EXH3.DE vs. SXR8.DE
EXH3.DE (iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE)) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - EXH3.DE is a Consumer Staples Equities fund tracking the STOXX® Europe 600 Food & Beverage, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, EXH3.DE returned 1.45%/yr vs 14.95%/yr for SXR8.DE. At a 0.48 correlation, their price movements are largely independent. EXH3.DE charges 0.46%/yr vs 0.07%/yr for SXR8.DE.
Performance
EXH3.DE vs. SXR8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXH3.DE achieves a 0.79% return, which is significantly lower than SXR8.DE's 11.37% return. Over the past 10 years, EXH3.DE has underperformed SXR8.DE with an annualized return of 1.45%, while SXR8.DE has yielded a comparatively higher 14.95% annualized return.
EXH3.DE
- 1D
- -0.56%
- 1M
- -0.74%
- YTD
- 0.79%
- 6M
- 0.79%
- 1Y
- -9.06%
- 3Y*
- -5.22%
- 5Y*
- -3.23%
- 10Y*
- 1.45%
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%
EXH3.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 0.79% | 0.44% | -10.82% | -2.05% | -13.20% | 22.57% | -6.15% | 29.56% | -7.32% | 12.78% |
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 EXH3.DE and SXR8.DE is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 28, 2010 | 0.48 |
Over the past year, the correlation between EXH3.DE and SXR8.DE has dropped to 0.00 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
EXH3.DE vs. SXR8.DE — Risk / Return Rank
EXH3.DE
SXR8.DE
EXH3.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.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.
| EXH3.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.80 | ||
| Sortino ratioReturn per unit of downside risk | -3.78 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.41 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 3.58 | -4.25 |
| Martin ratioReturn relative to average drawdown | -1.07 | 12.71 | -13.78 |
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
| EXH3.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.59 | 2.21 | -2.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.96 | -1.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.92 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.79 | -0.39 |
Drawdowns
EXH3.DE vs. SXR8.DE - Drawdown Comparison
The maximum EXH3.DE drawdown since its inception was -39.85%, 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 EXH3.DE and SXR8.DE.
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Drawdown Indicators
| EXH3.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.85% | -33.78% | -6.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -7.13% | -6.22% |
Max Drawdown (3Y)Largest decline over 3 years | -21.11% | -23.32% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.68% | -23.32% | -5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -30.20% | -33.78% | +3.58% |
Current DrawdownCurrent decline from peak | -24.50% | -0.45% | -24.05% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -5.17% | -3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.42% | 2.01% | +6.41% |
Volatility
EXH3.DE vs. SXR8.DE - Volatility Comparison
iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) (EXH3.DE) has a higher volatility of 5.17% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that EXH3.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
| EXH3.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 2.65% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 7.57% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 11.56% | +3.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 15.16% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.41% | 16.09% | -1.68% |
EXH3.DE vs. SXR8.DE - Expense Ratio Comparison
EXH3.DE has a 0.46% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
EXH3.DE vs. SXR8.DE - Dividend Comparison
EXH3.DE's dividend yield for the trailing twelve months is around 2.16%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXH3.DE iShares STOXX Europe 600 Food & Beverage UCITS ETF (DE) | 2.16% | 2.10% | 2.16% | 1.70% | 1.56% | 0.88% | 1.45% | 1.46% | 1.70% | 2.08% | 2.45% | 2.52% |
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
EXH3.DE and SXR8.DE have a correlation of 0.00, 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 0.46% for EXH3.DE.
EXH3.DE is categorized as Consumer Staples Equities, while SXR8.DE is S&P 500. EXH3.DE tracks STOXX® Europe 600 Food & Beverage, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.46% for EXH3.DE and 0.07% for SXR8.DE.
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