SXRH.DE vs. XGIU.DE
SXRH.DE (iShares USD TIPS 0-5 UCITS ETF USD (Dist)) and XGIU.DE (Xtrackers Global Inflation-Linked Bond UCITS ETF 5C) are both Inflation-Protected Bonds funds - SXRH.DE tracks the ICE US Treasury Inflation-Linked Bond 0-5 Years while XGIU.DE tracks the Bloomberg Gbl Infl Linked TR USD. Both are passively managed. Over the past 5 years, SXRH.DE returned 5.69%/yr vs -1.23%/yr for XGIU.DE. At a 0.47 correlation, their price movements are largely independent. SXRH.DE charges 0.10%/yr vs 0.20%/yr for XGIU.DE.
Performance
SXRH.DE vs. XGIU.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 XGIU.DE's 3.08% 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*
- —
XGIU.DE
- 1D
- 0.60%
- 1M
- 1.11%
- YTD
- 3.08%
- 6M
- 2.71%
- 1Y
- 2.58%
- 3Y*
- 0.86%
- 5Y*
- -1.23%
- 10Y*
- 0.92%
SXRH.DE vs. XGIU.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% |
XGIU.DE Xtrackers Global Inflation-Linked Bond UCITS ETF 5C | 3.08% | -3.84% | 2.94% | 1.46% | -17.06% | 11.60% | 2.48% | 9.91% | 0.64% | -3.53% |
Correlation
The correlation between SXRH.DE and XGIU.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 9, 2017 | 0.47 |
Over the past year, the correlation between SXRH.DE and XGIU.DE has dropped to 0.26 - well below their long-term average of 0.47, suggesting their price drivers have been diverging.
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Return for Risk
SXRH.DE vs. XGIU.DE — Risk / Return Rank
SXRH.DE
XGIU.DE
SXRH.DE vs. XGIU.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 Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.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 | XGIU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.07 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.95 | -0.40 |
| Martin ratioReturn relative to average drawdown | 1.37 | 2.10 | -0.73 |
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 | XGIU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.40 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.14 | +0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.12 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.29 | +0.22 |
Drawdowns
SXRH.DE vs. XGIU.DE - Drawdown Comparison
The maximum SXRH.DE drawdown since its inception was -13.17%, smaller than the maximum XGIU.DE drawdown of -22.30%. Use the drawdown chart below to compare losses from any high point for SXRH.DE and XGIU.DE.
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Drawdown Indicators
| SXRH.DE | XGIU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.17% | -22.30% | +9.13% |
Max Drawdown (1Y)Largest decline over 1 year | -3.74% | -2.70% | -1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -10.08% | -8.43% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -12.14% | -22.30% | +10.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.30% | — |
Current DrawdownCurrent decline from peak | -5.64% | -16.89% | +11.25% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -7.91% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.23% | +0.26% |
Volatility
SXRH.DE vs. XGIU.DE - Volatility Comparison
iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a higher volatility of 3.06% compared to Xtrackers Global Inflation-Linked Bond UCITS ETF 5C (XGIU.DE) at 2.31%. This indicates that SXRH.DE's price experiences larger fluctuations and is considered to be riskier than XGIU.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 | XGIU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 2.31% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 4.92% | 5.29% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.56% | 6.42% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 8.70% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.46% | 7.91% | -0.45% |
SXRH.DE vs. XGIU.DE - Expense Ratio Comparison
SXRH.DE has a 0.10% expense ratio, which is lower than XGIU.DE's 0.20% 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. XGIU.DE - Dividend Comparison
SXRH.DE's dividend yield for the trailing twelve months is around 5.13%, while XGIU.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% |
XGIU.DE Xtrackers Global Inflation-Linked Bond UCITS ETF 5C | 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 XGIU.DE have a correlation of 0.26, 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 0.20% for XGIU.DE.
SXRH.DE tracks ICE US Treasury Inflation-Linked Bond 0-5 Years, while XGIU.DE tracks Bloomberg Gbl Infl Linked TR USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.10% for SXRH.DE and 0.20% for XGIU.DE.
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