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SDEU.L vs. IWM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SDEU.L vs. IWM - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Germany Government Bond UCITS ETF (Dist) (SDEU.L) and iShares Russell 2000 ETF (IWM). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SDEU.L is traded in GBP, while IWM is traded in USD. To make them comparable, the IWM values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, SDEU.L achieves a -1.11% return, which is significantly lower than IWM's 15.77% return. Over the past 10 years, SDEU.L has underperformed IWM with an annualized return of -0.29%, while IWM has yielded a comparatively higher 11.50% annualized return.


SDEU.L

1D
0.24%
1M
0.20%
YTD
-1.11%
6M
-1.01%
1Y
2.04%
3Y*
1.13%
5Y*
-2.81%
10Y*
-0.29%

IWM

1D
-2.94%
1M
0.07%
YTD
15.77%
6M
12.82%
1Y
38.91%
3Y*
13.83%
5Y*
6.93%
10Y*
11.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SDEU.L vs. IWM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SDEU.L
iShares Germany Government Bond UCITS ETF (Dist)
-1.11%3.89%-3.80%2.90%-13.18%-9.06%8.46%-2.18%3.12%1.86%
IWM
iShares Russell 2000 ETF
15.77%4.63%13.33%10.99%-11.03%15.62%16.51%20.62%-5.85%4.67%

Correlation

The correlation between SDEU.L and IWM is 0.05, 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

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since May 10, 2012

0.04

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Return for Risk

SDEU.L vs. IWM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SDEU.L
SDEU.L Risk / Return Rank: 1313
Overall Rank
SDEU.L Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
SDEU.L Sortino Ratio Rank: 1313
Sortino Ratio Rank
SDEU.L Omega Ratio Rank: 1212
Omega Ratio Rank
SDEU.L Calmar Ratio Rank: 1414
Calmar Ratio Rank
SDEU.L Martin Ratio Rank: 1313
Martin Ratio Rank

IWM
IWM Risk / Return Rank: 5959
Overall Rank
IWM Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
IWM Sortino Ratio Rank: 5555
Sortino Ratio Rank
IWM Omega Ratio Rank: 5151
Omega Ratio Rank
IWM Calmar Ratio Rank: 6868
Calmar Ratio Rank
IWM Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SDEU.L vs. IWM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Germany Government Bond UCITS ETF (Dist) (SDEU.L) and iShares Russell 2000 ETF (IWM). 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.


SDEU.LIWMDifference
Sharpe ratioReturn per unit of total volatility

-1.83

Sortino ratioReturn per unit of downside risk

-2.38

Omega ratioGain probability vs. loss probability

1.05

1.36

-0.31

Calmar ratioReturn relative to maximum drawdown

0.39

4.35

-3.96

Martin ratioReturn relative to average drawdown

0.81

14.31

-13.50

SDEU.L vs. IWM - Sharpe Ratio Comparison

The current SDEU.L Sharpe Ratio is 0.31, which is lower than the IWM Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of SDEU.L and IWM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SDEU.LIWMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

2.14

-1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.38

0.33

-0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.03

0.51

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

0.43

-0.37

Drawdowns

SDEU.L vs. IWM - Drawdown Comparison

The maximum SDEU.L drawdown since its inception was -27.61%, smaller than the maximum IWM drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for SDEU.L and IWM.


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Drawdown Indicators


SDEU.LIWMDifference

Max Drawdown

Largest peak-to-trough decline

-27.61%

-40.47%

+12.86%

Max Drawdown (1Y)

Largest decline over 1 year

-4.18%

-9.00%

+4.82%

Max Drawdown (3Y)

Largest decline over 3 years

-7.00%

-28.81%

+21.81%

Max Drawdown (5Y)

Largest decline over 5 years

-20.62%

-28.81%

+8.19%

Max Drawdown (10Y)

Largest decline over 10 years

-27.61%

-35.76%

+8.15%

Current Drawdown

Current decline from peak

-23.00%

-2.94%

-20.06%

Average Drawdown

Average peak-to-trough decline

-11.22%

-8.62%

-2.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.00%

2.73%

-0.73%

Volatility

SDEU.L vs. IWM - Volatility Comparison

The current volatility for iShares Germany Government Bond UCITS ETF (Dist) (SDEU.L) is 1.61%, while iShares Russell 2000 ETF (IWM) has a volatility of 5.99%. This indicates that SDEU.L experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SDEU.LIWMDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

5.99%

-4.38%

Volatility (6M)

Calculated over the trailing 6-month period

3.81%

12.79%

-8.98%

Volatility (1Y)

Calculated over the trailing 1-year period

5.15%

18.27%

-13.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.39%

21.07%

-13.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.60%

22.52%

-13.92%

SDEU.L vs. IWM - Expense Ratio Comparison

SDEU.L has a 0.20% expense ratio, which is higher than IWM's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SDEU.L vs. IWM - Dividend Comparison

SDEU.L's dividend yield for the trailing twelve months is around 2.53%, more than IWM's 0.90% yield.


PositionTTM20252024202320222021202020192018201720162015
IWM
iShares Russell 2000 ETF
0.90%1.04%1.15%1.35%1.48%0.94%1.04%1.26%1.40%1.26%1.38%1.54%
SDEU.L
iShares Germany Government Bond UCITS ETF (Dist)
2.53%2.50%2.57%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.02%0.34%

Frequently Asked Questions


SDEU.L and IWM have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IWM is cheaper with a 0.19% expense ratio, compared with 0.20% for SDEU.L.

SDEU.L is categorized as European Government Bonds, while IWM is Small Cap Blend Equities. SDEU.L tracks Bloomberg Euro Agg Govt TR EUR, while IWM tracks Russell 2000 Index. Their fees differ too: 0.20% for SDEU.L and 0.19% for IWM.

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