SXRF.DE vs. IUSQ.DE
SXRF.DE (iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)) and IUSQ.DE (iShares MSCI ACWI UCITS ETF (Acc)) are both exchange-traded funds - SXRF.DE is a Corporate Bonds fund tracking the Bloomberg US Intermediate Credit Index, while IUSQ.DE is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 5 years, SXRF.DE returned 2.42%/yr vs 11.85%/yr for IUSQ.DE. At a 0.16 correlation, their price movements are largely independent. SXRF.DE charges 0.15%/yr vs 0.20%/yr for IUSQ.DE.
Performance
SXRF.DE vs. IUSQ.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRF.DE achieves a 3.61% return, which is significantly lower than IUSQ.DE's 14.14% 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*
- —
IUSQ.DE
- 1D
- 0.59%
- 1M
- 1.08%
- 6M
- 13.65%
- YTD
- 14.14%
- 1Y
- 26.53%
- 3Y*
- 17.85%
- 5Y*
- 11.85%
- 10Y*
- 12.51%
SXRF.DE vs. IUSQ.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 14.14% | 9.02% | 24.53% | 18.57% | -13.58% | 29.13% | 4.94% | 30.14% | -5.97% | 3.14% |
Correlation
The correlation between SXRF.DE and IUSQ.DE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since May 10, 2017 | 0.16 |
The correlation between SXRF.DE and IUSQ.DE shifts across timeframes, from 0.10 (5 years) to 0.22 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SXRF.DE vs. IUSQ.DE — Risk / Return Rank
SXRF.DE
IUSQ.DE
SXRF.DE vs. IUSQ.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 iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.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.DE | IUSQ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.41 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 4.08 | -1.82 |
| Martin ratioReturn relative to average drawdown | 5.97 | 16.66 | -10.69 |
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Drawdowns
SXRF.DE vs. IUSQ.DE - Drawdown Comparison
The maximum SXRF.DE drawdown since its inception was -20.60%, smaller than the maximum IUSQ.DE drawdown of -33.60%. Use the drawdown chart below to compare losses from any high point for SXRF.DE and IUSQ.DE.
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Drawdown Indicators
| SXRF.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -33.60% | +13.00% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -6.48% | +3.31% |
Max Drawdown (3Y)Largest decline over 3 years | -9.48% | -21.25% | +11.77% |
Max Drawdown (5Y)Largest decline over 5 years | -10.49% | -21.25% | +10.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.60% | — |
Current DrawdownCurrent decline from peak | -2.98% | -0.06% | -2.92% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -4.17% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.59% | -0.39% |
Volatility
SXRF.DE vs. IUSQ.DE - Volatility Comparison
The current volatility for iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) is 1.55%, while iShares MSCI ACWI UCITS ETF (Acc) (IUSQ.DE) has a volatility of 3.66%. This indicates that SXRF.DE experiences smaller price fluctuations and is considered to be less risky than IUSQ.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.DE | IUSQ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 3.66% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.72% | 8.63% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.60% | 11.78% | -6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 13.99% | -6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.05% | 14.98% | -5.93% |
SXRF.DE vs. IUSQ.DE - Expense Ratio Comparison
SXRF.DE has a 0.15% expense ratio, which is lower than IUSQ.DE's 0.20% 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. IUSQ.DE - Dividend Comparison
SXRF.DE's dividend yield for the trailing twelve months is around 5.44%, while IUSQ.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IUSQ.DE iShares MSCI ACWI UCITS ETF (Acc) | 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 IUSQ.DE have a correlation of 0.21, 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 0.20% for IUSQ.DE.
SXRF.DE is categorized as Corporate Bonds, while IUSQ.DE is Global Equities. SXRF.DE tracks Bloomberg US Intermediate Credit Index, while IUSQ.DE tracks MSCI ACWI Index. Their fees differ too: 0.15% for SXRF.DE and 0.20% for IUSQ.DE.
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