SXR7.DE vs. IUS7.DE
SXR7.DE (iShares Core MSCI EMU UCITS ETF EUR (Acc)) and IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) are both exchange-traded funds - SXR7.DE is a Europe Equities fund tracking the MSCI EMU, while IUS7.DE is a Emerging Markets Bonds fund tracking the JP Morgan EMBI Global Core. Both are passively managed. Over the past 10 years, SXR7.DE returned 10.03%/yr vs 3.08%/yr for IUS7.DE. At a 0.20 correlation, their price movements are largely independent. SXR7.DE charges 0.12%/yr vs 0.45%/yr for IUS7.DE.
Performance
SXR7.DE vs. IUS7.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 IUS7.DE's 2.97% return. Over the past 10 years, SXR7.DE has outperformed IUS7.DE with an annualized return of 10.03%, while IUS7.DE has yielded a comparatively lower 3.08% 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%
IUS7.DE
- 1D
- 0.14%
- 1M
- 1.36%
- YTD
- 2.97%
- 6M
- 2.33%
- 1Y
- 9.74%
- 3Y*
- 6.75%
- 5Y*
- 2.86%
- 10Y*
- 3.08%
SXR7.DE vs. IUS7.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% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 2.97% | 1.14% | 11.74% | 6.77% | -13.16% | 5.75% | -4.03% | 18.79% | -1.16% | -3.39% |
Correlation
The correlation between SXR7.DE and IUS7.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.20 |
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Return for Risk
SXR7.DE vs. IUS7.DE — Risk / Return Rank
SXR7.DE
IUS7.DE
SXR7.DE vs. IUS7.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 J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.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 | IUS7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.76 | 3.00 | -1.24 |
| Martin ratioReturn relative to average drawdown | 6.42 | 9.17 | -2.76 |
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 | IUS7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.55 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.33 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.28 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.61 | -0.15 |
Drawdowns
SXR7.DE vs. IUS7.DE - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, which is greater than IUS7.DE's maximum drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and IUS7.DE.
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Drawdown Indicators
| SXR7.DE | IUS7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -27.13% | -11.04% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -3.09% | -7.12% |
Max Drawdown (3Y)Largest decline over 3 years | -15.12% | -12.95% | -2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -15.90% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | -27.13% | -11.04% |
Current DrawdownCurrent decline from peak | -0.50% | 0.00% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -6.48% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.01% | +1.79% |
Volatility
SXR7.DE vs. IUS7.DE - Volatility Comparison
iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) has a higher volatility of 4.57% compared to iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) at 1.24%. This indicates that SXR7.DE's price experiences larger fluctuations and is considered to be riskier than IUS7.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 | IUS7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 1.24% | +3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 4.03% | +7.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.55% | 5.97% | +8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 8.56% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 11.02% | +6.00% |
SXR7.DE vs. IUS7.DE - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is lower than IUS7.DE's 0.45% expense ratio.
Dividends
SXR7.DE vs. IUS7.DE - Dividend Comparison
SXR7.DE has not paid dividends to shareholders, while IUS7.DE's dividend yield for the trailing twelve months is around 5.80%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.80% | 6.10% | 5.62% | 5.77% | 5.63% | 3.80% | 4.17% | 4.72% | 4.70% | 5.11% | 5.29% | 4.71% |
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
SXR7.DE and IUS7.DE have a correlation of 0.28, 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 0.45% for IUS7.DE.
SXR7.DE is categorized as Europe Equities, while IUS7.DE is Emerging Markets Bonds. SXR7.DE tracks MSCI EMU, while IUS7.DE tracks JP Morgan EMBI Global Core. Their fees differ too: 0.12% for SXR7.DE and 0.45% for IUS7.DE.
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