SXRG.DE vs. VIOG

Last updated Apr 2, 2026

Compare and contrast key facts about iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).

SXRG.DE and VIOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXRG.DE is a passively managed fund by iShares that tracks the performance of the MSCI USA Small Cap ESG Enhanced Focus CTB. It was launched on Jul 1, 2009. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. Both SXRG.DE and VIOG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

SXRG.DE vs. VIOG - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). The values are adjusted to include any dividend payments, if applicable.

SXRG.DE vs. VIOG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SXRG.DE iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)	3.21%	-1.21%	15.85%	13.82%	-12.53%	29.74%	6.96%	30.76%	-7.93%	2.34%
VIOG Vanguard S&P Small-Cap 600 Growth ETF	5.27%	-7.11%	16.44%	13.42%	-16.25%	31.66%	9.81%	23.90%	-0.09%	0.60%

Different Trading Currencies

SXRG.DE is traded in EUR, while VIOG is traded in USD. To make them comparable, the VIOG values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, SXRG.DE achieves a 3.21% return, which is significantly lower than VIOG's 5.27% return. Both investments have delivered pretty close results over the past 10 years, with SXRG.DE having a 9.99% annualized return and VIOG not far behind at 9.82%.

SXRG.DE

• 1D: 1.94%
• 1M: -3.32%
• YTD: 3.21%
• 6M: 7.09%
• 1Y: 14.97%
• 3Y*: 9.57%
• 5Y*: 5.00%
• 10Y*: 9.99%

VIOG

• 1D: 0.74%
• 1M: -3.44%
• YTD: 5.27%
• 6M: 5.20%
• 1Y: 10.44%
• 3Y*: 8.69%
• 5Y*: 3.70%
• 10Y*: 9.82%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRG.DE vs. VIOG - Expense Ratio Comparison

SXRG.DE has a 0.43% expense ratio, which is higher than VIOG's 0.15% expense ratio.

SXRG.DE

iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)

VIOG

Vanguard S&P Small-Cap 600 Growth ETF

Return for Risk

SXRG.DE vs. VIOG — Risk / Return Rank

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

SXRG.DE

SXRG.DE Risk / Return Rank: 42
SXRG.DE Sharpe Ratio Rank: 35
SXRG.DE Sortino Ratio Rank: 34
SXRG.DE Omega Ratio Rank: 34
SXRG.DE Calmar Ratio Rank: 55
SXRG.DE Martin Ratio Rank: 53

VIOG

VIOG Risk / Return Rank: 47
VIOG Sharpe Ratio Rank: 43
VIOG Sortino Ratio Rank: 46
VIOG Omega Ratio Rank: 41
VIOG Calmar Ratio Rank: 49
VIOG Martin Ratio Rank: 53

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.

SXRG.DE vs. VIOG - 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 Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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	VIOG	Difference
Sharpe ratio Return per unit of total volatility	0.70	0.44	+0.26
Sortino ratio Return per unit of downside risk	1.05	0.76	+0.29
Omega ratio Gain probability vs. loss probability	1.15	1.11	+0.04
Calmar ratio Return relative to maximum drawdown	1.55	0.71	+0.84
Martin ratio Return relative to average drawdown	5.66	2.64	+3.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SXRG.DE vs. VIOG - Sharpe Ratio Comparison

The current SXRG.DE Sharpe Ratio is 0.70, which is higher than the VIOG Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of SXRG.DE and VIOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SXRG.DE	VIOG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.70	0.44	+0.26
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.18	+0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.49	0.43	+0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.49	0.58	-0.09

Correlation

The correlation between SXRG.DE and VIOG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SXRG.DE vs. VIOG - Dividend Comparison

SXRG.DE has not paid dividends to shareholders, while VIOG's dividend yield for the trailing twelve months is around 0.93%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SXRG.DE iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (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%
VIOG Vanguard S&P Small-Cap 600 Growth ETF	0.93%	1.04%	1.03%	1.15%	1.17%	0.69%	0.68%	1.09%	0.76%	0.87%	0.92%	1.04%

Drawdowns

SXRG.DE vs. VIOG - Drawdown Comparison

The maximum SXRG.DE drawdown since its inception was -41.79%, roughly equal to the maximum VIOG drawdown of -40.45%. Use the drawdown chart below to compare losses from any high point for SXRG.DE and VIOG.

Drawdown Indicators

	SXRG.DE	VIOG	Difference
Max Drawdown Largest peak-to-trough decline	-41.79%	-41.73%	-0.06%
Max Drawdown (1Y) Largest decline over 1 year	-16.44%	-13.82%	-2.62%
Max Drawdown (5Y) Largest decline over 5 years	-31.54%	-29.15%	-2.39%
Max Drawdown (10Y) Largest decline over 10 years	-41.79%	-41.73%	-0.06%
Current Drawdown Current decline from peak	-6.07%	-5.05%	-1.02%
Average Drawdown Average peak-to-trough decline	-7.99%	-7.69%	-0.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	3.43%	-0.84%

Volatility

SXRG.DE vs. VIOG - Volatility Comparison

The current volatility for iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc) (SXRG.DE) is 5.11%, while Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a volatility of 6.19%. This indicates that SXRG.DE experiences smaller price fluctuations and is considered to be less risky than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SXRG.DE	VIOG	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.11%	6.19%	-1.08%
Volatility (6M) Calculated over the trailing 6-month period	11.30%	13.09%	-1.79%
Volatility (1Y) Calculated over the trailing 1-year period	21.21%	23.85%	-2.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.83%	21.07%	-1.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.38%	23.16%	-2.78%