PLAN.L vs. KLMG.L
Compare and contrast key facts about Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.L).
PLAN.L and KLMG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PLAN.L is a passively managed fund by Amundi that tracks the performance of the Bloomberg Gbl Agg Corp TR USD. It was launched on Aug 12, 2021. KLMG.L is a passively managed fund by Amundi that tracks the performance of the Bloomberg Gbl Agg Corp TR Hdg GBP. It was launched on Jul 23, 2020. Both PLAN.L and KLMG.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PLAN.L vs. KLMG.L - Performance Comparison
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PLAN.L vs. KLMG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.L Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | -1.64% | 13.85% | -0.01% | 10.42% | -18.13% | -4.42% |
KLMG.L Lyxor Green Bond UCITS ETF GBP Hedged Dist | 0.30% | -4.16% | 8.01% | 10.82% | -23.13% | 0.09% |
Different Trading Currencies
PLAN.L is traded in EUR, while KLMG.L is traded in GBP. To make them comparable, the KLMG.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 -1.64% return, which is significantly lower than KLMG.L's 0.30% return.
PLAN.L
- 1D
- 0.96%
- 1M
- -1.72%
- YTD
- -1.64%
- 6M
- -0.81%
- 1Y
- 8.42%
- 3Y*
- 6.36%
- 5Y*
- —
- 10Y*
- —
KLMG.L
- 1D
- 1.03%
- 1M
- -1.60%
- YTD
- 0.30%
- 6M
- -1.43%
- 1Y
- -2.93%
- 3Y*
- 3.82%
- 5Y*
- -2.25%
- 10Y*
- —
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PLAN.L vs. KLMG.L - Expense Ratio Comparison
PLAN.L has a 0.20% expense ratio, which is lower than KLMG.L's 0.30% expense ratio.
Return for Risk
PLAN.L vs. KLMG.L — Risk / Return Rank
PLAN.L
KLMG.L
PLAN.L vs. KLMG.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 Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.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 | KLMG.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | -0.44 | +1.71 |
Sortino ratioReturn per unit of downside risk | 1.90 | -0.56 | +2.46 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.93 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | -0.56 | +2.28 |
Martin ratioReturn relative to average drawdown | 6.06 | -1.16 | +7.23 |
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 | KLMG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | -0.44 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | -0.15 | +0.06 |
Correlation
The correlation between PLAN.L and KLMG.L is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PLAN.L vs. KLMG.L - Dividend Comparison
Neither PLAN.L nor KLMG.L has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PLAN.L Lyxor Corporate Green Bond (DR) UCITS ETF - Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KLMG.L Lyxor Green Bond UCITS ETF GBP Hedged Dist | 0.00% | 0.00% | 2.02% | 1.44% | 1.28% | 1.03% |
Drawdowns
PLAN.L vs. KLMG.L - Drawdown Comparison
The maximum PLAN.L drawdown since its inception was -28.76%, which is greater than KLMG.L's maximum drawdown of -25.47%. Use the drawdown chart below to compare losses from any high point for PLAN.L and KLMG.L.
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Drawdown Indicators
| PLAN.L | KLMG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.76% | -24.10% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -3.94% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.06% | — |
Current DrawdownCurrent decline from peak | -3.29% | -12.04% | +8.75% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -12.14% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 1.48% | -0.13% |
Volatility
PLAN.L vs. KLMG.L - Volatility Comparison
Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) has a higher volatility of 2.35% compared to Lyxor Green Bond UCITS ETF GBP Hedged Dist (KLMG.L) at 2.22%. This indicates that PLAN.L's price experiences larger fluctuations and is considered to be riskier than KLMG.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 | KLMG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 2.22% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 4.25% | 4.28% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 6.66% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 8.66% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.16% | 8.53% | -0.37% |