SXRV.DE vs. SXRT.DE
SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) and SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) are both exchange-traded funds - SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index, while SXRT.DE is a Europe Equities fund tracking the EURO STOXX® 50. Both are passively managed. Over the past 10 years, SXRV.DE returned 21.24%/yr vs 10.49%/yr for SXRT.DE. A 0.58 correlation means they provide meaningful diversification when combined. SXRV.DE charges 0.36%/yr vs 0.10%/yr for SXRT.DE.
Performance
SXRV.DE vs. SXRT.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 SXRT.DE's 7.19% return. Over the past 10 years, SXRV.DE has outperformed SXRT.DE with an annualized return of 21.24%, while SXRT.DE has yielded a comparatively lower 10.49% 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%
SXRT.DE
- 1D
- 0.76%
- 1M
- 1.89%
- YTD
- 7.19%
- 6M
- 8.54%
- 1Y
- 15.60%
- 3Y*
- 15.64%
- 5Y*
- 11.51%
- 10Y*
- 10.49%
SXRV.DE vs. SXRT.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% |
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% |
Correlation
The correlation between SXRV.DE and SXRT.DE is 0.57, 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 | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since May 10, 2010 | 0.58 |
The correlation between SXRV.DE and SXRT.DE has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
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Return for Risk
SXRV.DE vs. SXRT.DE — Risk / Return Rank
SXRV.DE
SXRT.DE
SXRV.DE vs. SXRT.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 EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.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 | SXRT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.18 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.75 | 1.43 | +2.32 |
| Martin ratioReturn relative to average drawdown | 11.16 | 4.85 | +6.31 |
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 | SXRT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 0.98 | +1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.65 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.07 | 0.57 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.41 | +0.50 |
Drawdowns
SXRV.DE vs. SXRT.DE - Drawdown Comparison
The maximum SXRV.DE drawdown since its inception was -32.80%, smaller than the maximum SXRT.DE drawdown of -38.41%. Use the drawdown chart below to compare losses from any high point for SXRV.DE and SXRT.DE.
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Drawdown Indicators
| SXRV.DE | SXRT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -38.41% | +5.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.03% | -10.93% | +0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -26.69% | -16.39% | -10.30% |
Max Drawdown (5Y)Largest decline over 5 years | -31.33% | -23.36% | -7.97% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -38.41% | +7.08% |
Current DrawdownCurrent decline from peak | -0.83% | -0.50% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -7.25% | +0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.23% | +0.15% |
Volatility
SXRV.DE vs. SXRT.DE - Volatility Comparison
The current volatility for iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) is 4.26%, while iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) has a volatility of 4.91%. This indicates that SXRV.DE experiences smaller price fluctuations and is considered to be less risky than SXRT.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 | SXRT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 4.91% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 12.96% | -1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 15.97% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 17.54% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 18.22% | +1.43% |
SXRV.DE vs. SXRT.DE - Expense Ratio Comparison
SXRV.DE has a 0.36% expense ratio, which is higher than SXRT.DE's 0.10% expense ratio.
Dividends
SXRV.DE vs. SXRT.DE - Dividend Comparison
Neither SXRV.DE nor SXRT.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRV.DE and SXRT.DE have a correlation of 0.57, 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 0.36% for SXRV.DE.
SXRV.DE is categorized as Nasdaq-100, while SXRT.DE is Europe Equities. SXRV.DE tracks NASDAQ-100 Index, while SXRT.DE tracks EURO STOXX® 50. Their fees differ too: 0.36% for SXRV.DE and 0.10% for SXRT.DE.
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