SXR3.DE vs. AMED.DE
SXR3.DE (iShares MSCI UK UCITS ETF (Acc)) and AMED.DE (Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C)) are both Europe Equities funds - SXR3.DE tracks the MSCI UK while AMED.DE tracks the MSCI EMU ESG Leaders Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, SXR3.DE returned 6.68%/yr vs 9.75%/yr for AMED.DE. A 0.72 correlation means they provide meaningful diversification when combined. SXR3.DE charges 0.33%/yr vs 0.25%/yr for AMED.DE.
Performance
SXR3.DE vs. AMED.DE - Performance Comparison
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Returns By Period
Over the past 10 years, SXR3.DE has underperformed AMED.DE with an annualized return of 6.68%, while AMED.DE has yielded a comparatively higher 9.75% annualized return.
SXR3.DE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -0.00%
- 6M
- -0.00%
- 1Y
- 6.37%
- 3Y*
- 10.41%
- 5Y*
- 9.64%
- 10Y*
- 6.68%
AMED.DE
- 1D
- 0.51%
- 1M
- 5.71%
- YTD
- 16.87%
- 6M
- 18.51%
- 1Y
- 26.18%
- 3Y*
- 16.11%
- 5Y*
- 10.41%
- 10Y*
- 9.75%
SXR3.DE vs. AMED.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR3.DE iShares MSCI UK UCITS ETF (Acc) | -0.00% | 15.66% | 13.52% | 9.60% | 0.36% | 25.69% | -17.21% | 24.21% | -10.84% | 7.35% |
AMED.DE Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) | 16.87% | 20.15% | 5.95% | 16.68% | -10.71% | 20.90% | -1.35% | 27.22% | -12.98% | 11.86% |
Correlation
The correlation between SXR3.DE and AMED.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 3, 2010 | 0.72 |
Over the past year, the correlation between SXR3.DE and AMED.DE has dropped to 0.33 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.
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Return for Risk
SXR3.DE vs. AMED.DE — Risk / Return Rank
SXR3.DE
AMED.DE
SXR3.DE vs. AMED.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI UK UCITS ETF (Acc) (SXR3.DE) and Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.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.
| SXR3.DE | AMED.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.33 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.49 | -1.85 |
| Martin ratioReturn relative to average drawdown | 1.32 | 9.40 | -8.09 |
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
| SXR3.DE | AMED.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.74 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.57 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.47 | -0.03 |
Drawdowns
SXR3.DE vs. AMED.DE - Drawdown Comparison
The maximum SXR3.DE drawdown since its inception was -40.36%, which is greater than AMED.DE's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for SXR3.DE and AMED.DE.
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Drawdown Indicators
| SXR3.DE | AMED.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.36% | -38.35% | -2.01% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -10.56% | +0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -16.69% | -14.07% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -16.69% | -24.06% | +7.37% |
Max Drawdown (10Y)Largest decline over 10 years | -40.36% | -38.35% | -2.01% |
Current DrawdownCurrent decline from peak | -10.13% | -0.17% | -9.96% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -6.69% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.81% | +2.14% |
Volatility
SXR3.DE vs. AMED.DE - Volatility Comparison
The current volatility for iShares MSCI UK UCITS ETF (Acc) (SXR3.DE) is 0.00%, while Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) (AMED.DE) has a volatility of 5.61%. This indicates that SXR3.DE experiences smaller price fluctuations and is considered to be less risky than AMED.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR3.DE | AMED.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 5.61% | -5.61% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 12.64% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.19% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 15.87% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 17.00% | -0.04% |
SXR3.DE vs. AMED.DE - Expense Ratio Comparison
SXR3.DE has a 0.33% expense ratio, which is higher than AMED.DE's 0.25% expense ratio.
Dividends
SXR3.DE vs. AMED.DE - Dividend Comparison
Neither SXR3.DE nor AMED.DE has paid dividends to shareholders.
Frequently Asked Questions
SXR3.DE and AMED.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AMED.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AMED.DE is cheaper with a 0.25% expense ratio, compared with 0.33% for SXR3.DE.
SXR3.DE tracks MSCI UK, while AMED.DE tracks MSCI EMU ESG Leaders Select 5% Issuer Capped. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.33% for SXR3.DE and 0.25% for AMED.DE.
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