SXRF.DE vs. SXRV.DE
SXRF.DE (iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - SXRF.DE is a Corporate Bonds fund tracking the Bloomberg US Intermediate Credit Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, SXRF.DE returned 2.42%/yr vs 16.36%/yr for SXRV.DE. At a 0.18 correlation, their price movements are largely independent. SXRF.DE charges 0.15%/yr vs 0.36%/yr for SXRV.DE.
Performance
SXRF.DE vs. SXRV.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 SXRV.DE's 19.60% 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*
- —
SXRV.DE
- 1D
- 0.49%
- 1M
- -1.63%
- 6M
- 20.80%
- YTD
- 19.60%
- 1Y
- 33.64%
- 3Y*
- 23.36%
- 5Y*
- 16.36%
- 10Y*
- 21.19%
SXRF.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.60% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 3.66% |
Correlation
The correlation between SXRF.DE and SXRV.DE is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since May 10, 2017 | 0.18 |
The correlation between SXRF.DE and SXRV.DE shifts across timeframes, from 0.11 (5 years) to 0.25 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SXRF.DE vs. SXRV.DE — Risk / Return Rank
SXRF.DE
SXRV.DE
SXRF.DE vs. SXRV.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 NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | 3.34 | -1.08 |
| Martin ratioReturn relative to average drawdown | 5.97 | 9.73 | -3.76 |
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Drawdowns
SXRF.DE vs. SXRV.DE - Drawdown Comparison
The maximum SXRF.DE drawdown since its inception was -20.60%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for SXRF.DE and SXRV.DE.
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Drawdown Indicators
| SXRF.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -32.80% | +12.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -10.03% | +6.86% |
Max Drawdown (3Y)Largest decline over 3 years | -9.48% | -26.69% | +17.21% |
Max Drawdown (5Y)Largest decline over 5 years | -10.49% | -31.33% | +20.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -2.98% | -2.09% | -0.89% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -6.48% | 0.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 3.45% | -2.25% |
Volatility
SXRF.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) is 1.55%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 6.67%. This indicates that SXRF.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 6.67% | -5.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.72% | 12.11% | -8.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.60% | 16.67% | -11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 19.97% | -12.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.05% | 19.69% | -10.64% |
SXRF.DE vs. SXRV.DE - Expense Ratio Comparison
SXRF.DE has a 0.15% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
SXRF.DE vs. SXRV.DE - Dividend Comparison
SXRF.DE's dividend yield for the trailing twelve months is around 5.44%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SXRF.DE and SXRV.DE have a correlation of 0.25, 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 0.36% for SXRV.DE.
SXRF.DE is categorized as Corporate Bonds, while SXRV.DE is Nasdaq-100. SXRF.DE tracks Bloomberg US Intermediate Credit Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.15% for SXRF.DE and 0.36% for SXRV.DE.
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