SXRL.DE vs. IEF
Compare and contrast key facts about iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) and iShares 7-10 Year Treasury Bond ETF (IEF).
SXRL.DE and IEF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXRL.DE is a passively managed fund by iShares that tracks the performance of the ICE US Treasury 3-7 Year. It was launched on Jun 3, 2009. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002. Both SXRL.DE and IEF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXRL.DE or IEF.
Correlation
The correlation between SXRL.DE and IEF is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SXRL.DE vs. IEF - Performance Comparison
Key characteristics
SXRL.DE:
0.99
IEF:
0.37
SXRL.DE:
1.47
IEF:
0.57
SXRL.DE:
1.18
IEF:
1.07
SXRL.DE:
0.38
IEF:
0.12
SXRL.DE:
2.38
IEF:
0.77
SXRL.DE:
1.63%
IEF:
3.11%
SXRL.DE:
3.94%
IEF:
6.44%
SXRL.DE:
-14.03%
IEF:
-23.92%
SXRL.DE:
-5.67%
IEF:
-16.66%
Returns By Period
In the year-to-date period, SXRL.DE achieves a 0.66% return, which is significantly lower than IEF's 0.88% return.
SXRL.DE
0.66%
0.37%
-0.97%
3.59%
-0.13%
N/A
IEF
0.88%
0.88%
-3.15%
2.65%
-2.02%
0.66%
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SXRL.DE vs. IEF - Expense Ratio Comparison
SXRL.DE has a 0.07% expense ratio, which is lower than IEF's 0.15% 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%.
Risk-Adjusted Performance
SXRL.DE vs. IEF — Risk-Adjusted Performance Rank
SXRL.DE
IEF
SXRL.DE vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.
Dividends
SXRL.DE vs. IEF - Dividend Comparison
SXRL.DE has not paid dividends to shareholders, while IEF's dividend yield for the trailing twelve months is around 3.67%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXRL.DE iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.67% | 3.62% | 2.92% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
SXRL.DE vs. IEF - Drawdown Comparison
The maximum SXRL.DE drawdown since its inception was -14.03%, smaller than the maximum IEF drawdown of -23.92%. Use the drawdown chart below to compare losses from any high point for SXRL.DE and IEF. For additional features, visit the drawdowns tool.
Volatility
SXRL.DE vs. IEF - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (SXRL.DE) is 0.81%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.74%. This indicates that SXRL.DE experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.