SXRT.DE vs. ISPA.DE
SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - SXRT.DE is a Europe Equities fund tracking the EURO STOXX® 50, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 10 years, SXRT.DE returned 10.49%/yr vs 8.98%/yr for ISPA.DE. A 0.73 correlation means they provide meaningful diversification when combined. SXRT.DE charges 0.10%/yr vs 0.46%/yr for ISPA.DE.
Performance
SXRT.DE vs. ISPA.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 lower than ISPA.DE's 13.48% return. Over the past 10 years, SXRT.DE has outperformed ISPA.DE with an annualized return of 10.49%, while ISPA.DE has yielded a comparatively lower 8.98% 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%
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
SXRT.DE vs. ISPA.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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | 0.43% | 22.39% | -9.12% | 24.24% | -7.51% | 2.97% |
Correlation
The correlation between SXRT.DE and ISPA.DE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.73 |
The correlation between SXRT.DE and ISPA.DE has been stable across timeframes, ranging from 0.67 to 0.76 - a consistent structural relationship.
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Return for Risk
SXRT.DE vs. ISPA.DE — Risk / Return Rank
SXRT.DE
ISPA.DE
SXRT.DE vs. ISPA.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 STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.13 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.62 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 8.10 | -6.67 |
| Martin ratioReturn relative to average drawdown | 4.85 | 28.73 | -23.88 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 3.35 | -2.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.91 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.60 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Drawdowns
SXRT.DE vs. ISPA.DE - Drawdown Comparison
The maximum SXRT.DE drawdown since its inception was -38.41%, roughly equal to the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for SXRT.DE and ISPA.DE.
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Drawdown Indicators
| SXRT.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.41% | -38.91% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -3.63% | -7.30% |
Max Drawdown (3Y)Largest decline over 3 years | -16.39% | -15.10% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -15.10% | -8.26% |
Max Drawdown (10Y)Largest decline over 10 years | -38.41% | -38.91% | +0.50% |
Current DrawdownCurrent decline from peak | -0.50% | -1.09% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -4.46% | -2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 1.03% | +2.20% |
Volatility
SXRT.DE vs. ISPA.DE - Volatility Comparison
iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a higher volatility of 4.91% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that SXRT.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.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 | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.91% | 2.62% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.96% | 6.51% | +6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 8.77% | +7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 12.00% | +5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 14.79% | +3.43% |
SXRT.DE vs. ISPA.DE - Expense Ratio Comparison
SXRT.DE has a 0.10% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
SXRT.DE vs. ISPA.DE - Dividend Comparison
SXRT.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (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% |
Frequently Asked Questions
SXRT.DE and ISPA.DE have a correlation of 0.71, 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 0.46% for ISPA.DE.
SXRT.DE is categorized as Europe Equities, while ISPA.DE is Global Equities. SXRT.DE tracks EURO STOXX® 50, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.10% for SXRT.DE and 0.46% for ISPA.DE.
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