LYM9.DE vs. XDW0.DE
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and XDW0.DE (Xtrackers MSCI World Energy UCITS ETF 1C) are both Energy Equities funds - LYM9.DE tracks the MSCI ACWI IMI New Energy ESG Filtered while XDW0.DE tracks the MSCI World/Energy NR USD. Both are passively managed. Over the past 10 years, LYM9.DE returned 11.14%/yr vs 9.20%/yr for XDW0.DE. At a 0.38 correlation, their price movements are largely independent. LYM9.DE charges 0.60%/yr vs 0.25%/yr for XDW0.DE.
Performance
LYM9.DE vs. XDW0.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 XDW0.DE's 32.75% return. Over the past 10 years, LYM9.DE has outperformed XDW0.DE with an annualized return of 11.14%, while XDW0.DE has yielded a comparatively lower 9.20% 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%
XDW0.DE
- 1D
- -0.47%
- 1M
- 3.29%
- YTD
- 32.75%
- 6M
- 28.86%
- 1Y
- 45.88%
- 3Y*
- 15.71%
- 5Y*
- 20.33%
- 10Y*
- 9.20%
LYM9.DE vs. XDW0.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% |
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 32.75% | 2.24% | 7.48% | 0.18% | 53.95% | 52.18% | -36.97% | 14.05% | -12.13% | -7.68% |
Correlation
The correlation between LYM9.DE and XDW0.DE is -0.02, 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 | -0.02 |
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 | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2016 | 0.38 |
The correlation between LYM9.DE and XDW0.DE shifts across timeframes, from -0.02 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LYM9.DE vs. XDW0.DE — Risk / Return Rank
LYM9.DE
XDW0.DE
LYM9.DE vs. XDW0.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 Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.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 | XDW0.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.55 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.37 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 9.45 | 2.98 | +6.47 |
| Martin ratioReturn relative to average drawdown | 31.90 | 9.92 | +21.98 |
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 | XDW0.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.65 | 2.10 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.84 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.35 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.37 | -0.32 |
Drawdowns
LYM9.DE vs. XDW0.DE - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, which is greater than XDW0.DE's maximum drawdown of -61.44%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and XDW0.DE.
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Drawdown Indicators
| LYM9.DE | XDW0.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -61.44% | -10.57% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -15.05% | +7.24% |
Max Drawdown (3Y)Largest decline over 3 years | -41.61% | -23.71% | -17.90% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -23.71% | -31.29% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -61.44% | +6.44% |
Current DrawdownCurrent decline from peak | -2.77% | -7.38% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -42.85% | -13.84% | -29.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 4.53% | -2.21% |
Volatility
LYM9.DE vs. XDW0.DE - Volatility Comparison
Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a higher volatility of 7.97% compared to Xtrackers MSCI World Energy UCITS ETF 1C (XDW0.DE) at 6.96%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than XDW0.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 | XDW0.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.97% | 6.96% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 18.42% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 21.48% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.20% | 24.04% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 26.02% | -4.20% |
LYM9.DE vs. XDW0.DE - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than XDW0.DE's 0.25% expense ratio.
Dividends
LYM9.DE vs. XDW0.DE - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.31%, while XDW0.DE has not paid dividends to shareholders.
| 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% |
XDW0.DE Xtrackers MSCI World Energy UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LYM9.DE and XDW0.DE have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDW0.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDW0.DE is cheaper with a 0.25% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while XDW0.DE tracks MSCI World/Energy NR USD. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.60% for LYM9.DE and 0.25% for XDW0.DE.
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