IBCN.DE vs. SXRT.DE
IBCN.DE (iShares Euro Government Bond 3-5yr UCITS ETF) and SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) are both exchange-traded funds - IBCN.DE is a European Government Bonds fund tracking the Bloomberg Euro Government Bond 5, while SXRT.DE is a Europe Equities fund tracking the EURO STOXX® 50. Both are passively managed. Over the past 10 years, IBCN.DE returned 0.17%/yr vs 10.49%/yr for SXRT.DE. At a 0.10 correlation, their price movements are largely independent. IBCN.DE charges 0.15%/yr vs 0.10%/yr for SXRT.DE.
Performance
IBCN.DE vs. SXRT.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBCN.DE achieves a 0.05% return, which is significantly lower than SXRT.DE's 7.19% return. Over the past 10 years, IBCN.DE has underperformed SXRT.DE with an annualized return of 0.17%, while SXRT.DE has yielded a comparatively higher 10.49% annualized return.
IBCN.DE
- 1D
- 0.06%
- 1M
- 0.01%
- YTD
- 0.05%
- 6M
- -0.06%
- 1Y
- 0.68%
- 3Y*
- 2.68%
- 5Y*
- -0.39%
- 10Y*
- 0.17%
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%
IBCN.DE vs. SXRT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCN.DE iShares Euro Government Bond 3-5yr UCITS ETF | 0.05% | 2.24% | 2.15% | 5.23% | -10.13% | -1.37% | 1.01% | 1.69% | 0.69% | 0.45% |
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 IBCN.DE and SXRT.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 | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.10 |
Over the past year, IBCN.DE and SXRT.DE have become more correlated (0.34) than their long-term average of 0.10, meaning their price movements have been converging.
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
IBCN.DE vs. SXRT.DE — Risk / Return Rank
IBCN.DE
SXRT.DE
IBCN.DE vs. SXRT.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.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.
| IBCN.DE | SXRT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.84 | ||
| Sortino ratioReturn per unit of downside risk | -1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 1.43 | -1.29 |
| Martin ratioReturn relative to average drawdown | 0.40 | 4.85 | -4.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IBCN.DE | SXRT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.98 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.65 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.06 | 0.57 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Drawdowns
IBCN.DE vs. SXRT.DE - Drawdown Comparison
The maximum IBCN.DE drawdown since its inception was -12.52%, smaller than the maximum SXRT.DE drawdown of -38.41%. Use the drawdown chart below to compare losses from any high point for IBCN.DE and SXRT.DE.
Loading charts...
Drawdown Indicators
| IBCN.DE | SXRT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.52% | -38.41% | +25.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.41% | -10.93% | +8.52% |
Max Drawdown (3Y)Largest decline over 3 years | -2.41% | -16.39% | +13.98% |
Max Drawdown (5Y)Largest decline over 5 years | -12.15% | -23.36% | +11.21% |
Max Drawdown (10Y)Largest decline over 10 years | -12.52% | -38.41% | +25.89% |
Current DrawdownCurrent decline from peak | -2.93% | -0.50% | -2.43% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -7.25% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 3.23% | -2.37% |
Volatility
IBCN.DE vs. SXRT.DE - Volatility Comparison
The current volatility for iShares Euro Government Bond 3-5yr UCITS ETF (IBCN.DE) is 0.91%, while iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a volatility of 4.91%. This indicates that IBCN.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.
Loading charts...
Volatility by Period
| IBCN.DE | SXRT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 4.91% | -4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.24% | 12.96% | -10.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 15.97% | -13.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.63% | 17.54% | -13.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.96% | 18.22% | -15.26% |
IBCN.DE vs. SXRT.DE - Expense Ratio Comparison
IBCN.DE has a 0.15% expense ratio, which is higher than SXRT.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IBCN.DE vs. SXRT.DE - Dividend Comparison
IBCN.DE's dividend yield for the trailing twelve months is around 2.44%, while SXRT.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCN.DE iShares Euro Government Bond 3-5yr UCITS ETF | 2.44% | 2.51% | 2.61% | 0.80% | 0.00% | 0.00% | 0.00% | 0.07% | 0.12% | 0.08% | 0.13% | 0.61% |
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (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
IBCN.DE and SXRT.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, SXRT.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRT.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for IBCN.DE.
IBCN.DE is categorized as European Government Bonds, while SXRT.DE is Europe Equities. IBCN.DE tracks Bloomberg Euro Government Bond 5, while SXRT.DE tracks EURO STOXX® 50. Their fees differ too: 0.15% for IBCN.DE and 0.10% for SXRT.DE.
Find the right allocation for IBCN.DE and SXRT.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