INIVX vs. SXR8.DE
Compare and contrast key facts about VanEck International Investors Gold Fund (INIVX) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
INIVX is managed by VanEck. It was launched on Feb 9, 1956. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INIVX or SXR8.DE.
Key characteristics
INIVX | SXR8.DE | |
---|---|---|
YTD Return | 26.80% | 18.25% |
1Y Return | 38.60% | 21.92% |
3Y Return (Ann) | 7.04% | 11.63% |
5Y Return (Ann) | 9.32% | 14.63% |
10Y Return (Ann) | 5.26% | 14.30% |
Sharpe Ratio | 1.47 | 2.07 |
Daily Std Dev | 27.52% | 11.64% |
Max Drawdown | -79.09% | -33.78% |
Current Drawdown | -29.77% | -1.98% |
Correlation
The correlation between INIVX and SXR8.DE is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
INIVX vs. SXR8.DE - Performance Comparison
In the year-to-date period, INIVX achieves a 26.80% return, which is significantly higher than SXR8.DE's 18.25% return. Over the past 10 years, INIVX has underperformed SXR8.DE with an annualized return of 5.26%, while SXR8.DE has yielded a comparatively higher 14.30% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INIVX vs. SXR8.DE - Expense Ratio Comparison
INIVX has a 1.42% expense ratio, which is higher than SXR8.DE's 0.12% expense ratio.
Risk-Adjusted Performance
INIVX vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck International Investors Gold Fund (INIVX) 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.
Dividends
INIVX vs. SXR8.DE - Dividend Comparison
INIVX's dividend yield for the trailing twelve months is around 0.08%, while SXR8.DE has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VanEck International Investors Gold Fund | 0.08% | 0.10% | 0.00% | 6.40% | 11.70% | 3.66% | 2.87% | 3.76% | 6.40% | 0.00% | 0.00% | 0.77% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
INIVX vs. SXR8.DE - Drawdown Comparison
The maximum INIVX drawdown since its inception was -79.09%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for INIVX and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
INIVX vs. SXR8.DE - Volatility Comparison
VanEck International Investors Gold Fund (INIVX) has a higher volatility of 9.15% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 4.29%. This indicates that INIVX's price experiences larger fluctuations and is considered to be riskier than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.