PortfoliosLab logoPortfoliosLab logo
EMNE.DE vs. SXRV.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMNE.DE vs. SXRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist) (EMNE.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EMNE.DE achieves a 10.66% return, which is significantly lower than SXRV.DE's 18.64% return.


EMNE.DE

1D
-0.22%
1M
-0.33%
6M
7.66%
YTD
10.66%
1Y
20.09%
3Y*
15.22%
5Y*
10.53%
10Y*

SXRV.DE

1D
-0.77%
1M
-2.17%
6M
17.92%
YTD
18.64%
1Y
30.21%
3Y*
23.00%
5Y*
15.96%
10Y*
20.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMNE.DE vs. SXRV.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EMNE.DE
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)
10.66%22.18%9.86%18.79%-12.35%22.75%1.44%16.09%
SXRV.DE
iShares NASDAQ 100 UCITS ETF USD (Acc)
18.64%6.98%33.55%51.19%-30.05%39.34%34.48%25.00%

Correlation

The correlation between EMNE.DE and SXRV.DE is 0.56, 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

0.56

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2019

0.52

The correlation between EMNE.DE and SXRV.DE has been stable across timeframes, ranging from 0.52 to 0.60 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EMNE.DE vs. SXRV.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EMNE.DE
EMNE.DE Risk / Return Rank: 4747
Overall Rank
EMNE.DE Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
EMNE.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
EMNE.DE Omega Ratio Rank: 4848
Omega Ratio Rank
EMNE.DE Calmar Ratio Rank: 4343
Calmar Ratio Rank
EMNE.DE Martin Ratio Rank: 4949
Martin Ratio Rank

SXRV.DE
SXRV.DE Risk / Return Rank: 6767
Overall Rank
SXRV.DE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
SXRV.DE Sortino Ratio Rank: 6666
Sortino Ratio Rank
SXRV.DE Omega Ratio Rank: 6565
Omega Ratio Rank
SXRV.DE Calmar Ratio Rank: 7474
Calmar Ratio Rank
SXRV.DE Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EMNE.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist) (EMNE.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.

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.


EMNE.DESXRV.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.44

Sortino ratioReturn per unit of downside risk

-0.44

Omega ratioGain probability vs. loss probability

1.26

1.31

-0.06

Calmar ratioReturn relative to maximum drawdown

1.84

3.00

-1.16

Martin ratioReturn relative to average drawdown

6.80

8.66

-1.86

EMNE.DE vs. SXRV.DE - Sharpe Ratio Comparison

The current EMNE.DE Sharpe Ratio is 1.34, which is comparable to the SXRV.DE Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of EMNE.DE and SXRV.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

EMNE.DE vs. SXRV.DE - Drawdown Comparison

The maximum EMNE.DE drawdown since its inception was -34.37%, roughly equal to the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for EMNE.DE and SXRV.DE.


Loading charts...

Drawdown Indicators


EMNE.DESXRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.37%

-32.80%

-1.57%

Max Drawdown (1Y)

Largest decline over 1 year

-10.90%

-10.03%

-0.87%

Max Drawdown (3Y)

Largest decline over 3 years

-15.10%

-26.69%

+11.59%

Max Drawdown (5Y)

Largest decline over 5 years

-24.70%

-31.33%

+6.63%

Max Drawdown (10Y)

Largest decline over 10 years

-31.33%

Current Drawdown

Current decline from peak

-2.07%

-2.88%

+0.81%

Average Drawdown

Average peak-to-trough decline

-5.19%

-6.47%

+1.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

3.48%

-0.53%

Volatility

EMNE.DE vs. SXRV.DE - Volatility Comparison

The current volatility for iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist) (EMNE.DE) is 3.83%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 5.78%. This indicates that EMNE.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.


Loading charts...

Volatility by Period


EMNE.DESXRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.83%

5.78%

-1.95%

Volatility (6M)

Calculated over the trailing 6-month period

12.73%

12.46%

+0.27%

Volatility (1Y)

Calculated over the trailing 1-year period

14.96%

16.99%

-2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.28%

20.01%

-3.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.99%

19.72%

+0.27%

EMNE.DE vs. SXRV.DE - Expense Ratio Comparison

EMNE.DE has a 0.12% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.


Dividends

EMNE.DE vs. SXRV.DE - Dividend Comparison

EMNE.DE's dividend yield for the trailing twelve months is around 2.37%, while SXRV.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
EMNE.DE
iShares MSCI EMU CTB Enhanced ESG UCITS ETF EUR (Dist)
2.37%2.61%2.95%3.17%3.34%2.40%1.85%2.67%
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%

Frequently Asked Questions


EMNE.DE and SXRV.DE have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EMNE.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EMNE.DE is cheaper with a 0.12% expense ratio, compared with 0.36% for SXRV.DE.

EMNE.DE is categorized as Europe Equities, while SXRV.DE is Nasdaq-100. EMNE.DE tracks MSCI EMU ESG Enhanced Focus CTB Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.12% for EMNE.DE and 0.36% for SXRV.DE.

Portfolio Optimizer

Find the right allocation for EMNE.DE and SXRV.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer