iShares Core S&P 500 UCITS ETF USD (Acc)
ISIN: IE00B5BMR087·accumulating·USD
SXR8
Compare ↗TER
0.07%
AUM
€130.9B
1Y Return
+24.0%
5Y Return
+86.4%
Sharpe 1Y
1.59
Volatility 1Y
11.75%
Domicile
IEInception
2010-05
# Identification
1ISIN
IE00B5BMR0872Ticker
SXR83Currency
USD4Domicile
IE5Replication
full replicationCharacteristics
6TER
0.07%7AUM
€130.9B8Dividends
accumulating9Asset class
Stocks10Benchmark
S&P 500 NR USD11Inception
2010-05-19Loading price chart…
Historical Returns
| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +12.28% | +23.95% | +66.25% | +86.44% | — | — |
| CAGR | +26.06% | +23.95% | +18.46% | +13.27% | N/D | N/D |
| Volatility | — | 11.75% | 14.18% | N/D | N/D | 17.10% |
| Sharpe ratio | — | 1.59 | 1.04 | N/D | N/D | N/D |
| Max Drawdown | — | -7.13% | N/D | N/D | N/D | -33.78% |
Calendar Year Returns
2019
+34.5%
2020
+6.8%
2021
+40.7%
2022
-14.3%
2023
+22.5%
2024
+32.3%
2025
+4.7%
# Style Box
Value
Blend
Growth
Large
Mid
Small
↕ Market cap↔ Investment style
Inferred from: S&P 500 NR USD
Risk Metrics
Volatility 1Y
11.75%
annualized
Volatility 3Y
14.18%
annualized
Sharpe 1Y
1.59
risk-adjusted
Sharpe 3Y
1.04
risk-adjusted
Max Drawdown
-33.78%
all-time
Drawdown 1Y
-7.13%
past 12 months
Fund Composition — Top 10 Holdings
| # | Name | Ticker | % Portfolio |
|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 7.51% |
| 2 | Apple Inc | AAPL | 6.59% |
| 3 | Microsoft Corp | MSFT | 4.29% |
| 4 | Amazon.com Inc | AMZN | 3.62% |
| 5 | Alphabet Inc Class A | GOOGL | 3.25% |
| 6 | Broadcom Inc | AVGO | 2.77% |
| 7 | Alphabet Inc Class C | GOOG | 2.59% |
| 8 | Micron Technology Inc | MU | 2.02% |
| 9 | Meta Platforms Inc Class A | META | 1.92% |
| 10 | Tesla Inc | TSLA | 1.83% |
Geographic Distribution
United States99.4%
Switzerland0.4%
Ireland0.3%
Netherlands0.1%
United Kingdom0.0%
Economic Sectors
Technology38.6%
Financials11.5%
Communication Services9.9%
Consumer Discretionary9.5%
Healthcare8.9%
Industrials8.4%
Consumer Staples4.5%
Energy3.0%
If you invest in SXR8 monthly
Monthly investment€200
€50€5k
Time horizon10 years
1y40y
After 10 years · 13.3% price growth/yr (5Y CAGR)
€49.6k
+€25.6k in capital gains · 107% on contributions
Contributed: €24.0kCapital gains: €25.6k
5y
€16.9k
€200/mo
10y
€49.6k
€200/mo
20y
€235.2k
€200/mo
Projection uses 5Y CAGR (13.3%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.
What if you had invested in SXR8?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr12.0%
1%5Y CAGR: 13.3%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€494.6k
+€374.6k gains · €356.0k real
Contributions only
Historical avg (13.3%/yr)
Expected (12.0%/yr)
Assumes 12.0% annual return · 2.5% inflation · compounded monthly
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