XBAT.DE vs. LYXD.DE
XBAT.DE (Xtrackers iBoxx Sovereigns Eurozone AAA Swap UCITS ETF) and LYXD.DE (Amundi Euro Government Bond 7-10Y UCITS ETF Acc) are both European Government Bonds funds - XBAT.DE tracks the iBoxx® EUR Sovereigns Eurozone AAA while LYXD.DE tracks the Bloomberg Euro Treasury 50bn 7-10 Year Bond. Both are passively managed. Over the past 10 years, XBAT.DE returned -1.06%/yr vs -0.07%/yr for LYXD.DE. A 0.76 correlation means they provide meaningful diversification when combined. XBAT.DE charges 0.15%/yr vs 0.17%/yr for LYXD.DE.
Performance
XBAT.DE vs. LYXD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XBAT.DE achieves a 0.50% return, which is significantly lower than LYXD.DE's 1.49% return. Over the past 10 years, XBAT.DE has underperformed LYXD.DE with an annualized return of -1.06%, while LYXD.DE has yielded a comparatively higher -0.07% annualized return.
XBAT.DE
- 1D
- 0.08%
- 1M
- 0.39%
- YTD
- 0.50%
- 6M
- 0.67%
- 1Y
- 1.24%
- 3Y*
- 2.32%
- 5Y*
- -2.25%
- 10Y*
- -1.06%
LYXD.DE
- 1D
- 0.07%
- 1M
- 1.01%
- YTD
- 1.49%
- 6M
- 1.64%
- 1Y
- 1.68%
- 3Y*
- 3.09%
- 5Y*
- -1.81%
- 10Y*
- -0.07%
XBAT.DE vs. LYXD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XBAT.DE Xtrackers iBoxx Sovereigns Eurozone AAA Swap UCITS ETF | 0.50% | 2.47% | 0.18% | 3.80% | -17.06% | -2.84% | 2.81% | 2.99% | 2.37% | -1.51% |
LYXD.DE Amundi Euro Government Bond 7-10Y UCITS ETF Acc | 1.49% | 1.72% | 1.17% | 8.47% | -19.27% | -2.85% | 4.18% | 6.46% | 1.20% | 0.97% |
Correlation
The correlation between XBAT.DE and LYXD.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2011 | 0.76 |
The correlation between XBAT.DE and LYXD.DE shifts across timeframes, from 0.76 (all time) to 0.93 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
XBAT.DE vs. LYXD.DE — Risk / Return Rank
XBAT.DE
LYXD.DE
XBAT.DE vs. LYXD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers iBoxx Sovereigns Eurozone AAA Swap UCITS ETF (XBAT.DE) and Amundi Euro Government Bond 7-10Y UCITS ETF Acc (LYXD.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.
| XBAT.DE | LYXD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.40 | +0.21 |
| Martin ratioReturn relative to average drawdown | 1.77 | 1.06 | +0.71 |
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Drawdowns
XBAT.DE vs. LYXD.DE - Drawdown Comparison
The maximum XBAT.DE drawdown since its inception was -24.48%, which is greater than LYXD.DE's maximum drawdown of -22.48%. Use the drawdown chart below to compare losses from any high point for XBAT.DE and LYXD.DE.
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Drawdown Indicators
| XBAT.DE | LYXD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.48% | -22.48% | -2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -2.01% | -4.13% | +2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -4.50% | -4.31% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -21.97% | -22.19% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -24.48% | -22.48% | -2.00% |
Current DrawdownCurrent decline from peak | -16.01% | -11.47% | -4.54% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -5.62% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.70% | 1.59% | -0.89% |
Volatility
XBAT.DE vs. LYXD.DE - Volatility Comparison
The current volatility for Xtrackers iBoxx Sovereigns Eurozone AAA Swap UCITS ETF (XBAT.DE) is 0.46%, while Amundi Euro Government Bond 7-10Y UCITS ETF Acc (LYXD.DE) has a volatility of 1.29%. This indicates that XBAT.DE experiences smaller price fluctuations and is considered to be less risky than LYXD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XBAT.DE | LYXD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 1.29% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 1.93% | 4.11% | -2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.19% | 4.85% | -2.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.05% | 7.14% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.36% | 5.77% | -0.41% |
XBAT.DE vs. LYXD.DE - Expense Ratio Comparison
XBAT.DE has a 0.15% expense ratio, which is lower than LYXD.DE's 0.17% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XBAT.DE vs. LYXD.DE - Dividend Comparison
Neither XBAT.DE nor LYXD.DE has paid dividends to shareholders.
Frequently Asked Questions
XBAT.DE and LYXD.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XBAT.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XBAT.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for LYXD.DE.
XBAT.DE tracks iBoxx® EUR Sovereigns Eurozone AAA, while LYXD.DE tracks Bloomberg Euro Treasury 50bn 7-10 Year Bond. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.15% for XBAT.DE and 0.17% for LYXD.DE.
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