SXRY.DE vs. SPY
Compare and contrast key facts about iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and SPDR S&P 500 ETF (SPY).
SXRY.DE and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXRY.DE is a passively managed fund by iShares that tracks the performance of the FTSE MIB. It was launched on Jan 26, 2010. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both SXRY.DE and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXRY.DE or SPY.
Correlation
The correlation between SXRY.DE and SPY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SXRY.DE vs. SPY - Performance Comparison
Key characteristics
SXRY.DE:
1.91
SPY:
1.97
SXRY.DE:
2.55
SPY:
2.64
SXRY.DE:
1.33
SPY:
1.36
SXRY.DE:
2.56
SPY:
2.97
SXRY.DE:
9.43
SPY:
12.34
SXRY.DE:
2.86%
SPY:
2.03%
SXRY.DE:
14.14%
SPY:
12.68%
SXRY.DE:
-43.41%
SPY:
-55.19%
SXRY.DE:
0.00%
SPY:
-0.01%
Returns By Period
In the year-to-date period, SXRY.DE achieves a 10.29% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, SXRY.DE has underperformed SPY with an annualized return of 9.90%, while SPY has yielded a comparatively higher 13.18% annualized return.
SXRY.DE
10.29%
3.95%
14.85%
24.57%
12.44%
9.90%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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SXRY.DE vs. SPY - Expense Ratio Comparison
SXRY.DE has a 0.33% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SXRY.DE vs. SPY — Risk-Adjusted Performance Rank
SXRY.DE
SPY
SXRY.DE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and SPDR S&P 500 ETF (SPY). 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.
Dividends
SXRY.DE vs. SPY - Dividend Comparison
SXRY.DE has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXRY.DE iShares FTSE MIB 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SXRY.DE vs. SPY - Drawdown Comparison
The maximum SXRY.DE drawdown since its inception was -43.41%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SXRY.DE and SPY. For additional features, visit the drawdowns tool.
Volatility
SXRY.DE vs. SPY - Volatility Comparison
iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) has a higher volatility of 3.55% compared to SPDR S&P 500 ETF (SPY) at 3.13%. This indicates that SXRY.DE's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.