SXRG.DE vs. CSY8.DE
SXRG.DE (iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)) and CSY8.DE (CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD) are both Small Cap Blend Equities funds - SXRG.DE tracks the MSCI USA Small Cap ESG Enhanced Focus CTB while CSY8.DE tracks the MSCI USA Small Cap ESG Leaders. Both are passively managed. Over the past 5 years, SXRG.DE returned 7.64%/yr vs 6.40%/yr for CSY8.DE. Their correlation of 0.93 suggests significant overlap in exposure. SXRG.DE charges 0.43%/yr vs 0.20%/yr for CSY8.DE.
Performance
SXRG.DE vs. CSY8.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRG.DE achieves a 16.26% return, which is significantly higher than CSY8.DE's 12.89% return.
SXRG.DE
- 1D
- 0.84%
- 1M
- 4.42%
- YTD
- 16.26%
- 6M
- 16.37%
- 1Y
- 31.93%
- 3Y*
- 13.50%
- 5Y*
- 7.64%
- 10Y*
- 10.73%
CSY8.DE
- 1D
- 0.75%
- 1M
- 3.52%
- YTD
- 12.89%
- 6M
- 13.27%
- 1Y
- 25.86%
- 3Y*
- 11.06%
- 5Y*
- 6.40%
- 10Y*
- —
SXRG.DE vs. CSY8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
SXRG.DE iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) | 16.26% | -1.21% | 15.85% | 13.82% | -12.53% | 29.74% | 25.97% |
CSY8.DE CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD | 12.89% | -2.70% | 13.60% | 12.50% | -11.53% | 31.40% | 24.77% |
Correlation
The correlation between SXRG.DE and CSY8.DE is 0.88, 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 | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2020 | 0.93 |
The correlation between SXRG.DE and CSY8.DE has been stable across timeframes, ranging from 0.86 to 0.93 - a consistent structural relationship.
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Return for Risk
SXRG.DE vs. CSY8.DE — Risk / Return Rank
SXRG.DE
CSY8.DE
SXRG.DE vs. CSY8.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) and CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.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.
| SXRG.DE | CSY8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.27 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.15 | 3.68 | +1.47 |
| Martin ratioReturn relative to average drawdown | 15.48 | 11.46 | +4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SXRG.DE | CSY8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.01 | 1.52 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.31 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.62 | -0.10 |
Drawdowns
SXRG.DE vs. CSY8.DE - Drawdown Comparison
The maximum SXRG.DE drawdown since its inception was -41.79%, which is greater than CSY8.DE's maximum drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for SXRG.DE and CSY8.DE.
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Drawdown Indicators
| SXRG.DE | CSY8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.79% | -31.41% | -10.38% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -6.99% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -31.54% | -31.41% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | -31.54% | -31.41% | -0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -41.79% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -7.79% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.25% | -0.19% |
Volatility
SXRG.DE vs. CSY8.DE - Volatility Comparison
The current volatility for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) is 3.75%, while CSIF (IE) MSCI USA Small Cap ESG Leaders Blue UCITS ETF B USD (CSY8.DE) has a volatility of 3.95%. This indicates that SXRG.DE experiences smaller price fluctuations and is considered to be less risky than CSY8.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRG.DE | CSY8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 3.95% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 10.69% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.79% | 16.98% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 20.19% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.35% | 20.28% | +0.07% |
SXRG.DE vs. CSY8.DE - Expense Ratio Comparison
SXRG.DE has a 0.43% expense ratio, which is higher than CSY8.DE's 0.20% expense ratio.
Dividends
SXRG.DE vs. CSY8.DE - Dividend Comparison
Neither SXRG.DE nor CSY8.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRG.DE and CSY8.DE have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CSY8.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CSY8.DE is cheaper with a 0.20% expense ratio, compared with 0.43% for SXRG.DE.
SXRG.DE tracks MSCI USA Small Cap ESG Enhanced Focus CTB, while CSY8.DE tracks MSCI USA Small Cap ESG Leaders. They also come from different issuers: iShares and Credit Suisse. Their fees differ too: 0.43% for SXRG.DE and 0.20% for CSY8.DE.
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