IS3U.DE vs. SXRV.DE
IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IS3U.DE is a Europe Equities fund tracking the MSCI France Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IS3U.DE returned 9.25%/yr vs 21.24%/yr for SXRV.DE. A 0.55 correlation means they provide meaningful diversification when combined. IS3U.DE charges 0.25%/yr vs 0.36%/yr for SXRV.DE.
Performance
IS3U.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3U.DE achieves a 3.55% return, which is significantly lower than SXRV.DE's 20.57% return. Over the past 10 years, IS3U.DE has underperformed SXRV.DE with an annualized return of 9.25%, while SXRV.DE has yielded a comparatively higher 21.24% annualized return.
IS3U.DE
- 1D
- 1.13%
- 1M
- 0.06%
- YTD
- 3.55%
- 6M
- 4.27%
- 1Y
- 8.44%
- 3Y*
- 7.55%
- 5Y*
- 7.56%
- 10Y*
- 9.25%
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
IS3U.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 3.55% | 14.48% | 0.41% | 17.60% | -6.82% | 28.35% | -4.13% | 31.67% | -9.06% | 14.42% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between IS3U.DE and SXRV.DE is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.55 |
The correlation between IS3U.DE and SXRV.DE shifts across timeframes, from 0.40 (1 year) to 0.55 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3U.DE vs. SXRV.DE — Risk / Return Rank
IS3U.DE
SXRV.DE
IS3U.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI France UCITS ETF EUR (Acc) (IS3U.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.
| IS3U.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.42 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 3.75 | -3.00 |
| Martin ratioReturn relative to average drawdown | 2.37 | 11.16 | -8.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3U.DE | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.40 | -1.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.93 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 1.07 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.91 | -0.43 |
Drawdowns
IS3U.DE vs. SXRV.DE - Drawdown Comparison
The maximum IS3U.DE drawdown since its inception was -38.98%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for IS3U.DE and SXRV.DE.
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Drawdown Indicators
| IS3U.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.98% | -32.80% | -6.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.86% | -10.03% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -15.91% | -26.69% | +10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -20.82% | -31.33% | +10.51% |
Max Drawdown (10Y)Largest decline over 10 years | -38.98% | -31.33% | -7.65% |
Current DrawdownCurrent decline from peak | -2.54% | -0.83% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -5.84% | -6.56% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.38% | +0.08% |
Volatility
IS3U.DE vs. SXRV.DE - Volatility Comparison
iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) have volatilities of 4.25% and 4.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3U.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.26% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 10.98% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.26% | 15.67% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 19.84% | -3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 19.65% | -2.23% |
IS3U.DE vs. SXRV.DE - Expense Ratio Comparison
IS3U.DE has a 0.25% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
IS3U.DE vs. SXRV.DE - Dividend Comparison
Neither IS3U.DE nor SXRV.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3U.DE and SXRV.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3U.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3U.DE is cheaper with a 0.25% expense ratio, compared with 0.36% for SXRV.DE.
IS3U.DE is categorized as Europe Equities, while SXRV.DE is Nasdaq-100. IS3U.DE tracks MSCI France Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.25% for IS3U.DE and 0.36% for SXRV.DE.
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