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SXRF.DE vs. FRNE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRF.DE vs. FRNE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) and Amundi EUR Floating Rate Corporate Bond ESG UCITS ETF (FRNE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRF.DE achieves a 3.61% return, which is significantly higher than FRNE.DE's 1.22% return.


SXRF.DE

1D
0.00%
1M
1.91%
6M
3.13%
YTD
3.61%
1Y
7.18%
3Y*
3.97%
5Y*
2.42%
10Y*

FRNE.DE

1D
-0.01%
1M
0.21%
6M
1.23%
YTD
1.22%
1Y
2.46%
3Y*
3.52%
5Y*
2.21%
10Y*
1.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRF.DE vs. FRNE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRF.DE
iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)
3.61%-4.30%10.07%2.89%-3.43%7.01%-2.85%12.53%4.12%-8.27%
FRNE.DE
Amundi EUR Floating Rate Corporate Bond ESG UCITS ETF
1.22%2.63%4.47%3.62%-0.49%-0.38%-0.11%0.89%-1.37%-0.02%

Correlation

The correlation between SXRF.DE and FRNE.DE is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since May 10, 2017

-0.03

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Return for Risk

SXRF.DE vs. FRNE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SXRF.DE
SXRF.DE Risk / Return Rank: 4646
Overall Rank
SXRF.DE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SXRF.DE Sortino Ratio Rank: 4646
Sortino Ratio Rank
SXRF.DE Omega Ratio Rank: 4444
Omega Ratio Rank
SXRF.DE Calmar Ratio Rank: 5555
Calmar Ratio Rank
SXRF.DE Martin Ratio Rank: 4343
Martin Ratio Rank

FRNE.DE
FRNE.DE Risk / Return Rank: 9292
Overall Rank
FRNE.DE Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FRNE.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
FRNE.DE Omega Ratio Rank: 9191
Omega Ratio Rank
FRNE.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
FRNE.DE Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SXRF.DE vs. FRNE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) and Amundi EUR Floating Rate Corporate Bond ESG UCITS ETF (FRNE.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.


SXRF.DEFRNE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.99

Sortino ratioReturn per unit of downside risk

-1.43

Omega ratioGain probability vs. loss probability

1.24

1.49

-0.24

Calmar ratioReturn relative to maximum drawdown

2.25

9.43

-7.18

Martin ratioReturn relative to average drawdown

5.97

40.44

-34.47

SXRF.DE vs. FRNE.DE - Sharpe Ratio Comparison

The current SXRF.DE Sharpe Ratio is 1.28, which is lower than the FRNE.DE Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of SXRF.DE and FRNE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SXRF.DE vs. FRNE.DE - Drawdown Comparison

The maximum SXRF.DE drawdown since its inception was -20.60%, which is greater than FRNE.DE's maximum drawdown of -6.19%. Use the drawdown chart below to compare losses from any high point for SXRF.DE and FRNE.DE.


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Drawdown Indicators


SXRF.DEFRNE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-20.60%

-6.19%

-14.41%

Max Drawdown (1Y)

Largest decline over 1 year

-3.17%

-0.26%

-2.91%

Max Drawdown (3Y)

Largest decline over 3 years

-9.48%

-0.50%

-8.98%

Max Drawdown (5Y)

Largest decline over 5 years

-10.49%

-1.43%

-9.06%

Max Drawdown (10Y)

Largest decline over 10 years

-6.19%

Current Drawdown

Current decline from peak

-2.98%

-0.01%

-2.97%

Average Drawdown

Average peak-to-trough decline

-6.48%

-0.52%

-5.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.20%

0.06%

+1.14%

Volatility

SXRF.DE vs. FRNE.DE - Volatility Comparison

iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) has a higher volatility of 1.55% compared to Amundi EUR Floating Rate Corporate Bond ESG UCITS ETF (FRNE.DE) at 0.20%. This indicates that SXRF.DE's price experiences larger fluctuations and is considered to be riskier than FRNE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRF.DEFRNE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.55%

0.20%

+1.35%

Volatility (6M)

Calculated over the trailing 6-month period

3.72%

0.90%

+2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

5.60%

1.08%

+4.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.10%

1.15%

+5.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.05%

1.44%

+7.61%

SXRF.DE vs. FRNE.DE - Expense Ratio Comparison

SXRF.DE has a 0.15% expense ratio, which is lower than FRNE.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SXRF.DE vs. FRNE.DE - Dividend Comparison

SXRF.DE's dividend yield for the trailing twelve months is around 5.44%, while FRNE.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
FRNE.DE
Amundi EUR Floating Rate Corporate Bond ESG UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SXRF.DE
iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)
5.44%4.55%3.62%2.79%1.94%1.82%3.03%2.91%2.57%0.47%

Frequently Asked Questions


SXRF.DE and FRNE.DE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SXRF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SXRF.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for FRNE.DE.

SXRF.DE tracks Bloomberg US Intermediate Credit Index, while FRNE.DE tracks iBoxx MSCI ESG EUR FRN Investment Grade Corporates TCA Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for SXRF.DE and 0.18% for FRNE.DE.

Portfolio Optimizer

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