SXRU.DE vs. ISPA.DE
SXRU.DE (iShares Dow Jones Industrial Average UCITS ETF (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - SXRU.DE is a Large Cap Blend Equities fund tracking the Dow Jones Industrial Average, 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, SXRU.DE returned 12.56%/yr vs 8.98%/yr for ISPA.DE. A 0.70 correlation means they provide meaningful diversification when combined. SXRU.DE charges 0.33%/yr vs 0.46%/yr for ISPA.DE.
Performance
SXRU.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRU.DE achieves a 8.17% return, which is significantly lower than ISPA.DE's 13.48% return. Over the past 10 years, SXRU.DE has outperformed ISPA.DE with an annualized return of 12.56%, while ISPA.DE has yielded a comparatively lower 8.98% annualized return.
SXRU.DE
- 1D
- 1.22%
- 1M
- 4.78%
- YTD
- 8.17%
- 6M
- 8.26%
- 1Y
- 20.63%
- 3Y*
- 13.55%
- 5Y*
- 10.67%
- 10Y*
- 12.56%
ISPA.DE
- 1D
- 0.49%
- 1M
- 1.28%
- YTD
- 13.48%
- 6M
- 15.35%
- 1Y
- 29.45%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
SXRU.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRU.DE iShares Dow Jones Industrial Average UCITS ETF (Acc) | 8.17% | 2.08% | 21.16% | 11.74% | -2.47% | 31.86% | -1.58% | 28.17% | -0.48% | 12.04% |
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 SXRU.DE and ISPA.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 2010 | 0.70 |
The correlation between SXRU.DE and ISPA.DE shifts across timeframes, from 0.60 (3 years) to 0.72 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SXRU.DE vs. ISPA.DE — Risk / Return Rank
SXRU.DE
ISPA.DE
SXRU.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (Acc) (SXRU.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.
| SXRU.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.62 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.79 | 8.10 | -5.31 |
| Martin ratioReturn relative to average drawdown | 9.23 | 28.73 | -19.50 |
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
| SXRU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.70 | 3.35 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.91 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.60 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.68 | -0.01 |
Drawdowns
SXRU.DE vs. ISPA.DE - Drawdown Comparison
The maximum SXRU.DE drawdown since its inception was -36.09%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for SXRU.DE and ISPA.DE.
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Drawdown Indicators
| SXRU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.09% | -38.91% | +2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -3.63% | -3.67% |
Max Drawdown (3Y)Largest decline over 3 years | -21.13% | -15.10% | -6.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -15.10% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -38.91% | +2.82% |
Current DrawdownCurrent decline from peak | 0.00% | -1.09% | +1.09% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -4.46% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.03% | +1.18% |
Volatility
SXRU.DE vs. ISPA.DE - Volatility Comparison
iShares Dow Jones Industrial Average UCITS ETF (Acc) (SXRU.DE) has a higher volatility of 2.91% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that SXRU.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
| SXRU.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 2.62% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 6.51% | +1.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 8.77% | +3.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 12.00% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.01% | 14.79% | +1.22% |
SXRU.DE vs. ISPA.DE - Expense Ratio Comparison
SXRU.DE has a 0.33% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
SXRU.DE vs. ISPA.DE - Dividend Comparison
SXRU.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% |
SXRU.DE iShares Dow Jones Industrial Average UCITS ETF (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
SXRU.DE and ISPA.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRU.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRU.DE is cheaper with a 0.33% expense ratio, compared with 0.46% for ISPA.DE.
SXRU.DE is categorized as Large Cap Blend Equities, while ISPA.DE is Global Equities. SXRU.DE tracks Dow Jones Industrial Average, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.33% for SXRU.DE and 0.46% for ISPA.DE.
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