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

Performance

EXUS.DE vs. SXRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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, EXUS.DE achieves a 10.45% return, which is significantly lower than SXRV.DE's 18.32% return.


EXUS.DE

1D
1.99%
1M
2.26%
YTD
10.45%
6M
12.24%
1Y
22.41%
3Y*
5Y*
10Y*

SXRV.DE

1D
2.58%
1M
1.10%
YTD
18.32%
6M
19.47%
1Y
36.52%
3Y*
23.37%
5Y*
17.72%
10Y*
21.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)20252024
EXUS.DE
Xtrackers MSCI World ex USA UCITS ETF 1C USD
10.45%17.80%4.15%
SXRV.DE
iShares NASDAQ 100 UCITS ETF USD (Acc)
18.32%6.98%23.56%

Correlation

The correlation between EXUS.DE and SXRV.DE is 0.57, 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

0.57

Correlation (All Time)
Calculated using the full available price history since Mar 14, 2024

0.56

The correlation between EXUS.DE and SXRV.DE has been stable across timeframes, ranging from 0.56 to 0.57 - 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

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

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

EXUS.DE
EXUS.DE Risk / Return Rank: 6060
Overall Rank
EXUS.DE Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
EXUS.DE Sortino Ratio Rank: 6262
Sortino Ratio Rank
EXUS.DE Omega Ratio Rank: 6060
Omega Ratio Rank
EXUS.DE Calmar Ratio Rank: 5757
Calmar Ratio Rank
EXUS.DE Martin Ratio Rank: 6363
Martin Ratio Rank

SXRV.DE
SXRV.DE Risk / Return Rank: 7676
Overall Rank
SXRV.DE Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
SXRV.DE Sortino Ratio Rank: 7777
Sortino Ratio Rank
SXRV.DE Omega Ratio Rank: 7676
Omega Ratio Rank
SXRV.DE Calmar Ratio Rank: 7979
Calmar Ratio Rank
SXRV.DE Martin Ratio Rank: 6666
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.

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

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.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.


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

-0.50

Sortino ratioReturn per unit of downside risk

-0.45

Omega ratioGain probability vs. loss probability

1.32

1.39

-0.07

Calmar ratioReturn relative to maximum drawdown

2.51

3.56

-1.05

Martin ratioReturn relative to average drawdown

9.96

10.45

-0.48

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

The current EXUS.DE Sharpe Ratio is 1.72, which is comparable to the SXRV.DE Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of EXUS.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

EXUS.DE vs. SXRV.DE - Drawdown Comparison

The maximum EXUS.DE drawdown since its inception was -16.21%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for EXUS.DE and SXRV.DE.


Loading charts...

Drawdown Indicators


EXUS.DESXRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-16.21%

-32.80%

+16.59%

Max Drawdown (1Y)

Largest decline over 1 year

-8.67%

-10.03%

+1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-26.69%

Max Drawdown (5Y)

Largest decline over 5 years

-31.33%

Max Drawdown (10Y)

Largest decline over 10 years

-31.33%

Current Drawdown

Current decline from peak

-0.03%

-2.68%

+2.65%

Average Drawdown

Average peak-to-trough decline

-1.78%

-6.50%

+4.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

3.42%

-1.23%

Volatility

EXUS.DE vs. SXRV.DE - Volatility Comparison

The current volatility for Xtrackers MSCI World ex USA UCITS ETF 1C USD (EXUS.DE) is 3.68%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 5.34%. This indicates that EXUS.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


EXUS.DESXRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.68%

5.34%

-1.66%

Volatility (6M)

Calculated over the trailing 6-month period

10.41%

11.57%

-1.16%

Volatility (1Y)

Calculated over the trailing 1-year period

12.66%

16.11%

-3.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.46%

19.90%

-6.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.46%

19.66%

-6.20%

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

EXUS.DE has a 0.15% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.


Dividends

EXUS.DE vs. SXRV.DE - Dividend Comparison

Neither EXUS.DE nor SXRV.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


EXUS.DE and SXRV.DE have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EXUS.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EXUS.DE is cheaper with a 0.15% expense ratio, compared with 0.36% for SXRV.DE.

EXUS.DE is categorized as Global Equities, while SXRV.DE is Nasdaq-100. EXUS.DE tracks MSCI World ex USA index, while SXRV.DE tracks NASDAQ-100 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.15% for EXUS.DE and 0.36% for SXRV.DE.

Portfolio Optimizer

Find the right allocation for EXUS.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