SW.PA vs. LHKG.DE
SW.PA (Sodexo SA) is a stock, while LHKG.DE (Lyxor MSCI China ESG Leaders Extra UCITS ETF Dist) is China Equities fund tracking the MSCI China Select ESG Rating and Trend Leaders. Over the past 5 years, SW.PA returned 1.85%/yr vs -2.46%/yr for LHKG.DE. At a 0.15 correlation, their price movements are largely independent.
Performance
SW.PA vs. LHKG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SW.PA achieves a 15.33% return, which is significantly higher than LHKG.DE's -8.04% return.
SW.PA
- 1D
- 3.62%
- 1M
- 9.76%
- YTD
- 15.33%
- 6M
- 17.86%
- 1Y
- -3.98%
- 3Y*
- -6.67%
- 5Y*
- 1.85%
- 10Y*
- 1.32%
LHKG.DE
- 1D
- 1.71%
- 1M
- -6.78%
- YTD
- -8.04%
- 6M
- -7.78%
- 1Y
- 1.35%
- 3Y*
- 4.58%
- 5Y*
- -2.46%
- 10Y*
- —
SW.PA vs. LHKG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SW.PA Sodexo SA | 15.33% | -41.70% | 18.23% | 16.22% | 20.24% | 15.46% | -31.80% | 10.19% |
LHKG.DE Lyxor MSCI China ESG Leaders Extra UCITS ETF Dist | -8.04% | 21.50% | 20.39% | -17.50% | -7.92% | -6.59% | -10.39% | 3.35% |
Correlation
The correlation between SW.PA and LHKG.DE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2019 | 0.15 |
The correlation between SW.PA and LHKG.DE shifts across timeframes, from 0.02 (3 years) to 0.15 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SW.PA vs. LHKG.DE — Risk / Return Rank
SW.PA
LHKG.DE
SW.PA vs. LHKG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sodexo SA (SW.PA) and Lyxor MSCI China ESG Leaders Extra UCITS ETF Dist (LHKG.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SW.PA | LHKG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.03 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 0.07 | -0.22 |
| Martin ratioReturn relative to average drawdown | -0.29 | 0.14 | -0.43 |
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Drawdowns
SW.PA vs. LHKG.DE - Drawdown Comparison
The maximum SW.PA drawdown since its inception was -54.05%, which is greater than LHKG.DE's maximum drawdown of -45.12%. Use the drawdown chart below to compare losses from any high point for SW.PA and LHKG.DE.
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Drawdown Indicators
| SW.PA | LHKG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.05% | -45.12% | -8.93% |
Max Drawdown (1Y)Largest decline over 1 year | -27.01% | -18.25% | -8.76% |
Max Drawdown (3Y)Largest decline over 3 years | -49.06% | -26.45% | -22.61% |
Max Drawdown (5Y)Largest decline over 5 years | -49.06% | -43.09% | -5.97% |
Max Drawdown (10Y)Largest decline over 10 years | -54.05% | — | — |
Current DrawdownCurrent decline from peak | -33.52% | -17.66% | -15.86% |
Average DrawdownAverage peak-to-trough decline | -15.60% | -19.17% | +3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.42% | 9.48% | +3.94% |
Volatility
SW.PA vs. LHKG.DE - Volatility Comparison
Sodexo SA (SW.PA) has a higher volatility of 7.77% compared to Lyxor MSCI China ESG Leaders Extra UCITS ETF Dist (LHKG.DE) at 7.16%. This indicates that SW.PA's price experiences larger fluctuations and is considered to be riskier than LHKG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SW.PA | LHKG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 7.16% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 21.44% | 14.16% | +7.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.57% | 19.82% | +6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.86% | 24.92% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.93% | 24.00% | +4.93% |
Dividends
SW.PA vs. LHKG.DE - Dividend Comparison
SW.PA's dividend yield for the trailing twelve months is around 5.36%, more than LHKG.DE's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LHKG.DE Lyxor MSCI China ESG Leaders Extra UCITS ETF Dist | 1.64% | 1.50% | 2.18% | 0.17% | 3.78% | 1.35% | 2.46% | 2.58% | 0.00% | 0.00% | 0.00% | 0.00% |
SW.PA Sodexo SA | 5.36% | 6.18% | 11.18% | 4.14% | 3.57% | 3.45% | 5.58% | 3.46% | 4.09% | 2.85% | 2.68% | 2.66% |
Frequently Asked Questions
SW.PA and LHKG.DE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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