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XRSM.DE vs. LCUS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XRSM.DE vs. LCUS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) and Lyxor Core US Equity (DR) UCITS ETF - Dist (LCUS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XRSM.DE

1D
-1.09%
1M
0.21%
YTD
10.32%
6M
10.25%
1Y
24.87%
3Y*
19.47%
5Y*
13.21%
10Y*
13.75%

LCUS.DE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XRSM.DE vs. LCUS.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
XRSM.DE
Xtrackers MSCI USA ESG Screened UCITS ETF 1C
10.32%4.95%33.21%25.49%-17.04%39.25%5.31%33.46%-4.32%
LCUS.DE
Lyxor Core US Equity (DR) UCITS ETF - Dist
0.00%3.38%32.92%22.93%-15.84%37.76%9.13%34.09%-19.44%

Correlation

The correlation between XRSM.DE and LCUS.DE is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.63

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2018

0.85

The correlation between XRSM.DE and LCUS.DE shifts across timeframes, from 0.63 (3 years) to 0.85 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

XRSM.DE vs. LCUS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XRSM.DE
XRSM.DE Risk / Return Rank: 6565
Overall Rank
XRSM.DE Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XRSM.DE Sortino Ratio Rank: 6565
Sortino Ratio Rank
XRSM.DE Omega Ratio Rank: 6565
Omega Ratio Rank
XRSM.DE Calmar Ratio Rank: 6666
Calmar Ratio Rank
XRSM.DE Martin Ratio Rank: 6464
Martin Ratio Rank

LCUS.DE

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XRSM.DE vs. LCUS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA ESG Screened UCITS ETF 1C (XRSM.DE) and Lyxor Core US Equity (DR) UCITS ETF - Dist (LCUS.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.


XRSM.DELCUS.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.34

Calmar ratioReturn relative to maximum drawdown

2.91

Martin ratioReturn relative to average drawdown

10.10

XRSM.DE vs. LCUS.DE - Sharpe Ratio Comparison


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Drawdowns

XRSM.DE vs. LCUS.DE - Drawdown Comparison


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Drawdown Indicators


XRSM.DELCUS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.30%

Max Drawdown (1Y)

Largest decline over 1 year

-8.52%

Max Drawdown (3Y)

Largest decline over 3 years

-24.45%

Max Drawdown (5Y)

Largest decline over 5 years

-24.45%

Max Drawdown (10Y)

Largest decline over 10 years

-40.30%

Current Drawdown

Current decline from peak

-1.28%

Average Drawdown

Average peak-to-trough decline

-7.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

Volatility

XRSM.DE vs. LCUS.DE - Volatility Comparison


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Volatility by Period


XRSM.DELCUS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

Volatility (1Y)

Calculated over the trailing 1-year period

12.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.16%

XRSM.DE vs. LCUS.DE - Expense Ratio Comparison

XRSM.DE has a 0.07% expense ratio, which is higher than LCUS.DE's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

XRSM.DE vs. LCUS.DE - Dividend Comparison

Neither XRSM.DE nor LCUS.DE has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
LCUS.DE
Lyxor Core US Equity (DR) UCITS ETF - Dist
0.00%0.00%0.84%0.78%2.27%1.12%1.52%1.10%1.30%
XRSM.DE
Xtrackers MSCI USA ESG Screened UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


XRSM.DE and LCUS.DE have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LCUS.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LCUS.DE is cheaper with a 0.04% expense ratio, compared with 0.07% for XRSM.DE.

XRSM.DE tracks MSCI USA Select ESG Screened, while LCUS.DE tracks Russell 1000 TR USD. They also come from different issuers: Xtrackers and Amundi. Their fees differ too: 0.07% for XRSM.DE and 0.04% for LCUS.DE.

Portfolio Optimizer

Find the right allocation for XRSM.DE and LCUS.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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