PLAN.L vs. V3GU.L
Compare and contrast key facts about Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.L).
PLAN.L and V3GU.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. V3GU.L is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Gbl Agg Corp 0901 TR Hdg USD. It was launched on May 20, 2021. Both PLAN.L and V3GU.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. V3GU.L - Performance Comparison
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PLAN.L vs. V3GU.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% |
V3GU.L Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating | 1.00% | -6.33% | 10.83% | 5.36% | -8.54% | 4.01% |
Different Trading Currencies
PLAN.L is traded in EUR, while V3GU.L is traded in USD. To make them comparable, the V3GU.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 V3GU.L's 1.00% return.
PLAN.L
- 1D
- 0.96%
- 1M
- -1.72%
- YTD
- -1.64%
- 6M
- -0.81%
- 1Y
- 8.42%
- 3Y*
- 6.36%
- 5Y*
- —
- 10Y*
- —
V3GU.L
- 1D
- 0.31%
- 1M
- -0.34%
- YTD
- 1.00%
- 6M
- 1.71%
- 1Y
- -2.68%
- 3Y*
- 3.00%
- 5Y*
- —
- 10Y*
- —
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PLAN.L vs. V3GU.L - Expense Ratio Comparison
PLAN.L has a 0.20% expense ratio, which is higher than V3GU.L'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%.
Return for Risk
PLAN.L vs. V3GU.L — Risk / Return Rank
PLAN.L
V3GU.L
PLAN.L vs. V3GU.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 Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.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 | V3GU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | -0.35 | +1.62 |
Sortino ratioReturn per unit of downside risk | 1.90 | -0.41 | +2.32 |
Omega ratioGain probability vs. loss probability | 1.23 | 0.95 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | -0.40 | +2.11 |
Martin ratioReturn relative to average drawdown | 6.06 | -0.78 | +6.84 |
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.L | V3GU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | -0.35 | +1.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.13 | -0.22 |
Correlation
The correlation between PLAN.L and V3GU.L is -0.19. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PLAN.L vs. V3GU.L - Dividend Comparison
Neither PLAN.L nor V3GU.L has paid dividends to shareholders.
Drawdowns
PLAN.L vs. V3GU.L - Drawdown Comparison
The maximum PLAN.L drawdown since its inception was -28.76%, which is greater than V3GU.L's maximum drawdown of -11.45%. Use the drawdown chart below to compare losses from any high point for PLAN.L and V3GU.L.
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Drawdown Indicators
| PLAN.L | V3GU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.76% | -18.89% | -9.87% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -2.85% | -1.93% |
Current DrawdownCurrent decline from peak | -3.29% | -1.71% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -12.93% | -7.03% | -5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.35% | 0.70% | +0.65% |
Volatility
PLAN.L vs. V3GU.L - Volatility Comparison
Lyxor Corporate Green Bond (DR) UCITS ETF - Acc (PLAN.L) and Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.L) have volatilities of 2.35% and 2.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PLAN.L | V3GU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 2.46% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 4.25% | 4.37% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 7.65% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.16% | 8.76% | -0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.16% | 8.76% | -0.60% |