IMAE vs SXRT: Differences, Fees and Returns
SXRT is cheaper: it charges 0.10% a year against 0.12% for IMAE. That is €2 less a year per 10,000 invested; over a plan of 10,000 up front plus 200 a month for 30 years, the accumulated cost gap comes to about €1,408.
They do not track the same thing: IMAE follows the MSCI Europe and SXRT the EURO STOXX 50. Any difference in returns will come mainly from that exposure, not from the fee.
Head-to-head comparison
| IMAE | SXRT | |
|---|---|---|
| Name | iShares Core MSCI Europe UCITS ETF EUR (Acc) | iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) |
| Provider | iShares | iShares |
| Index | MSCI Europe | EURO STOXX 50 |
| TER | 0.12% | 0.10% |
| Type | ETF | ETF |
| Domicile | Ireland | Ireland |
| Dividends | Accumulating | Accumulating |
| Launch date | September 25, 2009 | January 26, 2010 |
| Fund size | €15.8B | €7.7B |
| ISIN | IE00B4K48X80 | IE00B53L3W79 |
| Available to EU retail investors | Yes | Yes |
| Tax-free switch (Spain) | No | No |
Keep researching
Frequently Asked Questions
SXRT is cheaper: it charges 0.10% a year against 0.12% for IMAE. That is €2 less a year per 10,000 invested; over a plan of 10,000 up front plus 200 a month for 30 years, the accumulated cost gap comes to about €1,408. They do not track the same thing: IMAE follows the MSCI Europe and SXRT the EURO STOXX 50. Any difference in returns will come mainly from that exposure, not from the fee.
IMAE (ETF) tracks the MSCI Europe with a 0.12% TER; SXRT (ETF) tracks the EURO STOXX 50 with a 0.10% TER.
Yes. Both are UCITS products sold to retail investors across the EU. ETFs are bought through brokers with access to European exchanges, and mutual funds through banks and fund platforms.