SXRV.DE vs. IS3N.DE
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while IS3N.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 10 years, SXRV.DE returned 21.24%/yr vs 10.00%/yr for IS3N.DE. A 0.65 correlation means they provide meaningful diversification when combined. SXRV.DE charges 0.36%/yr vs 0.18%/yr for IS3N.DE.
Performance
SXRV.DE vs. IS3N.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRV.DE achieves a 20.57% return, which is significantly lower than IS3N.DE's 25.82% return. Over the past 10 years, SXRV.DE has outperformed IS3N.DE with an annualized return of 21.24%, while IS3N.DE has yielded a comparatively lower 10.00% annualized 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%
IS3N.DE
- 1D
- -1.45%
- 1M
- 3.11%
- YTD
- 25.82%
- 6M
- 26.34%
- 1Y
- 45.77%
- 3Y*
- 19.99%
- 5Y*
- 8.61%
- 10Y*
- 10.00%
SXRV.DE vs. IS3N.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 20.57% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 25.82% | 17.14% | 13.87% | 7.20% | -14.09% | 7.38% | 7.07% | 21.01% | -11.06% | 20.43% |
Correlation
The correlation between SXRV.DE and IS3N.DE is 0.70, 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 | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2014 | 0.65 |
The correlation between SXRV.DE and IS3N.DE shifts across timeframes, from 0.58 (5 years) to 0.70 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SXRV.DE vs. IS3N.DE — Risk / Return Rank
SXRV.DE
IS3N.DE
SXRV.DE vs. IS3N.DE - 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 iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.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.
| SXRV.DE | IS3N.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.49 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.75 | 4.42 | -0.67 |
| Martin ratioReturn relative to average drawdown | 11.16 | 16.00 | -4.85 |
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 | IS3N.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.69 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.53 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.55 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.44 | +0.47 |
Drawdowns
SXRV.DE vs. IS3N.DE - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, smaller than the maximum IS3N.DE drawdown of -35.06%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and IS3N.DE.
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Drawdown Indicators
| SXRV.DE | IS3N.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -35.06% | +2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -10.52% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -19.17% | -7.52% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | -22.01% | -9.32% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -32.51% | +1.18% |
Current DrawdownCurrent decline from peak | -0.83% | -2.49% | +1.66% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -9.30% | +2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.91% | +0.47% |
Volatility
SXRV.DE vs. IS3N.DE - Volatility Comparison
The current volatility for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) is 4.26%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a volatility of 7.16%. This indicates that SXRV.DE experiences smaller price fluctuations and is considered to be less risky than IS3N.DE 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 | IS3N.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 7.16% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 14.69% | -3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 17.32% | -1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 16.19% | +3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 18.04% | +1.61% |
SXRV.DE vs. IS3N.DE - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is higher than IS3N.DE's 0.18% expense ratio.
Dividends
SXRV.DE vs. IS3N.DE - Dividend Comparison
Neither SXRV.DE nor IS3N.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRV.DE and IS3N.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3N.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3N.DE is cheaper with a 0.18% expense ratio, compared with 0.36% for SXRV.DE.
SXRV.DE is categorized as Nasdaq-100, while IS3N.DE is Emerging Markets Equities. SXRV.DE tracks NASDAQ-100 Index, while IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI). Their fees differ too: 0.36% for SXRV.DE and 0.18% for IS3N.DE.
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