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

Performance

SXRR.DE vs. VUCP.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 Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRR.DE achieves a 1.42% return, which is significantly lower than VUCP.DE's 3.59% return.


SXRR.DE

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

VUCP.DE

1D
-0.10%
1M
1.93%
6M
3.36%
YTD
3.59%
1Y
7.48%
3Y*
3.70%
5Y*
1.18%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRR.DE vs. VUCP.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%-0.04%
VUCP.DE
Vanguard USD Corporate Bond UCITS ETF Distributing
3.59%-4.23%8.62%4.43%-9.57%7.07%-0.54%17.46%1.88%-2.79%

Correlation

The correlation between SXRR.DE and VUCP.DE is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.16

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

-0.03

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

0.01

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2017

-0.02

The correlation between SXRR.DE and VUCP.DE shifts across timeframes, from -0.16 (1 year) to 0.01 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SXRR.DE vs. VUCP.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

VUCP.DE
VUCP.DE Risk / Return Rank: 4545
Overall Rank
VUCP.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
VUCP.DE Sortino Ratio Rank: 4444
Sortino Ratio Rank
VUCP.DE Omega Ratio Rank: 4242
Omega Ratio Rank
VUCP.DE Calmar Ratio Rank: 5454
Calmar Ratio Rank
VUCP.DE Martin Ratio Rank: 4545
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. VUCP.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 Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.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.DEVUCP.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.72

Sortino ratioReturn per unit of downside risk

+1.47

Omega ratioGain probability vs. loss probability

1.93

1.23

+0.70

Calmar ratioReturn relative to maximum drawdown

12.00

2.22

+9.78

Martin ratioReturn relative to average drawdown

38.03

6.12

+31.91

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

The current SXRR.DE Sharpe Ratio is 1.99, which is higher than the VUCP.DE Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of SXRR.DE and VUCP.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. VUCP.DE - Drawdown Comparison

The maximum SXRR.DE drawdown since its inception was -14.20%, roughly equal to the maximum VUCP.DE drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for SXRR.DE and VUCP.DE.


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Drawdown Indicators


SXRR.DEVUCP.DEDifference

Max Drawdown

Largest peak-to-trough decline

-14.20%

-14.52%

+0.32%

Max Drawdown (1Y)

Largest decline over 1 year

-0.24%

-3.35%

+3.11%

Max Drawdown (3Y)

Largest decline over 3 years

-1.36%

-10.95%

+9.59%

Max Drawdown (5Y)

Largest decline over 5 years

-2.72%

-12.70%

+9.98%

Current Drawdown

Current decline from peak

0.00%

-3.27%

+3.27%

Average Drawdown

Average peak-to-trough decline

-1.22%

-4.92%

+3.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

1.22%

-1.15%

Volatility

SXRR.DE vs. VUCP.DE - Volatility Comparison

The current volatility for iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) is 0.24%, while Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.DE) has a volatility of 1.73%. This indicates that SXRR.DE experiences smaller price fluctuations and is considered to be less risky than VUCP.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.DEVUCP.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.24%

1.73%

-1.49%

Volatility (6M)

Calculated over the trailing 6-month period

1.10%

3.95%

-2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

1.42%

5.88%

-4.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.94%

8.00%

-6.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.81%

8.45%

-4.64%

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

SXRR.DE has a 0.12% expense ratio, which is higher than VUCP.DE's 0.09% 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

SXRR.DE vs. VUCP.DE - Dividend Comparison

SXRR.DE's dividend yield for the trailing twelve months is around 4.72%, less than VUCP.DE's 5.06% yield.


PositionTTM202520242023202220212020201920182017
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%
VUCP.DE
Vanguard USD Corporate Bond UCITS ETF Distributing
5.06%5.40%4.83%4.45%3.56%2.50%3.06%3.27%3.48%0.55%

Frequently Asked Questions


SXRR.DE and VUCP.DE have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VUCP.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VUCP.DE is cheaper with a 0.09% expense ratio, compared with 0.12% for SXRR.DE.

SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged), while VUCP.DE tracks Bloomberg US Corp Bond TR USD. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.12% for SXRR.DE and 0.09% for VUCP.DE.

Portfolio Optimizer

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