SXRH.DE vs. IS3N.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) are both exchange-traded funds - SXRH.DE is a Inflation-Protected Bonds fund tracking the ICE US Treasury Inflation-Linked Bond 0-5 Years, while IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 5 years, SXRH.DE returned 5.69%/yr vs 8.61%/yr for IS3N.DE. At a 0.04 correlation, their price movements are largely independent. SXRH.DE charges 0.10%/yr vs 0.18%/yr for IS3N.DE.
Performance
SXRH.DE vs. IS3N.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRH.DE achieves a 2.67% return, which is significantly lower than IS3N.DE's 25.82% return.
SXRH.DE
- 1D
- -0.22%
- 1M
- 0.62%
- YTD
- 2.67%
- 6M
- 1.53%
- 1Y
- 2.26%
- 3Y*
- 4.59%
- 5Y*
- 5.69%
- 10Y*
- —
IS3N.DE
- 1D
- -1.45%
- 1M
- 3.11%
- YTD
- 25.82%
- 6M
- 26.34%
- 1Y
- 45.77%
- 3Y*
- 19.99%
- 5Y*
- 8.61%
- 10Y*
- 10.00%
SXRH.DE vs. IS3N.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 2.67% | -5.76% | 14.60% | 4.61% | 3.48% | 14.75% | -3.13% | 10.57% | 4.53% | -8.74% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 7.07% | 21.01% | -11.06% | 8.89% |
Correlation
The correlation between SXRH.DE and IS3N.DE is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since May 9, 2017 | 0.04 |
The correlation between SXRH.DE and IS3N.DE shifts across timeframes, from -0.08 (1 year) to 0.04 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SXRH.DE vs. IS3N.DE — Risk / Return Rank
SXRH.DE
IS3N.DE
SXRH.DE vs. IS3N.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 Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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.
| SXRH.DE | IS3N.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.49 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 4.42 | -3.88 |
| Martin ratioReturn relative to average drawdown | 1.37 | 16.00 | -14.63 |
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
| SXRH.DE | IS3N.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 2.69 | -2.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.53 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.44 | +0.07 |
Drawdowns
SXRH.DE vs. IS3N.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum IS3N.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and IS3N.DE.
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Drawdown Indicators
| SXRH.DE | IS3N.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -35.06% | +21.89% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -10.52% | +6.78% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -19.17% | +9.09% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -22.01% | +9.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.51% | — |
Current DrawdownCurrent decline from peak | -5.64% | -2.49% | -3.15% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -9.30% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.91% | -1.42% |
Volatility
SXRH.DE vs. IS3N.DE - Volatility Comparison
The current volatility for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) is 3.06%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a volatility of 7.16%. This indicates that SXRH.DE experiences smaller price fluctuations and is considered to be less risky than IS3N.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 | IS3N.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 7.16% | -4.10% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 14.69% | -9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 17.32% | -10.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 16.19% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 18.04% | -10.58% |
SXRH.DE vs. IS3N.DE - Expense Ratio Comparison
SXRH.DE has a 0.10% expense ratio, which is lower than IS3N.DE's 0.18% 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. IS3N.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while IS3N.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (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) | 5.13% | 6.14% | 9.84% | 8.76% | 0.72% | 0.78% | 4.65% | 6.24% | 2.28% | 0.77% |
Frequently Asked Questions
SXRH.DE and IS3N.DE have a correlation of -0.08, 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 0.18% for IS3N.DE.
SXRH.DE is categorized as Inflation-Protected Bonds, while IS3N.DE is Emerging Markets Equities. SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI). Their fees differ too: 0.10% for SXRH.DE and 0.18% for IS3N.DE.
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