IUSU.DE vs. SXRV.DE
IUSU.DE (iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IUSU.DE is a Short-Term Bond fund tracking the Bloomberg US Government TR USD, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IUSU.DE returned 1.30%/yr vs 21.24%/yr for SXRV.DE. At a 0.20 correlation, their price movements are largely independent. IUSU.DE charges 0.07%/yr vs 0.36%/yr for SXRV.DE.
Performance
IUSU.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSU.DE achieves a 1.44% return, which is significantly lower than SXRV.DE's 20.57% return. Over the past 10 years, IUSU.DE has underperformed SXRV.DE with an annualized return of 1.30%, while SXRV.DE has yielded a comparatively higher 21.24% annualized return.
IUSU.DE
- 1D
- -0.10%
- 1M
- 1.08%
- YTD
- 1.44%
- 6M
- 0.79%
- 1Y
- 1.26%
- 3Y*
- 0.99%
- 5Y*
- 2.52%
- 10Y*
- 1.30%
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%
IUSU.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSU.DE iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | 1.44% | -6.89% | 9.65% | 0.49% | 2.10% | 7.62% | -6.25% | 5.81% | 5.83% | -11.93% |
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 IUSU.DE and SXRV.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since May 10, 2010 | 0.20 |
The correlation between IUSU.DE and SXRV.DE shifts across timeframes, from 0.02 (5 years) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IUSU.DE vs. SXRV.DE — Risk / Return Rank
IUSU.DE
SXRV.DE
IUSU.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.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.
| IUSU.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.23 | ||
| Sortino ratioReturn per unit of downside risk | -2.91 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.42 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.28 | 3.75 | -3.47 |
| Martin ratioReturn relative to average drawdown | 0.61 | 11.16 | -10.55 |
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
| IUSU.DE | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 2.40 | -2.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.93 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 1.07 | -0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.91 | -0.71 |
Drawdowns
IUSU.DE vs. SXRV.DE - Drawdown Comparison
The maximum IUSU.DE drawdown since its inception was -19.29%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for IUSU.DE and SXRV.DE.
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Drawdown Indicators
| IUSU.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.29% | -32.80% | +13.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -10.03% | +6.49% |
Max Drawdown (3Y)Largest decline over 3 years | -11.07% | -26.69% | +15.62% |
Max Drawdown (5Y)Largest decline over 5 years | -12.54% | -31.33% | +18.79% |
Max Drawdown (10Y)Largest decline over 10 years | -16.83% | -31.33% | +14.50% |
Current DrawdownCurrent decline from peak | -7.64% | -0.83% | -6.81% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -6.56% | -0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 3.38% | -1.75% |
Volatility
IUSU.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) (IUSU.DE) is 0.98%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that IUSU.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSU.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 4.26% | -3.28% |
Volatility (6M)Calculated over the trailing 6-month period | 3.86% | 10.98% | -7.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.61% | 15.67% | -10.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.19% | 19.84% | -12.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.92% | 19.65% | -12.73% |
IUSU.DE vs. SXRV.DE - Expense Ratio Comparison
IUSU.DE has a 0.07% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
IUSU.DE vs. SXRV.DE - Dividend Comparison
IUSU.DE's dividend yield for the trailing twelve months is around 3.43%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSU.DE iShares $ Treasury Bond 1-3yr UCITS ETF USD (Dist) | 3.43% | 3.85% | 3.69% | 2.90% | 0.75% | 0.51% | 1.62% | 2.07% | 1.26% | 0.89% | 0.62% | 0.24% |
SXRV.DE iShares NASDAQ 100 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
IUSU.DE and SXRV.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSU.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSU.DE is cheaper with a 0.07% expense ratio, compared with 0.36% for SXRV.DE.
IUSU.DE is categorized as Short-Term Bond, while SXRV.DE is Nasdaq-100. IUSU.DE tracks Bloomberg US Government TR USD, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.07% for IUSU.DE and 0.36% for SXRV.DE.
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