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3V64.DE vs. SXRV.DE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between 3V64.DE and SXRV.DE is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

3V64.DE vs. SXRV.DE

Last updated Jun 19, 2025

Compare and contrast key facts about Visa Inc (3V64.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE).

SXRV.DE is a passively managed fund by iShares that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 26, 2010.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3V64.DE or SXRV.DE.

Performance

3V64.DE vs. SXRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Visa Inc (3V64.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

3V64.DE:

0.91

SXRV.DE:

0.12

Sortino Ratio

3V64.DE:

1.28

SXRV.DE:

0.29

Omega Ratio

3V64.DE:

1.18

SXRV.DE:

1.04

Calmar Ratio

3V64.DE:

1.04

SXRV.DE:

0.08

Martin Ratio

3V64.DE:

2.89

SXRV.DE:

0.23

Ulcer Index

3V64.DE:

6.98%

SXRV.DE:

9.57%

Daily Std Dev

3V64.DE:

22.66%

SXRV.DE:

22.98%

Max Drawdown

3V64.DE:

-44.13%

SXRV.DE:

-32.80%

Current Drawdown

3V64.DE:

-12.44%

SXRV.DE:

-10.87%

Returns By Period

In the year-to-date period, 3V64.DE achieves a 0.80% return, which is significantly higher than SXRV.DE's -6.81% return. Both investments have delivered pretty close results over the past 10 years, with 3V64.DE having a 18.26% annualized return and SXRV.DE not far behind at 17.41%.

3V64.DE

YTD

0.80%

1M

-6.77%

6M

-0.41%

1Y

20.78%

3Y*

20.17%

5Y*

12.59%

10Y*

18.26%

SXRV.DE

YTD

-6.81%

1M

-0.20%

6M

-9.72%

1Y

2.67%

3Y*

21.31%

5Y*

16.41%

10Y*

17.41%

*Annualized

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Visa Inc

iShares NASDAQ 100 UCITS ETF USD (Acc)

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

3V64.DE vs. SXRV.DE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
3V64.DE
The Risk-Adjusted Performance Rank of 3V64.DE is 7575
Overall Rank
The Sharpe Ratio Rank of 3V64.DE is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of 3V64.DE is 6969
Sortino Ratio Rank
The Omega Ratio Rank of 3V64.DE is 6969
Omega Ratio Rank
The Calmar Ratio Rank of 3V64.DE is 8282
Calmar Ratio Rank
The Martin Ratio Rank of 3V64.DE is 7575
Martin Ratio Rank
SXRV.DE
The Risk-Adjusted Performance Rank of SXRV.DE is 2020
Overall Rank
The Sharpe Ratio Rank of SXRV.DE is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of SXRV.DE is 2020
Sortino Ratio Rank
The Omega Ratio Rank of SXRV.DE is 2020
Omega Ratio Rank
The Calmar Ratio Rank of SXRV.DE is 2020
Calmar Ratio Rank
The Martin Ratio Rank of SXRV.DE is 1919
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

3V64.DE vs. SXRV.DE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc (3V64.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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.

The current 3V64.DE Sharpe Ratio is 0.91, which is higher than the SXRV.DE Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of 3V64.DE and SXRV.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

3V64.DE vs. SXRV.DE - Dividend Comparison

3V64.DE's dividend yield for the trailing twelve months is around 0.61%, while SXRV.DE has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
3V64.DE
Visa Inc		0.61%0.57%0.64%0.67%0.51%0.54%0.48%0.56%0.55%0.78%0.54%0.50%
SXRV.DE
iShares NASDAQ 100 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%

Drawdowns

3V64.DE vs. SXRV.DE - Drawdown Comparison

The maximum 3V64.DE drawdown since its inception was -44.13%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for 3V64.DE and SXRV.DE.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

3V64.DE vs. SXRV.DE - Volatility Comparison

Visa Inc (3V64.DE) has a higher volatility of 7.15% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 3.65%. This indicates that 3V64.DE's price experiences larger fluctuations and is considered to be riskier than SXRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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