IUSM.DE vs. SXR7.DE
IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) and SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) are both exchange-traded funds - IUSM.DE is a Government Bonds fund tracking the ICE US Treasury 7-10 Year, while SXR7.DE is a Europe Equities fund tracking the MSCI EMU. Both are passively managed. Over the past 10 years, IUSM.DE returned 0.29%/yr vs 11.51%/yr for SXR7.DE. At a correlation of -0.21, they often move in opposite directions. IUSM.DE charges 0.07%/yr vs 0.12%/yr for SXR7.DE.
Performance
IUSM.DE vs. SXR7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSM.DE achieves a 3.43% return, which is significantly lower than SXR7.DE's 11.72% return. Over the past 10 years, IUSM.DE has underperformed SXR7.DE with an annualized return of 0.29%, while SXR7.DE has yielded a comparatively higher 11.51% annualized return.
IUSM.DE
- 1D
- -0.08%
- 1M
- 3.24%
- YTD
- 3.43%
- 6M
- 3.92%
- 1Y
- 6.04%
- 3Y*
- 1.53%
- 5Y*
- 0.13%
- 10Y*
- 0.29%
SXR7.DE
- 1D
- 0.74%
- 1M
- 3.14%
- YTD
- 11.72%
- 6M
- 12.70%
- 1Y
- 24.09%
- 3Y*
- 17.41%
- 5Y*
- 10.92%
- 10Y*
- 11.51%
IUSM.DE vs. SXR7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.43% | -3.56% | 5.27% | 0.00% | -9.60% | 5.10% | -0.01% | 11.55% | 5.19% | -9.84% |
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (Acc) | 11.72% | 24.84% | 9.37% | 18.88% | -11.80% | 22.25% | -0.64% | 27.60% | -13.03% | 12.98% |
Correlation
The correlation between IUSM.DE and SXR7.DE is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.17 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2010 | -0.21 |
Over the past year, the inverse relationship between IUSM.DE and SXR7.DE has weakened: their correlation has moved from -0.21 to -0.01, meaning they move in opposite directions less often than they have historically.
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Return for Risk
IUSM.DE vs. SXR7.DE — Risk / Return Rank
IUSM.DE
SXR7.DE
IUSM.DE vs. SXR7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) and iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.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.
| IUSM.DE | SXR7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.35 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.48 | 8.76 | -5.28 |
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Drawdowns
IUSM.DE vs. SXR7.DE - Drawdown Comparison
The maximum IUSM.DE drawdown since its inception was -21.00%, smaller than the maximum SXR7.DE drawdown of -38.17%. Use the drawdown chart below to compare losses from any high point for IUSM.DE and SXR7.DE.
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Drawdown Indicators
| IUSM.DE | SXR7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.00% | -38.17% | +17.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -10.21% | +5.76% |
Max Drawdown (3Y)Largest decline over 3 years | -10.66% | -15.12% | +4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -15.56% | -24.49% | +8.93% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -38.17% | +17.17% |
Current DrawdownCurrent decline from peak | -13.51% | -0.83% | -12.68% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -6.69% | -2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 2.74% | -1.01% |
Volatility
IUSM.DE vs. SXR7.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) is 1.43%, while iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) has a volatility of 3.37%. This indicates that IUSM.DE experiences smaller price fluctuations and is considered to be less risky than SXR7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSM.DE | SXR7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 3.37% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 4.10% | 12.19% | -8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 14.60% | -8.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 16.19% | -7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.21% | 16.75% | -8.54% |
IUSM.DE vs. SXR7.DE - Expense Ratio Comparison
IUSM.DE has a 0.07% expense ratio, which is lower than SXR7.DE's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IUSM.DE vs. SXR7.DE - Dividend Comparison
IUSM.DE's dividend yield for the trailing twelve months is around 4.20%, while SXR7.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 4.20% | 4.25% | 3.91% | 3.15% | 2.01% | 1.12% | 1.71% | 2.49% | 2.39% | 2.07% | 1.85% | 2.03% |
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (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
IUSM.DE and SXR7.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSM.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSM.DE is cheaper with a 0.07% expense ratio, compared with 0.12% for SXR7.DE.
IUSM.DE is categorized as Government Bonds, while SXR7.DE is Europe Equities. IUSM.DE tracks ICE US Treasury 7-10 Year, while SXR7.DE tracks MSCI EMU. Their fees differ too: 0.07% for IUSM.DE and 0.12% for SXR7.DE.
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