SXRD.DE vs. XESD.DE
Compare and contrast key facts about iShares MSCI UK Small Cap UCITS ETF (Acc) (SXRD.DE) and Xtrackers Spanish Equity UCITS ETF (XESD.DE).
SXRD.DE and XESD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXRD.DE is a passively managed fund by iShares that tracks the performance of the MSCI UK Small Cap. It was launched on Jul 1, 2009. XESD.DE is a passively managed fund by Xtrackers that tracks the performance of the Solactive Spain 40. It was launched on Dec 19, 2013. Both SXRD.DE and XESD.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
SXRD.DE vs. XESD.DE - Performance Comparison
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SXRD.DE vs. XESD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRD.DE iShares MSCI UK Small Cap UCITS ETF (Acc) | -3.09% | 10.75% | 9.62% | 12.01% | -27.04% | 20.49% | -10.12% | 39.79% | -17.72% | 9.95% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 1.80% | 58.73% | 14.57% | 26.73% | -1.59% | 10.90% | -10.12% | 15.71% | -12.40% | -1.58% |
Returns By Period
In the year-to-date period, SXRD.DE achieves a -3.09% return, which is significantly lower than XESD.DE's 1.80% return.
SXRD.DE
- 1D
- 0.07%
- 1M
- -5.03%
- YTD
- -3.09%
- 6M
- -0.05%
- 1Y
- 10.90%
- 3Y*
- 8.78%
- 5Y*
- 0.64%
- 10Y*
- 3.47%
XESD.DE
- 1D
- -0.35%
- 1M
- 3.26%
- YTD
- 1.80%
- 6M
- 15.30%
- 1Y
- 37.30%
- 3Y*
- 28.03%
- 5Y*
- 19.29%
- 10Y*
- —
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SXRD.DE vs. XESD.DE - Expense Ratio Comparison
SXRD.DE has a 0.58% expense ratio, which is higher than XESD.DE's 0.30% expense ratio.
Return for Risk
SXRD.DE vs. XESD.DE — Risk / Return Rank
SXRD.DE
XESD.DE
SXRD.DE vs. XESD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI UK Small Cap UCITS ETF (Acc) (SXRD.DE) and Xtrackers Spanish Equity UCITS ETF (XESD.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.
| SXRD.DE | XESD.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 2.02 | -1.38 |
Sortino ratioReturn per unit of downside risk | 0.94 | 2.53 | -1.59 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.38 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 3.82 | -2.65 |
Martin ratioReturn relative to average drawdown | 4.29 | 13.95 | -9.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SXRD.DE | XESD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 2.02 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 1.15 | -1.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.53 | -0.08 |
Correlation
The correlation between SXRD.DE and XESD.DE is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SXRD.DE vs. XESD.DE - Dividend Comparison
SXRD.DE has not paid dividends to shareholders, while XESD.DE's dividend yield for the trailing twelve months is around 2.63%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXRD.DE iShares MSCI UK Small Cap UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XESD.DE Xtrackers Spanish Equity UCITS ETF | 2.63% | 2.43% | 3.14% | 2.57% | 3.98% | 1.51% | 4.30% | 3.35% | 4.48% |
Drawdowns
SXRD.DE vs. XESD.DE - Drawdown Comparison
The maximum SXRD.DE drawdown since its inception was -47.59%, which is greater than XESD.DE's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for SXRD.DE and XESD.DE.
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Drawdown Indicators
| SXRD.DE | XESD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.59% | -38.77% | -8.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -10.27% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -36.75% | -18.59% | -18.16% |
Max Drawdown (10Y)Largest decline over 10 years | -47.59% | — | — |
Current DrawdownCurrent decline from peak | -8.99% | -5.51% | -3.48% |
Average DrawdownAverage peak-to-trough decline | -10.28% | -7.47% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 2.81% | +0.37% |
Volatility
SXRD.DE vs. XESD.DE - Volatility Comparison
The current volatility for iShares MSCI UK Small Cap UCITS ETF (Acc) (SXRD.DE) is 6.05%, while Xtrackers Spanish Equity UCITS ETF (XESD.DE) has a volatility of 6.77%. This indicates that SXRD.DE experiences smaller price fluctuations and is considered to be less risky than XESD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXRD.DE | XESD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 6.77% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 12.75% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.12% | 18.41% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.21% | 16.55% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.81% | 18.78% | +1.03% |