HUBE.DE vs. EXSD.DE
HUBE.DE (Expat Hungary BUX UCITS ETF) and EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) are both Europe Equities funds - HUBE.DE tracks the BUX Index while EXSD.DE tracks the STOXX Europe Mid 200 Index. Both are passively managed. Over the past 5 years, HUBE.DE returned 12.29%/yr vs 6.74%/yr for EXSD.DE. At a 0.32 correlation, their price movements are largely independent. HUBE.DE charges 1.38%/yr vs 0.21%/yr for EXSD.DE.
Performance
HUBE.DE vs. EXSD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, HUBE.DE achieves a 21.71% return, which is significantly higher than EXSD.DE's 11.85% return.
HUBE.DE
- 1D
- -0.63%
- 1M
- -1.87%
- 6M
- 14.60%
- YTD
- 21.71%
- 1Y
- 38.94%
- 3Y*
- 32.81%
- 5Y*
- 12.29%
- 10Y*
- —
EXSD.DE
- 1D
- -0.10%
- 1M
- 2.09%
- 6M
- 8.29%
- YTD
- 11.85%
- 1Y
- 18.75%
- 3Y*
- 14.48%
- 5Y*
- 6.74%
- 10Y*
- 8.60%
HUBE.DE vs. EXSD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HUBE.DE Expat Hungary BUX UCITS ETF | 21.71% | 44.76% | 15.05% | 36.12% | -34.67% | 8.16% | -11.99% | 6.84% | -9.90% |
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 11.85% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -12.03% |
Correlation
The correlation between HUBE.DE and EXSD.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2018 | 0.32 |
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Return for Risk
HUBE.DE vs. EXSD.DE — Risk / Return Rank
HUBE.DE
EXSD.DE
HUBE.DE vs. EXSD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Expat Hungary BUX UCITS ETF (HUBE.DE) and iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.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.
| HUBE.DE | EXSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.27 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 2.12 | +1.28 |
| Martin ratioReturn relative to average drawdown | 10.12 | 7.52 | +2.60 |
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Drawdowns
HUBE.DE vs. EXSD.DE - Drawdown Comparison
The maximum HUBE.DE drawdown since its inception was -51.39%, smaller than the maximum EXSD.DE drawdown of -61.46%. Use the drawdown chart below to compare losses from any high point for HUBE.DE and EXSD.DE.
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Drawdown Indicators
| HUBE.DE | EXSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.39% | -61.46% | +10.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -8.81% | -2.60% |
Max Drawdown (3Y)Largest decline over 3 years | -21.36% | -14.39% | -6.97% |
Max Drawdown (5Y)Largest decline over 5 years | -51.39% | -30.21% | -21.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.16% | — |
Current DrawdownCurrent decline from peak | -2.48% | -0.27% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -16.81% | -12.65% | -4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 2.49% | +1.35% |
Volatility
HUBE.DE vs. EXSD.DE - Volatility Comparison
Expat Hungary BUX UCITS ETF (HUBE.DE) has a higher volatility of 4.86% compared to iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) at 3.28%. This indicates that HUBE.DE's price experiences larger fluctuations and is considered to be riskier than EXSD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUBE.DE | EXSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 3.28% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 16.50% | 10.56% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.28% | 12.87% | +7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.65% | 15.66% | +8.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 16.64% | +5.35% |
HUBE.DE vs. EXSD.DE - Expense Ratio Comparison
HUBE.DE has a 1.38% expense ratio, which is higher than EXSD.DE's 0.21% expense ratio.
Dividends
HUBE.DE vs. EXSD.DE - Dividend Comparison
HUBE.DE has not paid dividends to shareholders, while EXSD.DE's dividend yield for the trailing twelve months is around 2.72%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.72% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
HUBE.DE Expat Hungary BUX UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HUBE.DE and EXSD.DE have a correlation of 0.31, 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 1.38% for HUBE.DE.
HUBE.DE tracks BUX Index, while EXSD.DE tracks STOXX Europe Mid 200 Index. They also come from different issuers: Expat and iShares. Their fees differ too: 1.38% for HUBE.DE and 0.21% for EXSD.DE.
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