SXR7.DE vs. 18M2.DE
SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) and 18M2.DE (Amundi ETF MSCI EMU High Dividend UCITS ETF EUR) are both Europe Equities funds - SXR7.DE tracks the MSCI EMU while 18M2.DE tracks the MSCI EMU High Dividend Yield. Both are passively managed. Over the past 10 years, SXR7.DE returned 10.03%/yr vs 8.26%/yr for 18M2.DE. Their correlation of 0.87 suggests significant overlap in exposure. SXR7.DE charges 0.12%/yr vs 0.30%/yr for 18M2.DE.
Performance
SXR7.DE vs. 18M2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR7.DE achieves a 8.77% return, which is significantly higher than 18M2.DE's 6.76% return. Over the past 10 years, SXR7.DE has outperformed 18M2.DE with an annualized return of 10.03%, while 18M2.DE has yielded a comparatively lower 8.26% annualized return.
SXR7.DE
- 1D
- 0.57%
- 1M
- 2.06%
- YTD
- 8.77%
- 6M
- 10.62%
- 1Y
- 17.64%
- 3Y*
- 16.10%
- 5Y*
- 10.63%
- 10Y*
- 10.03%
18M2.DE
- 1D
- 0.32%
- 1M
- -0.40%
- YTD
- 6.76%
- 6M
- 8.83%
- 1Y
- 15.64%
- 3Y*
- 12.13%
- 5Y*
- 8.90%
- 10Y*
- 8.26%
SXR7.DE vs. 18M2.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (Acc) | 8.77% | 24.84% | 9.37% | 18.88% | -11.80% | 22.25% | -0.64% | 27.60% | -13.03% | 12.98% |
18M2.DE Amundi ETF MSCI EMU High Dividend UCITS ETF EUR | 6.76% | 21.49% | 3.36% | 16.14% | -6.47% | 16.02% | -6.39% | 24.91% | -4.44% | 7.99% |
Correlation
The correlation between SXR7.DE and 18M2.DE is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2010 | 0.87 |
The correlation between SXR7.DE and 18M2.DE shifts across timeframes, from 0.76 (1 year) to 0.88 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SXR7.DE vs. 18M2.DE — Risk / Return Rank
SXR7.DE
18M2.DE
SXR7.DE vs. 18M2.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) and Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.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.
| SXR7.DE | 18M2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 2.55 | -0.79 |
| Martin ratioReturn relative to average drawdown | 6.42 | 6.71 | -0.29 |
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
| SXR7.DE | 18M2.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.49 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.66 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.44 | +0.02 |
Drawdowns
SXR7.DE vs. 18M2.DE - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, roughly equal to the maximum 18M2.DE drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and 18M2.DE.
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Drawdown Indicators
| SXR7.DE | 18M2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -37.06% | -1.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -6.19% | -4.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -14.68% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -20.81% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -37.06% | -1.11% |
Current DrawdownCurrent decline from peak | -0.50% | -1.44% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -6.42% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.36% | +0.44% |
Volatility
SXR7.DE vs. 18M2.DE - Volatility Comparison
iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) has a higher volatility of 4.57% compared to Amundi ETF MSCI EMU High Dividend UCITS ETF EUR (18M2.DE) at 2.63%. This indicates that SXR7.DE's price experiences larger fluctuations and is considered to be riskier than 18M2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR7.DE | 18M2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 2.63% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 8.33% | +3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 10.62% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 13.41% | +2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 15.44% | +1.58% |
SXR7.DE vs. 18M2.DE - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is lower than 18M2.DE's 0.30% expense ratio.
Dividends
SXR7.DE vs. 18M2.DE - Dividend Comparison
Neither SXR7.DE nor 18M2.DE has paid dividends to shareholders.
Frequently Asked Questions
SXR7.DE and 18M2.DE have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR7.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR7.DE is cheaper with a 0.12% expense ratio, compared with 0.30% for 18M2.DE.
SXR7.DE tracks MSCI EMU, while 18M2.DE tracks MSCI EMU High Dividend Yield. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.12% for SXR7.DE and 0.30% for 18M2.DE.
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