EXSD.DE vs. EXXX.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds from iShares - EXSD.DE tracks the STOXX Europe Mid 200 Index while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, EXSD.DE returned 9.23%/yr vs 15.61%/yr for EXXX.DE. A 0.73 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.32%/yr for EXXX.DE.
Performance
EXSD.DE vs. EXXX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly lower than EXXX.DE's 26.40% return. Over the past 10 years, EXSD.DE has underperformed EXXX.DE with an annualized return of 9.23%, while EXXX.DE has yielded a comparatively higher 15.61% annualized return.
EXSD.DE
- 1D
- 0.64%
- 1M
- 4.72%
- 6M
- 11.00%
- YTD
- 12.15%
- 1Y
- 19.01%
- 3Y*
- 14.97%
- 5Y*
- 6.68%
- 10Y*
- 9.23%
EXXX.DE
- 1D
- 0.98%
- 1M
- 8.32%
- 6M
- 25.26%
- YTD
- 26.40%
- 1Y
- 51.78%
- 3Y*
- 31.33%
- 5Y*
- 17.65%
- 10Y*
- 15.61%
EXSD.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 12.15% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
EXXX.DE iShares ATX UCITS ETF (DE) | 26.40% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between EXSD.DE and EXXX.DE is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2006 | 0.73 |
The correlation between EXSD.DE and EXXX.DE shifts across timeframes, from 0.62 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXSD.DE vs. EXXX.DE — Risk / Return Rank
EXSD.DE
EXXX.DE
EXSD.DE vs. EXXX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) and iShares ATX UCITS ETF (DE) (EXXX.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXSD.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.50 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 4.81 | -2.66 |
| Martin ratioReturn relative to average drawdown | 7.63 | 16.27 | -8.64 |
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Drawdowns
EXSD.DE vs. EXXX.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and EXXX.DE.
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Drawdown Indicators
| EXSD.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -71.43% | +9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -10.71% | +1.90% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -16.11% | +1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -32.69% | +2.48% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -52.90% | +13.74% |
Current DrawdownCurrent decline from peak | 0.00% | -0.44% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -28.46% | +15.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.17% | -0.68% |
Volatility
EXSD.DE vs. EXXX.DE - Volatility Comparison
The current volatility for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) is 3.57%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 5.95%. This indicates that EXSD.DE experiences smaller price fluctuations and is considered to be less risky than EXXX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSD.DE | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 5.95% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 14.44% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 17.43% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 19.15% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 20.00% | -3.30% |
EXSD.DE vs. EXXX.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
EXSD.DE vs. EXXX.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, less than EXXX.DE's 2.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.71% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
EXXX.DE iShares ATX UCITS ETF (DE) | 2.92% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
Frequently Asked Questions
EXSD.DE and EXXX.DE have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSD.DE is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSD.DE is cheaper with a 0.21% expense ratio, compared with 0.32% for EXXX.DE.
EXSD.DE tracks STOXX Europe Mid 200 Index, while EXXX.DE tracks ATX Index. Their fees differ too: 0.21% for EXSD.DE and 0.32% for EXXX.DE.
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