LYMS.DE vs. EXV1.DE
Compare and contrast key facts about Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE).
LYMS.DE and EXV1.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LYMS.DE is a passively managed fund by Amundi that tracks the performance of the Nasdaq 100®. It was launched on Jan 17, 2019. EXV1.DE is a passively managed fund by iShares that tracks the performance of the STOXX® Europe 600 Banks. It was launched on Apr 25, 2001. Both LYMS.DE and EXV1.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LYMS.DE or EXV1.DE.
Key characteristics
| LYMS.DE | EXV1.DE | |
|---|---|---|
| YTD Return | 30.16% | 30.26% |
| 1Y Return | 38.52% | 41.76% |
| 3Y Return (Ann) | 12.36% | 17.66% |
| 5Y Return (Ann) | 21.85% | 12.60% |
| 10Y Return (Ann) | 19.96% | 4.98% |
| Sharpe Ratio | 2.17 | 2.33 |
| Sortino Ratio | 2.90 | 2.91 |
| Omega Ratio | 1.41 | 1.41 |
| Calmar Ratio | 2.70 | 0.75 |
| Martin Ratio | 8.96 | 13.74 |
| Ulcer Index | 4.04% | 2.73% |
| Daily Std Dev | 16.59% | 16.05% |
| Max Drawdown | -50.00% | -82.30% |
| Current Drawdown | 0.00% | -30.82% |
Correlation
The correlation between LYMS.DE and EXV1.DE is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LYMS.DE vs. EXV1.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with LYMS.DE having a 30.16% return and EXV1.DE slightly higher at 30.26%. Over the past 10 years, LYMS.DE has outperformed EXV1.DE with an annualized return of 19.96%, while EXV1.DE has yielded a comparatively lower 4.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LYMS.DE vs. EXV1.DE - Expense Ratio Comparison
LYMS.DE has a 0.22% expense ratio, which is lower than EXV1.DE's 0.47% expense ratio.
Risk-Adjusted Performance
LYMS.DE vs. EXV1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.DE) and iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
Dividends
LYMS.DE vs. EXV1.DE - Dividend Comparison
LYMS.DE has not paid dividends to shareholders, while EXV1.DE's dividend yield for the trailing twelve months is around 5.63%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYMS.DE Amundi Nasdaq-100 II UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.65% | 0.69% | 0.76% | 1.09% | 1.18% | 0.71% | 0.48% |
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 5.63% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% | 2.54% | 3.68% |
Drawdowns
LYMS.DE vs. EXV1.DE - Drawdown Comparison
The maximum LYMS.DE drawdown since its inception was -50.00%, smaller than the maximum EXV1.DE drawdown of -82.30%. Use the drawdown chart below to compare losses from any high point for LYMS.DE and EXV1.DE. For additional features, visit the drawdowns tool.
Volatility
LYMS.DE vs. EXV1.DE - Volatility Comparison
The current volatility for Amundi Nasdaq-100 II UCITS ETF Acc (LYMS.DE) is 4.63%, while iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a volatility of 5.21%. This indicates that LYMS.DE experiences smaller price fluctuations and is considered to be less risky than EXV1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.