SXRH.DE vs. REET
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and REET (iShares Global REIT ETF) 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 REET is a REIT fund tracking the FTSE EPRA/NAREIT Global REIT Index. Both are passively managed. Over the past 5 years, SXRH.DE returned 5.69%/yr vs 3.60%/yr for REET. At a 0.20 correlation, their price movements are largely independent. SXRH.DE charges 0.10%/yr vs 0.14%/yr for REET.
Performance
SXRH.DE vs. REET - Performance Comparison
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Different Trading Currencies
SXRH.DE is traded in EUR, while REET is traded in USD. To make them comparable, the REET values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SXRH.DE achieves a 2.67% return, which is significantly lower than REET's 11.58% 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*
- —
REET
- 1D
- 1.02%
- 1M
- 0.46%
- YTD
- 11.58%
- 6M
- 10.89%
- 1Y
- 12.77%
- 3Y*
- 6.85%
- 5Y*
- 3.60%
- 10Y*
- 3.96%
SXRH.DE vs. REET - 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% |
REET iShares Global REIT ETF | 11.58% | -4.84% | 9.42% | 6.97% | -19.40% | 42.34% | -17.86% | 27.23% | -0.83% | -3.26% |
Correlation
The correlation between SXRH.DE and REET is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since May 9, 2017 | 0.20 |
The correlation between SXRH.DE and REET shifts across timeframes, from 0.05 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SXRH.DE vs. REET — Risk / Return Rank
SXRH.DE
REET
SXRH.DE vs. REET - 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 Global REIT ETF (REET). 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 | REET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 1.72 | -1.18 |
| Martin ratioReturn relative to average drawdown | 1.37 | 5.11 | -3.74 |
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 | REET | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 1.12 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.23 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.21 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.18 |
Drawdowns
SXRH.DE vs. REET - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum REET drawdown of -44.24%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and REET.
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Drawdown Indicators
| SXRH.DE | REET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -44.24% | +31.07% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -7.44% | +3.70% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -19.45% | +9.37% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -28.89% | +16.75% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.24% | — |
Current DrawdownCurrent decline from peak | -5.64% | -2.50% | -3.14% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -10.55% | +6.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.51% | -1.02% |
Volatility
SXRH.DE vs. REET - Volatility Comparison
The current volatility for iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) is 3.06%, while iShares Global REIT ETF (REET) has a volatility of 3.30%. This indicates that SXRH.DE experiences smaller price fluctuations and is considered to be less risky than REET 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 | REET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.30% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 8.35% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 11.49% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 15.92% | -7.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 18.58% | -11.12% |
SXRH.DE vs. REET - Expense Ratio Comparison
SXRH.DE has a 0.10% expense ratio, which is lower than REET's 0.14% 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. REET - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, more than REET's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.38% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
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% | 0.00% | 0.00% |
Frequently Asked Questions
SXRH.DE and REET have a correlation of 0.05, 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 0.14% for REET.
SXRH.DE is categorized as Inflation-Protected Bonds, while REET is REIT. SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while REET tracks FTSE EPRA/NAREIT Global REIT Index. Their fees differ too: 0.10% for SXRH.DE and 0.14% for REET.
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