SXR8 (CSPX) vs DEGC: which ETF won each year?
Yearly returns side by side, one winner per year — dividends included, priced as you'd actually buy them.
Every figure here is in euros — what you'd actually pocket buying on Xetra. Fund fact sheets usually headline returns in US dollars, which can look very different: in 2025 a world tracker rose about 23% in dollars but only about 9% in euros, because the euro gained roughly 13% against the dollar. Here's the full story, year by year.
SXR8
DimensionalDEGC
SXR8 tracks the S&P 500 Index
SXR8 vs DEGC, year by year
Calendar-year total returns (dividends included) side by side, and who took the crown each year. A dash means the fund did not exist yet.
| Year | SXR8 | DEGC | Winner |
|---|---|---|---|
| 2026 (so far) | +16.46% | +15.71% | SXR8 |
| 2025 | +4.73% | +1.95% | SXR8 |
| 2024 | +32.32% | — | — |
| 2023 | +22.47% | — | — |
| 2022 | -14.31% | — | — |
| 2021 | +40.74% | — | — |
| 2020 | +6.80% | — | — |
| 2019 | +34.49% | — | — |
| 2018 | -1.05% | — | — |
| 2017 | +6.67% | — | — |
| 2016 | +14.83% | — | — |
| 2015 | +12.52% | — | — |
| 2014 | +30.38% | — | — |
| 2013 | +27.45% | — | — |
| 2012 | +11.05% | — | — |
| 2011 | +4.85% | — | — |
| 2010 | -12.49% | — | — |
SXR8 vs DEGC in plain words
SXR8 tracks the S&P 500 Index while DEGC follows the Dimensional Global Core Equity strategy, so they own different slices of the market and their years can look very different. SXR8 charges 0.07% a year in running costs and DEGC charges 0.26% — SXR8 is the cheaper fund to hold.
Both are accumulating funds: dividends are reinvested inside the fund and show up as a higher share price, never as a payout. Across the 2 calendar years both funds were trading, SXR8 finished the year ahead 2 times and DEGC 0 times.
CSPX is the London (USD) listing of the same fund, ISIN IE00B5BMR087 — SXR8 is its EUR line on Xetra.
Actively managed: it weights developed-market companies towards low valuations, high profitability and smaller size rather than following an index, and measures itself against the MSCI World.
Fund facts: SXR8 vs DEGC
| Fact | SXR8 | DEGC |
|---|---|---|
| Fund | iShares Core S&P 500 UCITS ETF USD (Acc) | Dimensional Global Core Equity UCITS ETF USD (Acc) |
| Tracks | S&P 500 Index | Dimensional Global Core Equity strategy |
| Yearly cost (TER) | 0.07% | 0.26% |
| Dividends | Accumulating — dividends reinvested | Accumulating — dividends reinvested |
| Launched | 19 May 2010 | 12 Nov 2025 |
| ISIN | IE00B5BMR087 | IE000EGGFVG6 |
| WKN | A0YEDG | A41E9T |
| Also trades as | CSPX | — |
| €10,000 invested | What €10,000 in SXR8 became | What €10,000 in DEGC became |
How bumpy the ride was: SXR8 vs DEGC
These head-to-head figures use only the 218 trading days both funds were listed: 24 Nov 2025 to 7 Oct 2026, 10 months.
SXR8 swung more than DEGC: annualised volatility of 10.8% for SXR8 against 9.2% for DEGC, with SXR8 moving 1% or more on 14.3% of trading days and DEGC on 8.8%. SXR8's worst day was -1.61% on 19 Jan 2026; DEGC's was -1.80% on 9 Mar 2026.
SXR8 had the deeper drawdown: it fell -7.13% from its peak on 15 Jan 2026 to a low on 27 Mar 2026, then closed back above the old peak on 17 Apr 2026, under a month after the low; DEGC fell -5.49% from its peak on 2 Mar 2026 to a low on 27 Mar 2026, then closed back above the old peak on 16 Apr 2026, under a month after the low.
Day to day the two usually move together: the correlation of their daily returns is 0.90, and they closed in opposite directions on 12.9% of the 217 days measured. The widest single-day gap came on 4 Feb 2026, when SXR8 moved -0.43% and DEGC +0.47%.
| Measure | SXR8 | DEGC |
|---|---|---|
| Annualised volatility | 10.8% | 9.2% |
| Worst day | -1.61% on 19 Jan 2026 | -1.80% on 9 Mar 2026 |
| Best day | +2.14% on 8 Apr 2026 | +1.70% on 1 Apr 2026 |
| Days moving 1% or more | 14.3% of days | 8.8% of days |
| Deepest drawdown | -7.13% | -5.49% |
| Peak to trough | 15 Jan 2026 → 27 Mar 2026 | 2 Mar 2026 → 27 Mar 2026 |
| Back above the old peak | 17 Apr 2026 · under a month | 16 Apr 2026 · under a month |
Years SXR8 and DEGC parted ways
In the one completed calendar year both funds were trading, the two returns ended within 5 points of each other. In 2025, SXR8 returned +4.73% and DEGC +1.95%, a gap of 2.8 points. They rose together in 1 year.
Frequently asked
Is SXR8 or DEGC better?
Across the 2 calendar years both funds were trading, SXR8 finished the year ahead 2 times and DEGC 0 times. Past returns don't promise future ones — but this is what actually happened.
What is the difference between SXR8 and DEGC?
SXR8 tracks the S&P 500 Index while DEGC follows the Dimensional Global Core Equity strategy, so they own different slices of the market and their years can look very different. SXR8 charges 0.07% a year in running costs and DEGC charges 0.26% — SXR8 is the cheaper fund to hold. Both are accumulating funds: dividends are reinvested inside the fund and show up as a higher share price, never as a payout.
Which is more volatile, SXR8 or DEGC?
SXR8 swung more than DEGC: annualised volatility of 10.8% for SXR8 against 9.2% for DEGC, with SXR8 moving 1% or more on 14.3% of trading days and DEGC on 8.8%. SXR8's worst day was -1.61% on 19 Jan 2026; DEGC's was -1.80% on 9 Mar 2026.
Which had the deeper drawdown, SXR8 or DEGC?
SXR8 had the deeper drawdown: it fell -7.13% from its peak on 15 Jan 2026 to a low on 27 Mar 2026, then closed back above the old peak on 17 Apr 2026, under a month after the low; DEGC fell -5.49% from its peak on 2 Mar 2026 to a low on 27 Mar 2026, then closed back above the old peak on 16 Apr 2026, under a month after the low.
Is CSPX the same as SXR8?
CSPX is the London (USD) listing of the same fund, ISIN IE00B5BMR087 — SXR8 is its EUR line on Xetra.
Related comparisons
More head-to-heads featuring SXR8 or DEGC.
Source: Yahoo Finance daily adjusted closes for the EUR trading lines on Xetra, dividends reinvested. Prices through · refreshed 7 Oct 2026, 08:49 UTC. How every number is calculated.