IBCI.DE vs. SXRT.DE
IBCI.DE (iShares € Inflation Linked Govt Bond UCITS ETF) and SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) are both exchange-traded funds - IBCI.DE is a Inflation-Protected Bonds fund tracking the Bloomberg Euro Government Inflation-Linked Bond Index, while SXRT.DE is a Europe Equities fund tracking the EURO STOXX® 50. Both are passively managed. Over the past 10 years, IBCI.DE returned 1.55%/yr vs 10.49%/yr for SXRT.DE. At a 0.16 correlation, their price movements are largely independent. IBCI.DE charges 0.09%/yr vs 0.10%/yr for SXRT.DE.
Performance
IBCI.DE vs. SXRT.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCI.DE achieves a 3.15% return, which is significantly lower than SXRT.DE's 7.19% return. Over the past 10 years, IBCI.DE has underperformed SXRT.DE with an annualized return of 1.55%, while SXRT.DE has yielded a comparatively higher 10.49% annualized return.
IBCI.DE
- 1D
- -0.08%
- 1M
- 0.19%
- YTD
- 3.15%
- 6M
- 2.77%
- 1Y
- 3.37%
- 3Y*
- 1.96%
- 5Y*
- 0.72%
- 10Y*
- 1.55%
SXRT.DE
- 1D
- 0.76%
- 1M
- 1.89%
- YTD
- 7.19%
- 6M
- 8.54%
- 1Y
- 15.60%
- 3Y*
- 15.64%
- 5Y*
- 11.51%
- 10Y*
- 10.49%
IBCI.DE vs. SXRT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCI.DE iShares € Inflation Linked Govt Bond UCITS ETF | 3.15% | 0.81% | -0.17% | 5.41% | -9.30% | 6.19% | 2.83% | 6.31% | -1.54% | 1.05% |
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) | 7.19% | 22.21% | 11.08% | 22.49% | -8.80% | 23.52% | -2.93% | 30.14% | -12.14% | 10.21% |
Correlation
The correlation between IBCI.DE and SXRT.DE is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2015 | 0.16 |
The correlation between IBCI.DE and SXRT.DE shifts across timeframes, from 0.16 (10 years) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBCI.DE vs. SXRT.DE — Risk / Return Rank
IBCI.DE
SXRT.DE
IBCI.DE vs. SXRT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Inflation Linked Govt Bond UCITS ETF (IBCI.DE) and iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.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.
| IBCI.DE | SXRT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.18 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.43 | +0.34 |
| Martin ratioReturn relative to average drawdown | 4.25 | 4.85 | -0.60 |
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
| IBCI.DE | SXRT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.98 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.65 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.57 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.41 | -0.15 |
Drawdowns
IBCI.DE vs. SXRT.DE - Drawdown Comparison
The maximum IBCI.DE drawdown since its inception was -16.37%, smaller than the maximum SXRT.DE drawdown of -38.41%. Use the drawdown chart below to compare losses from any high point for IBCI.DE and SXRT.DE.
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Drawdown Indicators
| IBCI.DE | SXRT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.37% | -38.41% | +22.04% |
Max Drawdown (1Y)Largest decline over 1 year | -1.87% | -10.93% | +9.06% |
Max Drawdown (3Y)Largest decline over 3 years | -5.59% | -16.39% | +10.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.37% | -23.36% | +6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -16.37% | -38.41% | +22.04% |
Current DrawdownCurrent decline from peak | -5.54% | -0.50% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -7.25% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 3.23% | -2.45% |
Volatility
IBCI.DE vs. SXRT.DE - Volatility Comparison
The current volatility for iShares € Inflation Linked Govt Bond UCITS ETF (IBCI.DE) is 1.58%, while iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a volatility of 4.91%. This indicates that IBCI.DE experiences smaller price fluctuations and is considered to be less risky than SXRT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBCI.DE | SXRT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 4.91% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 3.04% | 12.96% | -9.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 15.97% | -12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.86% | 17.54% | -10.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.16% | 18.22% | -12.06% |
IBCI.DE vs. SXRT.DE - Expense Ratio Comparison
IBCI.DE has a 0.09% expense ratio, which is lower than SXRT.DE's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IBCI.DE vs. SXRT.DE - Dividend Comparison
Neither IBCI.DE nor SXRT.DE has paid dividends to shareholders.
Frequently Asked Questions
IBCI.DE and SXRT.DE have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBCI.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBCI.DE is cheaper with a 0.09% expense ratio, compared with 0.10% for SXRT.DE.
IBCI.DE is categorized as Inflation-Protected Bonds, while SXRT.DE is Europe Equities. IBCI.DE tracks Bloomberg Euro Government Inflation-Linked Bond Index, while SXRT.DE tracks EURO STOXX® 50. Their fees differ too: 0.09% for IBCI.DE and 0.10% for SXRT.DE.
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