LYM9.DE vs. EXH1.DE
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) are both Energy Equities funds - LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered while EXH1.DE tracks the STOXX® Europe 600 Oil & Gas. Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 11.26%/yr for EXH1.DE. A 0.52 correlation means they provide meaningful diversification when combined. LYM9.DE charges 0.60%/yr vs 0.47%/yr for EXH1.DE.
Performance
LYM9.DE vs. EXH1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LYM9.DE achieves a 37.23% return, which is significantly higher than EXH1.DE's 32.64% return. Both investments have delivered pretty close results over the past 10 years, with LYM9.DE having a 11.14% annualized return and EXH1.DE not far ahead at 11.26%.
LYM9.DE
- 1D
- -2.36%
- 1M
- 0.87%
- YTD
- 37.23%
- 6M
- 36.72%
- 1Y
- 74.72%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
EXH1.DE
- 1D
- -0.74%
- 1M
- -1.97%
- YTD
- 32.64%
- 6M
- 31.85%
- 1Y
- 55.75%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
LYM9.DE vs. EXH1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 37.23% | 29.63% | -7.97% | -21.17% | -13.14% | 1.12% | 46.11% | 50.04% | -9.16% | 15.64% |
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 11.26% | -1.32% | 2.22% |
Correlation
The correlation between LYM9.DE and EXH1.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2008 | 0.52 |
Over the past year, the correlation between LYM9.DE and EXH1.DE has dropped to 0.32 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
LYM9.DE vs. EXH1.DE — Risk / Return Rank
LYM9.DE
EXH1.DE
LYM9.DE vs. EXH1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) and iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.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.
| LYM9.DE | EXH1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.60 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.52 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 8.05 | +1.40 |
| Martin ratioReturn relative to average drawdown | 31.90 | 26.11 | +5.79 |
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
| LYM9.DE | EXH1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 3.05 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.89 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.46 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.25 | -0.20 |
Drawdowns
LYM9.DE vs. EXH1.DE - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, which is greater than EXH1.DE's maximum drawdown of -55.76%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and EXH1.DE.
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Drawdown Indicators
| LYM9.DE | EXH1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -55.76% | -16.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -6.87% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -20.96% | -20.65% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -20.96% | -34.04% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -55.76% | +0.76% |
Current DrawdownCurrent decline from peak | -2.77% | -4.62% | +1.85% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -13.64% | -29.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.12% | +0.20% |
Volatility
LYM9.DE vs. EXH1.DE - Volatility Comparison
Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a higher volatility of 7.97% compared to iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) at 5.94%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than EXH1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYM9.DE | EXH1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 5.94% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 14.85% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 18.20% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 21.63% | +0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 24.08% | -2.26% |
LYM9.DE vs. EXH1.DE - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than EXH1.DE's 0.47% expense ratio.
Dividends
LYM9.DE vs. EXH1.DE - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, less than EXH1.DE's 2.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.31% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
Frequently Asked Questions
LYM9.DE and EXH1.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXH1.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXH1.DE is cheaper with a 0.47% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while EXH1.DE tracks STOXX® Europe 600 Oil & Gas. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.60% for LYM9.DE and 0.47% for EXH1.DE.
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