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SPPX.DE vs. SXRL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPPX.DE vs. SXRL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

SPPX.DE is traded in EUR, while SXRL.DE is traded in USD. To make them comparable, the SXRL.DE values have been converted to EUR using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with SPPX.DE having a 0.87% return and SXRL.DE slightly lower at 0.83%. Over the past 10 years, SPPX.DE has underperformed SXRL.DE with an annualized return of -1.29%, while SXRL.DE has yielded a comparatively higher 1.16% annualized return.


SPPX.DE

1D
0.30%
1M
1.41%
YTD
0.87%
6M
-0.50%
1Y
2.52%
3Y*
-3.23%
5Y*
-4.30%
10Y*
-1.29%

SXRL.DE

1D
0.06%
1M
0.58%
YTD
0.83%
6M
0.17%
1Y
1.49%
3Y*
0.96%
5Y*
1.32%
10Y*
1.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPPX.DE vs. SXRL.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPPX.DE
SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF
0.87%-6.01%-0.89%-0.77%-24.28%3.04%6.14%17.91%2.68%-4.61%
SXRL.DE
iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)
0.84%-4.82%8.08%1.19%-4.08%6.09%-2.60%8.44%5.99%-11.17%

Correlation

The correlation between SPPX.DE and SXRL.DE is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

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

0.56

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

0.58

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

0.58

Correlation (All Time)
Calculated using the full available price history since Feb 19, 2016

0.58

The correlation between SPPX.DE and SXRL.DE has been stable across timeframes, ranging from 0.52 to 0.58 - a consistent structural relationship.

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Return for Risk

SPPX.DE vs. SXRL.DE — Risk / Return Rank

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

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

SXRL.DE
SXRL.DE Risk / Return Rank: 3030
Overall Rank
SXRL.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SXRL.DE Sortino Ratio Rank: 3232
Sortino Ratio Rank
SXRL.DE Omega Ratio Rank: 3030
Omega Ratio Rank
SXRL.DE Calmar Ratio Rank: 2828
Calmar Ratio Rank
SXRL.DE Martin Ratio Rank: 2929
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.

SPPX.DE vs. SXRL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) and iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.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.


SPPX.DESXRL.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.05

1.05

+0.01

Calmar ratioReturn relative to maximum drawdown

0.40

0.33

+0.07

Martin ratioReturn relative to average drawdown

0.87

0.91

-0.05

SPPX.DE vs. SXRL.DE - Sharpe Ratio Comparison

The current SPPX.DE Sharpe Ratio is 0.28, which is comparable to the SXRL.DE Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of SPPX.DE and SXRL.DE, 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


SPPX.DESXRL.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

0.26

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.30

0.17

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.09

0.15

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.09

0.42

-0.51

Drawdowns

SPPX.DE vs. SXRL.DE - Drawdown Comparison

The maximum SPPX.DE drawdown since its inception was -44.56%, which is greater than SXRL.DE's maximum drawdown of -17.10%. Use the drawdown chart below to compare losses from any high point for SPPX.DE and SXRL.DE.


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Drawdown Indicators


SPPX.DESXRL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-44.56%

-17.10%

-27.46%

Max Drawdown (1Y)

Largest decline over 1 year

-6.31%

-4.47%

-1.84%

Max Drawdown (3Y)

Largest decline over 3 years

-16.55%

-10.19%

-6.36%

Max Drawdown (5Y)

Largest decline over 5 years

-36.53%

-12.16%

-24.37%

Max Drawdown (10Y)

Largest decline over 10 years

-44.56%

-17.10%

-27.46%

Current Drawdown

Current decline from peak

-40.79%

-6.47%

-34.32%

Average Drawdown

Average peak-to-trough decline

-22.39%

-6.64%

-15.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.90%

1.62%

+1.28%

Volatility

SPPX.DE vs. SXRL.DE - Volatility Comparison

SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) has a higher volatility of 2.37% compared to iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) at 1.04%. This indicates that SPPX.DE's price experiences larger fluctuations and is considered to be riskier than SXRL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPPX.DESXRL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.37%

1.04%

+1.33%

Volatility (6M)

Calculated over the trailing 6-month period

6.11%

4.27%

+1.84%

Volatility (1Y)

Calculated over the trailing 1-year period

8.91%

5.77%

+3.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.34%

7.84%

+6.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.51%

7.61%

+6.90%

SPPX.DE vs. SXRL.DE - Expense Ratio Comparison

SPPX.DE has a 0.15% expense ratio, which is higher than SXRL.DE's 0.07% 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

SPPX.DE vs. SXRL.DE - Dividend Comparison

SPPX.DE's dividend yield for the trailing twelve months is around 4.60%, while SXRL.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019201820172016
SPPX.DE
SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF
4.60%4.77%4.11%3.16%2.57%1.63%2.07%2.42%2.38%2.77%1.07%
SXRL.DE
iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)
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


SPPX.DE and SXRL.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SXRL.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SXRL.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for SPPX.DE.

SPPX.DE tracks Bloomberg US 10+ Year Treasury Bond, while SXRL.DE tracks ICE US Treasury 3-7 Year. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for SPPX.DE and 0.07% for SXRL.DE.

Portfolio Optimizer

Find the right allocation for SPPX.DE and SXRL.DE

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