4GLD.DE vs. SXR1.DE
4GLD.DE (Xetra-Gold) and SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) are both exchange-traded funds - 4GLD.DE is a Gold fund tracking the LBMA Gold Price, while SXR1.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan. Both are passively managed. Over the past 10 years, 4GLD.DE returned 12.28%/yr vs 7.82%/yr for SXR1.DE. At a 0.10 correlation, their price movements are largely independent. 4GLD.DE charges 0.00%/yr vs 0.20%/yr for SXR1.DE.
Performance
4GLD.DE vs. SXR1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 4GLD.DE achieves a -2.63% return, which is significantly lower than SXR1.DE's 9.38% return. Over the past 10 years, 4GLD.DE has outperformed SXR1.DE with an annualized return of 12.28%, while SXR1.DE has yielded a comparatively lower 7.82% annualized return.
4GLD.DE
- 1D
- 2.93%
- 1M
- -9.07%
- YTD
- -2.63%
- 6M
- -0.59%
- 1Y
- 24.49%
- 3Y*
- 26.47%
- 5Y*
- 18.62%
- 10Y*
- 12.28%
SXR1.DE
- 1D
- 2.06%
- 1M
- -0.41%
- YTD
- 9.38%
- 6M
- 11.69%
- 1Y
- 15.20%
- 3Y*
- 9.97%
- 5Y*
- 5.88%
- 10Y*
- 7.82%
4GLD.DE vs. SXR1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
4GLD.DE Xetra-Gold | -2.63% | 49.32% | 34.57% | 9.33% | 7.12% | 4.03% | 13.03% | 21.27% | 3.19% | -1.67% |
SXR1.DE iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 9.38% | 7.00% | 11.91% | 2.20% | -0.86% | 13.17% | -2.98% | 21.74% | -6.20% | 10.76% |
Correlation
The correlation between 4GLD.DE and SXR1.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2010 | 0.10 |
Over the past year, 4GLD.DE and SXR1.DE have become more correlated (0.32) than their long-term average of 0.10, meaning their price movements have been converging.
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Return for Risk
4GLD.DE vs. SXR1.DE — Risk / Return Rank
4GLD.DE
SXR1.DE
4GLD.DE vs. SXR1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xetra-Gold (4GLD.DE) and iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.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.
| 4GLD.DE | SXR1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.23 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.44 | -1.31 |
| Martin ratioReturn relative to average drawdown | 3.41 | 7.10 | -3.69 |
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Drawdowns
4GLD.DE vs. SXR1.DE - Drawdown Comparison
The maximum 4GLD.DE drawdown since its inception was -36.79%, roughly equal to the maximum SXR1.DE drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for 4GLD.DE and SXR1.DE.
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Drawdown Indicators
| 4GLD.DE | SXR1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.79% | -38.62% | +1.83% |
Max Drawdown (1Y)Largest decline over 1 year | -21.73% | -6.21% | -15.52% |
Max Drawdown (3Y)Largest decline over 3 years | -21.73% | -20.28% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.73% | -20.28% | -1.45% |
Max Drawdown (10Y)Largest decline over 10 years | -21.73% | -36.91% | +15.18% |
Current DrawdownCurrent decline from peak | -19.44% | -1.74% | -17.70% |
Average DrawdownAverage peak-to-trough decline | -12.03% | -9.86% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.11% | 2.13% | +4.98% |
Volatility
4GLD.DE vs. SXR1.DE - Volatility Comparison
Xetra-Gold (4GLD.DE) has a higher volatility of 6.93% compared to iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) at 4.02%. This indicates that 4GLD.DE's price experiences larger fluctuations and is considered to be riskier than SXR1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 4GLD.DE | SXR1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 4.02% | +2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 20.81% | 9.46% | +11.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.70% | 12.05% | +11.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 14.78% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.56% | 16.58% | -2.02% |
4GLD.DE vs. SXR1.DE - Expense Ratio Comparison
4GLD.DE has a 0.00% expense ratio, which is lower than SXR1.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
4GLD.DE vs. SXR1.DE - Dividend Comparison
Neither 4GLD.DE nor SXR1.DE has paid dividends to shareholders.
Frequently Asked Questions
4GLD.DE and SXR1.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4GLD.DE is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4GLD.DE is cheaper with a 0.00% expense ratio, compared with 0.20% for SXR1.DE.
4GLD.DE is categorized as Gold, while SXR1.DE is Asia Pacific Equities. 4GLD.DE tracks LBMA Gold Price, while SXR1.DE tracks MSCI Pacific ex Japan. They also come from different issuers: Deutsche Börse Commodities and iShares. Their fees differ too: 0.00% for 4GLD.DE and 0.20% for SXR1.DE.
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