SXR3.DE vs. IUS4.DE
SXR3.DE (iShares MSCI UK UCITS ETF (Acc)) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both exchange-traded funds - SXR3.DE is a Europe Equities fund tracking the MSCI UK, while IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap. Both are passively managed. Over the past 10 years, SXR3.DE returned 6.68%/yr vs 7.46%/yr for IUS4.DE. At a 0.50 correlation, their price movements are largely independent. SXR3.DE charges 0.33%/yr vs 0.58%/yr for IUS4.DE.
Performance
SXR3.DE vs. IUS4.DE - Performance Comparison
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Returns By Period
Over the past 10 years, SXR3.DE has underperformed IUS4.DE with an annualized return of 6.68%, while IUS4.DE has yielded a comparatively higher 7.46% 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%
IUS4.DE
- 1D
- 0.43%
- 1M
- 5.25%
- YTD
- 14.74%
- 6M
- 16.38%
- 1Y
- 27.12%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
SXR3.DE vs. IUS4.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% |
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 SXR3.DE and IUS4.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since May 3, 2010 | 0.50 |
Over the past year, the correlation between SXR3.DE and IUS4.DE has dropped to 0.26 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
SXR3.DE vs. IUS4.DE — Risk / Return Rank
SXR3.DE
IUS4.DE
SXR3.DE vs. IUS4.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 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.
| SXR3.DE | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.67 | -2.03 |
| Martin ratioReturn relative to average drawdown | 1.32 | 9.26 | -7.94 |
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 | IUS4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.69 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.55 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.47 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.56 | -0.12 |
Drawdowns
SXR3.DE vs. IUS4.DE - Drawdown Comparison
The maximum SXR3.DE drawdown since its inception was -40.36%, 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 SXR3.DE and IUS4.DE.
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Drawdown Indicators
| SXR3.DE | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.36% | -32.63% | -7.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -10.12% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -16.69% | -12.92% | -3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -16.69% | -21.47% | +4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -40.36% | -32.63% | -7.73% |
Current DrawdownCurrent decline from peak | -10.13% | -0.73% | -9.40% |
Average DrawdownAverage peak-to-trough decline | -6.29% | -6.41% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.92% | +2.03% |
Volatility
SXR3.DE vs. IUS4.DE - Volatility Comparison
The current volatility for iShares MSCI UK UCITS ETF (Acc) (SXR3.DE) is 0.00%, while iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) has a volatility of 3.47%. This indicates that SXR3.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
| SXR3.DE | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 3.47% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 13.58% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 15.94% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.49% | 14.91% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 15.94% | +1.02% |
SXR3.DE vs. IUS4.DE - Expense Ratio Comparison
SXR3.DE has a 0.33% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
SXR3.DE vs. IUS4.DE - Dividend Comparison
SXR3.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% |
SXR3.DE iShares MSCI UK 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
SXR3.DE and IUS4.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR3.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR3.DE is cheaper with a 0.33% expense ratio, compared with 0.58% for IUS4.DE.
SXR3.DE is categorized as Europe Equities, while IUS4.DE is Japan Equities. SXR3.DE tracks MSCI UK, while IUS4.DE tracks MSCI Japan Small Cap. Their fees differ too: 0.33% for SXR3.DE and 0.58% for IUS4.DE.
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