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SXRH.DE vs. NQSE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRH.DE vs. NQSE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) and iShares NASDAQ 100 UCITS ETF (NQSE.DE). The values are adjusted to include any dividend payments, if applicable.

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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 NQSE.DE's 17.82% 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*

NQSE.DE

1D
-0.77%
1M
6.66%
YTD
17.82%
6M
17.09%
1Y
35.67%
3Y*
25.27%
5Y*
14.91%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRH.DE vs. NQSE.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
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%0.51%
NQSE.DE
iShares NASDAQ 100 UCITS ETF
17.82%18.16%24.07%52.10%-36.29%27.37%45.23%35.67%-15.98%

Correlation

The correlation between SXRH.DE and NQSE.DE is -0.22, 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

-0.22

Correlation (3Y)
Calculated over the trailing 3-year period

-0.23

Correlation (5Y)
Calculated over the trailing 5-year period

-0.26

Correlation (All Time)
Calculated using the full available price history since Sep 11, 2018

-0.20

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Return for Risk

SXRH.DE vs. NQSE.DE — Risk / Return Rank

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

SXRH.DE
SXRH.DE Risk / Return Rank: 1414
Overall Rank
SXRH.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
SXRH.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
SXRH.DE Omega Ratio Rank: 1313
Omega Ratio Rank
SXRH.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
SXRH.DE Martin Ratio Rank: 1616
Martin Ratio Rank

NQSE.DE
NQSE.DE Risk / Return Rank: 6666
Overall Rank
NQSE.DE Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
NQSE.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
NQSE.DE Omega Ratio Rank: 6666
Omega Ratio Rank
NQSE.DE Calmar Ratio Rank: 6363
Calmar Ratio Rank
NQSE.DE Martin Ratio Rank: 6060
Martin Ratio Rank
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.

SXRH.DE vs. NQSE.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 NASDAQ 100 UCITS ETF (NQSE.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.DENQSE.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.97

Sortino ratioReturn per unit of downside risk

-2.69

Omega ratioGain probability vs. loss probability

1.06

1.39

-0.33

Calmar ratioReturn relative to maximum drawdown

0.55

3.08

-2.53

Martin ratioReturn relative to average drawdown

1.37

10.77

-9.39

SXRH.DE vs. NQSE.DE - Sharpe Ratio Comparison

The current SXRH.DE Sharpe Ratio is 0.31, which is lower than the NQSE.DE Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of SXRH.DE and NQSE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SXRH.DENQSE.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.31

2.28

-1.97

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.71

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.82

-0.31

Drawdowns

SXRH.DE vs. NQSE.DE - Drawdown Comparison

The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum NQSE.DE drawdown of -37.67%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and NQSE.DE.


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Drawdown Indicators


SXRH.DENQSE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-13.17%

-37.67%

+24.50%

Max Drawdown (1Y)

Largest decline over 1 year

-3.74%

-11.87%

+8.13%

Max Drawdown (3Y)

Largest decline over 3 years

-10.08%

-22.40%

+12.32%

Max Drawdown (5Y)

Largest decline over 5 years

-12.14%

-37.67%

+25.53%

Current Drawdown

Current decline from peak

-5.64%

-0.84%

-4.80%

Average Drawdown

Average peak-to-trough decline

-4.36%

-8.56%

+4.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

3.40%

-1.91%

Volatility

SXRH.DE vs. NQSE.DE - Volatility Comparison

The current volatility for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) is 3.06%, while iShares NASDAQ 100 UCITS ETF (NQSE.DE) has a volatility of 4.75%. This indicates that SXRH.DE experiences smaller price fluctuations and is considered to be less risky than NQSE.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.DENQSE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.06%

4.75%

-1.69%

Volatility (6M)

Calculated over the trailing 6-month period

4.92%

11.99%

-7.07%

Volatility (1Y)

Calculated over the trailing 1-year period

6.56%

16.05%

-9.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.19%

20.91%

-12.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.46%

21.54%

-14.08%

SXRH.DE vs. NQSE.DE - Expense Ratio Comparison

SXRH.DE has a 0.10% expense ratio, which is lower than NQSE.DE's 0.33% expense ratio.


Dividends

SXRH.DE vs. NQSE.DE - Dividend Comparison

SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while NQSE.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
NQSE.DE
iShares NASDAQ 100 UCITS ETF
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 NQSE.DE have a correlation of -0.22, 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 0.33% for NQSE.DE.

SXRH.DE is categorized as Inflation-Protected Bonds, while NQSE.DE is Nasdaq-100. SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while NQSE.DE tracks NASDAQ-100 Index. Their fees differ too: 0.10% for SXRH.DE and 0.33% for NQSE.DE.

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