SXRV.DE vs. GOLD.AS
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and GOLD.AS (Amundi Physical Gold ETC C) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while GOLD.AS is a Precious Metals fund tracking the LMBA Gold Price PM USD. Both are passively managed. Over the past 5 years, SXRV.DE returned 18.67%/yr vs 19.72%/yr for GOLD.AS. At a 0.02 correlation, their price movements are largely independent. SXRV.DE charges 0.36%/yr vs 0.12%/yr for GOLD.AS.
Performance
SXRV.DE vs. GOLD.AS - Performance Comparison
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Different Trading Currencies
SXRV.DE is traded in EUR, while GOLD.AS is traded in USD. To make them comparable, the GOLD.AS values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, SXRV.DE achieves a 20.57% return, which is significantly higher than GOLD.AS's 4.79% return.
SXRV.DE
- 1D
- -0.83%
- 1M
- 7.99%
- YTD
- 20.57%
- 6M
- 18.73%
- 1Y
- 37.06%
- 3Y*
- 24.53%
- 5Y*
- 18.67%
- 10Y*
- 21.24%
GOLD.AS
- 1D
- 0.54%
- 1M
- -3.67%
- YTD
- 4.79%
- 6M
- 6.32%
- 1Y
- 30.88%
- 3Y*
- 28.07%
- 5Y*
- 19.72%
- 10Y*
- —
SXRV.DE vs. GOLD.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 20.12% |
GOLD.AS Amundi Physical Gold ETC C | 4.79% | 45.37% | 34.71% | 9.95% | 6.06% | 3.08% | 14.06% | 18.10% |
Correlation
The correlation between SXRV.DE and GOLD.AS is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since May 24, 2019 | 0.02 |
The correlation between SXRV.DE and GOLD.AS shifts across timeframes, from 0.02 (all time) to 0.13 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SXRV.DE vs. GOLD.AS — Risk / Return Rank
SXRV.DE
GOLD.AS
SXRV.DE vs. GOLD.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) and Amundi Physical Gold ETC C (GOLD.AS). 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.
| SXRV.DE | GOLD.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.25 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 3.75 | 1.72 | +2.03 |
| Martin ratioReturn relative to average drawdown | 11.16 | 4.51 | +6.65 |
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
| SXRV.DE | GOLD.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 1.23 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 1.17 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.12 | -0.22 |
Drawdowns
SXRV.DE vs. GOLD.AS - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, which is greater than GOLD.AS's maximum drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and GOLD.AS.
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Drawdown Indicators
| SXRV.DE | GOLD.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -18.25% | -14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -17.29% | +7.26% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -17.29% | -9.40% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | -17.29% | -14.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | — | — |
Current DrawdownCurrent decline from peak | -0.83% | -15.09% | +14.26% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -5.64% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 6.63% | -3.25% |
Volatility
SXRV.DE vs. GOLD.AS - Volatility Comparison
The current volatility for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) is 4.26%, while Amundi Physical Gold ETC C (GOLD.AS) has a volatility of 5.72%. This indicates that SXRV.DE experiences smaller price fluctuations and is considered to be less risky than GOLD.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRV.DE | GOLD.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 5.72% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 21.43% | -10.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 24.26% | -8.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 16.62% | +3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 16.32% | +3.33% |
SXRV.DE vs. GOLD.AS - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is higher than GOLD.AS's 0.12% expense ratio.
Dividends
SXRV.DE vs. GOLD.AS - Dividend Comparison
Neither SXRV.DE nor GOLD.AS has paid dividends to shareholders.
Frequently Asked Questions
SXRV.DE and GOLD.AS have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GOLD.AS is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GOLD.AS is cheaper with a 0.12% expense ratio, compared with 0.36% for SXRV.DE.
SXRV.DE is categorized as Nasdaq-100, while GOLD.AS is Precious Metals. SXRV.DE tracks NASDAQ-100 Index, while GOLD.AS tracks LMBA Gold Price PM USD. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.36% for SXRV.DE and 0.12% for GOLD.AS.
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