ZA30.DE vs. SXR8.DE
Compare and contrast key facts about iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE).
ZA30.DE and SXR8.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZA30.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 ESG. It was launched on Aug 2, 2022. SXR8.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 19, 2010. Both ZA30.DE and SXR8.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: ZA30.DE or SXR8.DE.
Correlation
The correlation between ZA30.DE and SXR8.DE is 0.98, 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
ZA30.DE vs. SXR8.DE - Performance Comparison
Key characteristics
ZA30.DE:
1.97
SXR8.DE:
2.12
ZA30.DE:
2.74
SXR8.DE:
2.92
ZA30.DE:
1.39
SXR8.DE:
1.42
ZA30.DE:
2.91
SXR8.DE:
3.26
ZA30.DE:
11.70
SXR8.DE:
14.16
ZA30.DE:
2.16%
SXR8.DE:
1.90%
ZA30.DE:
12.81%
SXR8.DE:
12.70%
ZA30.DE:
-8.68%
SXR8.DE:
-33.78%
ZA30.DE:
-0.70%
SXR8.DE:
0.00%
Returns By Period
In the year-to-date period, ZA30.DE achieves a 2.09% return, which is significantly lower than SXR8.DE's 3.87% return.
ZA30.DE
2.09%
0.37%
13.89%
24.99%
N/A
N/A
SXR8.DE
3.87%
2.00%
17.28%
27.66%
14.85%
13.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ZA30.DE vs. SXR8.DE - Expense Ratio Comparison
ZA30.DE has a 0.07% expense ratio, which is lower than SXR8.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%.
Risk-Adjusted Performance
ZA30.DE vs. SXR8.DE — Risk-Adjusted Performance Rank
ZA30.DE
SXR8.DE
ZA30.DE vs. SXR8.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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
ZA30.DE vs. SXR8.DE - Dividend Comparison
Neither ZA30.DE nor SXR8.DE has paid dividends to shareholders.
Drawdowns
ZA30.DE vs. SXR8.DE - Drawdown Comparison
The maximum ZA30.DE drawdown since its inception was -8.68%, smaller than the maximum SXR8.DE drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for ZA30.DE and SXR8.DE. For additional features, visit the drawdowns tool.
Volatility
ZA30.DE vs. SXR8.DE - Volatility Comparison
iShares S&P 500 ESG UCITS ETF USD Acc (ZA30.DE) and iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) have volatilities of 3.91% and 3.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.