SXRQ.DE vs. XD9U.DE
SXRQ.DE (iShares Euro Government Bond 7-10yr UCITS ETF (Acc)) and XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) are both exchange-traded funds - SXRQ.DE is a European Government Bonds fund tracking the Bloomberg Euro Government Bond 10, while XD9U.DE is a Large Cap Blend Equities fund tracking the MSCI USA. Both are passively managed. Over the past 10 years, SXRQ.DE returned -0.18%/yr vs 14.92%/yr for XD9U.DE. At a 0.03 correlation, their price movements are largely independent. SXRQ.DE charges 0.15%/yr vs 0.07%/yr for XD9U.DE.
Performance
SXRQ.DE vs. XD9U.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRQ.DE achieves a 0.06% return, which is significantly lower than XD9U.DE's 11.32% return. Over the past 10 years, SXRQ.DE has underperformed XD9U.DE with an annualized return of -0.18%, while XD9U.DE has yielded a comparatively higher 14.92% annualized return.
SXRQ.DE
- 1D
- 0.03%
- 1M
- 0.05%
- YTD
- 0.06%
- 6M
- 0.07%
- 1Y
- 0.71%
- 3Y*
- 2.62%
- 5Y*
- -2.34%
- 10Y*
- -0.18%
XD9U.DE
- 1D
- -0.07%
- 1M
- 4.48%
- YTD
- 11.32%
- 6M
- 10.63%
- 1Y
- 25.16%
- 3Y*
- 19.02%
- 5Y*
- 14.38%
- 10Y*
- 14.92%
SXRQ.DE vs. XD9U.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRQ.DE iShares Euro Government Bond 7-10yr UCITS ETF (Acc) | 0.06% | 1.69% | 0.90% | 8.71% | -19.90% | -3.09% | 4.11% | 6.70% | 1.22% | 0.85% |
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 11.32% | 4.60% | 32.32% | 23.38% | -15.69% | 38.71% | 9.43% | 34.69% | -1.30% | 6.77% |
Correlation
The correlation between SXRQ.DE and XD9U.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 | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.03 |
Over the past year, SXRQ.DE and XD9U.DE have become more correlated (0.26) than their long-term average of 0.03, meaning their price movements have been converging.
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Return for Risk
SXRQ.DE vs. XD9U.DE — Risk / Return Rank
SXRQ.DE
XD9U.DE
SXRQ.DE vs. XD9U.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond 7-10yr UCITS ETF (Acc) (SXRQ.DE) and Xtrackers MSCI USA UCITS ETF 1C (XD9U.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.
| SXRQ.DE | XD9U.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.84 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.40 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | 0.04 | 3.43 | -3.40 |
| Martin ratioReturn relative to average drawdown | 0.10 | 11.92 | -11.82 |
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
| SXRQ.DE | XD9U.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 2.15 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.31 | 0.92 | -1.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.03 | 0.91 | -0.94 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.90 | -0.50 |
Drawdowns
SXRQ.DE vs. XD9U.DE - Drawdown Comparison
The maximum SXRQ.DE drawdown since its inception was -23.28%, smaller than the maximum XD9U.DE drawdown of -34.11%. Use the drawdown chart below to compare losses from any high point for SXRQ.DE and XD9U.DE.
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Drawdown Indicators
| SXRQ.DE | XD9U.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.28% | -34.11% | +10.83% |
Max Drawdown (1Y)Largest decline over 1 year | -4.08% | -7.30% | +3.22% |
Max Drawdown (3Y)Largest decline over 3 years | -4.53% | -23.68% | +19.15% |
Max Drawdown (5Y)Largest decline over 5 years | -22.93% | -23.68% | +0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.28% | -34.11% | +10.83% |
Current DrawdownCurrent decline from peak | -13.74% | -0.38% | -13.36% |
Average DrawdownAverage peak-to-trough decline | -5.76% | -4.37% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.55% | 2.11% | -0.56% |
Volatility
SXRQ.DE vs. XD9U.DE - Volatility Comparison
The current volatility for iShares Euro Government Bond 7-10yr UCITS ETF (Acc) (SXRQ.DE) is 1.84%, while Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) has a volatility of 2.71%. This indicates that SXRQ.DE experiences smaller price fluctuations and is considered to be less risky than XD9U.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRQ.DE | XD9U.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.84% | 2.71% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 4.18% | 7.64% | -3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.00% | 11.68% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.38% | 15.42% | -8.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.97% | 16.23% | -10.26% |
SXRQ.DE vs. XD9U.DE - Expense Ratio Comparison
SXRQ.DE has a 0.15% expense ratio, which is higher than XD9U.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SXRQ.DE vs. XD9U.DE - Dividend Comparison
Neither SXRQ.DE nor XD9U.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRQ.DE and XD9U.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, XD9U.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9U.DE is cheaper with a 0.07% expense ratio, compared with 0.15% for SXRQ.DE.
SXRQ.DE is categorized as European Government Bonds, while XD9U.DE is Large Cap Blend Equities. SXRQ.DE tracks Bloomberg Euro Government Bond 10, while XD9U.DE tracks MSCI USA. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for SXRQ.DE and 0.07% for XD9U.DE.
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