SXR7.DE vs. EXW1.DE
SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) and EXW1.DE (iShares EURO STOXX 50 UCITS ETF (DE)) are both Europe Equities funds from iShares - SXR7.DE tracks the MSCI EMU while EXW1.DE tracks the EURO STOXX® 50. Both are passively managed. Over the past 10 years, SXR7.DE returned 10.03%/yr vs 10.49%/yr for EXW1.DE. Their correlation of 0.94 suggests significant overlap in exposure. SXR7.DE charges 0.12%/yr vs 0.10%/yr for EXW1.DE.
Performance
SXR7.DE vs. EXW1.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SXR7.DE achieves a 8.77% return, which is significantly higher than EXW1.DE's 7.31% return. Both investments have delivered pretty close results over the past 10 years, with SXR7.DE having a 10.03% annualized return and EXW1.DE not far ahead at 10.49%.
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%
EXW1.DE
- 1D
- 0.74%
- 1M
- 1.91%
- YTD
- 7.31%
- 6M
- 8.62%
- 1Y
- 15.73%
- 3Y*
- 15.60%
- 5Y*
- 11.50%
- 10Y*
- 10.49%
SXR7.DE vs. EXW1.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% |
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 7.31% | 22.07% | 11.03% | 22.41% | -8.72% | 23.47% | -3.08% | 30.12% | -12.05% | 10.04% |
Correlation
The correlation between SXR7.DE and EXW1.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.94 |
The correlation between SXR7.DE and EXW1.DE has been stable across timeframes, ranging from 0.94 to 0.99 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SXR7.DE vs. EXW1.DE — Risk / Return Rank
SXR7.DE
EXW1.DE
SXR7.DE vs. EXW1.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 iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.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 | EXW1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.46 | +0.29 |
| Martin ratioReturn relative to average drawdown | 6.42 | 4.97 | +1.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SXR7.DE | EXW1.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.00 | +0.23 |
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 | 0.57 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.21 | +0.25 |
Drawdowns
SXR7.DE vs. EXW1.DE - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, smaller than the maximum EXW1.DE drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and EXW1.DE.
Loading charts...
Drawdown Indicators
| SXR7.DE | EXW1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -57.82% | +19.65% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -10.76% | +0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -16.59% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -23.32% | -1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -38.49% | +0.32% |
Current DrawdownCurrent decline from peak | -0.50% | -0.54% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -15.74% | +9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.18% | -0.38% |
Volatility
SXR7.DE vs. EXW1.DE - Volatility Comparison
The current volatility for iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) is 4.57%, while iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) has a volatility of 4.90%. This indicates that SXR7.DE experiences smaller price fluctuations and is considered to be less risky than EXW1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SXR7.DE | EXW1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 4.90% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 12.72% | -0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 15.68% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 17.35% | -1.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 18.20% | -1.18% |
SXR7.DE vs. EXW1.DE - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is higher than EXW1.DE's 0.10% 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
SXR7.DE vs. EXW1.DE - Dividend Comparison
SXR7.DE has not paid dividends to shareholders, while EXW1.DE's dividend yield for the trailing twelve months is around 2.30%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 2.30% | 2.42% | 2.85% | 2.83% | 2.73% | 2.50% | 1.97% | 2.82% | 3.18% | 3.92% | 3.29% | 3.48% |
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (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
With a correlation of 0.99, SXR7.DE and EXW1.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, EXW1.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXW1.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for SXR7.DE.
SXR7.DE tracks MSCI EMU, while EXW1.DE tracks EURO STOXX® 50. Their fees differ too: 0.12% for SXR7.DE and 0.10% for EXW1.DE.
Find the right allocation for SXR7.DE and EXW1.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer