XD9U.DE vs. SXR1.DE
Compare and contrast key facts about Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE).
XD9U.DE and SXR1.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XD9U.DE is a passively managed fund by Xtrackers that tracks the performance of the MSCI USA. It was launched on May 9, 2014. SXR1.DE is a passively managed fund by iShares that tracks the performance of the MSCI Pacific ex Japan. It was launched on Jan 12, 2010. Both XD9U.DE and SXR1.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: XD9U.DE or SXR1.DE.
Key characteristics
| XD9U.DE | SXR1.DE | |
|---|---|---|
| YTD Return | 32.40% | 13.76% |
| 1Y Return | 39.00% | 22.06% |
| 3Y Return (Ann) | 12.11% | 4.46% |
| 5Y Return (Ann) | 16.36% | 5.19% |
| 10Y Return (Ann) | 15.08% | 5.79% |
| Sharpe Ratio | 3.23 | 1.71 |
| Sortino Ratio | 4.36 | 2.38 |
| Omega Ratio | 1.67 | 1.30 |
| Calmar Ratio | 4.69 | 1.65 |
| Martin Ratio | 20.81 | 9.73 |
| Ulcer Index | 1.88% | 2.30% |
| Daily Std Dev | 12.05% | 13.12% |
| Max Drawdown | -34.11% | -36.91% |
| Current Drawdown | 0.00% | -1.13% |
Correlation
The correlation between XD9U.DE and SXR1.DE is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
XD9U.DE vs. SXR1.DE - Performance Comparison
In the year-to-date period, XD9U.DE achieves a 32.40% return, which is significantly higher than SXR1.DE's 13.76% return. Over the past 10 years, XD9U.DE has outperformed SXR1.DE with an annualized return of 15.08%, while SXR1.DE has yielded a comparatively lower 5.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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XD9U.DE vs. SXR1.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than SXR1.DE's 0.20% 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%.
Risk-Adjusted Performance
XD9U.DE vs. SXR1.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XD9U.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.
Dividends
XD9U.DE vs. SXR1.DE - Dividend Comparison
Neither XD9U.DE nor SXR1.DE has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.23% |
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% | 0.00% | 0.00% |
Drawdowns
XD9U.DE vs. SXR1.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.11%, smaller than the maximum SXR1.DE drawdown of -36.91%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and SXR1.DE. For additional features, visit the drawdowns tool.
Volatility
XD9U.DE vs. SXR1.DE - Volatility Comparison
The current volatility for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) is 3.54%, while iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) has a volatility of 4.97%. This indicates that XD9U.DE experiences smaller price fluctuations and is considered to be less risky than SXR1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.