IBC9.DE vs. SXRV.DE
IBC9.DE (iShares Global High Yield Corporate Bond UCITS ETF) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IBC9.DE is a High Yield Bonds fund tracking the iBoxx® Global Developed Markets Liquid High Yield Capped, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IBC9.DE returned 4.28%/yr vs 21.24%/yr for SXRV.DE. A 0.60 correlation means they provide meaningful diversification when combined. IBC9.DE charges 0.50%/yr vs 0.36%/yr for SXRV.DE.
Performance
IBC9.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBC9.DE achieves a 1.87% return, which is significantly lower than SXRV.DE's 20.57% return. Over the past 10 years, IBC9.DE has underperformed SXRV.DE with an annualized return of 4.28%, while SXRV.DE has yielded a comparatively higher 21.24% annualized return.
IBC9.DE
- 1D
- -0.13%
- 1M
- 0.64%
- YTD
- 1.87%
- 6M
- 1.54%
- 1Y
- 4.30%
- 3Y*
- 6.02%
- 5Y*
- 3.91%
- 10Y*
- 4.28%
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%
IBC9.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBC9.DE iShares Global High Yield Corporate Bond UCITS ETF | 1.87% | 1.08% | 9.31% | 9.25% | -6.54% | 8.54% | -2.13% | 14.97% | 0.24% | -3.66% |
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 IBC9.DE and SXRV.DE is 0.55, 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 | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Feb 14, 2013 | 0.60 |
The correlation between IBC9.DE and SXRV.DE has been stable across timeframes, ranging from 0.51 to 0.60 - a consistent structural relationship.
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Return for Risk
IBC9.DE vs. SXRV.DE — Risk / Return Rank
IBC9.DE
SXRV.DE
IBC9.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global High Yield Corporate Bond UCITS ETF (IBC9.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.
| IBC9.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.42 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 3.75 | -1.88 |
| Martin ratioReturn relative to average drawdown | 6.58 | 11.16 | -4.58 |
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
| IBC9.DE | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 2.40 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.93 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 1.07 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.91 | -0.35 |
Drawdowns
IBC9.DE vs. SXRV.DE - Drawdown Comparison
The maximum IBC9.DE drawdown since its inception was -22.34%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for IBC9.DE and SXRV.DE.
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Drawdown Indicators
| IBC9.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -32.80% | +10.46% |
Max Drawdown (1Y)Largest decline over 1 year | -2.13% | -10.03% | +7.90% |
Max Drawdown (3Y)Largest decline over 3 years | -6.78% | -26.69% | +19.91% |
Max Drawdown (5Y)Largest decline over 5 years | -10.01% | -31.33% | +21.32% |
Max Drawdown (10Y)Largest decline over 10 years | -22.34% | -31.33% | +8.99% |
Current DrawdownCurrent decline from peak | -0.13% | -0.83% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -6.56% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.61% | 3.38% | -2.77% |
Volatility
IBC9.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares Global High Yield Corporate Bond UCITS ETF (IBC9.DE) is 0.84%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that IBC9.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.
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Volatility by Period
| IBC9.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.84% | 4.26% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 10.98% | -8.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 15.67% | -12.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.64% | 19.84% | -14.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.85% | 19.65% | -11.80% |
IBC9.DE vs. SXRV.DE - Expense Ratio Comparison
IBC9.DE has a 0.50% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
IBC9.DE vs. SXRV.DE - Dividend Comparison
IBC9.DE's dividend yield for the trailing twelve months is around 5.56%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBC9.DE iShares Global High Yield Corporate Bond UCITS ETF | 5.56% | 5.55% | 5.32% | 4.88% | 4.06% | 3.76% | 4.80% | 4.78% | 4.77% | 5.03% | 4.78% | 5.18% |
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
IBC9.DE and SXRV.DE have a correlation of 0.55, 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 0.50% for IBC9.DE.
IBC9.DE is categorized as High Yield Bonds, while SXRV.DE is Nasdaq-100. IBC9.DE tracks iBoxx® Global Developed Markets Liquid High Yield Capped, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.50% for IBC9.DE and 0.36% for SXRV.DE.
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