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LYPE.DE vs. XDG3.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LYPE.DE vs. XDG3.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LYPE.DE achieves a -2.00% return, which is significantly higher than XDG3.DE's -6.02% return.


LYPE.DE

1D
2.79%
1M
3.48%
YTD
-2.00%
6M
-1.61%
1Y
9.70%
3Y*
2.46%
5Y*
5.27%
10Y*
7.45%

XDG3.DE

1D
2.88%
1M
2.53%
YTD
-6.02%
6M
-6.54%
1Y
2.67%
3Y*
1.94%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LYPE.DE vs. XDG3.DE - Yearly Performance Comparison


2026 (YTD)202520242023
LYPE.DE
Amundi MSCI World Health Care UCITS ETF EUR Acc
-2.00%2.17%7.03%1.30%
XDG3.DE
Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C
-6.02%1.47%9.58%2.52%

Correlation

The correlation between LYPE.DE and XDG3.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Feb 13, 2023

0.92

The correlation between LYPE.DE and XDG3.DE has been stable across timeframes, ranging from 0.92 to 0.92 - a consistent structural relationship.

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Return for Risk

LYPE.DE vs. XDG3.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LYPE.DE
LYPE.DE Risk / Return Rank: 2121
Overall Rank
LYPE.DE Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
LYPE.DE Sortino Ratio Rank: 2222
Sortino Ratio Rank
LYPE.DE Omega Ratio Rank: 2020
Omega Ratio Rank
LYPE.DE Calmar Ratio Rank: 2121
Calmar Ratio Rank
LYPE.DE Martin Ratio Rank: 2020
Martin Ratio Rank

XDG3.DE
XDG3.DE Risk / Return Rank: 1111
Overall Rank
XDG3.DE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
XDG3.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
XDG3.DE Omega Ratio Rank: 1111
Omega Ratio Rank
XDG3.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
XDG3.DE Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LYPE.DE vs. XDG3.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.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.


LYPE.DEXDG3.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.52

Sortino ratioReturn per unit of downside risk

+0.78

Omega ratioGain probability vs. loss probability

1.13

1.04

+0.09

Calmar ratioReturn relative to maximum drawdown

0.93

0.17

+0.75

Martin ratioReturn relative to average drawdown

2.27

0.44

+1.83

LYPE.DE vs. XDG3.DE - Sharpe Ratio Comparison

The current LYPE.DE Sharpe Ratio is 0.68, which is higher than the XDG3.DE Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of LYPE.DE and XDG3.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LYPE.DEXDG3.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.16

+0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.16

+0.60

Drawdowns

LYPE.DE vs. XDG3.DE - Drawdown Comparison

The maximum LYPE.DE drawdown since its inception was -25.95%, which is greater than XDG3.DE's maximum drawdown of -20.49%. Use the drawdown chart below to compare losses from any high point for LYPE.DE and XDG3.DE.


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Drawdown Indicators


LYPE.DEXDG3.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.95%

-20.49%

-5.46%

Max Drawdown (1Y)

Largest decline over 1 year

-10.21%

-13.31%

+3.10%

Max Drawdown (3Y)

Largest decline over 3 years

-21.30%

-20.49%

-0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-21.30%

Max Drawdown (10Y)

Largest decline over 10 years

-25.95%

Current Drawdown

Current decline from peak

-8.75%

-11.91%

+3.16%

Average Drawdown

Average peak-to-trough decline

-5.06%

-5.57%

+0.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

5.29%

-1.11%

Volatility

LYPE.DE vs. XDG3.DE - Volatility Comparison

Amundi MSCI World Health Care UCITS ETF EUR Acc (LYPE.DE) and Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C (XDG3.DE) have volatilities of 4.96% and 4.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LYPE.DEXDG3.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

4.95%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

10.56%

-0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

13.82%

14.57%

-0.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.41%

13.31%

+0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.64%

13.31%

+1.33%

LYPE.DE vs. XDG3.DE - Expense Ratio Comparison

LYPE.DE has a 0.30% expense ratio, which is lower than XDG3.DE's 0.35% expense ratio.


Dividends

LYPE.DE vs. XDG3.DE - Dividend Comparison

Neither LYPE.DE nor XDG3.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.92, LYPE.DE and XDG3.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, LYPE.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LYPE.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for XDG3.DE.

LYPE.DE tracks MSCI World Health Care, while XDG3.DE tracks MSCI ACWI IMI SDG 3 Good Health and Well-being Select. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.30% for LYPE.DE and 0.35% for XDG3.DE.

Portfolio Optimizer

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