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SXRY.DE vs. EXS2.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRY.DE vs. EXS2.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and iShares TecDAX UCITS ETF (DE) (EXS2.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SXRY.DE achieves a 14.40% return, which is significantly lower than EXS2.DE's 15.70% return. Over the past 10 years, SXRY.DE has outperformed EXS2.DE with an annualized return of 15.00%, while EXS2.DE has yielded a comparatively lower 9.01% annualized return.


SXRY.DE

1D
0.28%
1M
4.91%
YTD
14.40%
6M
18.22%
1Y
30.76%
3Y*
28.94%
5Y*
19.74%
10Y*
15.00%

EXS2.DE

1D
0.52%
1M
10.51%
YTD
15.70%
6M
16.91%
1Y
6.46%
3Y*
8.54%
5Y*
3.72%
10Y*
9.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRY.DE vs. EXS2.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRY.DE
iShares FTSE MIB UCITS ETF (Acc)
14.40%37.80%18.15%33.34%-9.13%26.71%-4.02%33.22%-14.32%16.72%
EXS2.DE
iShares TecDAX UCITS ETF (DE)
15.70%5.33%1.63%13.54%-26.00%21.07%6.12%22.25%-3.77%39.90%

Correlation

The correlation between SXRY.DE and EXS2.DE is 0.58, 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

0.58

Correlation (3Y)
Calculated over the trailing 3-year period

0.65

Correlation (5Y)
Calculated over the trailing 5-year period

0.66

Correlation (10Y)
Calculated over the trailing 10-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Mar 12, 2010

0.61

The correlation between SXRY.DE and EXS2.DE has been stable across timeframes, ranging from 0.58 to 0.66 - a consistent structural relationship.

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Return for Risk

SXRY.DE vs. EXS2.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SXRY.DE
SXRY.DE Risk / Return Rank: 5959
Overall Rank
SXRY.DE Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
SXRY.DE Sortino Ratio Rank: 5757
Sortino Ratio Rank
SXRY.DE Omega Ratio Rank: 5555
Omega Ratio Rank
SXRY.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
SXRY.DE Martin Ratio Rank: 6363
Martin Ratio Rank

EXS2.DE
EXS2.DE Risk / Return Rank: 1414
Overall Rank
EXS2.DE Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
EXS2.DE Sortino Ratio Rank: 1515
Sortino Ratio Rank
EXS2.DE Omega Ratio Rank: 1414
Omega Ratio Rank
EXS2.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
EXS2.DE Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SXRY.DE vs. EXS2.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) and iShares TecDAX UCITS ETF (DE) (EXS2.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.


SXRY.DEEXS2.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.56

Sortino ratioReturn per unit of downside risk

+2.04

Omega ratioGain probability vs. loss probability

1.33

1.07

+0.26

Calmar ratioReturn relative to maximum drawdown

3.16

0.40

+2.76

Martin ratioReturn relative to average drawdown

11.35

0.80

+10.55

SXRY.DE vs. EXS2.DE - Sharpe Ratio Comparison

The current SXRY.DE Sharpe Ratio is 1.92, which is higher than the EXS2.DE Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of SXRY.DE and EXS2.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SXRY.DEEXS2.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.92

0.36

+1.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.07

0.20

+0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.46

+0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.14

+0.24

Drawdowns

SXRY.DE vs. EXS2.DE - Drawdown Comparison

The maximum SXRY.DE drawdown since its inception was -43.59%, smaller than the maximum EXS2.DE drawdown of -84.49%. Use the drawdown chart below to compare losses from any high point for SXRY.DE and EXS2.DE.


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Drawdown Indicators


SXRY.DEEXS2.DEDifference

Max Drawdown

Largest peak-to-trough decline

-43.59%

-84.49%

+40.90%

Max Drawdown (1Y)

Largest decline over 1 year

-9.69%

-16.12%

+6.43%

Max Drawdown (3Y)

Largest decline over 3 years

-17.61%

-17.93%

+0.32%

Max Drawdown (5Y)

Largest decline over 5 years

-25.00%

-34.97%

+9.97%

Max Drawdown (10Y)

Largest decline over 10 years

-40.81%

-34.97%

-5.84%

Current Drawdown

Current decline from peak

-0.76%

-0.81%

+0.05%

Average Drawdown

Average peak-to-trough decline

-11.63%

-39.46%

+27.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.70%

8.07%

-5.37%

Volatility

SXRY.DE vs. EXS2.DE - Volatility Comparison

The current volatility for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) is 4.82%, while iShares TecDAX UCITS ETF (DE) (EXS2.DE) has a volatility of 5.29%. This indicates that SXRY.DE experiences smaller price fluctuations and is considered to be less risky than EXS2.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRY.DEEXS2.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.82%

5.29%

-0.47%

Volatility (6M)

Calculated over the trailing 6-month period

12.56%

14.25%

-1.69%

Volatility (1Y)

Calculated over the trailing 1-year period

15.91%

17.83%

-1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.28%

18.80%

-0.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.18%

19.47%

+0.71%

SXRY.DE vs. EXS2.DE - Expense Ratio Comparison

SXRY.DE has a 0.33% expense ratio, which is lower than EXS2.DE's 0.51% expense ratio.


Dividends

SXRY.DE vs. EXS2.DE - Dividend Comparison

Neither SXRY.DE nor EXS2.DE has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EXS2.DE
iShares TecDAX UCITS ETF (DE)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.04%0.15%0.25%0.36%
SXRY.DE
iShares FTSE MIB UCITS ETF (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


SXRY.DE and EXS2.DE have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SXRY.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SXRY.DE is cheaper with a 0.33% expense ratio, compared with 0.51% for EXS2.DE.

SXRY.DE tracks FTSE MIB, while EXS2.DE tracks TecDAX®. Their fees differ too: 0.33% for SXRY.DE and 0.51% for EXS2.DE.

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