NWG vs. SXR8.DE
Compare and contrast key facts about NatWest Group plc (NWG) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWG or SXR8.DE.
Correlation
The correlation between NWG and SXR8.DE is 0.37, 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
NWG vs. SXR8.DE - Performance Comparison
Key characteristics
NWG:
3.87
SXR8.DE:
2.12
NWG:
4.37
SXR8.DE:
2.92
NWG:
1.60
SXR8.DE:
1.42
NWG:
1.22
SXR8.DE:
3.26
NWG:
31.22
SXR8.DE:
14.16
NWG:
3.73%
SXR8.DE:
1.90%
NWG:
29.21%
SXR8.DE:
12.70%
NWG:
-98.38%
SXR8.DE:
-33.78%
NWG:
-90.37%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, NWG achieves a 10.03% return, which is significantly higher than SXR8.DE's 3.87% return. Over the past 10 years, NWG has underperformed SXR8.DE with an annualized return of 3.22%, while SXR8.DE has yielded a comparatively higher 13.91% annualized return.
NWG
10.03%
9.60%
21.10%
102.26%
23.22%
3.22%
SXR8.DE
3.87%
1.54%
17.21%
29.23%
15.16%
13.91%
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Risk-Adjusted Performance
NWG vs. SXR8.DE — Risk-Adjusted Performance Rank
NWG
SXR8.DE
NWG vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NatWest Group plc (NWG) 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
NWG vs. SXR8.DE - Dividend Comparison
NWG's dividend yield for the trailing twelve months is around 3.97%, while SXR8.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
NWG NatWest Group plc | 3.97% | 4.37% | 9.24% | 11.32% | 2.73% | 4.58% | 9.76% | 0.91% |
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% |
Drawdowns
NWG vs. SXR8.DE - Drawdown Comparison
The maximum NWG drawdown since its inception was -98.38%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for NWG and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
NWG vs. SXR8.DE - Volatility Comparison
NatWest Group plc (NWG) has a higher volatility of 9.18% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 3.30%. This indicates that NWG's price experiences larger fluctuations and is considered to be riskier than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.