IS3F.DE vs. SXR8.DE
IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - IS3F.DE is a Corporate Bonds fund tracking the Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IS3F.DE returned 4.24%/yr vs 14.87%/yr for SXR8.DE. At a 0.49 correlation, their price movements are largely independent. IS3F.DE charges 0.25%/yr vs 0.07%/yr for SXR8.DE.
Performance
IS3F.DE vs. SXR8.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IS3F.DE achieves a 5.49% return, which is significantly lower than SXR8.DE's 12.22% return. Over the past 10 years, IS3F.DE has underperformed SXR8.DE with an annualized return of 4.24%, while SXR8.DE has yielded a comparatively higher 14.87% annualized return.
IS3F.DE
- 1D
- 0.34%
- 1M
- 1.62%
- 6M
- 5.29%
- YTD
- 5.49%
- 1Y
- 8.12%
- 3Y*
- 5.78%
- 5Y*
- 6.07%
- 10Y*
- 4.24%
SXR8.DE
- 1D
- 0.22%
- 1M
- 0.62%
- 6M
- 12.76%
- YTD
- 12.22%
- 1Y
- 24.06%
- 3Y*
- 18.35%
- 5Y*
- 13.70%
- 10Y*
- 14.87%
IS3F.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.49% | -6.28% | 14.29% | 7.35% | 6.51% | 9.83% | -8.41% | 13.49% | 1.81% | -8.14% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 12.22% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -1.05% | 6.67% |
Correlation
The correlation between IS3F.DE and SXR8.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2013 | 0.49 |
The correlation between IS3F.DE and SXR8.DE shifts across timeframes, from 0.35 (5 years) to 0.49 (all time), reflecting how their relationship changes across market environments.
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
IS3F.DE vs. SXR8.DE — Risk / Return Rank
IS3F.DE
SXR8.DE
IS3F.DE vs. SXR8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.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.
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.
| IS3F.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | 3.45 | -0.69 |
| Martin ratioReturn relative to average drawdown | 7.08 | 12.24 | -5.16 |
Loading charts...
Drawdowns
IS3F.DE vs. SXR8.DE - Drawdown Comparison
The maximum IS3F.DE drawdown since its inception was -27.25%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for IS3F.DE and SXR8.DE.
Loading charts...
Drawdown Indicators
| IS3F.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.25% | -33.78% | +6.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -6.94% | +4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -11.67% | -23.32% | +11.65% |
Max Drawdown (5Y)Largest decline over 5 years | -11.67% | -23.32% | +11.65% |
Max Drawdown (10Y)Largest decline over 10 years | -20.78% | -33.78% | +13.00% |
Current DrawdownCurrent decline from peak | -3.40% | -0.61% | -2.79% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -5.20% | -2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.96% | -0.82% |
Volatility
IS3F.DE vs. SXR8.DE - Volatility Comparison
The current volatility for iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) is 1.90%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 3.63%. This indicates that IS3F.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.
Loading charts...
Volatility by Period
| IS3F.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.90% | 3.63% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 4.53% | 7.98% | -3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.38% | 11.90% | -5.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.66% | 15.20% | -7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.21% | 16.07% | -7.86% |
IS3F.DE vs. SXR8.DE - Expense Ratio Comparison
IS3F.DE has a 0.25% expense ratio, which is higher than SXR8.DE's 0.07% 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
IS3F.DE vs. SXR8.DE - Dividend Comparison
IS3F.DE's dividend yield for the trailing twelve months is around 4.25%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.25% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
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% |
Frequently Asked Questions
IS3F.DE and SXR8.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.25% for IS3F.DE.
IS3F.DE is categorized as Corporate Bonds, while SXR8.DE is S&P 500. IS3F.DE tracks Markit iBoxx USD Liquid Investment Grade Interest Rate Hedged Index, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.25% for IS3F.DE and 0.07% for SXR8.DE.
Find the right allocation for IS3F.DE and SXR8.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