SXRT.DE vs. IS3U.DE
SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) and IS3U.DE (iShares MSCI France UCITS ETF EUR (Acc)) are both Europe Equities funds from iShares - SXRT.DE tracks the EURO STOXX® 50 while IS3U.DE tracks the MSCI France Index. Both are passively managed. Over the past 10 years, SXRT.DE returned 10.49%/yr vs 9.25%/yr for IS3U.DE. Their correlation of 0.93 suggests significant overlap in exposure. SXRT.DE charges 0.10%/yr vs 0.25%/yr for IS3U.DE.
Performance
SXRT.DE vs. IS3U.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRT.DE achieves a 7.19% return, which is significantly higher than IS3U.DE's 3.55% return. Over the past 10 years, SXRT.DE has outperformed IS3U.DE with an annualized return of 10.49%, while IS3U.DE has yielded a comparatively lower 9.25% annualized return.
SXRT.DE
- 1D
- 0.76%
- 1M
- 4.63%
- YTD
- 7.19%
- 6M
- 8.59%
- 1Y
- 15.71%
- 3Y*
- 15.64%
- 5Y*
- 11.51%
- 10Y*
- 10.49%
IS3U.DE
- 1D
- 1.13%
- 1M
- 2.97%
- YTD
- 3.55%
- 6M
- 4.12%
- 1Y
- 8.24%
- 3Y*
- 7.55%
- 5Y*
- 7.56%
- 10Y*
- 9.25%
SXRT.DE vs. IS3U.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) | 7.19% | 22.21% | 11.08% | 22.49% | -8.80% | 23.52% | -2.93% | 30.14% | -12.14% | 10.21% |
IS3U.DE iShares MSCI France UCITS ETF EUR (Acc) | 3.55% | 14.48% | 0.41% | 17.60% | -6.82% | 28.35% | -4.13% | 31.67% | -9.06% | 14.42% |
Correlation
The correlation between SXRT.DE and IS3U.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2014 | 0.93 |
The correlation between SXRT.DE and IS3U.DE has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
SXRT.DE vs. IS3U.DE — Risk / Return Rank
SXRT.DE
IS3U.DE
SXRT.DE vs. IS3U.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) and iShares MSCI France UCITS ETF EUR (Acc) (IS3U.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.
| SXRT.DE | IS3U.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.76 | +0.68 |
| Martin ratioReturn relative to average drawdown | 4.85 | 2.37 | +2.48 |
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
| SXRT.DE | IS3U.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.58 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.46 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.53 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.48 | -0.07 |
Drawdowns
SXRT.DE vs. IS3U.DE - Drawdown Comparison
The maximum SXRT.DE drawdown since its inception was -38.41%, roughly equal to the maximum IS3U.DE drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for SXRT.DE and IS3U.DE.
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Drawdown Indicators
| SXRT.DE | IS3U.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.41% | -38.98% | +0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -10.86% | -0.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.39% | -15.91% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -20.82% | -2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -38.41% | -38.98% | +0.57% |
Current DrawdownCurrent decline from peak | -0.50% | -2.54% | +2.04% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -5.84% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.46% | -0.23% |
Volatility
SXRT.DE vs. IS3U.DE - Volatility Comparison
iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a higher volatility of 4.91% compared to iShares MSCI France UCITS ETF EUR (Acc) (IS3U.DE) at 4.25%. This indicates that SXRT.DE's price experiences larger fluctuations and is considered to be riskier than IS3U.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRT.DE | IS3U.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 4.25% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 11.24% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 14.26% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.21% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 17.42% | +0.80% |
SXRT.DE vs. IS3U.DE - Expense Ratio Comparison
SXRT.DE has a 0.10% expense ratio, which is lower than IS3U.DE's 0.25% 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
SXRT.DE vs. IS3U.DE - Dividend Comparison
Neither SXRT.DE nor IS3U.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRT.DE and IS3U.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRT.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRT.DE is cheaper with a 0.10% expense ratio, compared with 0.25% for IS3U.DE.
SXRT.DE tracks EURO STOXX® 50, while IS3U.DE tracks MSCI France Index. Their fees differ too: 0.10% for SXRT.DE and 0.25% for IS3U.DE.
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