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SXRR.DE vs. FRNH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRR.DE vs. FRNH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) and Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with SXRR.DE having a 1.42% return and FRNH.DE slightly lower at 1.35%.


SXRR.DE

1D
0.00%
1M
0.24%
6M
1.42%
YTD
1.42%
1Y
2.84%
3Y*
3.76%
5Y*
2.44%
10Y*

FRNH.DE

1D
0.02%
1M
0.27%
6M
1.33%
YTD
1.35%
1Y
2.90%
3Y*
3.76%
5Y*
2.38%
10Y*
1.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRR.DE vs. FRNH.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRR.DE
iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)
1.42%2.69%4.90%4.43%-0.72%-0.50%-0.32%1.07%-1.64%0.16%
FRNH.DE
Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc)
1.35%2.90%4.99%4.33%-0.84%-0.64%-0.04%2.05%-2.60%-0.02%

Correlation

The correlation between SXRR.DE and FRNH.DE is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.10

Correlation (5Y)
Calculated over the trailing 5-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Aug 8, 2017

0.11

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Return for Risk

SXRR.DE vs. FRNH.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SXRR.DE
SXRR.DE Risk / Return Rank: 9292
Overall Rank
SXRR.DE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SXRR.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
SXRR.DE Omega Ratio Rank: 9898
Omega Ratio Rank
SXRR.DE Calmar Ratio Rank: 9898
Calmar Ratio Rank
SXRR.DE Martin Ratio Rank: 9797
Martin Ratio Rank

FRNH.DE
FRNH.DE Risk / Return Rank: 9797
Overall Rank
FRNH.DE Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
FRNH.DE Sortino Ratio Rank: 9696
Sortino Ratio Rank
FRNH.DE Omega Ratio Rank: 9797
Omega Ratio Rank
FRNH.DE Calmar Ratio Rank: 9797
Calmar Ratio Rank
FRNH.DE Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SXRR.DE vs. FRNH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) and Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SXRR.DEFRNH.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.22

Sortino ratioReturn per unit of downside risk

-1.46

Omega ratioGain probability vs. loss probability

1.93

1.90

+0.04

Calmar ratioReturn relative to maximum drawdown

12.00

8.08

+3.93

Martin ratioReturn relative to average drawdown

38.03

39.13

-1.10

SXRR.DE vs. FRNH.DE - Sharpe Ratio Comparison

The current SXRR.DE Sharpe Ratio is 1.99, which is lower than the FRNH.DE Sharpe Ratio of 3.21. The chart below compares the historical Sharpe Ratios of SXRR.DE and FRNH.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SXRR.DE vs. FRNH.DE - Drawdown Comparison

The maximum SXRR.DE drawdown since its inception was -14.20%, smaller than the maximum FRNH.DE drawdown of -15.25%. Use the drawdown chart below to compare losses from any high point for SXRR.DE and FRNH.DE.


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Drawdown Indicators


SXRR.DEFRNH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.20%

-15.25%

+1.05%

Max Drawdown (1Y)

Largest decline over 1 year

-0.24%

-0.36%

+0.12%

Max Drawdown (3Y)

Largest decline over 3 years

-1.36%

-1.39%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-2.72%

-3.19%

+0.47%

Max Drawdown (10Y)

Largest decline over 10 years

-15.25%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.22%

-0.87%

-0.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

0.07%

0.00%

Volatility

SXRR.DE vs. FRNH.DE - Volatility Comparison

iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) has a higher volatility of 0.24% compared to Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc) (FRNH.DE) at 0.10%. This indicates that SXRR.DE's price experiences larger fluctuations and is considered to be riskier than FRNH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRR.DEFRNH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.24%

0.10%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

1.10%

0.71%

+0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

1.42%

0.90%

+0.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.94%

2.42%

-0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.81%

3.36%

+0.45%

SXRR.DE vs. FRNH.DE - Expense Ratio Comparison

SXRR.DE has a 0.12% expense ratio, which is lower than FRNH.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

SXRR.DE vs. FRNH.DE - Dividend Comparison

SXRR.DE's dividend yield for the trailing twelve months is around 4.72%, while FRNH.DE has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
FRNH.DE
Amundi USD Floating Rate Corporate Bond ESG UCITS ETF EUR Hedged (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SXRR.DE
iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)
4.72%5.04%6.01%5.52%1.49%0.58%1.60%3.00%2.06%0.36%

Frequently Asked Questions


SXRR.DE and FRNH.DE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SXRR.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SXRR.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for FRNH.DE.

SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged), while FRNH.DE tracks iBoxx MSCI ESG USD FRN Investment Grade Corporates Index (EUR Hedged). They also come from different issuers: iShares and Amundi. Their fees differ too: 0.12% for SXRR.DE and 0.20% for FRNH.DE.

Portfolio Optimizer

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