IBC6.DE vs. SXR8.DE
IBC6.DE (iShares MSCI Australia UCITS ETF) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - IBC6.DE is a Asia Pacific Equities fund tracking the MSCI Australia, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IBC6.DE returned 8.07%/yr vs 14.95%/yr for SXR8.DE. A 0.66 correlation means they provide meaningful diversification when combined. IBC6.DE charges 0.50%/yr vs 0.07%/yr for SXR8.DE.
Performance
IBC6.DE vs. SXR8.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IBC6.DE having a 10.86% return and SXR8.DE slightly higher at 11.37%. Over the past 10 years, IBC6.DE has underperformed SXR8.DE with an annualized return of 8.07%, while SXR8.DE has yielded a comparatively higher 14.95% annualized return.
IBC6.DE
- 1D
- -0.63%
- 1M
- 0.32%
- YTD
- 10.86%
- 6M
- 12.67%
- 1Y
- 12.09%
- 3Y*
- 9.64%
- 5Y*
- 6.48%
- 10Y*
- 8.07%
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
IBC6.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBC6.DE iShares MSCI Australia UCITS ETF | 10.86% | 1.01% | 8.47% | 10.05% | -0.95% | 18.21% | -1.41% | 25.74% | -7.69% | 5.50% |
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 IBC6.DE and SXR8.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Nov 14, 2014 | 0.66 |
The correlation between IBC6.DE and SXR8.DE shifts across timeframes, from 0.52 (1 year) to 0.66 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
IBC6.DE vs. SXR8.DE — Risk / Return Rank
IBC6.DE
SXR8.DE
IBC6.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Australia UCITS ETF (IBC6.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.
| IBC6.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.41 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 3.58 | -1.97 |
| Martin ratioReturn relative to average drawdown | 4.12 | 12.71 | -8.59 |
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
| IBC6.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.21 | -1.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.96 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.92 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.79 | -0.48 |
Drawdowns
IBC6.DE vs. SXR8.DE - Drawdown Comparison
The maximum IBC6.DE drawdown since its inception was -43.64%, 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 IBC6.DE and SXR8.DE.
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Drawdown Indicators
| IBC6.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.64% | -33.78% | -9.86% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -7.13% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -23.12% | -23.32% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -23.12% | -23.32% | +0.20% |
Max Drawdown (10Y)Largest decline over 10 years | -43.64% | -33.78% | -9.86% |
Current DrawdownCurrent decline from peak | -2.69% | -0.45% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -5.17% | -2.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.01% | +0.91% |
Volatility
IBC6.DE vs. SXR8.DE - Volatility Comparison
iShares MSCI Australia UCITS ETF (IBC6.DE) has a higher volatility of 3.71% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that IBC6.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
| IBC6.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 2.65% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 7.57% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.47% | 11.56% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.70% | 15.16% | +1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 16.09% | +3.22% |
IBC6.DE vs. SXR8.DE - Expense Ratio Comparison
IBC6.DE has a 0.50% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
IBC6.DE vs. SXR8.DE - Dividend Comparison
Neither IBC6.DE nor SXR8.DE has paid dividends to shareholders.
Frequently Asked Questions
IBC6.DE and SXR8.DE have a correlation of 0.52, 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 0.50% for IBC6.DE.
IBC6.DE is categorized as Asia Pacific Equities, while SXR8.DE is S&P 500. IBC6.DE tracks MSCI Australia, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.50% for IBC6.DE and 0.07% for SXR8.DE.
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