SXR1.DE vs. WTDX.DE
SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) and WTDX.DE (WisdomTree Japan Equity UCITS ETF USD Hedged) are both exchange-traded funds - SXR1.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan, while WTDX.DE is a Japan Equities fund tracking the WisdomTree Japan Hedged Equity UCITS Index. Both are passively managed. Over the past 10 years, SXR1.DE returned 7.24%/yr vs 18.14%/yr for WTDX.DE. At a 0.42 correlation, their price movements are largely independent. SXR1.DE charges 0.20%/yr vs 0.48%/yr for WTDX.DE.
Performance
SXR1.DE vs. WTDX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR1.DE achieves a 13.23% return, which is significantly lower than WTDX.DE's 26.25% return. Over the past 10 years, SXR1.DE has underperformed WTDX.DE with an annualized return of 7.24%, while WTDX.DE has yielded a comparatively higher 18.14% annualized return.
SXR1.DE
- 1D
- 0.38%
- 1M
- 3.53%
- 6M
- 11.51%
- YTD
- 13.23%
- 1Y
- 18.42%
- 3Y*
- 12.09%
- 5Y*
- 6.72%
- 10Y*
- 7.24%
WTDX.DE
- 1D
- -0.37%
- 1M
- 3.84%
- 6M
- 17.92%
- YTD
- 26.25%
- 1Y
- 57.34%
- 3Y*
- 32.07%
- 5Y*
- 28.03%
- 10Y*
- 18.14%
SXR1.DE vs. WTDX.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) | 13.23% | 7.00% | 11.91% | 2.20% | -0.86% | 13.17% | -2.98% | 21.74% | -6.20% | 10.76% |
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 26.25% | 17.86% | 36.79% | 37.12% | 11.85% | 27.70% | -6.91% | 24.57% | -17.23% | 8.62% |
Correlation
The correlation between SXR1.DE and WTDX.DE is 0.47, 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 | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.42 |
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Return for Risk
SXR1.DE vs. WTDX.DE — Risk / Return Rank
SXR1.DE
WTDX.DE
SXR1.DE vs. WTDX.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 WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SXR1.DE | WTDX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.51 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 7.05 | -4.10 |
| Martin ratioReturn relative to average drawdown | 8.48 | 23.54 | -15.06 |
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Drawdowns
SXR1.DE vs. WTDX.DE - Drawdown Comparison
The maximum SXR1.DE drawdown since its inception was -38.62%, roughly equal to the maximum WTDX.DE drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for SXR1.DE and WTDX.DE.
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Drawdown Indicators
| SXR1.DE | WTDX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -38.23% | -0.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.21% | -8.09% | +1.88% |
Max Drawdown (3Y)Largest decline over 3 years | -20.28% | -23.65% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -20.28% | -23.65% | +3.37% |
Max Drawdown (10Y)Largest decline over 10 years | -36.91% | -32.53% | -4.38% |
Current DrawdownCurrent decline from peak | 0.00% | -1.71% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -9.82% | -9.16% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.43% | -0.26% |
Volatility
SXR1.DE vs. WTDX.DE - Volatility Comparison
The current volatility for iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) is 2.42%, while WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE) has a volatility of 5.75%. This indicates that SXR1.DE experiences smaller price fluctuations and is considered to be less risky than WTDX.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 | WTDX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 5.75% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.38% | 14.68% | -5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 19.79% | -7.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.76% | 19.43% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.49% | 21.52% | -5.03% |
SXR1.DE vs. WTDX.DE - Expense Ratio Comparison
SXR1.DE has a 0.20% expense ratio, which is lower than WTDX.DE's 0.48% expense ratio.
Dividends
SXR1.DE vs. WTDX.DE - Dividend Comparison
SXR1.DE has not paid dividends to shareholders, while WTDX.DE's dividend yield for the trailing twelve months is around 0.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 0.80% | 1.68% | 1.52% | 1.97% | 2.28% | 1.52% | 2.10% | 2.01% | 2.17% | 1.14% | 1.90% | 0.06% |
Frequently Asked Questions
SXR1.DE and WTDX.DE have a correlation of 0.47, 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 0.48% for WTDX.DE.
SXR1.DE is categorized as Asia Pacific Equities, while WTDX.DE is Japan Equities. SXR1.DE tracks MSCI Pacific ex Japan, while WTDX.DE tracks WisdomTree Japan Hedged Equity UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.20% for SXR1.DE and 0.48% for WTDX.DE.
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