SXRY.DE vs. VGK
Compare and contrast key facts about iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and Vanguard FTSE Europe ETF (VGK).
SXRY.DE and VGK 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. VGK is a passively managed fund by Vanguard that tracks the performance of the FTSE Developed Europe Index. It was launched on Mar 4, 2005. Both SXRY.DE and VGK 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 VGK.
Correlation
The correlation between SXRY.DE and VGK is 0.61, 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. VGK - Performance Comparison
Key characteristics
SXRY.DE:
1.91
VGK:
1.21
SXRY.DE:
2.55
VGK:
1.72
SXRY.DE:
1.33
VGK:
1.21
SXRY.DE:
2.56
VGK:
1.44
SXRY.DE:
9.43
VGK:
3.37
SXRY.DE:
2.86%
VGK:
4.73%
SXRY.DE:
14.14%
VGK:
13.15%
SXRY.DE:
-43.41%
VGK:
-63.61%
SXRY.DE:
0.00%
VGK:
-1.01%
Returns By Period
The year-to-date returns for both investments are quite close, with SXRY.DE having a 10.29% return and VGK slightly higher at 10.60%. Over the past 10 years, SXRY.DE has outperformed VGK with an annualized return of 9.90%, while VGK has yielded a comparatively lower 5.67% annualized return.
SXRY.DE
10.29%
3.95%
14.85%
24.57%
12.44%
9.90%
VGK
10.60%
7.88%
2.27%
12.92%
7.04%
5.67%
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SXRY.DE vs. VGK - Expense Ratio Comparison
SXRY.DE has a 0.33% expense ratio, which is higher than VGK's 0.08% expense ratio.
Risk-Adjusted Performance
SXRY.DE vs. VGK — Risk-Adjusted Performance Rank
SXRY.DE
VGK
SXRY.DE vs. VGK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and Vanguard FTSE Europe ETF (VGK). 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. VGK - Dividend Comparison
SXRY.DE has not paid dividends to shareholders, while VGK's dividend yield for the trailing twelve months is around 3.26%.
| 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% |
VGK Vanguard FTSE Europe ETF | 3.26% | 3.61% | 3.15% | 3.25% | 3.05% | 2.11% | 3.27% | 3.95% | 2.70% | 3.52% | 3.25% | 4.62% |
Drawdowns
SXRY.DE vs. VGK - Drawdown Comparison
The maximum SXRY.DE drawdown since its inception was -43.41%, smaller than the maximum VGK drawdown of -63.61%. Use the drawdown chart below to compare losses from any high point for SXRY.DE and VGK. For additional features, visit the drawdowns tool.
Volatility
SXRY.DE vs. VGK - Volatility Comparison
The current volatility for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) is 3.55%, while Vanguard FTSE Europe ETF (VGK) has a volatility of 3.89%. This indicates that SXRY.DE experiences smaller price fluctuations and is considered to be less risky than VGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.