LYM9.DE vs. XRSG.L
LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) and XRSG.L (Xtrackers Russell 2000 UCITS ETF 1C) are both exchange-traded funds - LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered, while XRSG.L is a Small Cap Blend Equities fund tracking the Russell 2000 TR USD. Both are passively managed. Over the past 10 years, LYM9.DE returned 10.13%/yr vs 9.84%/yr for XRSG.L. A 0.66 correlation means they provide meaningful diversification when combined. LYM9.DE charges 0.60%/yr vs 0.30%/yr for XRSG.L.
Performance
LYM9.DE vs. XRSG.L - Performance Comparison
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Different Trading Currencies
LYM9.DE is traded in EUR, while XRSG.L is traded in GBp. To make them comparable, the XRSG.L 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 26.94% return, which is significantly higher than XRSG.L's 22.39% return. Both investments have delivered pretty close results over the past 10 years, with LYM9.DE having a 10.13% annualized return and XRSG.L not far behind at 9.84%.
LYM9.DE
- 1D
- 0.71%
- 1M
- -10.97%
- 6M
- 19.09%
- YTD
- 26.94%
- 1Y
- 54.24%
- 3Y*
- 7.34%
- 5Y*
- 0.98%
- 10Y*
- 10.13%
- ALL TIME*
- 0.86%
XRSG.L
- 1D
- 0.31%
- 1M
- -0.09%
- 6M
- 14.75%
- YTD
- 22.39%
- 1Y
- 35.57%
- 3Y*
- 14.59%
- 5Y*
- 7.54%
- 10Y*
- 9.84%
- ALL TIME*
- 4.72%
LYM9.DE vs. XRSG.L - 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 | 26.94% | 29.63% | -7.98% | -21.17% | -13.12% | 1.13% | 46.09% | 50.04% | -9.16% | 15.64% |
XRSG.L Xtrackers Russell 2000 UCITS ETF 1C | 22.39% | -0.81% | 17.19% | 14.54% | -16.04% | 22.94% | 9.52% | 28.31% | -8.76% | 0.28% |
Correlation
The correlation between LYM9.DE and XRSG.L is 0.59, 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 | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2015 | 0.66 |
The correlation between LYM9.DE and XRSG.L has been stable across timeframes, ranging from 0.59 to 0.66 - a consistent structural relationship.
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Return for Risk
LYM9.DE vs. XRSG.L — Risk / Return Rank
LYM9.DE
XRSG.L
LYM9.DE vs. XRSG.L - 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 Russell 2000 UCITS ETF 1C (XRSG.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LYM9.DE | XRSG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.34 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 4.19 | +0.02 |
| Martin ratioReturn relative to average drawdown | 15.85 | 12.10 | +3.75 |
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Drawdowns
LYM9.DE vs. XRSG.L - Drawdown Comparison
The maximum LYM9.DE drawdown since its inception was -72.01%, which is greater than XRSG.L's maximum drawdown of -51.98%. Use the drawdown chart below to compare losses from any high point for LYM9.DE and XRSG.L.
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Drawdown Indicators
| LYM9.DE | XRSG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.01% | -51.98% | -20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.83% | -8.45% | -4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -39.12% | -31.91% | -7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -55.00% | -31.91% | -23.09% |
Max Drawdown (10Y)Largest decline over 10 years | -55.00% | -40.64% | -14.36% |
Current DrawdownCurrent decline from peak | -12.21% | -2.95% | -9.26% |
Average DrawdownAverage peak-to-trough decline | -42.59% | -18.89% | -23.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 2.93% | +0.48% |
Volatility
LYM9.DE vs. XRSG.L - Volatility Comparison
Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a higher volatility of 8.58% compared to Xtrackers Russell 2000 UCITS ETF 1C (XRSG.L) at 4.53%. This indicates that LYM9.DE's price experiences larger fluctuations and is considered to be riskier than XRSG.L 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 | XRSG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 4.53% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 18.69% | 12.30% | +6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.54% | 17.38% | +5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 24.32% | -1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 23.33% | -1.41% |
LYM9.DE vs. XRSG.L - Expense Ratio Comparison
LYM9.DE has a 0.60% expense ratio, which is higher than XRSG.L's 0.30% expense ratio.
Dividends
LYM9.DE vs. XRSG.L - Dividend Comparison
LYM9.DE's dividend yield for the trailing twelve months is around 0.33%, while XRSG.L 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 | 0.33% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
XRSG.L Xtrackers Russell 2000 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 XRSG.L have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XRSG.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XRSG.L is cheaper with a 0.30% expense ratio, compared with 0.60% for LYM9.DE.
LYM9.DE is categorized as Energy Equities, while XRSG.L is Small Cap Blend Equities. LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered, while XRSG.L tracks Russell 2000 TR USD. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.60% for LYM9.DE and 0.30% for XRSG.L.
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