LYM9.DE vs. SMLD.DE
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and SMLD.DE (Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist) are both Energy Equities funds - LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered while SMLD.DE tracks the Morningstar MLP Composite. Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 15.33%/yr for SMLD.DE. At a 0.35 correlation, their price movements are largely independent. LYM9.DE charges 0.60%/yr vs 0.50%/yr for SMLD.DE.
Performance
LYM9.DE vs. SMLD.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 SMLD.DE's 20.75% return. Over the past 10 years, LYM9.DE has underperformed SMLD.DE with an annualized return of 11.14%, while SMLD.DE has yielded a comparatively higher 15.33% 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%
SMLD.DE
- 1D
- -0.66%
- 1M
- 3.73%
- YTD
- 20.75%
- 6M
- 13.95%
- 1Y
- 14.71%
- 3Y*
- 20.56%
- 5Y*
- 25.24%
- 10Y*
- 15.33%
LYM9.DE vs. SMLD.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% |
SMLD.DE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist | 20.75% | -8.86% | 35.22% | 27.59% | 49.18% | 62.11% | -27.45% | 24.27% | -4.73% | -12.47% |
Correlation
The correlation between LYM9.DE and SMLD.DE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since May 17, 2013 | 0.35 |
Over the past year, the correlation between LYM9.DE and SMLD.DE has dropped to 0.07 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.
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Return for Risk
LYM9.DE vs. SMLD.DE — Risk / Return Rank
LYM9.DE
SMLD.DE
LYM9.DE vs. SMLD.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 Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.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 | SMLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.13 | ||
| Sortino ratioReturn per unit of downside risk | +3.55 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.15 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 0.92 | +8.53 |
| Martin ratioReturn relative to average drawdown | 31.90 | 1.91 | +29.99 |
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 | SMLD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 0.51 | +3.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 1.10 | -0.94 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.44 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.29 | -0.24 |
Drawdowns
LYM9.DE vs. SMLD.DE - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, roughly equal to the maximum SMLD.DE drawdown of -73.78%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and SMLD.DE.
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Drawdown Indicators
| LYM9.DE | SMLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -73.78% | +1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -14.77% | +6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -22.99% | -18.62% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -22.99% | -32.01% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -70.79% | +15.79% |
Current DrawdownCurrent decline from peak | -2.77% | -3.47% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -17.76% | -25.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 7.16% | -4.84% |
Volatility
LYM9.DE vs. SMLD.DE - Volatility Comparison
Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a higher volatility of 7.97% compared to Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist (SMLD.DE) at 5.38%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than SMLD.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 | SMLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 5.38% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 12.79% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 26.64% | -6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 22.60% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 34.70% | -12.88% |
LYM9.DE vs. SMLD.DE - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than SMLD.DE's 0.50% expense ratio.
Dividends
LYM9.DE vs. SMLD.DE - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, less than SMLD.DE's 7.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SMLD.DE Invesco Morningstar US Energy Infrastructure MLP UCITS ETF Dist | 7.55% | 8.45% | 12.45% | 18.33% | 14.40% | 17.94% | 25.01% | 18.21% | 21.61% | 18.39% | 14.39% | 20.63% |
Frequently Asked Questions
LYM9.DE and SMLD.DE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SMLD.DE is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SMLD.DE is cheaper with a 0.50% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while SMLD.DE tracks Morningstar MLP Composite. They also come from different issuers: Amundi and Invesco. Their fees differ too: 0.60% for LYM9.DE and 0.50% for SMLD.DE.
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