PLAN.L vs. ANXU.L
PLAN.L (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) and ANXU.L (Amundi Nasdaq-100 UCITS USD) are both exchange-traded funds - PLAN.L is a Global Corporate Bonds fund tracking the Bloomberg Gbl Agg Corp TR USD, while ANXU.L is a Nasdaq-100 fund tracking the Russell 1000 Growth TR USD. Both are passively managed. Over the past 3 years, PLAN.L returned 6.88%/yr vs 24.75%/yr for ANXU.L. At a 0.07 correlation, their price movements are largely independent. PLAN.L charges 0.20%/yr vs 0.13%/yr for ANXU.L.
Performance
PLAN.L vs. ANXU.L - Performance Comparison
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Different Trading Currencies
PLAN.L is traded in EUR, while ANXU.L is traded in USD. To make them comparable, the ANXU.L values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, PLAN.L achieves a -0.73% return, which is significantly lower than ANXU.L's 21.02% return.
PLAN.L
- 1D
- 0.40%
- 1M
- 0.04%
- YTD
- -0.73%
- 6M
- 0.06%
- 1Y
- 3.90%
- 3Y*
- 6.88%
- 5Y*
- —
- 10Y*
- —
ANXU.L
- 1D
- -0.84%
- 1M
- 9.23%
- YTD
- 21.02%
- 6M
- 19.59%
- 1Y
- 38.17%
- 3Y*
- 24.75%
- 5Y*
- 18.88%
- 10Y*
- 21.43%
PLAN.L vs. ANXU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.L Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | -0.73% | 13.85% | -0.01% | 10.42% | -18.13% | -4.42% |
ANXU.L Amundi Nasdaq-100 UCITS USD | 21.02% | 5.63% | 35.10% | 51.81% | -29.10% | 10.76% |
Correlation
The correlation between PLAN.L and ANXU.L is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2021 | 0.07 |
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Return for Risk
PLAN.L vs. ANXU.L — Risk / Return Rank
PLAN.L
ANXU.L
PLAN.L vs. ANXU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Amundi Nasdaq-100 UCITS USD (ANXU.L). 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.L | ANXU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.70 | ||
| Sortino ratioReturn per unit of downside risk | -2.16 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.41 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 3.71 | -2.90 |
| Martin ratioReturn relative to average drawdown | 2.44 | 10.91 | -8.47 |
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.L | ANXU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 2.32 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.92 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 1.26 | -1.32 |
Drawdowns
PLAN.L vs. ANXU.L - Drawdown Comparison
The maximum PLAN.L drawdown since its inception was -28.76%, smaller than the maximum ANXU.L drawdown of -31.18%. Use the drawdown chart below to compare losses from any high point for PLAN.L and ANXU.L.
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Drawdown Indicators
| PLAN.L | ANXU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.76% | -31.18% | +2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -10.24% | +5.46% |
Max Drawdown (3Y)Largest decline over 3 years | -6.93% | -25.90% | +18.97% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.18% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.18% | — |
Current DrawdownCurrent decline from peak | -2.39% | -0.84% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -12.55% | -5.69% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 3.49% | -1.89% |
Volatility
PLAN.L vs. ANXU.L - Volatility Comparison
The current volatility for Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) is 1.84%, while Amundi Nasdaq-100 UCITS USD (ANXU.L) has a volatility of 4.74%. This indicates that PLAN.L experiences smaller price fluctuations and is considered to be less risky than ANXU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLAN.L | ANXU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 4.74% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 4.85% | 11.90% | -7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.29% | 16.40% | -10.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 20.61% | -12.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.13% | 21.43% | -13.30% |
PLAN.L vs. ANXU.L - Expense Ratio Comparison
PLAN.L has a 0.20% expense ratio, which is higher than ANXU.L's 0.13% 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.L vs. ANXU.L - Dividend Comparison
Neither PLAN.L nor ANXU.L has paid dividends to shareholders.
Frequently Asked Questions
PLAN.L and ANXU.L have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ANXU.L is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ANXU.L is cheaper with a 0.13% expense ratio, compared with 0.20% for PLAN.L.
PLAN.L is categorized as Global Corporate Bonds, while ANXU.L is Nasdaq-100. PLAN.L tracks Bloomberg Gbl Agg Corp TR USD, while ANXU.L tracks Russell 1000 Growth TR USD. Their fees differ too: 0.20% for PLAN.L and 0.13% for ANXU.L.
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