SXR1.DE vs. IVV
SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) and IVV (iShares Core S&P 500 ETF) are both exchange-traded funds - SXR1.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan, while IVV is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, SXR1.DE returned 7.48%/yr vs 15.04%/yr for IVV. At a 0.48 correlation, their price movements are largely independent. SXR1.DE charges 0.20%/yr vs 0.03%/yr for IVV.
Performance
SXR1.DE vs. IVV - Performance Comparison
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Different Trading Currencies
SXR1.DE is traded in EUR, while IVV is traded in USD. To make them comparable, the IVV values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SXR1.DE achieves a 8.90% return, which is significantly lower than IVV's 10.59% return. Over the past 10 years, SXR1.DE has underperformed IVV with an annualized return of 7.48%, while IVV has yielded a comparatively higher 15.04% annualized return.
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%
IVV
- 1D
- -1.84%
- 1M
- 2.46%
- YTD
- 10.59%
- 6M
- 9.32%
- 1Y
- 25.02%
- 3Y*
- 18.55%
- 5Y*
- 14.63%
- 10Y*
- 15.04%
SXR1.DE vs. IVV - 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% |
IVV iShares Core S&P 500 ETF | 10.59% | 3.86% | 33.18% | 22.52% | -13.09% | 38.39% | 8.64% | 34.03% | -0.01% | 6.79% |
Correlation
The correlation between SXR1.DE and IVV 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 | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 5, 2010 | 0.48 |
The correlation between SXR1.DE and IVV shifts across timeframes, from 0.38 (5 years) to 0.48 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SXR1.DE vs. IVV — Risk / Return Rank
SXR1.DE
IVV
SXR1.DE vs. IVV - 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 Core S&P 500 ETF (IVV). 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 | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.38 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 3.41 | -1.16 |
| Martin ratioReturn relative to average drawdown | 6.64 | 12.92 | -6.28 |
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 | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 2.04 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.88 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.81 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.62 | -0.35 |
Drawdowns
SXR1.DE vs. IVV - Drawdown Comparison
The maximum SXR1.DE drawdown since its inception was -38.62%, smaller than the maximum IVV drawdown of -49.91%. Use the drawdown chart below to compare losses from any high point for SXR1.DE and IVV.
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Drawdown Indicators
| SXR1.DE | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -49.91% | +11.29% |
Max Drawdown (1Y)Largest decline over 1 year | -6.21% | -7.36% | +1.15% |
Max Drawdown (3Y)Largest decline over 3 years | -20.28% | -23.85% | +3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -20.28% | -23.85% | +3.57% |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | -33.40% | -3.51% |
Current DrawdownCurrent decline from peak | -2.17% | -1.98% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -9.79% | -7.85% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.94% | +0.17% |
Volatility
SXR1.DE vs. IVV - Volatility Comparison
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) and iShares Core S&P 500 ETF (IVV) have volatilities of 3.06% and 2.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR1.DE | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 2.93% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 8.76% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 12.34% | -0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 16.78% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 18.58% | -1.98% |
SXR1.DE vs. IVV - Expense Ratio Comparison
SXR1.DE has a 0.20% expense ratio, which is higher than IVV's 0.03% 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
SXR1.DE vs. IVV - Dividend Comparison
SXR1.DE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.09% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
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 IVV 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, IVV is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IVV is cheaper with a 0.03% expense ratio, compared with 0.20% for SXR1.DE.
SXR1.DE is categorized as Asia Pacific Equities, while IVV is S&P 500. SXR1.DE tracks MSCI Pacific ex Japan, while IVV tracks S&P 500 Index. Their fees differ too: 0.20% for SXR1.DE and 0.03% for IVV.
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