SXRV.DE vs. ISPA.DE
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, 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, SXRV.DE returned 21.24%/yr vs 8.98%/yr for ISPA.DE. A 0.59 correlation means they provide meaningful diversification when combined. SXRV.DE charges 0.36%/yr vs 0.46%/yr for ISPA.DE.
Performance
SXRV.DE vs. ISPA.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 higher than ISPA.DE's 13.48% return. Over the past 10 years, SXRV.DE has outperformed ISPA.DE with an annualized return of 21.24%, while ISPA.DE has yielded a comparatively lower 8.98% 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%
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%
SXRV.DE vs. ISPA.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% |
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 SXRV.DE and ISPA.DE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.49 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 10, 2010 | 0.59 |
The correlation between SXRV.DE and ISPA.DE shifts across timeframes, from 0.40 (3 years) to 0.59 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SXRV.DE vs. ISPA.DE — Risk / Return Rank
SXRV.DE
ISPA.DE
SXRV.DE vs. ISPA.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 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.
| SXRV.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.62 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.75 | 8.10 | -4.35 |
| Martin ratioReturn relative to average drawdown | 11.16 | 28.73 | -17.57 |
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 | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 3.35 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.91 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.60 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.68 | +0.23 |
Drawdowns
SXRV.DE vs. ISPA.DE - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and ISPA.DE.
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Drawdown Indicators
| SXRV.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -38.91% | +6.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -3.63% | -6.40% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -15.10% | -11.59% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | -15.10% | -16.23% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -38.91% | +7.58% |
Current DrawdownCurrent decline from peak | -0.83% | -1.09% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -4.46% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 1.03% | +2.35% |
Volatility
SXRV.DE vs. ISPA.DE - Volatility Comparison
iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a higher volatility of 4.26% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that SXRV.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
| SXRV.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 2.62% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 6.51% | +4.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 8.77% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 12.00% | +7.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 14.79% | +4.86% |
SXRV.DE vs. ISPA.DE - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
SXRV.DE vs. ISPA.DE - Dividend Comparison
SXRV.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% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (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
SXRV.DE and ISPA.DE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.46% for ISPA.DE.
SXRV.DE is categorized as Nasdaq-100, while ISPA.DE is Global Equities. SXRV.DE tracks NASDAQ-100 Index, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.36% for SXRV.DE and 0.46% for ISPA.DE.
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