RIO1.DE vs. SXR8.DE
Compare and contrast key facts about Rio Tinto Group (RIO1.DE) 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: RIO1.DE or SXR8.DE.
Correlation
The correlation between RIO1.DE and SXR8.DE is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RIO1.DE vs. SXR8.DE - Performance Comparison
Key characteristics
RIO1.DE:
0.38
SXR8.DE:
2.12
RIO1.DE:
0.69
SXR8.DE:
2.92
RIO1.DE:
1.08
SXR8.DE:
1.42
RIO1.DE:
0.42
SXR8.DE:
3.26
RIO1.DE:
0.82
SXR8.DE:
14.16
RIO1.DE:
9.83%
SXR8.DE:
1.90%
RIO1.DE:
21.40%
SXR8.DE:
12.70%
RIO1.DE:
-85.95%
SXR8.DE:
-33.78%
RIO1.DE:
-8.30%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, RIO1.DE achieves a 7.23% return, which is significantly higher than SXR8.DE's 3.87% return. Over the past 10 years, RIO1.DE has underperformed SXR8.DE with an annualized return of 10.11%, while SXR8.DE has yielded a comparatively higher 13.91% annualized return.
RIO1.DE
7.23%
0.73%
6.83%
6.37%
11.67%
10.11%
SXR8.DE
3.87%
1.54%
17.21%
29.23%
15.16%
13.91%
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Risk-Adjusted Performance
RIO1.DE vs. SXR8.DE — Risk-Adjusted Performance Rank
RIO1.DE
SXR8.DE
RIO1.DE vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rio Tinto Group (RIO1.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.
Dividends
RIO1.DE vs. SXR8.DE - Dividend Comparison
RIO1.DE's dividend yield for the trailing twelve months is around 7.85%, while SXR8.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIO1.DE Rio Tinto Group | 7.85% | 8.42% | 6.60% | 11.43% | 8.03% | 6.54% | 6.69% | 7.21% | 5.71% | 4.32% | 9.17% | 4.82% |
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% |
Drawdowns
RIO1.DE vs. SXR8.DE - Drawdown Comparison
The maximum RIO1.DE drawdown since its inception was -85.95%, 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 RIO1.DE and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
RIO1.DE vs. SXR8.DE - Volatility Comparison
Rio Tinto Group (RIO1.DE) has a higher volatility of 5.12% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 3.30%. This indicates that RIO1.DE'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.