3V64.DE vs. SXRV.DE
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.
Key characteristics
| 3V64.DE | SXRV.DE | |
|---|---|---|
| YTD Return | 8.84% | 10.15% |
| 1Y Return | 22.13% | 40.59% |
| 3Y Return (Ann) | 10.81% | 14.22% |
| 5Y Return (Ann) | 13.50% | 20.59% |
| 10Y Return (Ann) | 22.36% | 21.17% |
| Sharpe Ratio | 1.43 | 2.49 |
| Daily Std Dev | 15.28% | 15.05% |
| Max Drawdown | -43.32% | -31.39% |
| Current Drawdown | -4.41% | -1.13% |
Correlation
The correlation between 3V64.DE and SXRV.DE is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
3V64.DE vs. SXRV.DE - Performance Comparison
In the year-to-date period, 3V64.DE achieves a 8.84% return, which is significantly lower than SXRV.DE's 10.15% return. Over the past 10 years, 3V64.DE has outperformed SXRV.DE with an annualized return of 22.36%, while SXRV.DE has yielded a comparatively lower 21.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
3V64.DE vs. SXRV.DE - Dividend Comparison
3V64.DE's dividend yield for the trailing twelve months is around 0.76%, while SXRV.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3V64.DE Visa Inc | 0.76% | 0.79% | 0.81% | 0.69% | 0.70% | 0.62% | 0.76% | 0.72% | 0.97% | 0.69% | 0.77% | 0.87% |
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 -43.32%, which is greater than SXRV.DE's maximum drawdown of -31.39%. Use the drawdown chart below to compare losses from any high point for 3V64.DE and SXRV.DE. For additional features, visit the drawdowns tool.
Volatility
3V64.DE vs. SXRV.DE - Volatility Comparison
The current volatility for Visa Inc (3V64.DE) is 3.85%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 5.60%. This indicates that 3V64.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.