SWDA.L vs. LYM9.DE
SWDA.L (iShares Core MSCI World UCITS ETF USD (Acc)) and LYM9.DE (Amundi MSCI New Energy ESG Screened UCITS ETF Dist) are both exchange-traded funds - SWDA.L is a Global Equities fund tracking the MSCI World Index, while LYM9.DE is a Energy Equities fund tracking the MSCI ACWI IMI New Energy ESG Filtered. Both are passively managed. Over the past 10 years, SWDA.L returned 12.56%/yr vs 10.29%/yr for LYM9.DE. A 0.68 correlation means they provide meaningful diversification when combined. SWDA.L charges 0.20%/yr vs 0.60%/yr for LYM9.DE.
Performance
SWDA.L vs. LYM9.DE - Performance Comparison
Loading charts...
Different Trading Currencies
SWDA.L is traded in GBp, while LYM9.DE is traded in EUR. To make them comparable, the LYM9.DE values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SWDA.L achieves a 9.33% return, which is significantly lower than LYM9.DE's 23.64% return. Over the past 10 years, SWDA.L has outperformed LYM9.DE with an annualized return of 12.56%, while LYM9.DE has yielded a comparatively lower 10.29% annualized return.
SWDA.L
- 1D
- 0.25%
- 1M
- -1.61%
- 6M
- 8.59%
- YTD
- 9.33%
- 1Y
- 20.19%
- 3Y*
- 16.57%
- 5Y*
- 11.82%
- 10Y*
- 12.56%
- ALL TIME*
- 9.05%
LYM9.DE
- 1D
- 0.65%
- 1M
- -12.73%
- 6M
- 16.63%
- YTD
- 23.64%
- 1Y
- 51.28%
- 3Y*
- 6.68%
- 5Y*
- 0.74%
- 10Y*
- 10.29%
- ALL TIME*
- 1.60%
SWDA.L vs. LYM9.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 9.33% | 12.64% | 21.11% | 17.59% | -8.33% | 23.64% | 12.25% | 23.03% | -3.78% | 11.78% |
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 23.64% | 36.38% | -11.99% | -22.75% | -8.36% | -6.00% | 54.33% | 42.23% | -7.88% | 20.58% |
Correlation
The correlation between SWDA.L and LYM9.DE is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.67 |
Correlation (All Time) Calculated using the full available price history since Sep 25, 2009 | 0.68 |
The correlation between SWDA.L and LYM9.DE shifts across timeframes, from 0.58 (3 years) to 0.68 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SWDA.L vs. LYM9.DE — Risk / Return Rank
SWDA.L
LYM9.DE
SWDA.L vs. LYM9.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) and Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.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.
| SWDA.L | LYM9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.38 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 3.63 | -0.56 |
| Martin ratioReturn relative to average drawdown | 11.89 | 14.02 | -2.13 |
Loading charts...
Drawdowns
SWDA.L vs. LYM9.DE - Drawdown Comparison
The maximum SWDA.L drawdown since its inception was -41.70%, smaller than the maximum LYM9.DE drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for SWDA.L and LYM9.DE.
Loading charts...
Drawdown Indicators
| SWDA.L | LYM9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.70% | -69.68% | +27.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.55% | -14.04% | +7.49% |
Max Drawdown (3Y)Largest decline over 3 years | -18.50% | -39.40% | +20.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.50% | -54.91% | +36.41% |
Max Drawdown (10Y)Largest decline over 10 years | -25.58% | -55.42% | +29.84% |
Current DrawdownCurrent decline from peak | -1.61% | -13.49% | +11.88% |
Average DrawdownAverage peak-to-trough decline | -9.44% | -38.30% | +28.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 3.65% | -1.96% |
Volatility
SWDA.L vs. LYM9.DE - Volatility Comparison
The current volatility for iShares Core MSCI World UCITS ETF USD (Acc) (SWDA.L) is 2.67%, while Amundi MSCI New Energy ESG Screened UCITS ETF Dist (LYM9.DE) has a volatility of 8.49%. This indicates that SWDA.L experiences smaller price fluctuations and is considered to be less risky than LYM9.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SWDA.L | LYM9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 8.49% | -5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.71% | 18.57% | -10.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.47% | 22.33% | -11.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.33% | 22.41% | -9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 21.85% | -7.34% |
SWDA.L vs. LYM9.DE - Expense Ratio Comparison
SWDA.L has a 0.20% expense ratio, which is lower than LYM9.DE's 0.60% expense ratio.
Dividends
SWDA.L vs. LYM9.DE - Dividend Comparison
SWDA.L has not paid dividends to shareholders, while LYM9.DE's dividend yield for the trailing twelve months is around 0.33%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LYM9.DE Amundi MSCI New Energy ESG Screened UCITS ETF Dist | 0.33% | 0.42% | 0.74% | 0.78% | 0.25% | 0.31% | 0.70% | 1.12% | 0.67% | 0.89% | 1.50% | 2.23% |
SWDA.L iShares Core MSCI World UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SWDA.L and LYM9.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SWDA.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SWDA.L is cheaper with a 0.20% expense ratio, compared with 0.60% for LYM9.DE.
SWDA.L is categorized as Global Equities, while LYM9.DE is Energy Equities. SWDA.L tracks MSCI World Index, while LYM9.DE tracks MSCI ACWI IMI New Energy ESG Filtered. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.20% for SWDA.L and 0.60% for LYM9.DE.
Find the right allocation for SWDA.L and LYM9.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer