EXV4.DE vs. SXRV.DE
EXV4.DE (iShares STOXX Europe 600 Health Care UCITS ETF (DE)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - EXV4.DE is a Health & Biotech Equities fund tracking the STOXX® Europe 600 Health Care, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, EXV4.DE returned 5.78%/yr vs 21.24%/yr for SXRV.DE. At a 0.50 correlation, their price movements are largely independent. EXV4.DE charges 0.46%/yr vs 0.36%/yr for SXRV.DE.
Performance
EXV4.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXV4.DE achieves a -2.60% return, which is significantly lower than SXRV.DE's 20.57% return. Over the past 10 years, EXV4.DE has underperformed SXRV.DE with an annualized return of 5.78%, while SXRV.DE has yielded a comparatively higher 21.24% annualized return.
EXV4.DE
- 1D
- 2.82%
- 1M
- 0.11%
- YTD
- -2.60%
- 6M
- -1.19%
- 1Y
- 4.38%
- 3Y*
- 2.32%
- 5Y*
- 4.98%
- 10Y*
- 5.78%
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
EXV4.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | -2.60% | 7.23% | 3.85% | 7.52% | -6.10% | 25.12% | -2.48% | 32.64% | -1.01% | 4.34% |
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 EXV4.DE and SXRV.DE is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 10, 2010 | 0.50 |
Over the past year, the correlation between EXV4.DE and SXRV.DE has dropped to 0.14 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
EXV4.DE vs. SXRV.DE — Risk / Return Rank
EXV4.DE
SXRV.DE
EXV4.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.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.
| EXV4.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.42 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 0.38 | 3.75 | -3.37 |
| Martin ratioReturn relative to average drawdown | 0.84 | 11.16 | -10.32 |
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
| EXV4.DE | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 2.40 | -2.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.93 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 1.07 | -0.71 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.91 | -0.59 |
Drawdowns
EXV4.DE vs. SXRV.DE - Drawdown Comparison
The maximum EXV4.DE drawdown since its inception was -44.54%, 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 EXV4.DE and SXRV.DE.
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Drawdown Indicators
| EXV4.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.54% | -32.80% | -11.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -10.03% | -2.54% |
Max Drawdown (3Y)Largest decline over 3 years | -26.55% | -26.69% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -31.33% | +4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -26.55% | -31.33% | +4.78% |
Current DrawdownCurrent decline from peak | -11.65% | -0.83% | -10.82% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -6.56% | -4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 3.38% | +2.34% |
Volatility
EXV4.DE vs. SXRV.DE - Volatility Comparison
iShares STOXX Europe 600 Health Care UCITS ETF (DE) (EXV4.DE) has a higher volatility of 5.58% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 4.26%. This indicates that EXV4.DE's price experiences larger fluctuations and is considered to be riskier 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
| EXV4.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.26% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.86% | 10.98% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 15.67% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.55% | 19.84% | -4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 19.65% | -3.91% |
EXV4.DE vs. SXRV.DE - Expense Ratio Comparison
EXV4.DE has a 0.46% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
EXV4.DE vs. SXRV.DE - Dividend Comparison
EXV4.DE's dividend yield for the trailing twelve months is around 1.61%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV4.DE iShares STOXX Europe 600 Health Care UCITS ETF (DE) | 1.61% | 1.58% | 1.45% | 1.60% | 1.59% | 1.47% | 1.24% | 1.79% | 1.85% | 2.64% | 2.90% | 2.60% |
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
EXV4.DE and SXRV.DE have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.46% for EXV4.DE.
EXV4.DE is categorized as Health & Biotech Equities, while SXRV.DE is Nasdaq-100. EXV4.DE tracks STOXX® Europe 600 Health Care, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.46% for EXV4.DE and 0.36% for SXRV.DE.
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