XD9U.DE vs. LYBK.DE
XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both exchange-traded funds - XD9U.DE is a Large Cap Blend Equities fund tracking the MSCI USA, while LYBK.DE is a Financials Equities fund tracking the EURO STOXX® Banks. Both are passively managed. Over the past 10 years, XD9U.DE returned 15.09%/yr vs 19.00%/yr for LYBK.DE. At a 0.44 correlation, their price movements are largely independent. XD9U.DE charges 0.07%/yr vs 0.30%/yr for LYBK.DE.
Performance
XD9U.DE vs. LYBK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XD9U.DE achieves a 10.62% return, which is significantly lower than LYBK.DE's 14.35% return. Over the past 10 years, XD9U.DE has underperformed LYBK.DE with an annualized return of 15.09%, while LYBK.DE has yielded a comparatively higher 19.00% annualized return.
XD9U.DE
- 1D
- -1.03%
- 1M
- 0.25%
- YTD
- 10.62%
- 6M
- 10.86%
- 1Y
- 24.34%
- 3Y*
- 19.00%
- 5Y*
- 13.39%
- 10Y*
- 15.09%
LYBK.DE
- 1D
- 0.58%
- 1M
- 8.42%
- YTD
- 14.35%
- 6M
- 15.44%
- 1Y
- 54.75%
- 3Y*
- 49.67%
- 5Y*
- 32.03%
- 10Y*
- 19.00%
XD9U.DE vs. LYBK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 10.62% | 4.61% | 32.32% | 23.38% | -15.69% | 38.72% | 9.42% | 34.69% | -1.29% | 6.77% |
LYBK.DE Amundi Euro Stoxx Banks UCITS ETF Acc | 14.35% | 91.46% | 30.53% | 30.34% | 0.78% | 39.97% | -22.43% | 17.74% | -30.86% | 14.21% |
Correlation
The correlation between XD9U.DE and LYBK.DE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since May 28, 2014 | 0.44 |
The correlation between XD9U.DE and LYBK.DE shifts across timeframes, from 0.31 (3 years) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XD9U.DE vs. LYBK.DE — Risk / Return Rank
XD9U.DE
LYBK.DE
XD9U.DE vs. LYBK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.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.
| XD9U.DE | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 3.18 | +0.14 |
| Martin ratioReturn relative to average drawdown | 11.39 | 10.02 | +1.37 |
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Drawdowns
XD9U.DE vs. LYBK.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.10%, smaller than the maximum LYBK.DE drawdown of -63.98%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and LYBK.DE.
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Drawdown Indicators
| XD9U.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.10% | -63.98% | +29.88% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -17.12% | +9.82% |
Max Drawdown (3Y)Largest decline over 3 years | -23.68% | -19.90% | -3.78% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -34.32% | +10.64% |
Max Drawdown (10Y)Largest decline over 10 years | -34.10% | -62.22% | +28.12% |
Current DrawdownCurrent decline from peak | -1.03% | -1.70% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -20.17% | +15.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 5.45% | -3.32% |
Volatility
XD9U.DE vs. LYBK.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) is 3.39%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 6.46%. This indicates that XD9U.DE experiences smaller price fluctuations and is considered to be less risky than LYBK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9U.DE | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 6.46% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 7.98% | 19.79% | -11.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 23.98% | -12.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 25.51% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 27.75% | -11.52% |
XD9U.DE vs. LYBK.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
XD9U.DE vs. LYBK.DE - Dividend Comparison
Neither XD9U.DE nor LYBK.DE has paid dividends to shareholders.
Frequently Asked Questions
XD9U.DE and LYBK.DE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XD9U.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9U.DE is cheaper with a 0.07% expense ratio, compared with 0.30% for LYBK.DE.
XD9U.DE is categorized as Large Cap Blend Equities, while LYBK.DE is Financials Equities. XD9U.DE tracks MSCI USA, while LYBK.DE tracks EURO STOXX® Banks. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.07% for XD9U.DE and 0.30% for LYBK.DE.
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