EXI2.DE vs. SXRV.DE
EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - EXI2.DE is a Global Equities fund tracking the Dow Jones Global Titans 50, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, EXI2.DE returned 16.14%/yr vs 21.24%/yr for SXRV.DE. Their correlation of 0.88 suggests significant overlap in exposure. EXI2.DE charges 0.51%/yr vs 0.36%/yr for SXRV.DE.
Performance
EXI2.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI2.DE achieves a 12.23% return, which is significantly lower than SXRV.DE's 20.57% return. Over the past 10 years, EXI2.DE has underperformed SXRV.DE with an annualized return of 16.14%, while SXRV.DE has yielded a comparatively higher 21.24% annualized return.
EXI2.DE
- 1D
- -0.27%
- 1M
- 5.25%
- YTD
- 12.23%
- 6M
- 12.47%
- 1Y
- 34.12%
- 3Y*
- 22.85%
- 5Y*
- 17.19%
- 10Y*
- 16.14%
SXRV.DE
- 1D
- -0.83%
- 1M
- 9.26%
- YTD
- 20.57%
- 6M
- 19.43%
- 1Y
- 37.81%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
EXI2.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 12.23% | 10.38% | 38.84% | 33.44% | -21.53% | 35.62% | 10.63% | 35.14% | -0.86% | 6.38% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between EXI2.DE and SXRV.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 10, 2010 | 0.88 |
The correlation between EXI2.DE and SXRV.DE has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
EXI2.DE vs. SXRV.DE — Risk / Return Rank
EXI2.DE
SXRV.DE
EXI2.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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.
| EXI2.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.42 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 3.75 | +0.46 |
| Martin ratioReturn relative to average drawdown | 15.84 | 11.16 | +4.68 |
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
| EXI2.DE | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 2.40 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.02 | 0.93 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.97 | 1.07 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.91 | -0.50 |
Drawdowns
EXI2.DE vs. SXRV.DE - Drawdown Comparison
The maximum EXI2.DE drawdown since its inception was -59.21%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for EXI2.DE and SXRV.DE.
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Drawdown Indicators
| EXI2.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.21% | -32.80% | -26.41% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -10.03% | +1.96% |
Max Drawdown (3Y)Largest decline over 3 years | -24.75% | -26.69% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.75% | -31.33% | +6.58% |
Max Drawdown (10Y)Largest decline over 10 years | -30.00% | -31.33% | +1.33% |
Current DrawdownCurrent decline from peak | -1.11% | -0.83% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -6.56% | -10.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 3.38% | -1.23% |
Volatility
EXI2.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) is 3.46%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that EXI2.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.
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Volatility by Period
| EXI2.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.46% | 4.26% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 10.98% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.50% | 15.67% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 19.84% | -3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.57% | 19.65% | -3.08% |
EXI2.DE vs. SXRV.DE - Expense Ratio Comparison
EXI2.DE has a 0.51% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
EXI2.DE vs. SXRV.DE - Dividend Comparison
EXI2.DE's dividend yield for the trailing twelve months is around 0.33%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.33% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
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% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, EXI2.DE and SXRV.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.51% for EXI2.DE.
EXI2.DE is categorized as Global Equities, while SXRV.DE is Nasdaq-100. EXI2.DE tracks Dow Jones Global Titans 50, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.51% for EXI2.DE and 0.36% for SXRV.DE.
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