SXR1.DE vs. IUS4.DE
SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both exchange-traded funds - SXR1.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan, while IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap. Both are passively managed. Over the past 10 years, SXR1.DE returned 7.48%/yr vs 7.46%/yr for IUS4.DE. A 0.53 correlation means they provide meaningful diversification when combined. SXR1.DE charges 0.20%/yr vs 0.58%/yr for IUS4.DE.
Performance
SXR1.DE vs. IUS4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR1.DE achieves a 8.90% return, which is significantly lower than IUS4.DE's 14.74% return. Both investments have delivered pretty close results over the past 10 years, with SXR1.DE having a 7.48% annualized return and IUS4.DE not far behind at 7.46%.
SXR1.DE
- 1D
- -0.90%
- 1M
- -2.17%
- YTD
- 8.90%
- 6M
- 10.35%
- 1Y
- 13.62%
- 3Y*
- 10.41%
- 5Y*
- 5.82%
- 10Y*
- 7.48%
IUS4.DE
- 1D
- 0.43%
- 1M
- 4.46%
- YTD
- 14.74%
- 6M
- 15.83%
- 1Y
- 27.46%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
SXR1.DE vs. IUS4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR1.DE iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 8.90% | 7.00% | 11.91% | 2.20% | -0.86% | 13.17% | -2.98% | 21.74% | -6.20% | 10.76% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 14.74% | 15.96% | 9.46% | 9.42% | -7.69% | 5.35% | -2.06% | 21.73% | -13.13% | 15.52% |
Correlation
The correlation between SXR1.DE and IUS4.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.51 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since May 5, 2010 | 0.53 |
The correlation between SXR1.DE and IUS4.DE has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
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Return for Risk
SXR1.DE vs. IUS4.DE — Risk / Return Rank
SXR1.DE
IUS4.DE
SXR1.DE vs. IUS4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.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.
| SXR1.DE | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 2.67 | -0.42 |
| Martin ratioReturn relative to average drawdown | 6.64 | 9.26 | -2.62 |
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
| SXR1.DE | IUS4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.69 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.55 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.47 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.56 | -0.29 |
Drawdowns
SXR1.DE vs. IUS4.DE - Drawdown Comparison
The maximum SXR1.DE drawdown since its inception was -38.62%, which is greater than IUS4.DE's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for SXR1.DE and IUS4.DE.
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Drawdown Indicators
| SXR1.DE | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -32.63% | -5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -6.21% | -10.12% | +3.91% |
Max Drawdown (3Y)Largest decline over 3 years | -20.28% | -12.92% | -7.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.28% | -21.47% | +1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | -32.63% | -4.28% |
Current DrawdownCurrent decline from peak | -2.17% | -0.73% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -9.79% | -6.41% | -3.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.92% | -0.81% |
Volatility
SXR1.DE vs. IUS4.DE - Volatility Comparison
The current volatility for iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) is 3.06%, while iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) has a volatility of 3.47%. This indicates that SXR1.DE experiences smaller price fluctuations and is considered to be less risky than IUS4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR1.DE | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.47% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 13.58% | -4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 15.94% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 14.91% | -0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 15.94% | +0.66% |
SXR1.DE vs. IUS4.DE - Expense Ratio Comparison
SXR1.DE has a 0.20% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
SXR1.DE vs. IUS4.DE - Dividend Comparison
SXR1.DE has not paid dividends to shareholders, while IUS4.DE's dividend yield for the trailing twelve months is around 0.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
SXR1.DE iShares Core MSCI Pacific ex Japan 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% | 0.00% |
Frequently Asked Questions
SXR1.DE and IUS4.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR1.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR1.DE is cheaper with a 0.20% expense ratio, compared with 0.58% for IUS4.DE.
SXR1.DE is categorized as Asia Pacific Equities, while IUS4.DE is Japan Equities. SXR1.DE tracks MSCI Pacific ex Japan, while IUS4.DE tracks MSCI Japan Small Cap. Their fees differ too: 0.20% for SXR1.DE and 0.58% for IUS4.DE.
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