SXRT.DE vs. EXXX.DE
SXRT.DE (iShares Core EURO STOXX 50 UCITS ETF EUR (Acc)) and EXXX.DE (iShares ATX UCITS ETF (DE)) are both Europe Equities funds from iShares - SXRT.DE tracks the EURO STOXX® 50 while EXXX.DE tracks the ATX Index. Both are passively managed. Over the past 10 years, SXRT.DE returned 10.99%/yr vs 14.31%/yr for EXXX.DE. A 0.73 correlation means they provide meaningful diversification when combined. SXRT.DE charges 0.10%/yr vs 0.32%/yr for EXXX.DE.
Performance
SXRT.DE vs. EXXX.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRT.DE achieves a 10.55% return, which is significantly lower than EXXX.DE's 24.46% return. Over the past 10 years, SXRT.DE has underperformed EXXX.DE with an annualized return of 10.99%, while EXXX.DE has yielded a comparatively higher 14.31% annualized return.
SXRT.DE
- 1D
- 0.20%
- 1M
- 0.60%
- 6M
- 6.07%
- YTD
- 10.55%
- 1Y
- 21.66%
- 3Y*
- 16.16%
- 5Y*
- 12.49%
- 10Y*
- 10.99%
EXXX.DE
- 1D
- -0.33%
- 1M
- 0.50%
- 6M
- 21.01%
- YTD
- 24.46%
- 1Y
- 48.74%
- 3Y*
- 31.18%
- 5Y*
- 17.82%
- 10Y*
- 14.31%
SXRT.DE vs. EXXX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) | 10.55% | 22.21% | 11.08% | 22.49% | -8.80% | 23.52% | -2.93% | 30.14% | -12.14% | 10.21% |
EXXX.DE iShares ATX UCITS ETF (DE) | 24.46% | 51.31% | 10.39% | 13.71% | -16.43% | 42.16% | -11.27% | 19.95% | -18.96% | 32.71% |
Correlation
The correlation between SXRT.DE and EXXX.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2010 | 0.73 |
The correlation between SXRT.DE and EXXX.DE has been stable across timeframes, ranging from 0.71 to 0.75 - a consistent structural relationship.
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Return for Risk
SXRT.DE vs. EXXX.DE — Risk / Return Rank
SXRT.DE
EXXX.DE
SXRT.DE vs. EXXX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.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.
| SXRT.DE | EXXX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.47 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.97 | 4.53 | -2.56 |
| Martin ratioReturn relative to average drawdown | 6.91 | 15.23 | -8.33 |
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Drawdowns
SXRT.DE vs. EXXX.DE - Drawdown Comparison
The maximum SXRT.DE drawdown since its inception was -38.41%, smaller than the maximum EXXX.DE drawdown of -71.43%. Use the drawdown chart below to compare losses from any high point for SXRT.DE and EXXX.DE.
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Drawdown Indicators
| SXRT.DE | EXXX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.41% | -71.43% | +33.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.93% | -10.71% | -0.22% |
Max Drawdown (3Y)Largest decline over 3 years | -16.39% | -16.11% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -23.36% | -32.69% | +9.33% |
Max Drawdown (10Y)Largest decline over 10 years | -38.41% | -52.90% | +14.49% |
Current DrawdownCurrent decline from peak | -1.96% | -1.97% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -7.21% | -28.46% | +21.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.19% | -0.06% |
Volatility
SXRT.DE vs. EXXX.DE - Volatility Comparison
The current volatility for iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) (SXRT.DE) is 3.95%, while iShares ATX UCITS ETF (DE) (EXXX.DE) has a volatility of 4.66%. This indicates that SXRT.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
| SXRT.DE | EXXX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 4.66% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.42% | 14.66% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.09% | 17.46% | -1.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 19.14% | -1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 19.93% | -2.09% |
SXRT.DE vs. EXXX.DE - Expense Ratio Comparison
SXRT.DE has a 0.10% expense ratio, which is lower than EXXX.DE's 0.32% expense ratio.
Dividends
SXRT.DE vs. EXXX.DE - Dividend Comparison
SXRT.DE has not paid dividends to shareholders, while EXXX.DE's dividend yield for the trailing twelve months is around 2.96%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXXX.DE iShares ATX UCITS ETF (DE) | 2.96% | 2.53% | 4.30% | 3.53% | 3.61% | 1.04% | 1.18% | 1.73% | 0.48% | 0.65% | 1.08% | 1.65% |
SXRT.DE iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) | 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
SXRT.DE and EXXX.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRT.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRT.DE is cheaper with a 0.10% expense ratio, compared with 0.32% for EXXX.DE.
SXRT.DE tracks EURO STOXX® 50, while EXXX.DE tracks ATX Index. Their fees differ too: 0.10% for SXRT.DE and 0.32% for EXXX.DE.
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