PLAN.DE vs. AUM5.DE
PLAN.DE (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) and AUM5.DE (Amundi S&P 500 UCITS ETF EUR) are both exchange-traded funds - PLAN.DE is a Global Corporate Bonds fund tracking the Bloomberg Gbl Agg Corp TR USD, while AUM5.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, PLAN.DE returned 3.99%/yr vs 18.95%/yr for AUM5.DE. At a 0.19 correlation, their price movements are largely independent. PLAN.DE charges 0.20%/yr vs 0.15%/yr for AUM5.DE.
Performance
PLAN.DE vs. AUM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, PLAN.DE achieves a 0.48% return, which is significantly lower than AUM5.DE's 11.38% return.
PLAN.DE
- 1D
- 0.27%
- 1M
- 0.30%
- YTD
- 0.48%
- 6M
- 0.23%
- 1Y
- 2.23%
- 3Y*
- 3.99%
- 5Y*
- —
- 10Y*
- —
AUM5.DE
- 1D
- -0.16%
- 1M
- 4.40%
- YTD
- 11.38%
- 6M
- 10.89%
- 1Y
- 25.63%
- 3Y*
- 18.95%
- 5Y*
- 14.88%
- 10Y*
- 15.11%
PLAN.DE vs. AUM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.DE Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 0.48% | 1.00% | 6.07% | 6.47% | -13.19% | -0.21% |
AUM5.DE Amundi S&P 500 UCITS ETF EUR | 11.38% | 4.80% | 32.39% | 22.64% | -14.14% | 12.67% |
Correlation
The correlation between PLAN.DE and AUM5.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2021 | 0.19 |
Over the past year, PLAN.DE and AUM5.DE have become more correlated (0.40) than their long-term average of 0.19, meaning their price movements have been converging.
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Return for Risk
PLAN.DE vs. AUM5.DE — Risk / Return Rank
PLAN.DE
AUM5.DE
PLAN.DE vs. AUM5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) and Amundi S&P 500 UCITS ETF EUR (AUM5.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.
| PLAN.DE | AUM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.41 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 3.57 | -2.25 |
| Martin ratioReturn relative to average drawdown | 3.91 | 12.74 | -8.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PLAN.DE | AUM5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.20 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.97 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.93 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.96 | -0.99 |
Drawdowns
PLAN.DE vs. AUM5.DE - Drawdown Comparison
The maximum PLAN.DE drawdown since its inception was -14.57%, smaller than the maximum AUM5.DE drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for PLAN.DE and AUM5.DE.
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Drawdown Indicators
| PLAN.DE | AUM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.57% | -33.66% | +19.09% |
Max Drawdown (1Y)Largest decline over 1 year | -1.60% | -7.15% | +5.55% |
Max Drawdown (3Y)Largest decline over 3 years | -3.18% | -23.30% | +20.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.30% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.66% | — |
Current DrawdownCurrent decline from peak | -1.27% | -0.46% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -4.00% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 2.01% | -1.47% |
Volatility
PLAN.DE vs. AUM5.DE - Volatility Comparison
The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.DE) is 1.18%, while Amundi S&P 500 UCITS ETF EUR (AUM5.DE) has a volatility of 2.63%. This indicates that PLAN.DE experiences smaller price fluctuations and is considered to be less risky than AUM5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLAN.DE | AUM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 2.63% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.35% | 7.61% | -5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 11.64% | -8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.62% | 15.19% | -10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 16.07% | -11.45% |
PLAN.DE vs. AUM5.DE - Expense Ratio Comparison
PLAN.DE has a 0.20% expense ratio, which is higher than AUM5.DE's 0.15% 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
PLAN.DE vs. AUM5.DE - Dividend Comparison
Neither PLAN.DE nor AUM5.DE has paid dividends to shareholders.
Frequently Asked Questions
PLAN.DE and AUM5.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AUM5.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AUM5.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for PLAN.DE.
PLAN.DE is categorized as Global Corporate Bonds, while AUM5.DE is S&P 500. PLAN.DE tracks Bloomberg Gbl Agg Corp TR USD, while AUM5.DE tracks S&P 500 Index. Their fees differ too: 0.20% for PLAN.DE and 0.15% for AUM5.DE.
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