Correlation
The correlation between V3AA.MI and SXRT.DE is 0.53, 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.
V3AA.MI vs. SXRT.DE
Compare and contrast key facts about Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AA.MI) and iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE).
V3AA.MI and SXRT.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. V3AA.MI is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Choice Index. It was launched on Mar 23, 2021. SXRT.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® 50. It was launched on Jan 26, 2010. Both V3AA.MI and SXRT.DE 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: V3AA.MI or SXRT.DE.
Performance
V3AA.MI vs. SXRT.DE - Performance Comparison
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Key characteristics
V3AA.MI:
0.47
SXRT.DE:
0.60
V3AA.MI:
0.61
SXRT.DE:
0.92
V3AA.MI:
1.09
SXRT.DE:
1.12
V3AA.MI:
0.30
SXRT.DE:
0.66
V3AA.MI:
0.99
SXRT.DE:
2.52
V3AA.MI:
6.60%
SXRT.DE:
4.30%
V3AA.MI:
18.08%
SXRT.DE:
17.94%
V3AA.MI:
-22.16%
SXRT.DE:
-38.41%
V3AA.MI:
-9.41%
SXRT.DE:
-1.60%
Returns By Period
In the year-to-date period, V3AA.MI achieves a -5.33% return, which is significantly lower than SXRT.DE's 12.35% return.
V3AA.MI
-5.33%
6.66%
-5.77%
8.92%
9.87%
N/A
N/A
SXRT.DE
12.35%
5.26%
14.31%
10.86%
15.66%
15.27%
7.33%
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V3AA.MI vs. SXRT.DE - Expense Ratio Comparison
V3AA.MI has a 0.24% expense ratio, which is higher than SXRT.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
V3AA.MI vs. SXRT.DE — Risk-Adjusted Performance Rank
V3AA.MI
SXRT.DE
V3AA.MI vs. SXRT.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AA.MI) 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.
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Dividends
V3AA.MI vs. SXRT.DE - Dividend Comparison
Neither V3AA.MI nor SXRT.DE has paid dividends to shareholders.
Drawdowns
V3AA.MI vs. SXRT.DE - Drawdown Comparison
The maximum V3AA.MI drawdown since its inception was -22.16%, smaller than the maximum SXRT.DE drawdown of -38.41%. Use the drawdown chart below to compare losses from any high point for V3AA.MI and SXRT.DE.
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Volatility
V3AA.MI vs. SXRT.DE - Volatility Comparison
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating (V3AA.MI) has a higher volatility of 4.84% compared to iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) at 4.18%. This indicates that V3AA.MI's price experiences larger fluctuations and is considered to be riskier than SXRT.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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