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VAGY.DE vs. SXRR.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VAGY.DE vs. SXRR.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) and iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VAGY.DE achieves a 4.01% return, which is significantly higher than SXRR.DE's 1.42% return.


VAGY.DE

1D
0.00%
1M
1.85%
6M
3.90%
YTD
4.01%
1Y
6.93%
3Y*
3.78%
5Y*
10Y*

SXRR.DE

1D
0.00%
1M
0.24%
6M
1.42%
YTD
1.42%
1Y
2.84%
3Y*
3.76%
5Y*
2.44%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VAGY.DE vs. SXRR.DE - Yearly Performance Comparison


2026 (YTD)202520242023
VAGY.DE
Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating
4.01%-5.79%11.38%0.66%
SXRR.DE
iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)
1.42%2.69%4.90%3.27%

Correlation

The correlation between VAGY.DE and SXRR.DE is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2023

-0.01

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Return for Risk

VAGY.DE vs. SXRR.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VAGY.DE
VAGY.DE Risk / Return Rank: 4343
Overall Rank
VAGY.DE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
VAGY.DE Sortino Ratio Rank: 4343
Sortino Ratio Rank
VAGY.DE Omega Ratio Rank: 3838
Omega Ratio Rank
VAGY.DE Calmar Ratio Rank: 5353
Calmar Ratio Rank
VAGY.DE Martin Ratio Rank: 4141
Martin Ratio Rank

SXRR.DE
SXRR.DE Risk / Return Rank: 9292
Overall Rank
SXRR.DE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
SXRR.DE Sortino Ratio Rank: 8989
Sortino Ratio Rank
SXRR.DE Omega Ratio Rank: 9898
Omega Ratio Rank
SXRR.DE Calmar Ratio Rank: 9898
Calmar Ratio Rank
SXRR.DE Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VAGY.DE vs. SXRR.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) and iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VAGY.DESXRR.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.74

Sortino ratioReturn per unit of downside risk

-1.48

Omega ratioGain probability vs. loss probability

1.22

1.93

-0.71

Calmar ratioReturn relative to maximum drawdown

2.17

12.00

-9.83

Martin ratioReturn relative to average drawdown

5.57

38.03

-32.46

VAGY.DE vs. SXRR.DE - Sharpe Ratio Comparison

The current VAGY.DE Sharpe Ratio is 1.25, which is lower than the SXRR.DE Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of VAGY.DE and SXRR.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VAGY.DE vs. SXRR.DE - Drawdown Comparison

The maximum VAGY.DE drawdown since its inception was -10.58%, smaller than the maximum SXRR.DE drawdown of -14.20%. Use the drawdown chart below to compare losses from any high point for VAGY.DE and SXRR.DE.


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Drawdown Indicators


VAGY.DESXRR.DEDifference

Max Drawdown

Largest peak-to-trough decline

-10.58%

-14.20%

+3.62%

Max Drawdown (1Y)

Largest decline over 1 year

-3.20%

-0.24%

-2.96%

Max Drawdown (3Y)

Largest decline over 3 years

-10.58%

-1.36%

-9.22%

Max Drawdown (5Y)

Largest decline over 5 years

-2.72%

Current Drawdown

Current decline from peak

-4.19%

0.00%

-4.19%

Average Drawdown

Average peak-to-trough decline

-3.68%

-1.22%

-2.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.25%

0.07%

+1.18%

Volatility

VAGY.DE vs. SXRR.DE - Volatility Comparison

Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating (VAGY.DE) has a higher volatility of 1.53% compared to iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist) (SXRR.DE) at 0.24%. This indicates that VAGY.DE's price experiences larger fluctuations and is considered to be riskier than SXRR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VAGY.DESXRR.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.53%

0.24%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

3.86%

1.10%

+2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

5.56%

1.42%

+4.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.44%

1.94%

+4.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.44%

3.81%

+2.63%

VAGY.DE vs. SXRR.DE - Expense Ratio Comparison

VAGY.DE has a 0.09% expense ratio, which is lower than SXRR.DE's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

VAGY.DE vs. SXRR.DE - Dividend Comparison

VAGY.DE has not paid dividends to shareholders, while SXRR.DE's dividend yield for the trailing twelve months is around 4.72%.


PositionTTM202520242023202220212020201920182017
SXRR.DE
iShares $ Floating Rate Bond UCITS ETF EUR Hedged (Dist)
4.72%5.04%6.01%5.52%1.49%0.58%1.60%3.00%2.06%0.36%
VAGY.DE
Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VAGY.DE and SXRR.DE have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VAGY.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VAGY.DE is cheaper with a 0.09% expense ratio, compared with 0.12% for SXRR.DE.

VAGY.DE tracks Bloomberg Global Aggregate Corporate USD 1-3, while SXRR.DE tracks Bloomberg US Floating Rate Notes 1-5 Year Index (EUR Hedged). They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.09% for VAGY.DE and 0.12% for SXRR.DE.

Portfolio Optimizer

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