B41J.DE vs. SXRD.DE
B41J.DE (Global X European Infrastructure Development UCITS ETF EUR Accumulating) and SXRD.DE (iShares MSCI UK Small Cap UCITS ETF (Acc)) are both Europe Equities funds - B41J.DE tracks the Mirae Asset European Infrastructure Development Index while SXRD.DE tracks the MSCI UK Small Cap. Both are passively managed. Over the past year, B41J.DE returned 8.67% vs 7.68% for SXRD.DE. A 0.62 correlation means they provide meaningful diversification when combined. B41J.DE charges 0.47%/yr vs 0.58%/yr for SXRD.DE.
Performance
B41J.DE vs. SXRD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, B41J.DE achieves a 7.25% return, which is significantly higher than SXRD.DE's 3.78% return.
B41J.DE
- 1D
- 0.02%
- 1M
- -2.78%
- YTD
- 7.25%
- 6M
- 8.50%
- 1Y
- 8.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SXRD.DE
- 1D
- 0.80%
- 1M
- 2.95%
- YTD
- 3.78%
- 6M
- 6.42%
- 1Y
- 7.68%
- 3Y*
- 9.84%
- 5Y*
- 1.10%
- 10Y*
- 3.75%
B41J.DE vs. SXRD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
B41J.DE Global X European Infrastructure Development UCITS ETF EUR Accumulating | 7.25% | 27.74% | -2.48% |
SXRD.DE iShares MSCI UK Small Cap UCITS ETF (Acc) | 3.78% | 10.75% | -1.78% |
Correlation
The correlation between B41J.DE and SXRD.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2024 | 0.62 |
The correlation between B41J.DE and SXRD.DE has been stable across timeframes, ranging from 0.60 to 0.62 - a consistent structural relationship.
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Return for Risk
B41J.DE vs. SXRD.DE — Risk / Return Rank
B41J.DE
SXRD.DE
B41J.DE vs. SXRD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) and iShares MSCI UK Small Cap UCITS ETF (Acc) (SXRD.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.
| B41J.DE | SXRD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.10 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.65 | +0.29 |
| Martin ratioReturn relative to average drawdown | 2.70 | 2.10 | +0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| B41J.DE | SXRD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.52 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.12 | 0.47 | +0.66 |
Drawdowns
B41J.DE vs. SXRD.DE - Drawdown Comparison
The maximum B41J.DE drawdown since its inception was -12.00%, smaller than the maximum SXRD.DE drawdown of -47.59%. Use the drawdown chart below to compare losses from any high point for B41J.DE and SXRD.DE.
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Drawdown Indicators
| B41J.DE | SXRD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.00% | -47.59% | +35.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.34% | -11.69% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.55% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -36.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.59% | — |
Current DrawdownCurrent decline from peak | -4.55% | -2.54% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -2.45% | -10.21% | +7.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.64% | -0.40% |
Volatility
B41J.DE vs. SXRD.DE - Volatility Comparison
Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) and iShares MSCI UK Small Cap UCITS ETF (Acc) (SXRD.DE) have volatilities of 4.95% and 5.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| B41J.DE | SXRD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 5.06% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 11.86% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 14.83% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.11% | 17.46% | -1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 19.88% | -3.77% |
B41J.DE vs. SXRD.DE - Expense Ratio Comparison
B41J.DE has a 0.47% expense ratio, which is lower than SXRD.DE's 0.58% expense ratio.
Dividends
B41J.DE vs. SXRD.DE - Dividend Comparison
Neither B41J.DE nor SXRD.DE has paid dividends to shareholders.
Frequently Asked Questions
B41J.DE and SXRD.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, B41J.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
B41J.DE is cheaper with a 0.47% expense ratio, compared with 0.58% for SXRD.DE.
B41J.DE tracks Mirae Asset European Infrastructure Development Index, while SXRD.DE tracks MSCI UK Small Cap. They also come from different issuers: Global X and iShares. Their fees differ too: 0.47% for B41J.DE and 0.58% for SXRD.DE.
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