SXRJ.DE vs. B41J.DE
SXRJ.DE (iShares MSCI EMU Small Cap UCITS ETF (Acc)) and B41J.DE (Global X European Infrastructure Development UCITS ETF EUR Accumulating) are both Europe Equities funds - SXRJ.DE tracks the MSCI EMU Small Cap while B41J.DE tracks the Mirae Asset European Infrastructure Development Index. Both are passively managed. Over the past year, SXRJ.DE returned 16.78% vs 8.67% for B41J.DE. A 0.74 correlation means they provide meaningful diversification when combined. SXRJ.DE charges 0.58%/yr vs 0.47%/yr for B41J.DE.
Performance
SXRJ.DE vs. B41J.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRJ.DE achieves a 10.87% return, which is significantly higher than B41J.DE's 7.25% return.
SXRJ.DE
- 1D
- 0.05%
- 1M
- 0.91%
- YTD
- 10.87%
- 6M
- 13.36%
- 1Y
- 16.78%
- 3Y*
- 13.45%
- 5Y*
- 6.53%
- 10Y*
- 9.05%
B41J.DE
- 1D
- 0.02%
- 1M
- -2.78%
- YTD
- 7.25%
- 6M
- 8.50%
- 1Y
- 8.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SXRJ.DE vs. B41J.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SXRJ.DE iShares MSCI EMU Small Cap UCITS ETF (Acc) | 10.87% | 25.22% | -0.93% |
B41J.DE Global X European Infrastructure Development UCITS ETF EUR Accumulating | 7.25% | 27.74% | -2.48% |
Correlation
The correlation between SXRJ.DE and B41J.DE is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 6, 2024 | 0.74 |
The correlation between SXRJ.DE and B41J.DE has been stable across timeframes, ranging from 0.72 to 0.74 - a consistent structural relationship.
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Return for Risk
SXRJ.DE vs. B41J.DE — Risk / Return Rank
SXRJ.DE
B41J.DE
SXRJ.DE vs. B41J.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EMU Small Cap UCITS ETF (Acc) (SXRJ.DE) and Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.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.
| SXRJ.DE | B41J.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.94 | +0.65 |
| Martin ratioReturn relative to average drawdown | 5.95 | 2.70 | +3.26 |
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
| SXRJ.DE | B41J.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.58 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 1.12 | -0.54 |
Drawdowns
SXRJ.DE vs. B41J.DE - Drawdown Comparison
The maximum SXRJ.DE drawdown since its inception was -39.38%, which is greater than B41J.DE's maximum drawdown of -12.00%. Use the drawdown chart below to compare losses from any high point for SXRJ.DE and B41J.DE.
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Drawdown Indicators
| SXRJ.DE | B41J.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.38% | -12.00% | -27.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -9.34% | -1.34% |
Max Drawdown (3Y)Largest decline over 3 years | -15.73% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.38% | — | — |
Current DrawdownCurrent decline from peak | -1.35% | -4.55% | +3.20% |
Average DrawdownAverage peak-to-trough decline | -7.44% | -2.45% | -4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.24% | -0.37% |
Volatility
SXRJ.DE vs. B41J.DE - Volatility Comparison
The current volatility for iShares MSCI EMU Small Cap UCITS ETF (Acc) (SXRJ.DE) is 4.04%, while Global X European Infrastructure Development UCITS ETF EUR Accumulating (B41J.DE) has a volatility of 4.95%. This indicates that SXRJ.DE experiences smaller price fluctuations and is considered to be less risky than B41J.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRJ.DE | B41J.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 4.95% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 12.73% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.80% | 15.27% | -1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.23% | 16.11% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 16.11% | +0.17% |
SXRJ.DE vs. B41J.DE - Expense Ratio Comparison
SXRJ.DE has a 0.58% expense ratio, which is higher than B41J.DE's 0.47% expense ratio.
Dividends
SXRJ.DE vs. B41J.DE - Dividend Comparison
Neither SXRJ.DE nor B41J.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRJ.DE and B41J.DE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, B41J.DE is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.
B41J.DE is cheaper with a 0.47% expense ratio, compared with 0.58% for SXRJ.DE.
SXRJ.DE tracks MSCI EMU Small Cap, while B41J.DE tracks Mirae Asset European Infrastructure Development Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.58% for SXRJ.DE and 0.47% for B41J.DE.
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