XDWU.DE vs. LYBK.DE
XDWU.DE (Xtrackers MSCI World Utilities UCITS ETF 1C) and LYBK.DE (Amundi Euro Stoxx Banks UCITS ETF Acc) are both exchange-traded funds - XDWU.DE is a Utilities Equities fund tracking the MSCI World/Utilities NR USD, while LYBK.DE is a Financials Equities fund tracking the EURO STOXX® Banks. Both are passively managed. Over the past 10 years, XDWU.DE returned 8.86%/yr vs 19.00%/yr for LYBK.DE. At a 0.22 correlation, their price movements are largely independent. XDWU.DE charges 0.25%/yr vs 0.30%/yr for LYBK.DE.
Performance
XDWU.DE vs. LYBK.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDWU.DE achieves a 12.38% return, which is significantly lower than LYBK.DE's 14.35% return. Over the past 10 years, XDWU.DE has underperformed LYBK.DE with an annualized return of 8.86%, while LYBK.DE has yielded a comparatively higher 19.00% annualized return.
XDWU.DE
- 1D
- 0.56%
- 1M
- 1.97%
- YTD
- 12.38%
- 6M
- 13.24%
- 1Y
- 21.63%
- 3Y*
- 14.42%
- 5Y*
- 11.25%
- 10Y*
- 8.86%
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%
XDWU.DE vs. LYBK.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XDWU.DE Xtrackers MSCI World Utilities UCITS ETF 1C | 12.38% | 11.38% | 19.84% | -3.21% | 2.24% | 19.80% | -4.88% | 25.27% | 6.79% | -0.21% |
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 XDWU.DE and LYBK.DE is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2013 | 0.22 |
The correlation between XDWU.DE and LYBK.DE shifts across timeframes, from 0.07 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XDWU.DE vs. LYBK.DE — Risk / Return Rank
XDWU.DE
LYBK.DE
XDWU.DE vs. LYBK.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.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.
| XDWU.DE | LYBK.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 3.18 | -0.23 |
| Martin ratioReturn relative to average drawdown | 7.42 | 10.02 | -2.60 |
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Drawdowns
XDWU.DE vs. LYBK.DE - Drawdown Comparison
The maximum XDWU.DE drawdown since its inception was -42.00%, smaller than the maximum LYBK.DE drawdown of -63.98%. Use the drawdown chart below to compare losses from any high point for XDWU.DE and LYBK.DE.
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Drawdown Indicators
| XDWU.DE | LYBK.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.00% | -63.98% | +21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -17.12% | +9.82% |
Max Drawdown (3Y)Largest decline over 3 years | -12.69% | -19.90% | +7.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -34.32% | +11.06% |
Max Drawdown (10Y)Largest decline over 10 years | -33.61% | -62.22% | +28.61% |
Current DrawdownCurrent decline from peak | -1.56% | -1.70% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -12.47% | -20.17% | +7.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 5.45% | -2.54% |
Volatility
XDWU.DE vs. LYBK.DE - Volatility Comparison
The current volatility for Xtrackers MSCI World Utilities UCITS ETF 1C (XDWU.DE) is 4.22%, while Amundi Euro Stoxx Banks UCITS ETF Acc (LYBK.DE) has a volatility of 6.46%. This indicates that XDWU.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
| XDWU.DE | LYBK.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 6.46% | -2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 19.79% | -8.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 23.98% | -10.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.25% | 25.51% | -11.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 27.75% | -9.75% |
XDWU.DE vs. LYBK.DE - Expense Ratio Comparison
XDWU.DE has a 0.25% expense ratio, which is lower than LYBK.DE's 0.30% expense ratio.
Dividends
XDWU.DE vs. LYBK.DE - Dividend Comparison
Neither XDWU.DE nor LYBK.DE has paid dividends to shareholders.
Frequently Asked Questions
XDWU.DE and LYBK.DE have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XDWU.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XDWU.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for LYBK.DE.
XDWU.DE is categorized as Utilities Equities, while LYBK.DE is Financials Equities. XDWU.DE tracks MSCI World/Utilities NR USD, while LYBK.DE tracks EURO STOXX® Banks. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.25% for XDWU.DE and 0.30% for LYBK.DE.
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