IS3B.DE vs. SXR8.DE
Compare and contrast key facts about iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
IS3B.DE and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3B.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg Euro Aggregate Financial. It was launched on May 7, 2013. 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. Both IS3B.DE and SXR8.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IS3B.DE or SXR8.DE.
Correlation
The correlation between IS3B.DE and SXR8.DE is 0.24, 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
IS3B.DE vs. SXR8.DE - Performance Comparison
Key characteristics
IS3B.DE:
2.52
SXR8.DE:
2.12
IS3B.DE:
3.83
SXR8.DE:
2.92
IS3B.DE:
1.47
SXR8.DE:
1.42
IS3B.DE:
0.81
SXR8.DE:
3.26
IS3B.DE:
15.69
SXR8.DE:
14.16
IS3B.DE:
0.44%
SXR8.DE:
1.90%
IS3B.DE:
2.71%
SXR8.DE:
12.70%
IS3B.DE:
-17.06%
SXR8.DE:
-33.78%
IS3B.DE:
-2.24%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, IS3B.DE achieves a 0.61% return, which is significantly lower than SXR8.DE's 3.87% return. Over the past 10 years, IS3B.DE has underperformed SXR8.DE with an annualized return of 1.09%, while SXR8.DE has yielded a comparatively higher 13.95% annualized return.
IS3B.DE
0.61%
1.36%
2.91%
6.83%
-0.07%
1.09%
SXR8.DE
3.87%
3.56%
19.49%
28.23%
14.85%
13.95%
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IS3B.DE vs. SXR8.DE - Expense Ratio Comparison
IS3B.DE has a 0.20% expense ratio, which is higher than SXR8.DE's 0.12% 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%.
Risk-Adjusted Performance
IS3B.DE vs. SXR8.DE — Risk-Adjusted Performance Rank
IS3B.DE
SXR8.DE
IS3B.DE vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) 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
IS3B.DE vs. SXR8.DE - Dividend Comparison
IS3B.DE's dividend yield for the trailing twelve months is around 2.93%, while SXR8.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3B.DE iShares Euro Corporate Bond Financials UCITS ETF | 2.93% | 2.95% | 2.42% | 1.00% | 0.75% | 0.97% | 1.09% | 1.10% | 1.12% | 1.52% | 1.70% | 1.83% |
SXR8.DE 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
IS3B.DE vs. SXR8.DE - Drawdown Comparison
The maximum IS3B.DE drawdown since its inception was -17.06%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for IS3B.DE and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
IS3B.DE vs. SXR8.DE - Volatility Comparison
The current volatility for iShares Euro Corporate Bond Financials UCITS ETF (IS3B.DE) is 2.57%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 4.51%. This indicates that IS3B.DE experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.