SXR7.DE vs. IBCJ.DE
SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) and IBCJ.DE (iShares MSCI Poland UCITS ETF USD (Acc)) are both Europe Equities funds from iShares - SXR7.DE tracks the MSCI EMU while IBCJ.DE tracks the MSCI Poland. Both are passively managed. Over the past 10 years, SXR7.DE returned 10.03%/yr vs 9.17%/yr for IBCJ.DE. A 0.58 correlation means they provide meaningful diversification when combined. SXR7.DE charges 0.12%/yr vs 0.74%/yr for IBCJ.DE.
Performance
SXR7.DE vs. IBCJ.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 lower than IBCJ.DE's 16.30% return. Over the past 10 years, SXR7.DE has outperformed IBCJ.DE with an annualized return of 10.03%, while IBCJ.DE has yielded a comparatively lower 9.17% 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%
IBCJ.DE
- 1D
- 0.17%
- 1M
- 1.95%
- YTD
- 16.30%
- 6M
- 26.50%
- 1Y
- 40.90%
- 3Y*
- 29.89%
- 5Y*
- 14.80%
- 10Y*
- 9.17%
SXR7.DE vs. IBCJ.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% |
IBCJ.DE iShares MSCI Poland UCITS ETF USD (Acc) | 16.30% | 53.66% | -0.42% | 43.86% | -21.74% | 14.34% | -18.69% | -3.73% | -9.07% | 35.59% |
Correlation
The correlation between SXR7.DE and IBCJ.DE is 0.58, 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 | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 2011 | 0.58 |
The correlation between SXR7.DE and IBCJ.DE has been stable across timeframes, ranging from 0.57 to 0.60 - a consistent structural relationship.
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Return for Risk
SXR7.DE vs. IBCJ.DE — Risk / Return Rank
SXR7.DE
IBCJ.DE
SXR7.DE vs. IBCJ.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 MSCI Poland UCITS ETF USD (Acc) (IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.28 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.90 | -2.14 |
| Martin ratioReturn relative to average drawdown | 6.42 | 9.60 | -3.18 |
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 | IBCJ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.65 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.55 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.36 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.15 | +0.32 |
Drawdowns
SXR7.DE vs. IBCJ.DE - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, smaller than the maximum IBCJ.DE drawdown of -56.11%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and IBCJ.DE.
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Drawdown Indicators
| SXR7.DE | IBCJ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -56.11% | +17.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -9.96% | -0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -18.47% | +3.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -47.31% | +22.82% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -56.11% | +17.94% |
Current DrawdownCurrent decline from peak | -0.50% | -1.16% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -19.38% | +12.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.05% | -1.25% |
Volatility
SXR7.DE vs. IBCJ.DE - Volatility Comparison
The current volatility for iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) is 4.57%, while iShares MSCI Poland UCITS ETF USD (Acc) (IBCJ.DE) has a volatility of 7.13%. This indicates that SXR7.DE experiences smaller price fluctuations and is considered to be less risky than IBCJ.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 | IBCJ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 7.13% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 17.61% | -5.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 23.48% | -8.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 26.72% | -10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 25.15% | -8.13% |
SXR7.DE vs. IBCJ.DE - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is lower than IBCJ.DE's 0.74% expense ratio.
Dividends
SXR7.DE vs. IBCJ.DE - Dividend Comparison
Neither SXR7.DE nor IBCJ.DE has paid dividends to shareholders.
Frequently Asked Questions
SXR7.DE and IBCJ.DE have a correlation of 0.58, 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 0.74% for IBCJ.DE.
SXR7.DE tracks MSCI EMU, while IBCJ.DE tracks MSCI Poland. Their fees differ too: 0.12% for SXR7.DE and 0.74% for IBCJ.DE.
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