EXH1.DE vs. SXR8.DE
EXH1.DE (iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE)) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - EXH1.DE is a Energy Equities fund tracking the STOXX® Europe 600 Oil & Gas, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, EXH1.DE returned 11.26%/yr vs 14.95%/yr for SXR8.DE. At a 0.47 correlation, their price movements are largely independent. EXH1.DE charges 0.47%/yr vs 0.07%/yr for SXR8.DE.
Performance
EXH1.DE vs. SXR8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH1.DE achieves a 32.64% return, which is significantly higher than SXR8.DE's 11.37% return. Over the past 10 years, EXH1.DE has underperformed SXR8.DE with an annualized return of 11.26%, while SXR8.DE has yielded a comparatively higher 14.95% annualized return.
EXH1.DE
- 1D
- -0.74%
- 1M
- -4.62%
- YTD
- 32.64%
- 6M
- 30.47%
- 1Y
- 55.62%
- 3Y*
- 21.27%
- 5Y*
- 19.54%
- 10Y*
- 11.26%
SXR8.DE
- 1D
- -0.15%
- 1M
- 5.22%
- YTD
- 11.37%
- 6M
- 11.42%
- 1Y
- 25.63%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
EXH1.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 32.64% | 27.13% | -3.22% | 7.61% | 29.31% | 20.65% | -21.80% | 11.26% | -1.32% | 2.22% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -1.05% | 6.67% |
Correlation
The correlation between EXH1.DE and SXR8.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since May 28, 2010 | 0.47 |
Over the past year, the correlation between EXH1.DE and SXR8.DE has dropped to 0.13 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
EXH1.DE vs. SXR8.DE — Risk / Return Rank
EXH1.DE
SXR8.DE
EXH1.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.
| EXH1.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.41 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 8.05 | 3.58 | +4.48 |
| Martin ratioReturn relative to average drawdown | 26.11 | 12.71 | +13.40 |
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
| EXH1.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.05 | 2.21 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.96 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.92 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.79 | -0.54 |
Drawdowns
EXH1.DE vs. SXR8.DE - Drawdown Comparison
The maximum EXH1.DE drawdown since its inception was -55.76%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for EXH1.DE and SXR8.DE.
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Drawdown Indicators
| EXH1.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -33.78% | -21.98% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -7.13% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | -23.32% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.96% | -23.32% | +2.36% |
Max Drawdown (10Y)Largest decline over 10 years | -55.76% | -33.78% | -21.98% |
Current DrawdownCurrent decline from peak | -4.62% | -0.45% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -13.64% | -5.17% | -8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 2.01% | +0.11% |
Volatility
EXH1.DE vs. SXR8.DE - Volatility Comparison
iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) (EXH1.DE) has a higher volatility of 5.94% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that EXH1.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXH1.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 2.65% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 7.57% | +7.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 11.56% | +6.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 15.16% | +6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.08% | 16.09% | +7.99% |
EXH1.DE vs. SXR8.DE - Expense Ratio Comparison
EXH1.DE has a 0.47% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
EXH1.DE vs. SXR8.DE - Dividend Comparison
EXH1.DE's dividend yield for the trailing twelve months is around 2.98%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH1.DE iShares STOXX Europe 600 Oil & Gas UCITS ETF (DE) | 2.98% | 4.05% | 4.54% | 4.44% | 3.38% | 3.26% | 5.05% | 4.00% | 2.85% | 5.39% | 4.20% | 5.08% |
SXR8.DE iShares Core S&P 500 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% |
Frequently Asked Questions
EXH1.DE and SXR8.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.47% for EXH1.DE.
EXH1.DE is categorized as Energy Equities, while SXR8.DE is S&P 500. EXH1.DE tracks STOXX® Europe 600 Oil & Gas, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.47% for EXH1.DE and 0.07% for SXR8.DE.
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