SXRY.DE vs. HUBE.DE
SXRY.DE (iShares FTSE MIB UCITS ETF (Acc)) and HUBE.DE (Expat Hungary BUX UCITS ETF) are both Europe Equities funds - SXRY.DE tracks the FTSE MIB while HUBE.DE tracks the BUX Index. Both are passively managed. Over the past 5 years, SXRY.DE returned 21.53%/yr vs 12.50%/yr for HUBE.DE. At a 0.30 correlation, their price movements are largely independent. SXRY.DE charges 0.33%/yr vs 1.38%/yr for HUBE.DE.
Performance
SXRY.DE vs. HUBE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRY.DE achieves a 19.70% return, which is significantly lower than HUBE.DE's 22.87% return.
SXRY.DE
- 1D
- -0.80%
- 1M
- 1.34%
- 6M
- 17.65%
- YTD
- 19.70%
- 1Y
- 36.98%
- 3Y*
- 27.95%
- 5Y*
- 21.53%
- 10Y*
- 16.03%
HUBE.DE
- 1D
- 0.32%
- 1M
- -0.31%
- 6M
- 17.41%
- YTD
- 22.87%
- 1Y
- 41.52%
- 3Y*
- 33.32%
- 5Y*
- 12.50%
- 10Y*
- —
SXRY.DE vs. HUBE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXRY.DE iShares FTSE MIB UCITS ETF (Acc) | 19.70% | 37.80% | 18.15% | 33.34% | -9.13% | 26.71% | -4.02% | 33.22% | -19.53% |
HUBE.DE Expat Hungary BUX UCITS ETF | 22.87% | 44.76% | 15.05% | 36.12% | -34.67% | 8.16% | -11.99% | 6.84% | -9.90% |
Correlation
The correlation between SXRY.DE and HUBE.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2018 | 0.30 |
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Return for Risk
SXRY.DE vs. HUBE.DE — Risk / Return Rank
SXRY.DE
HUBE.DE
SXRY.DE vs. HUBE.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 Expat Hungary BUX UCITS ETF (HUBE.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.
| SXRY.DE | HUBE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.27 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 3.62 | +0.18 |
| Martin ratioReturn relative to average drawdown | 14.07 | 10.80 | +3.28 |
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Drawdowns
SXRY.DE vs. HUBE.DE - Drawdown Comparison
The maximum SXRY.DE drawdown since its inception was -43.59%, smaller than the maximum HUBE.DE drawdown of -51.39%. Use the drawdown chart below to compare losses from any high point for SXRY.DE and HUBE.DE.
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Drawdown Indicators
| SXRY.DE | HUBE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.59% | -51.39% | +7.80% |
Max Drawdown (1Y)Largest decline over 1 year | -9.69% | -11.41% | +1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -21.36% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -51.39% | +26.39% |
Max Drawdown (10Y)Largest decline over 10 years | -40.81% | — | — |
Current DrawdownCurrent decline from peak | -1.08% | -1.55% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -16.81% | +5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.83% | -1.21% |
Volatility
SXRY.DE vs. HUBE.DE - Volatility Comparison
The current volatility for iShares FTSE MIB UCITS ETF (Acc) (SXRY.DE) is 3.72%, while Expat Hungary BUX UCITS ETF (HUBE.DE) has a volatility of 4.84%. This indicates that SXRY.DE experiences smaller price fluctuations and is considered to be less risky than HUBE.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.DE | HUBE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.84% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 16.50% | -3.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.97% | 20.27% | -4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 24.65% | -6.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 21.99% | -2.50% |
SXRY.DE vs. HUBE.DE - Expense Ratio Comparison
SXRY.DE has a 0.33% expense ratio, which is lower than HUBE.DE's 1.38% expense ratio.
Dividends
SXRY.DE vs. HUBE.DE - Dividend Comparison
Neither SXRY.DE nor HUBE.DE has paid dividends to shareholders.
Frequently Asked Questions
SXRY.DE and HUBE.DE have a correlation of 0.35, 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 1.38% for HUBE.DE.
SXRY.DE tracks FTSE MIB, while HUBE.DE tracks BUX Index. They also come from different issuers: iShares and Expat. Their fees differ too: 0.33% for SXRY.DE and 1.38% for HUBE.DE.
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