LYQ7.DE vs. IUSA.DE
LYQ7.DE (Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc) and IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) are both exchange-traded funds - LYQ7.DE is a Inflation-Protected Bonds fund tracking the Bloomberg Euro Government Inflation-Linked Bond Index, while IUSA.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, LYQ7.DE returned 1.43%/yr vs 14.31%/yr for IUSA.DE. At a 0.04 correlation, their price movements are largely independent. LYQ7.DE charges 0.09%/yr vs 0.07%/yr for IUSA.DE.
Performance
LYQ7.DE vs. IUSA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LYQ7.DE achieves a 2.82% return, which is significantly lower than IUSA.DE's 11.82% return. Over the past 10 years, LYQ7.DE has underperformed IUSA.DE with an annualized return of 1.43%, while IUSA.DE has yielded a comparatively higher 14.31% annualized return.
LYQ7.DE
- 1D
- 0.16%
- 1M
- -0.29%
- 6M
- 1.82%
- YTD
- 2.82%
- 1Y
- 3.03%
- 3Y*
- 1.87%
- 5Y*
- 0.47%
- 10Y*
- 1.43%
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.29%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.99%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
LYQ7.DE vs. IUSA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LYQ7.DE Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc | 2.82% | 0.95% | -0.33% | 5.62% | -9.46% | 6.28% | 2.86% | 6.51% | -1.49% | 1.03% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -1.14% | 6.67% |
Correlation
The correlation between LYQ7.DE and IUSA.DE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2006 | 0.04 |
The correlation between LYQ7.DE and IUSA.DE shifts across timeframes, from 0.04 (all time) to 0.19 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LYQ7.DE vs. IUSA.DE — Risk / Return Rank
LYQ7.DE
IUSA.DE
LYQ7.DE vs. IUSA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.DE) and iShares Core S&P 500 UCITS ETF USD Dist (IUSA.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.
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.
| LYQ7.DE | IUSA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 3.11 | -1.69 |
| Martin ratioReturn relative to average drawdown | 4.25 | 11.06 | -6.81 |
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Drawdowns
LYQ7.DE vs. IUSA.DE - Drawdown Comparison
The maximum LYQ7.DE drawdown since its inception was -16.09%, smaller than the maximum IUSA.DE drawdown of -52.05%. Use the drawdown chart below to compare losses from any high point for LYQ7.DE and IUSA.DE.
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Drawdown Indicators
| LYQ7.DE | IUSA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.09% | -52.05% | +35.96% |
Max Drawdown (1Y)Largest decline over 1 year | -2.04% | -6.90% | +4.86% |
Max Drawdown (3Y)Largest decline over 3 years | -5.31% | -23.36% | +18.05% |
Max Drawdown (5Y)Largest decline over 5 years | -16.09% | -23.36% | +7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -16.09% | -33.67% | +17.58% |
Current DrawdownCurrent decline from peak | -5.88% | -1.33% | -4.55% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -8.41% | +4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.68% | 1.94% | -1.26% |
Volatility
LYQ7.DE vs. IUSA.DE - Volatility Comparison
The current volatility for Amundi Euro Government Inflation-Linked Bond UCITS ETF Acc (LYQ7.DE) is 0.73%, while iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) has a volatility of 3.00%. This indicates that LYQ7.DE experiences smaller price fluctuations and is considered to be less risky than IUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LYQ7.DE | IUSA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.73% | 3.00% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 2.82% | 7.88% | -5.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 11.64% | -7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.68% | 15.21% | -8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.81% | 16.04% | -10.23% |
LYQ7.DE vs. IUSA.DE - Expense Ratio Comparison
LYQ7.DE has a 0.09% expense ratio, which is higher than IUSA.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
LYQ7.DE vs. IUSA.DE - Dividend Comparison
LYQ7.DE has not paid dividends to shareholders, while IUSA.DE's dividend yield for the trailing twelve months is around 0.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
LYQ7.DE Amundi Euro Government Inflation-Linked Bond UCITS ETF 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
LYQ7.DE and IUSA.DE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.09% for LYQ7.DE.
LYQ7.DE is categorized as Inflation-Protected Bonds, while IUSA.DE is S&P 500. LYQ7.DE tracks Bloomberg Euro Government Inflation-Linked Bond Index, while IUSA.DE tracks S&P 500 Index. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.09% for LYQ7.DE and 0.07% for IUSA.DE.
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