SXR8.DE vs. 2B76.DE
SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) and 2B76.DE (iShares Automation & Robotics UCITS ETF) are both exchange-traded funds - SXR8.DE is a S&P 500 fund tracking the S&P 500 Index, while 2B76.DE is a Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Both are passively managed. Over the past 5 years, SXR8.DE returned 14.24%/yr vs 11.53%/yr for 2B76.DE. Their correlation of 0.81 suggests significant overlap in exposure. SXR8.DE charges 0.07%/yr vs 0.40%/yr for 2B76.DE.
Performance
SXR8.DE vs. 2B76.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SXR8.DE achieves a 9.96% return, which is significantly lower than 2B76.DE's 29.17% return.
SXR8.DE
- 1D
- 1.56%
- 1M
- 0.60%
- YTD
- 9.96%
- 6M
- 11.01%
- 1Y
- 24.90%
- 3Y*
- 17.96%
- 5Y*
- 14.24%
- 10Y*
- 14.87%
2B76.DE
- 1D
- 3.99%
- 1M
- 5.95%
- YTD
- 29.17%
- 6M
- 29.54%
- 1Y
- 44.07%
- 3Y*
- 17.30%
- 5Y*
- 11.53%
- 10Y*
- —
SXR8.DE vs. 2B76.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 9.96% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -1.05% | 6.67% |
2B76.DE iShares Automation & Robotics UCITS ETF | 29.17% | 4.50% | 12.12% | 35.00% | -31.03% | 32.23% | 26.14% | 41.93% | -15.52% | 29.41% |
Correlation
The correlation between SXR8.DE and 2B76.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 8, 2016 | 0.81 |
The correlation between SXR8.DE and 2B76.DE has been stable across timeframes, ranging from 0.80 to 0.81 - 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
SXR8.DE vs. 2B76.DE — Risk / Return Rank
SXR8.DE
2B76.DE
SXR8.DE vs. 2B76.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) and iShares Automation & Robotics UCITS ETF (2B76.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SXR8.DE | 2B76.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.32 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 3.35 | +0.17 |
| Martin ratioReturn relative to average drawdown | 12.50 | 10.06 | +2.44 |
Loading charts...
Drawdowns
SXR8.DE vs. 2B76.DE - Drawdown Comparison
The maximum SXR8.DE drawdown since its inception was -33.78%, roughly equal to the maximum 2B76.DE drawdown of -35.50%. Use the drawdown chart below to compare losses from any high point for SXR8.DE and 2B76.DE.
Loading charts...
Drawdown Indicators
| SXR8.DE | 2B76.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.78% | -35.50% | +1.72% |
Max Drawdown (1Y)Largest decline over 1 year | -6.94% | -12.67% | +5.73% |
Max Drawdown (3Y)Largest decline over 3 years | -23.32% | -29.47% | +6.15% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -35.50% | +12.18% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | — | — |
Current DrawdownCurrent decline from peak | -1.72% | -1.05% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -9.61% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 4.22% | -2.26% |
Volatility
SXR8.DE vs. 2B76.DE - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) is 3.08%, while iShares Automation & Robotics UCITS ETF (2B76.DE) has a volatility of 8.78%. This indicates that SXR8.DE experiences smaller price fluctuations and is considered to be less risky than 2B76.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SXR8.DE | 2B76.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 8.78% | -5.70% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 18.04% | -10.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.78% | 22.53% | -10.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 21.97% | -6.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 22.42% | -6.34% |
SXR8.DE vs. 2B76.DE - Expense Ratio Comparison
SXR8.DE has a 0.07% expense ratio, which is lower than 2B76.DE's 0.40% expense ratio.
Dividends
SXR8.DE vs. 2B76.DE - Dividend Comparison
Neither SXR8.DE nor 2B76.DE has paid dividends to shareholders.
Frequently Asked Questions
SXR8.DE and 2B76.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.40% for 2B76.DE.
SXR8.DE is categorized as S&P 500, while 2B76.DE is Robotics. SXR8.DE tracks S&P 500 Index, while 2B76.DE tracks iSTOXX® FactSet Automation & Robotics. Their fees differ too: 0.07% for SXR8.DE and 0.40% for 2B76.DE.
Find the right allocation for SXR8.DE and 2B76.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