SXR6.DE vs. SXR8.DE
Compare and contrast key facts about iShares MSCI Japan SRI UCITS ETF USD Acc (SXR6.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
SXR6.DE and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXR6.DE is a passively managed fund by iShares that tracks the performance of the MSCI Japan SRI Select Reduced Fossil Fuels. It was launched on Mar 6, 2017. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both SXR6.DE and SXR8.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXR6.DE or SXR8.DE.
Correlation
The correlation between SXR6.DE and SXR8.DE is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SXR6.DE vs. SXR8.DE - Performance Comparison
Key characteristics
SXR6.DE:
0.55
SXR8.DE:
2.12
SXR6.DE:
0.84
SXR8.DE:
2.92
SXR6.DE:
1.12
SXR8.DE:
1.42
SXR6.DE:
0.79
SXR8.DE:
3.26
SXR6.DE:
2.94
SXR8.DE:
14.16
SXR6.DE:
3.17%
SXR8.DE:
1.90%
SXR6.DE:
16.77%
SXR8.DE:
12.70%
SXR6.DE:
-27.35%
SXR8.DE:
-33.78%
SXR6.DE:
-1.03%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, SXR6.DE achieves a 3.67% return, which is significantly lower than SXR8.DE's 3.87% return.
SXR6.DE
3.67%
5.68%
8.30%
9.30%
3.99%
N/A
SXR8.DE
3.87%
3.56%
19.49%
28.23%
14.85%
13.95%
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SXR6.DE vs. SXR8.DE - Expense Ratio Comparison
SXR6.DE has a 0.20% expense ratio, which is higher than SXR8.DE's 0.12% 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%.
Risk-Adjusted Performance
SXR6.DE vs. SXR8.DE — Risk-Adjusted Performance Rank
SXR6.DE
SXR8.DE
SXR6.DE vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan SRI UCITS ETF USD Acc (SXR6.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.
Dividends
SXR6.DE vs. SXR8.DE - Dividend Comparison
Neither SXR6.DE nor SXR8.DE has paid dividends to shareholders.
Drawdowns
SXR6.DE vs. SXR8.DE - Drawdown Comparison
The maximum SXR6.DE drawdown since its inception was -27.35%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for SXR6.DE and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
SXR6.DE vs. SXR8.DE - Volatility Comparison
The current volatility for iShares MSCI Japan SRI UCITS ETF USD Acc (SXR6.DE) is 3.64%, while iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) has a volatility of 4.51%. This indicates that SXR6.DE experiences smaller price fluctuations and is considered to be less risky than SXR8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.