X014.DE vs. SXR1.DE
X014.DE (Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist) and SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) are both Asia Pacific Equities funds - X014.DE tracks the MSCI Pacific ESG Broad CTB Select while SXR1.DE tracks the MSCI Pacific ex Japan. Both are passively managed. Over the past 10 years, X014.DE returned 8.45%/yr vs 7.83%/yr for SXR1.DE. A 0.76 correlation means they provide meaningful diversification when combined. X014.DE charges 0.45%/yr vs 0.20%/yr for SXR1.DE.
Performance
X014.DE vs. SXR1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, X014.DE achieves a 17.09% return, which is significantly higher than SXR1.DE's 9.00% return. Over the past 10 years, X014.DE has outperformed SXR1.DE with an annualized return of 8.45%, while SXR1.DE has yielded a comparatively lower 7.83% annualized return.
X014.DE
- 1D
- 0.62%
- 1M
- 4.13%
- YTD
- 17.09%
- 6M
- 17.23%
- 1Y
- 30.14%
- 3Y*
- 14.07%
- 5Y*
- 7.97%
- 10Y*
- 8.45%
SXR1.DE
- 1D
- -0.34%
- 1M
- 0.00%
- YTD
- 9.00%
- 6M
- 9.24%
- 1Y
- 15.32%
- 3Y*
- 11.36%
- 5Y*
- 5.85%
- 10Y*
- 7.83%
X014.DE vs. SXR1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
X014.DE Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 17.09% | 9.40% | 11.53% | 8.83% | -8.81% | 10.80% | 2.05% | 21.84% | -8.83% | 9.35% |
SXR1.DE iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 9.00% | 7.00% | 11.91% | 2.20% | -0.86% | 13.17% | -2.98% | 21.74% | -6.20% | 10.76% |
Correlation
The correlation between X014.DE and SXR1.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2010 | 0.76 |
The correlation between X014.DE and SXR1.DE shifts across timeframes, from 0.66 (1 year) to 0.79 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
X014.DE vs. SXR1.DE — Risk / Return Rank
X014.DE
SXR1.DE
X014.DE vs. SXR1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist (X014.DE) and iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.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.
| X014.DE | SXR1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.23 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.87 | 2.46 | +0.41 |
| Martin ratioReturn relative to average drawdown | 9.61 | 7.14 | +2.46 |
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Drawdowns
X014.DE vs. SXR1.DE - Drawdown Comparison
The maximum X014.DE drawdown since its inception was -40.49%, roughly equal to the maximum SXR1.DE drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for X014.DE and SXR1.DE.
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Drawdown Indicators
| X014.DE | SXR1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.49% | -38.62% | -1.87% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -6.21% | -4.26% |
Max Drawdown (3Y)Largest decline over 3 years | -17.94% | -20.28% | +2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -20.28% | +2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -29.05% | -36.91% | +7.86% |
Current DrawdownCurrent decline from peak | -1.93% | -2.08% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -12.28% | -9.84% | -2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.14% | +0.99% |
Volatility
X014.DE vs. SXR1.DE - Volatility Comparison
Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist (X014.DE) has a higher volatility of 5.31% compared to iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) at 3.79%. This indicates that X014.DE's price experiences larger fluctuations and is considered to be riskier than SXR1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| X014.DE | SXR1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 3.79% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.46% | 9.39% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 11.91% | +6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 14.78% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.66% | 16.55% | -0.89% |
X014.DE vs. SXR1.DE - Expense Ratio Comparison
X014.DE has a 0.45% expense ratio, which is higher than SXR1.DE's 0.20% expense ratio.
Dividends
X014.DE vs. SXR1.DE - Dividend Comparison
X014.DE's dividend yield for the trailing twelve months is around 1.57%, while SXR1.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SXR1.DE iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
X014.DE Amundi MSCI Pacific ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 1.57% | 1.84% | 2.13% | 1.85% | 2.23% | 1.47% | 1.79% | 2.06% | 2.15% |
Frequently Asked Questions
X014.DE and SXR1.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR1.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR1.DE is cheaper with a 0.20% expense ratio, compared with 0.45% for X014.DE.
X014.DE tracks MSCI Pacific ESG Broad CTB Select, while SXR1.DE tracks MSCI Pacific ex Japan. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.45% for X014.DE and 0.20% for SXR1.DE.
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