SXR8.DE vs. EXI2.DE
SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) and EXI2.DE (iShares Dow Jones Global Titans 50 UCITS ETF (DE)) are both exchange-traded funds - SXR8.DE is a S&P 500 fund tracking the S&P 500 Index, while EXI2.DE is a Global Equities fund tracking the Dow Jones Global Titans 50. Both are passively managed. Over the past 10 years, SXR8.DE returned 14.87%/yr vs 15.89%/yr for EXI2.DE. Their correlation of 0.90 suggests significant overlap in exposure. SXR8.DE charges 0.07%/yr vs 0.51%/yr for EXI2.DE.
Performance
SXR8.DE vs. EXI2.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR8.DE achieves a 9.96% return, which is significantly higher than EXI2.DE's 8.63% return. Over the past 10 years, SXR8.DE has underperformed EXI2.DE with an annualized return of 14.87%, while EXI2.DE has yielded a comparatively higher 15.89% annualized return.
SXR8.DE
- 1D
- 1.56%
- 1M
- 1.65%
- YTD
- 9.96%
- 6M
- 11.01%
- 1Y
- 24.53%
- 3Y*
- 17.96%
- 5Y*
- 14.24%
- 10Y*
- 14.87%
EXI2.DE
- 1D
- 1.21%
- 1M
- -0.40%
- YTD
- 8.63%
- 6M
- 10.46%
- 1Y
- 28.38%
- 3Y*
- 21.26%
- 5Y*
- 15.98%
- 10Y*
- 15.89%
SXR8.DE vs. EXI2.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% |
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 8.63% | 10.38% | 38.84% | 33.44% | -21.87% | 36.20% | 10.64% | 35.14% | -0.86% | 6.38% |
Correlation
The correlation between SXR8.DE and EXI2.DE is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 19, 2010 | 0.90 |
The correlation between SXR8.DE and EXI2.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
SXR8.DE vs. EXI2.DE — Risk / Return Rank
SXR8.DE
EXI2.DE
SXR8.DE vs. EXI2.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 Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.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 | EXI2.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.36 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | 3.42 | +0.09 |
| Martin ratioReturn relative to average drawdown | 12.50 | 12.38 | +0.12 |
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Drawdowns
SXR8.DE vs. EXI2.DE - Drawdown Comparison
The maximum SXR8.DE drawdown since its inception was -33.78%, smaller than the maximum EXI2.DE drawdown of -50.46%. Use the drawdown chart below to compare losses from any high point for SXR8.DE and EXI2.DE.
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Drawdown Indicators
| SXR8.DE | EXI2.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.78% | -50.46% | +16.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.94% | -8.25% | +1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -23.32% | -24.75% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -24.75% | +1.43% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | -30.01% | -3.77% |
Current DrawdownCurrent decline from peak | -1.72% | -4.28% | +2.56% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -9.43% | +4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 2.29% | -0.33% |
Volatility
SXR8.DE vs. EXI2.DE - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) is 3.08%, while iShares Dow Jones Global Titans 50 UCITS ETF (DE) (EXI2.DE) has a volatility of 3.51%. This indicates that SXR8.DE experiences smaller price fluctuations and is considered to be less risky than EXI2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR8.DE | EXI2.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 3.51% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 9.47% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.78% | 13.69% | -1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 16.62% | -1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 16.56% | -0.48% |
SXR8.DE vs. EXI2.DE - Expense Ratio Comparison
SXR8.DE has a 0.07% expense ratio, which is lower than EXI2.DE's 0.51% expense ratio.
Dividends
SXR8.DE vs. EXI2.DE - Dividend Comparison
SXR8.DE has not paid dividends to shareholders, while EXI2.DE's dividend yield for the trailing twelve months is around 0.34%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI2.DE iShares Dow Jones Global Titans 50 UCITS ETF (DE) | 0.34% | 0.41% | 0.42% | 0.61% | 0.84% | 0.55% | 0.99% | 1.28% | 1.29% | 2.56% | 1.77% | 2.56% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (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 0.93, SXR8.DE and EXI2.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, 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 0.51% for EXI2.DE.
SXR8.DE is categorized as S&P 500, while EXI2.DE is Global Equities. SXR8.DE tracks S&P 500 Index, while EXI2.DE tracks Dow Jones Global Titans 50. Their fees differ too: 0.07% for SXR8.DE and 0.51% for EXI2.DE.
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