SXRH.DE vs. IBC5.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and IBC5.DE (iShares $ TIPS UCITS ETF EUR Hedged (Acc)) are both Inflation-Protected Bonds funds from iShares - SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years while IBC5.DE tracks the Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged). Both are passively managed. Over the past 5 years, SXRH.DE returned 3.74%/yr vs -1.53%/yr for IBC5.DE. At a 0.01 correlation, their price movements are largely independent. SXRH.DE charges 0.10%/yr vs 0.12%/yr for IBC5.DE.
Performance
SXRH.DE vs. IBC5.DE - Performance Comparison
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Returns By Period
SXRH.DE
- 1D
- 0.00%
- 1M
- 1.42%
- 6M
- 2.76%
- YTD
- 4.23%
- 1Y
- 4.23%
- 3Y*
- 4.26%
- 5Y*
- 3.74%
- 10Y*
- —
IBC5.DE
- 1D
- 0.19%
- 1M
- -0.74%
- 6M
- -0.19%
- YTD
- -0.00%
- 1Y
- 1.13%
- 3Y*
- 1.66%
- 5Y*
- -1.53%
- 10Y*
- —
SXRH.DE vs. IBC5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 4.23% | -5.80% | 10.86% | 1.03% | 2.89% | 14.19% | -4.42% | 7.48% | 8.12% |
IBC5.DE iShares $ TIPS UCITS ETF EUR Hedged (Acc) | -0.00% | 4.47% | 0.00% | 1.38% | -14.33% | 4.96% | 9.71% | 5.53% | -2.20% |
Correlation
The correlation between SXRH.DE and IBC5.DE is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (All Time) Calculated using the full available price history since Mar 5, 2018 | 0.01 |
The correlation between SXRH.DE and IBC5.DE shifts across timeframes, from -0.12 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SXRH.DE vs. IBC5.DE — Risk / Return Rank
SXRH.DE
IBC5.DE
SXRH.DE vs. IBC5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) and iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.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.
| SXRH.DE | IBC5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.05 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.51 | +0.64 |
| Martin ratioReturn relative to average drawdown | 3.09 | 1.10 | +2.00 |
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Drawdowns
SXRH.DE vs. IBC5.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -20.23%, which is greater than IBC5.DE's maximum drawdown of -18.53%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and IBC5.DE.
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Drawdown Indicators
| SXRH.DE | IBC5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.23% | -18.53% | -1.70% |
Max Drawdown (1Y)Largest decline over 1 year | -3.66% | -2.19% | -1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -10.06% | -5.06% | -5.00% |
Max Drawdown (5Y)Largest decline over 5 years | -12.37% | -18.53% | +6.16% |
Current DrawdownCurrent decline from peak | -4.25% | -10.18% | +5.93% |
Average DrawdownAverage peak-to-trough decline | -7.18% | -7.05% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.03% | +0.33% |
Volatility
SXRH.DE vs. IBC5.DE - Volatility Comparison
iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a higher volatility of 1.09% compared to iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) at 0.96%. This indicates that SXRH.DE's price experiences larger fluctuations and is considered to be riskier than IBC5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRH.DE | IBC5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 0.96% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 5.07% | 3.07% | +2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.63% | 4.20% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.83% | 6.25% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.75% | 6.30% | +1.45% |
SXRH.DE vs. IBC5.DE - Expense Ratio Comparison
SXRH.DE has a 0.10% expense ratio, which is lower than IBC5.DE's 0.12% 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
SXRH.DE vs. IBC5.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.05%, while IBC5.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBC5.DE iShares $ TIPS UCITS ETF EUR Hedged (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 5.05% | 6.14% | 6.79% | 5.24% | 0.30% | 0.35% | 3.29% | 3.30% | 2.97% | 1.04% |
Frequently Asked Questions
SXRH.DE and IBC5.DE have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRH.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRH.DE is cheaper with a 0.10% expense ratio, compared with 0.12% for IBC5.DE.
SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while IBC5.DE tracks Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged). Their fees differ too: 0.10% for SXRH.DE and 0.12% for IBC5.DE.
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