IBC7.DE vs. SXR8.DE
IBC7.DE (iShares Fallen Angels High Yield Corp Bond UCITS ETF EUR Hedged (Dist)) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - IBC7.DE is a High Yield Bonds fund tracking the Bloomberg Global Corporate ex EM Fallen Angels 3% Capped (EUR Hedged), while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, IBC7.DE returned 1.34%/yr vs 14.77%/yr for SXR8.DE. A 0.54 correlation means they provide meaningful diversification when combined. IBC7.DE charges 0.55%/yr vs 0.07%/yr for SXR8.DE.
Performance
IBC7.DE vs. SXR8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBC7.DE achieves a 0.72% return, which is significantly lower than SXR8.DE's 11.37% return.
IBC7.DE
- 1D
- 0.11%
- 1M
- 0.31%
- YTD
- 0.72%
- 6M
- 0.87%
- 1Y
- 5.33%
- 3Y*
- 5.92%
- 5Y*
- 1.34%
- 10Y*
- —
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%
IBC7.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IBC7.DE iShares Fallen Angels High Yield Corp Bond UCITS ETF EUR Hedged (Dist) | 0.72% | 6.91% | 3.22% | 9.52% | -14.03% | 3.70% | 13.72% | 13.48% | -4.74% |
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% | 2.46% |
Correlation
The correlation between IBC7.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 | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2018 | 0.54 |
The correlation between IBC7.DE and SXR8.DE has been stable across timeframes, ranging from 0.46 to 0.54 - a consistent structural relationship.
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Return for Risk
IBC7.DE vs. SXR8.DE — Risk / Return Rank
IBC7.DE
SXR8.DE
IBC7.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Fallen Angels High Yield Corp Bond UCITS ETF EUR Hedged (Dist) (IBC7.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.
| IBC7.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.41 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | 3.58 | -2.02 |
| Martin ratioReturn relative to average drawdown | 6.24 | 12.71 | -6.47 |
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
| IBC7.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 2.21 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.96 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.79 | -0.34 |
Drawdowns
IBC7.DE vs. SXR8.DE - Drawdown Comparison
The maximum IBC7.DE drawdown since its inception was -21.83%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for IBC7.DE and SXR8.DE.
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Drawdown Indicators
| IBC7.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.83% | -33.78% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -3.47% | -7.13% | +3.66% |
Max Drawdown (3Y)Largest decline over 3 years | -4.46% | -23.32% | +18.86% |
Max Drawdown (5Y)Largest decline over 5 years | -18.31% | -23.32% | +5.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.78% | — |
Current DrawdownCurrent decline from peak | -0.51% | -0.45% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -4.47% | -5.17% | +0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 2.01% | -1.14% |
Volatility
IBC7.DE vs. SXR8.DE - Volatility Comparison
The current volatility for iShares Fallen Angels High Yield Corp Bond UCITS ETF EUR Hedged (Dist) (IBC7.DE) is 1.10%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 2.65%. This indicates that IBC7.DE experiences smaller price fluctuations and is considered to be less risky 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
| IBC7.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 2.65% | -1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 7.57% | -4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.53% | 11.56% | -8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.98% | 15.16% | -9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.00% | 16.09% | -8.09% |
IBC7.DE vs. SXR8.DE - Expense Ratio Comparison
IBC7.DE has a 0.55% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
IBC7.DE vs. SXR8.DE - Dividend Comparison
IBC7.DE's dividend yield for the trailing twelve months is around 6.97%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBC7.DE iShares Fallen Angels High Yield Corp Bond UCITS ETF EUR Hedged (Dist) | 6.97% | 5.55% | 5.89% | 5.17% | 4.46% | 3.93% | 4.18% | 4.59% | 3.28% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBC7.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 0.55% for IBC7.DE.
IBC7.DE is categorized as High Yield Bonds, while SXR8.DE is S&P 500. IBC7.DE tracks Bloomberg Global Corporate ex EM Fallen Angels 3% Capped (EUR Hedged), while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.55% for IBC7.DE and 0.07% for SXR8.DE.
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