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SXR4.DE vs. LCUS.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SXR4.DE vs. LCUS.DE

Last updated Jun 5, 2026

SXR4.DE (iShares MSCI USA UCITS ETF (Acc)) and LCUS.DE (Lyxor Core US Equity (DR) UCITS ETF - Dist) are both Large Cap Blend Equities funds - SXR4.DE tracks the MSCI USA while LCUS.DE tracks the Russell 1000 TR USD. Both are passively managed. Their correlation of 0.90 suggests significant overlap in exposure. SXR4.DE charges 0.07%/yr vs 0.04%/yr for LCUS.DE.

Performance

SXR4.DE vs. LCUS.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI USA UCITS ETF (Acc) (SXR4.DE) and Lyxor Core US Equity (DR) UCITS ETF - Dist (LCUS.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

SXR4.DE

1D
-0.10%
1M
4.53%
YTD
11.29%
6M
10.68%
1Y
25.15%
3Y*
19.00%
5Y*
14.32%
10Y*
14.76%

LCUS.DE

1D
—
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXR4.DE vs. LCUS.DE - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
SXR4.DE
iShares MSCI USA UCITS ETF (Acc)		11.29%4.62%32.33%23.44%-15.85%38.32%9.25%34.28%-0.92%
LCUS.DE
Lyxor Core US Equity (DR) UCITS ETF - Dist		0.00%3.40%32.87%22.96%-15.87%37.82%9.09%34.14%-0.91%

Correlation

The correlation between SXR4.DE and LCUS.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.66

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Mar 22, 2018

0.90

The correlation between SXR4.DE and LCUS.DE shifts across timeframes, from 0.66 (3 years) to 0.90 (all time), reflecting how their relationship changes across market environments.

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iShares MSCI USA UCITS ETF (Acc)

Lyxor Core US Equity (DR) UCITS ETF - Dist

Often compared with SXR4.DE:
SXR4.DE vs. SXR1.DESXR4.DE vs. JGPI.DESXR4.DE vs. SC0H.DESXR4.DE vs. SXR8.DESXR4.DE vs. ^NDXSXR4.DE vs. ^GSPCSXR4.DE vs. CSP1.L
Often compared with LCUS.DE:
LCUS.DE vs. WEBLLCUS.DE vs. QDVE.DELCUS.DE vs. SCHGLCUS.DE vs. SLUS.DELCUS.DE vs. JGPI.DELCUS.DE vs. DELG.DELCUS.DE vs. V3YA.DE

Return for Risk

SXR4.DE vs. LCUS.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SXR4.DE
SXR4.DE Risk / Return Rank: 6767
Overall Rank
SXR4.DE Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
SXR4.DE Sortino Ratio Rank: 6464
Sortino Ratio Rank
SXR4.DE Omega Ratio Rank: 6868
Omega Ratio Rank
SXR4.DE Calmar Ratio Rank: 7070
Calmar Ratio Rank
SXR4.DE Martin Ratio Rank: 6666
Martin Ratio Rank
LCUS.DE
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SXR4.DE vs. LCUS.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA UCITS ETF (Acc) (SXR4.DE) and Lyxor Core US Equity (DR) UCITS ETF - Dist (LCUS.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.

SXR4.DELCUS.DEDifference
Sharpe ratioReturn per unit of total volatility
2.15

—

—

Sortino ratioReturn per unit of downside risk
2.93

—

—

Omega ratioGain probability vs. loss probability

1.40

—

—

Calmar ratioReturn relative to maximum drawdown

3.42

—

—

Martin ratioReturn relative to average drawdown

11.92

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SXR4.DE vs. LCUS.DE - Sharpe Ratio Comparison

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Sharpe Ratios by Period

SXR4.DELCUS.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.15

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.92

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.90

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.77

—

—

Drawdowns

SXR4.DE vs. LCUS.DE - Drawdown Comparison

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Drawdown Indicators

SXR4.DELCUS.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.16%

—

—

Max Drawdown (1Y)

Largest decline over 1 year

-7.36%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-23.63%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-23.63%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-34.16%

—

—

Current Drawdown

Current decline from peak

-0.40%

—

—

Average Drawdown

Average peak-to-trough decline

-5.25%

—

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

—

—

Volatility

SXR4.DE vs. LCUS.DE - Volatility Comparison

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Volatility by Period

SXR4.DELCUS.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.73%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

7.68%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.70%

—

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.42%

—

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.23%

—

—

SXR4.DE vs. LCUS.DE - Expense Ratio Comparison

SXR4.DE has a 0.07% expense ratio, which is higher than LCUS.DE's 0.04% 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

SXR4.DE vs. LCUS.DE - Dividend Comparison

Neither SXR4.DE nor LCUS.DE has paid dividends to shareholders.

PositionTTM20252024202320222021202020192018
LCUS.DE
Lyxor Core US Equity (DR) UCITS ETF - Dist		0.00%0.00%0.84%0.78%2.27%1.12%1.52%1.10%1.30%
SXR4.DE
iShares MSCI USA UCITS ETF (Acc)		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

SXR4.DE and LCUS.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, LCUS.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

LCUS.DE is cheaper with a 0.04% expense ratio, compared with 0.07% for SXR4.DE.

SXR4.DE tracks MSCI USA, while LCUS.DE tracks Russell 1000 TR USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.07% for SXR4.DE and 0.04% for LCUS.DE.

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