LYM9.DE vs. EXV1.DE
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) are both exchange-traded funds - LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered, while EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks. Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 14.23%/yr for EXV1.DE. A 0.54 correlation means they provide meaningful diversification when combined. LYM9.DE charges 0.60%/yr vs 0.47%/yr for EXV1.DE.
Performance
LYM9.DE vs. EXV1.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LYM9.DE achieves a 37.23% return, which is significantly higher than EXV1.DE's 7.43% return. Over the past 10 years, LYM9.DE has underperformed EXV1.DE with an annualized return of 11.14%, while EXV1.DE has yielded a comparatively higher 14.23% annualized return.
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%
EXV1.DE
- 1D
- 0.48%
- 1M
- 2.19%
- YTD
- 7.43%
- 6M
- 15.31%
- 1Y
- 39.88%
- 3Y*
- 42.40%
- 5Y*
- 27.92%
- 10Y*
- 14.23%
LYM9.DE vs. EXV1.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% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 7.43% | 77.02% | 32.97% | 26.28% | 1.84% | 37.98% | -24.54% | 15.17% | -25.82% | 11.63% |
Correlation
The correlation between LYM9.DE and EXV1.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
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 | 0.54 |
The correlation between LYM9.DE and EXV1.DE has been stable across timeframes, ranging from 0.45 to 0.54 - 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
LYM9.DE vs. EXV1.DE — Risk / Return Rank
LYM9.DE
EXV1.DE
LYM9.DE vs. EXV1.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 Banks UCITS ETF (DE) (EXV1.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 | EXV1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.31 | +0.28 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 2.55 | +6.90 |
| Martin ratioReturn relative to average drawdown | 31.90 | 8.70 | +23.20 |
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
| LYM9.DE | EXV1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 1.85 | +1.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 1.21 | -1.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.56 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.10 | -0.06 |
Drawdowns
LYM9.DE vs. EXV1.DE - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and EXV1.DE.
Loading charts...
Drawdown Indicators
| LYM9.DE | EXV1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -82.30% | +10.29% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -16.03% | +8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -20.12% | -21.49% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -28.12% | -26.88% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -56.14% | +1.14% |
Current DrawdownCurrent decline from peak | -2.77% | -1.37% | -1.40% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -44.64% | +1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 4.71% | -2.39% |
Volatility
LYM9.DE vs. EXV1.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 Banks UCITS ETF (DE) (EXV1.DE) at 5.77%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LYM9.DE | EXV1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 5.77% | +2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 17.93% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 22.06% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 22.83% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 25.03% | -3.21% |
LYM9.DE vs. EXV1.DE - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than EXV1.DE's 0.47% expense ratio.
Dividends
LYM9.DE vs. EXV1.DE - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, less than EXV1.DE's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.59% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
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 EXV1.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV1.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV1.DE is cheaper with a 0.47% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE is categorized as Energy Equities, while EXV1.DE is Financials Equities. LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while EXV1.DE tracks STOXX® Europe 600 Banks. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.60% for LYM9.DE and 0.47% for EXV1.DE.
Find the right allocation for LYM9.DE and EXV1.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