PLAN.L vs. CRPA.L
PLAN.L (Lyxor Corporate Green Bond (DR) UCITS ETF - Acc) and CRPA.L (iShares Global Corporate Bond UCITS ETF USD (Acc)) are both Global Corporate Bonds funds tracking the Bloomberg Gbl Agg Corp TR USD, from Amundi and iShares respectively. Both are passively managed. Over the past 3 years, PLAN.L returned 6.88%/yr vs 3.05%/yr for CRPA.L. At a 0.06 correlation, their price movements are largely independent. Both charge a 0.20% expense ratio.
Performance
PLAN.L vs. CRPA.L - Performance Comparison
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Different Trading Currencies
PLAN.L is traded in EUR, while CRPA.L is traded in USD. To make them comparable, the CRPA.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 CRPA.L's 1.28% return.
PLAN.L
- 1D
- 0.40%
- 1M
- 0.04%
- YTD
- -0.73%
- 6M
- 0.06%
- 1Y
- 3.90%
- 3Y*
- 6.88%
- 5Y*
- —
- 10Y*
- —
CRPA.L
- 1D
- 0.13%
- 1M
- 0.97%
- YTD
- 1.28%
- 6M
- 0.79%
- 1Y
- 2.92%
- 3Y*
- 3.05%
- 5Y*
- 1.00%
- 10Y*
- —
PLAN.L vs. CRPA.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% |
CRPA.L iShares Global Corporate Bond UCITS ETF USD (Acc) | 1.28% | -3.08% | 7.79% | 6.10% | -11.15% | 0.95% |
Correlation
The correlation between PLAN.L and CRPA.L is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2021 | 0.06 |
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Return for Risk
PLAN.L vs. CRPA.L — Risk / Return Rank
PLAN.L
CRPA.L
PLAN.L vs. CRPA.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 iShares Global Corporate Bond UCITS ETF USD (Acc) (CRPA.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 | CRPA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.03 | -0.22 |
| Martin ratioReturn relative to average drawdown | 2.44 | 2.80 | -0.37 |
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 | CRPA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.52 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 0.34 | -0.40 |
Drawdowns
PLAN.L vs. CRPA.L - Drawdown Comparison
The maximum PLAN.L drawdown since its inception was -28.76%, which is greater than CRPA.L's maximum drawdown of -14.23%. Use the drawdown chart below to compare losses from any high point for PLAN.L and CRPA.L.
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Drawdown Indicators
| PLAN.L | CRPA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.76% | -14.23% | -14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -2.82% | -1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -6.93% | -8.75% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -12.88% | — |
Current DrawdownCurrent decline from peak | -2.39% | -3.35% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -12.55% | -4.62% | -7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.60% | 1.04% | +0.56% |
Volatility
PLAN.L vs. CRPA.L - Volatility Comparison
Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) has a higher volatility of 1.84% compared to iShares Global Corporate Bond UCITS ETF USD (Acc) (CRPA.L) at 1.46%. This indicates that PLAN.L's price experiences larger fluctuations and is considered to be riskier than CRPA.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 | CRPA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 1.46% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 4.85% | 4.35% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.29% | 5.58% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.13% | 7.25% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.13% | 7.48% | +0.65% |
PLAN.L vs. CRPA.L - Expense Ratio Comparison
Both PLAN.L and CRPA.L have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
PLAN.L vs. CRPA.L - Dividend Comparison
Neither PLAN.L nor CRPA.L has paid dividends to shareholders.
Frequently Asked Questions
PLAN.L and CRPA.L have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
PLAN.L and CRPA.L have the same expense ratio: 0.20% per year.
Both ETFs track Bloomberg Gbl Agg Corp TR USD. They also come from different issuers: Amundi and iShares.
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