LYPD.DE vs. EXH5.DE
LYPD.DE (Amundi MSCI World Financials UCITS ETF EUR Acc) and EXH5.DE (iShares STOXX Europe 600 Insurance UCITS ETF (DE)) are both Financials Equities funds - LYPD.DE tracks the MSCI World Financials while EXH5.DE tracks the STOXX® Europe 600 Insurance. Both are passively managed. Over the past 10 years, LYPD.DE returned 11.83%/yr vs 11.04%/yr for EXH5.DE. A 0.73 correlation means they provide meaningful diversification when combined. LYPD.DE charges 0.30%/yr vs 0.46%/yr for EXH5.DE.
Performance
LYPD.DE vs. EXH5.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LYPD.DE achieves a 0.92% return, which is significantly higher than EXH5.DE's -2.53% return. Over the past 10 years, LYPD.DE has outperformed EXH5.DE with an annualized return of 11.83%, while EXH5.DE has yielded a comparatively lower 11.04% annualized return.
LYPD.DE
- 1D
- 1.87%
- 1M
- 1.06%
- YTD
- 0.92%
- 6M
- 4.40%
- 1Y
- 12.40%
- 3Y*
- 20.69%
- 5Y*
- 12.81%
- 10Y*
- 11.83%
EXH5.DE
- 1D
- 0.28%
- 1M
- -3.87%
- YTD
- -2.53%
- 6M
- 3.06%
- 1Y
- 2.56%
- 3Y*
- 18.16%
- 5Y*
- 13.96%
- 10Y*
- 11.04%
LYPD.DE vs. EXH5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 0.92% | 15.56% | 33.60% | 12.32% | -5.01% | 39.46% | -11.53% | 29.12% | -13.88% | 8.07% |
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | -2.53% | 29.72% | 22.68% | 12.56% | 3.63% | 19.44% | -10.66% | 30.48% | -7.15% | 11.47% |
Correlation
The correlation between LYPD.DE and EXH5.DE is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2010 | 0.73 |
The correlation between LYPD.DE and EXH5.DE shifts across timeframes, from 0.62 (3 years) to 0.75 (10 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LYPD.DE vs. EXH5.DE — Risk / Return Rank
LYPD.DE
EXH5.DE
LYPD.DE vs. EXH5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) and iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.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.
| LYPD.DE | EXH5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.04 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.38 | +0.88 |
| Martin ratioReturn relative to average drawdown | 3.81 | 0.78 | +3.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| LYPD.DE | EXH5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.19 | +0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.83 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.55 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.31 | +0.27 |
Drawdowns
LYPD.DE vs. EXH5.DE - Drawdown Comparison
The maximum LYPD.DE drawdown since its inception was -42.19%, smaller than the maximum EXH5.DE drawdown of -73.44%. Use the drawdown chart below to compare losses from any high point for LYPD.DE and EXH5.DE.
Loading charts...
Drawdown Indicators
| LYPD.DE | EXH5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.19% | -73.44% | +31.25% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -7.40% | -2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -20.02% | -12.31% | -7.71% |
Max Drawdown (5Y)Largest decline over 5 years | -20.02% | -18.63% | -1.39% |
Max Drawdown (10Y)Largest decline over 10 years | -42.19% | -46.55% | +4.36% |
Current DrawdownCurrent decline from peak | -1.02% | -5.47% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -7.01% | -15.47% | +8.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 3.57% | -0.37% |
Volatility
LYPD.DE vs. EXH5.DE - Volatility Comparison
The current volatility for Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) is 3.44%, while iShares STOXX Europe 600 Insurance UCITS ETF (DE) (EXH5.DE) has a volatility of 4.83%. This indicates that LYPD.DE experiences smaller price fluctuations and is considered to be less risky than EXH5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LYPD.DE | EXH5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.44% | 4.83% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 11.66% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.94% | 15.13% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 16.59% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 19.93% | -1.24% |
LYPD.DE vs. EXH5.DE - Expense Ratio Comparison
LYPD.DE has a 0.30% expense ratio, which is lower than EXH5.DE's 0.46% expense ratio.
Dividends
LYPD.DE vs. EXH5.DE - Dividend Comparison
LYPD.DE has not paid dividends to shareholders, while EXH5.DE's dividend yield for the trailing twelve months is around 3.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH5.DE iShares STOXX Europe 600 Insurance UCITS ETF (DE) | 3.48% | 3.39% | 3.59% | 3.79% | 4.51% | 3.56% | 2.52% | 3.84% | 4.03% | 4.87% | 4.34% | 3.67% |
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 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
LYPD.DE and EXH5.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LYPD.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYPD.DE is cheaper with a 0.30% expense ratio, compared with 0.46% for EXH5.DE.
LYPD.DE tracks MSCI World Financials, while EXH5.DE tracks STOXX® Europe 600 Insurance. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.30% for LYPD.DE and 0.46% for EXH5.DE.
Find the right allocation for LYPD.DE and EXH5.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer