LYM9.DE vs. EXV6.DE
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and EXV6.DE (iShares STOXX Europe 600 Basic Resources 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 EXV6.DE is a Industrials Equities fund tracking the STOXX® Europe 600 Basic Resources. Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 16.17%/yr for EXV6.DE. A 0.57 correlation means they provide meaningful diversification when combined. LYM9.DE charges 0.60%/yr vs 0.46%/yr for EXV6.DE.
Performance
LYM9.DE vs. EXV6.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 EXV6.DE's 31.77% return. Over the past 10 years, LYM9.DE has underperformed EXV6.DE with an annualized return of 11.14%, while EXV6.DE has yielded a comparatively higher 16.17% 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%
EXV6.DE
- 1D
- -0.99%
- 1M
- 5.52%
- YTD
- 31.77%
- 6M
- 41.02%
- 1Y
- 77.88%
- 3Y*
- 19.79%
- 5Y*
- 11.63%
- 10Y*
- 16.17%
LYM9.DE vs. EXV6.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% |
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 31.77% | 33.18% | -8.72% | -2.31% | 9.84% | 26.18% | 12.84% | 22.32% | -13.46% | 22.50% |
Correlation
The correlation between LYM9.DE and EXV6.DE is 0.56, 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 | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 18, 2008 | 0.57 |
The correlation between LYM9.DE and EXV6.DE has been stable across timeframes, ranging from 0.54 to 0.57 - a consistent structural relationship.
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Return for Risk
LYM9.DE vs. EXV6.DE — Risk / Return Rank
LYM9.DE
EXV6.DE
LYM9.DE vs. EXV6.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 Basic Resources UCITS ETF (DE) (EXV6.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 | EXV6.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.49 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 4.68 | +4.78 |
| Martin ratioReturn relative to average drawdown | 31.90 | 18.51 | +13.39 |
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 | EXV6.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 3.13 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.44 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.28 | -0.24 |
Drawdowns
LYM9.DE vs. EXV6.DE - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, roughly equal to the maximum EXV6.DE drawdown of -73.84%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and EXV6.DE.
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Drawdown Indicators
| LYM9.DE | EXV6.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -73.84% | +1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -17.38% | +9.57% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -33.37% | -8.24% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -37.26% | -17.74% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -45.38% | -9.62% |
Current DrawdownCurrent decline from peak | -2.77% | -2.95% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -27.51% | -15.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 4.30% | -1.98% |
Volatility
LYM9.DE vs. EXV6.DE - Volatility Comparison
The current volatility for Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) is 7.97%, while iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) (EXV6.DE) has a volatility of 10.03%. This indicates that LYM9.DE experiences smaller price fluctuations and is considered to be less risky than EXV6.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 | EXV6.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 10.03% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 21.95% | -6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 25.99% | -5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 26.34% | -4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 27.46% | -5.64% |
LYM9.DE vs. EXV6.DE - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than EXV6.DE's 0.46% expense ratio.
Dividends
LYM9.DE vs. EXV6.DE - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, less than EXV6.DE's 1.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV6.DE iShares STOXX Europe 600 Basic Resources UCITS ETF (DE) | 1.47% | 1.95% | 3.23% | 3.57% | 6.02% | 5.17% | 2.86% | 5.56% | 3.12% | 2.14% | 1.80% | 5.20% |
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 EXV6.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXV6.DE is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXV6.DE is cheaper with a 0.46% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE is categorized as Energy Equities, while EXV6.DE is Industrials Equities. LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while EXV6.DE tracks STOXX® Europe 600 Basic Resources. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.60% for LYM9.DE and 0.46% for EXV6.DE.
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