SXRH.DE vs. SXRV.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (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 SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 5 years, SXRH.DE returned 5.69%/yr vs 18.67%/yr for SXRV.DE. At a 0.15 correlation, their price movements are largely independent. SXRH.DE charges 0.10%/yr vs 0.36%/yr for SXRV.DE.
Performance
SXRH.DE vs. SXRV.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 SXRV.DE's 20.57% 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*
- —
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
SXRH.DE vs. SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 4.72% |
Correlation
The correlation between SXRH.DE and SXRV.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (All Time) Calculated using the full available price history since May 9, 2017 | 0.15 |
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Return for Risk
SXRH.DE vs. SXRV.DE — Risk / Return Rank
SXRH.DE
SXRV.DE
SXRH.DE vs. SXRV.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 USD (Acc) (SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.09 | ||
| Sortino ratioReturn per unit of downside risk | -2.72 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.42 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 3.75 | -3.20 |
| Martin ratioReturn relative to average drawdown | 1.37 | 11.16 | -9.79 |
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 | SXRV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 2.40 | -2.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.93 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.91 | -0.39 |
Drawdowns
SXRH.DE vs. SXRV.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum SXRV.DE drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and SXRV.DE.
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Drawdown Indicators
| SXRH.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -32.80% | +19.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -10.03% | +6.29% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -26.69% | +16.61% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -31.33% | +19.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.33% | — |
Current DrawdownCurrent decline from peak | -5.64% | -0.83% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -6.56% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 3.38% | -1.89% |
Volatility
SXRH.DE vs. SXRV.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 USD (Acc) (SXRV.DE) has a volatility of 4.26%. This indicates that SXRH.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.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 | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.26% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 10.98% | -6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 15.67% | -9.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 19.84% | -11.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 19.65% | -12.19% |
SXRH.DE vs. SXRV.DE - Expense Ratio Comparison
SXRH.DE has a 0.10% expense ratio, which is lower than SXRV.DE's 0.36% expense ratio.
Dividends
SXRH.DE vs. SXRV.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SXRH.DE and SXRV.DE have a correlation of 0.13, 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 0.36% for SXRV.DE.
SXRH.DE is categorized as Inflation-Protected Bonds, while SXRV.DE is Nasdaq-100. SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.10% for SXRH.DE and 0.36% for SXRV.DE.
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