SXR7.DE vs. MWMIX
Compare and contrast key facts about iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) and VanEck Morningstar Wide Moat Fund (MWMIX).
SXR7.DE is a passively managed fund by iShares that tracks the performance of the MSCI EMU. It was launched on Jan 12, 2010. MWMIX is managed by VanEck. It was launched on Nov 6, 2017.
Performance
SXR7.DE vs. MWMIX - Performance Comparison
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SXR7.DE vs. MWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR7.DE iShares Core MSCI EMU UCITS ETF EUR (Acc) | -0.16% | 24.84% | 9.37% | 18.88% | -11.80% | 22.25% | -0.64% | 27.60% | -13.03% | -1.18% |
MWMIX VanEck Morningstar Wide Moat Fund | -5.67% | -0.26% | 17.59% | 21.44% | -8.09% | 33.40% | 4.74% | 37.90% | 3.14% | -1.59% |
Different Trading Currencies
SXR7.DE is traded in EUR, while MWMIX is traded in USD. To make them comparable, the MWMIX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SXR7.DE achieves a -0.16% return, which is significantly higher than MWMIX's -5.67% return.
SXR7.DE
- 1D
- 2.51%
- 1M
- -0.68%
- YTD
- -0.16%
- 6M
- 3.14%
- 1Y
- 14.43%
- 3Y*
- 13.27%
- 5Y*
- 9.88%
- 10Y*
- 9.47%
MWMIX
- 1D
- -0.58%
- 1M
- -8.29%
- YTD
- -5.67%
- 6M
- -1.79%
- 1Y
- 3.32%
- 3Y*
- 6.18%
- 5Y*
- 7.10%
- 10Y*
- —
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SXR7.DE vs. MWMIX - Expense Ratio Comparison
SXR7.DE has a 0.12% expense ratio, which is lower than MWMIX's 0.59% expense ratio.
Return for Risk
SXR7.DE vs. MWMIX — Risk / Return Rank
SXR7.DE
MWMIX
SXR7.DE vs. MWMIX - 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 VanEck Morningstar Wide Moat Fund (MWMIX). 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 | MWMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.17 | +0.73 |
Sortino ratioReturn per unit of downside risk | 1.27 | 0.39 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.06 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 0.25 | +1.50 |
Martin ratioReturn relative to average drawdown | 6.62 | 0.81 | +5.81 |
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 | MWMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.17 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.39 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.55 | -0.11 |
Correlation
The correlation between SXR7.DE and MWMIX is 0.43, 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.
Dividends
SXR7.DE vs. MWMIX - Dividend Comparison
SXR7.DE has not paid dividends to shareholders, while MWMIX's dividend yield for the trailing twelve months is around 13.39%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MWMIX VanEck Morningstar Wide Moat Fund | 13.39% | 12.47% | 10.34% | 0.77% | 11.44% | 13.44% | 8.22% | 10.84% | 9.48% | 0.26% |
Drawdowns
SXR7.DE vs. MWMIX - Drawdown Comparison
The maximum SXR7.DE drawdown since its inception was -38.17%, which is greater than MWMIX's maximum drawdown of -32.56%. Use the drawdown chart below to compare losses from any high point for SXR7.DE and MWMIX.
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Drawdown Indicators
| SXR7.DE | MWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.17% | -33.03% | -5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -12.42% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -23.90% | -0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -38.17% | — | — |
Current DrawdownCurrent decline from peak | -6.48% | -10.45% | +3.97% |
Average DrawdownAverage peak-to-trough decline | -6.70% | -4.75% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.55% | -0.86% |
Volatility
SXR7.DE vs. MWMIX - Volatility Comparison
iShares Core MSCI EMU UCITS ETF EUR (Acc) (SXR7.DE) has a higher volatility of 6.00% compared to VanEck Morningstar Wide Moat Fund (MWMIX) at 4.04%. This indicates that SXR7.DE's price experiences larger fluctuations and is considered to be riskier than MWMIX 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 | MWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 4.04% | +1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 10.09% | 10.38% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 21.71% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.93% | 18.06% | -2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 20.69% | -3.74% |