IBC4.DE vs. SXRV.DE
IBC4.DE (iShares MSCI South Africa UCITS ETF USD (Acc)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IBC4.DE is a Emerging Markets Equities fund tracking the MSCI South Africa Capped Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IBC4.DE returned 7.19%/yr vs 21.19%/yr for SXRV.DE. At a 0.43 correlation, their price movements are largely independent. IBC4.DE charges 0.65%/yr vs 0.36%/yr for SXRV.DE.
Performance
IBC4.DE vs. SXRV.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBC4.DE achieves a -1.83% return, which is significantly lower than SXRV.DE's 19.60% return. Over the past 10 years, IBC4.DE has underperformed SXRV.DE with an annualized return of 7.19%, while SXRV.DE has yielded a comparatively higher 21.19% annualized return.
IBC4.DE
- 1D
- 0.65%
- 1M
- -0.00%
- 6M
- -2.26%
- YTD
- -1.83%
- 1Y
- 32.92%
- 3Y*
- 22.90%
- 5Y*
- 11.49%
- 10Y*
- 7.19%
SXRV.DE
- 1D
- 0.49%
- 1M
- -1.63%
- 6M
- 20.80%
- YTD
- 19.60%
- 1Y
- 33.64%
- 3Y*
- 23.36%
- 5Y*
- 16.36%
- 10Y*
- 21.19%
IBC4.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBC4.DE iShares MSCI South Africa UCITS ETF USD (Acc) | -1.83% | 57.35% | 14.83% | -3.10% | 1.72% | 12.68% | -11.83% | 12.46% | -21.79% | 19.74% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.60% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between IBC4.DE and SXRV.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2010 | 0.43 |
The correlation between IBC4.DE and SXRV.DE shifts across timeframes, from 0.32 (3 years) to 0.43 (all time), reflecting how their relationship changes across market environments.
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
IBC4.DE vs. SXRV.DE — Risk / Return Rank
IBC4.DE
SXRV.DE
IBC4.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI South Africa UCITS ETF USD (Acc) (IBC4.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.
| IBC4.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.10 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.34 | -1.82 |
| Martin ratioReturn relative to average drawdown | 3.57 | 9.73 | -6.17 |
Loading charts...
Drawdowns
IBC4.DE vs. SXRV.DE - Drawdown Comparison
The maximum IBC4.DE drawdown since its inception was -55.48%, 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 IBC4.DE and SXRV.DE.
Loading charts...
Drawdown Indicators
| IBC4.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.48% | -32.80% | -22.68% |
Max Drawdown (1Y)Largest decline over 1 year | -21.54% | -10.03% | -11.51% |
Max Drawdown (3Y)Largest decline over 3 years | -21.54% | -26.69% | +5.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.74% | -31.33% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -55.48% | -31.33% | -24.15% |
Current DrawdownCurrent decline from peak | -16.46% | -2.09% | -14.37% |
Average DrawdownAverage peak-to-trough decline | -17.44% | -6.48% | -10.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.21% | 3.45% | +5.76% |
Volatility
IBC4.DE vs. SXRV.DE - Volatility Comparison
iShares MSCI South Africa UCITS ETF USD (Acc) (IBC4.DE) has a higher volatility of 8.06% compared to iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) at 6.67%. This indicates that IBC4.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.
Loading charts...
Volatility by Period
| IBC4.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 6.67% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 25.34% | 12.11% | +13.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.76% | 16.67% | +13.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.63% | 19.97% | +5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.84% | 19.69% | +8.15% |
IBC4.DE vs. SXRV.DE - Expense Ratio Comparison
IBC4.DE has a 0.65% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
IBC4.DE vs. SXRV.DE - Dividend Comparison
Neither IBC4.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
IBC4.DE and SXRV.DE have a correlation of 0.34, 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 0.65% for IBC4.DE.
IBC4.DE is categorized as Emerging Markets Equities, while SXRV.DE is Nasdaq-100. IBC4.DE tracks MSCI South Africa Capped Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.65% for IBC4.DE and 0.36% for SXRV.DE.
Find the right allocation for IBC4.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