IEXA.DE vs. SXRV.DE
IEXA.DE (iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IEXA.DE is a European Corporate Bonds fund tracking the Bloomberg Euro Corporate ex-Financials Bond, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 3 years, IEXA.DE returned 4.16%/yr vs 24.15%/yr for SXRV.DE. At a 0.22 correlation, their price movements are largely independent. IEXA.DE charges 0.20%/yr vs 0.36%/yr for SXRV.DE.
Performance
IEXA.DE vs. SXRV.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IEXA.DE achieves a 1.30% return, which is significantly lower than SXRV.DE's 18.93% return.
IEXA.DE
- 1D
- 0.00%
- 1M
- 0.74%
- YTD
- 1.30%
- 6M
- 1.48%
- 1Y
- 2.24%
- 3Y*
- 4.16%
- 5Y*
- —
- 10Y*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 0.09%
- YTD
- 18.93%
- 6M
- 19.04%
- 1Y
- 35.15%
- 3Y*
- 24.15%
- 5Y*
- 16.88%
- 10Y*
- 21.61%
IEXA.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IEXA.DE iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc | 1.30% | 2.47% | 3.54% | 7.38% | -5.39% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 18.93% | 6.98% | 33.55% | 51.19% | -10.40% |
Correlation
The correlation between IEXA.DE and SXRV.DE is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 27, 2022 | 0.22 |
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
IEXA.DE vs. SXRV.DE — Risk / Return Rank
IEXA.DE
SXRV.DE
IEXA.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc (IEXA.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IEXA.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.45 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 3.49 | -2.61 |
| Martin ratioReturn relative to average drawdown | 2.79 | 10.21 | -7.42 |
Loading charts...
Drawdowns
IEXA.DE vs. SXRV.DE - Drawdown Comparison
The maximum IEXA.DE drawdown since its inception was -9.06%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for IEXA.DE and SXRV.DE.
Loading charts...
Drawdown Indicators
| IEXA.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.06% | -32.80% | +23.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.56% | -10.03% | +7.47% |
Max Drawdown (3Y)Largest decline over 3 years | -2.56% | -26.69% | +24.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.33% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.64% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -6.49% | +4.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 3.43% | -2.63% |
Volatility
IEXA.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares EUR Corporate Bond ex-Financials UCITS ETF EUR Acc (IEXA.DE) is 0.78%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 5.98%. This indicates that IEXA.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.
Loading charts...
Volatility by Period
| IEXA.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 5.98% | -5.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 11.76% | -8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.26% | 16.40% | -13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.77% | 19.93% | -15.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.77% | 19.69% | -14.92% |
IEXA.DE vs. SXRV.DE - Expense Ratio Comparison
IEXA.DE has a 0.20% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
IEXA.DE vs. SXRV.DE - Dividend Comparison
Neither IEXA.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
IEXA.DE and SXRV.DE have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IEXA.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IEXA.DE is cheaper with a 0.20% expense ratio, compared with 0.36% for SXRV.DE.
IEXA.DE is categorized as European Corporate Bonds, while SXRV.DE is Nasdaq-100. IEXA.DE tracks Bloomberg Euro Corporate ex-Financials Bond, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.20% for IEXA.DE and 0.36% for SXRV.DE.
Find the right allocation for IEXA.DE and SXRV.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