LYM9.DE vs. URTH
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and URTH (iShares MSCI World ETF) are both exchange-traded funds - LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered, while URTH is a Global Equities fund tracking the MSCI World Index (Net). Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 12.97%/yr for URTH. At a 0.48 correlation, their price movements are largely independent. LYM9.DE charges 0.60%/yr vs 0.24%/yr for URTH.
Performance
LYM9.DE vs. URTH - Performance Comparison
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Different Trading Currencies
LYM9.DE is traded in EUR, while URTH is traded in USD. To make them comparable, the URTH values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, LYM9.DE achieves a 37.23% return, which is significantly higher than URTH's 11.97% return. Over the past 10 years, LYM9.DE has underperformed URTH with an annualized return of 11.14%, while URTH has yielded a comparatively higher 12.97% annualized return.
LYM9.DE
- 1D
- -2.36%
- 1M
- 1.36%
- YTD
- 37.23%
- 6M
- 37.66%
- 1Y
- 74.23%
- 3Y*
- 8.72%
- 5Y*
- 3.61%
- 10Y*
- 11.14%
URTH
- 1D
- 0.36%
- 1M
- 5.08%
- YTD
- 11.97%
- 6M
- 11.62%
- 1Y
- 24.41%
- 3Y*
- 17.91%
- 5Y*
- 13.01%
- 10Y*
- 12.97%
LYM9.DE vs. URTH - 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% |
URTH iShares MSCI World ETF | 11.97% | 6.96% | 26.49% | 20.23% | -12.88% | 31.42% | 6.24% | 31.04% | -4.27% | 7.84% |
Correlation
The correlation between LYM9.DE and URTH is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2012 | 0.48 |
The correlation between LYM9.DE and URTH shifts across timeframes, from 0.43 (5 years) to 0.53 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LYM9.DE vs. URTH — Risk / Return Rank
LYM9.DE
URTH
LYM9.DE vs. URTH - 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 MSCI World ETF (URTH). 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 | URTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +1.73 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.39 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 3.74 | +5.71 |
| Martin ratioReturn relative to average drawdown | 31.90 | 15.35 | +16.55 |
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 | URTH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 2.08 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.85 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.76 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.75 | -0.70 |
Drawdowns
LYM9.DE vs. URTH - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, which is greater than URTH's maximum drawdown of -33.45%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and URTH.
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Drawdown Indicators
| LYM9.DE | URTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -33.45% | -38.56% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -6.56% | -1.25% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -20.94% | -20.67% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -20.94% | -34.06% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -33.45% | -21.55% |
Current DrawdownCurrent decline from peak | -2.77% | -0.11% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -4.11% | -38.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 1.59% | +0.73% |
Volatility
LYM9.DE vs. URTH - Volatility Comparison
Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a higher volatility of 7.97% compared to iShares MSCI World ETF (URTH) at 2.51%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than URTH 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 | URTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 2.51% | +5.46% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 8.59% | +7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 11.77% | +8.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 15.37% | +6.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 17.21% | +4.61% |
LYM9.DE vs. URTH - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than URTH's 0.24% expense ratio.
Dividends
LYM9.DE vs. URTH - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, less than URTH's 1.34% 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% |
URTH iShares MSCI World ETF | 1.34% | 1.48% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.15% | 2.35% |
Frequently Asked Questions
LYM9.DE and URTH have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, URTH is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
URTH is cheaper with a 0.24% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE is categorized as Energy Equities, while URTH is Global Equities. LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while URTH tracks MSCI World Index (Net). They also come from different issuers: Amundi and iShares. Their fees differ too: 0.60% for LYM9.DE and 0.24% for URTH.
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