C030.DE vs. SXRY.DE
C030.DE (Amundi DJ Switzerland Titans 30 UCITS ETF Dist) and SXRY.DE (iShares FTSE MIB UCITS ETF (Acc)) are both Europe Equities funds - C030.DE tracks the Dow Jones Switzerland Titans 30 while SXRY.DE tracks the FTSE MIB. Both are passively managed. Over the past 10 years, C030.DE returned 11.67%/yr vs 17.09%/yr for SXRY.DE. A 0.57 correlation means they provide meaningful diversification when combined. C030.DE charges 0.25%/yr vs 0.33%/yr for SXRY.DE.
Performance
C030.DE vs. SXRY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, C030.DE achieves a 10.60% return, which is significantly lower than SXRY.DE's 18.23% return. Over the past 10 years, C030.DE has underperformed SXRY.DE with an annualized return of 11.67%, while SXRY.DE has yielded a comparatively higher 17.09% annualized return.
C030.DE
- 1D
- 0.86%
- 1M
- 4.86%
- YTD
- 10.60%
- 6M
- 10.67%
- 1Y
- 23.82%
- 3Y*
- 14.68%
- 5Y*
- 9.96%
- 10Y*
- 11.67%
SXRY.DE
- 1D
- 0.23%
- 1M
- 4.00%
- YTD
- 18.23%
- 6M
- 19.05%
- 1Y
- 37.48%
- 3Y*
- 29.61%
- 5Y*
- 20.54%
- 10Y*
- 17.09%
C030.DE vs. SXRY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
C030.DE Amundi DJ Switzerland Titans 30 UCITS ETF Dist | 10.60% | 18.43% | 7.60% | 16.13% | -13.62% | 31.65% | 4.07% | 33.96% | -8.34% | 9.75% |
SXRY.DE iShares FTSE MIB UCITS ETF (Acc) | 18.23% | 37.80% | 18.15% | 33.34% | -9.13% | 26.71% | -4.02% | 33.22% | -14.32% | 16.72% |
Correlation
The correlation between C030.DE and SXRY.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2010 | 0.57 |
The correlation between C030.DE and SXRY.DE has been stable across timeframes, ranging from 0.55 to 0.62 - a consistent structural relationship.
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Return for Risk
C030.DE vs. SXRY.DE — Risk / Return Rank
C030.DE
SXRY.DE
C030.DE vs. SXRY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi DJ Switzerland Titans 30 UCITS ETF Dist (C030.DE) and iShares FTSE MIB UCITS ETF (Acc) (SXRY.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.
| C030.DE | SXRY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.41 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 3.85 | -1.76 |
| Martin ratioReturn relative to average drawdown | 7.35 | 14.30 | -6.95 |
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Drawdowns
C030.DE vs. SXRY.DE - Drawdown Comparison
The maximum C030.DE drawdown since its inception was -49.39%, which is greater than SXRY.DE's maximum drawdown of -43.59%. Use the drawdown chart below to compare losses from any high point for C030.DE and SXRY.DE.
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Drawdown Indicators
| C030.DE | SXRY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.39% | -43.59% | -5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -11.32% | -9.69% | -1.63% |
Max Drawdown (3Y)Largest decline over 3 years | -16.50% | -17.61% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | -25.00% | +5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -29.54% | -40.81% | +11.27% |
Current DrawdownCurrent decline from peak | 0.00% | -1.98% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -10.15% | -11.61% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.61% | +0.62% |
Volatility
C030.DE vs. SXRY.DE - Volatility Comparison
The current volatility for Amundi DJ Switzerland Titans 30 UCITS ETF Dist (C030.DE) is 3.08%, while iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a volatility of 3.90%. This indicates that C030.DE experiences smaller price fluctuations and is considered to be less risky than SXRY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| C030.DE | SXRY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.90% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 12.78% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.34% | 15.89% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.47% | 18.29% | -3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 19.65% | -3.91% |
C030.DE vs. SXRY.DE - Expense Ratio Comparison
C030.DE has a 0.25% expense ratio, which is lower than SXRY.DE's 0.33% expense ratio.
Dividends
C030.DE vs. SXRY.DE - Dividend Comparison
C030.DE's dividend yield for the trailing twelve months is around 1.19%, while SXRY.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
C030.DE Amundi DJ Switzerland Titans 30 UCITS ETF Dist | 1.19% | 1.32% | 1.52% | 2.68% | 2.21% | 1.70% | 2.04% | 2.37% | 2.78% | 2.76% |
SXRY.DE iShares FTSE MIB UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
C030.DE and SXRY.DE have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, C030.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
C030.DE is cheaper with a 0.25% expense ratio, compared with 0.33% for SXRY.DE.
C030.DE tracks Dow Jones Switzerland Titans 30, while SXRY.DE tracks FTSE MIB. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.25% for C030.DE and 0.33% for SXRY.DE.
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