
| Martin ratioReturn relative to average drawdown | 9.74 | 18.65 | -8.91 |
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
| LUTI.DE | LBRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 3.15 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.44 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.62 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.17 | +0.12 |
Drawdowns
LUTI.DE vs. LBRE.DE - Drawdown Comparison
The maximum LUTI.DE drawdown since its inception was -51.94%, smaller than the maximum LBRE.DE drawdown of -74.21%. Use the drawdown chart below to compare losses from any high point for LUTI.DE and LBRE.DE.
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Drawdown Indicators
| LUTI.DE | LBRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.94% | -74.21% | +22.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.25% | -17.12% | +9.87% |
Max Drawdown (3Y)Largest decline over 3 years | -13.76% | -33.23% | +19.47% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -37.22% | +14.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.97% | -45.32% | +12.35% |
Current DrawdownCurrent decline from peak | -5.35% | -2.86% | -2.49% |
Average DrawdownAverage peak-to-trough decline | -19.17% | -31.35% | +12.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 4.26% | -1.59% |
Volatility
LUTI.DE vs. LBRE.DE - Volatility Comparison
The current volatility for Lyxor STOXX Europe 600 Utilities UCITS ETF Acc (LUTI.DE) is 5.80%, while Lyxor STOXX Europe 600 Basic Resources UCITS ETF Acc (LBRE.DE) has a volatility of 9.86%. This indicates that LUTI.DE experiences smaller price fluctuations and is considered to be less risky than LBRE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUTI.DE | LBRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 9.86% | -4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 21.55% | -8.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.71% | 25.64% | -10.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 26.23% | -10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.92% | 28.67% | -11.75% |
LUTI.DE vs. LBRE.DE - Expense Ratio Comparison
Both LUTI.DE and LBRE.DE have an expense ratio of 0.30%.
Dividends
LUTI.DE vs. LBRE.DE - Dividend Comparison
Neither LUTI.DE nor LBRE.DE has paid dividends to shareholders.
Frequently Asked Questions
LUTI.DE and LBRE.DE have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.30% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LUTI.DE and LBRE.DE have the same expense ratio: 0.30% per year.
LUTI.DE is categorized as Utilities Equities, while LBRE.DE is Industrials Equities. LUTI.DE tracks STOXX® Europe 600 Utilities, while LBRE.DE tracks STOXX® Europe 600 Basic Resources.
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