XB4A.DE vs. EXSD.DE
XB4A.DE (Xtrackers ATX UCITS ETF (Acc)) and EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) are both Europe Equities funds - XB4A.DE tracks the ATX Index while EXSD.DE tracks the STOXX Europe Mid 200 Index. Both are passively managed. Over the past 10 years, XB4A.DE returned 14.71%/yr vs 8.62%/yr for EXSD.DE. A 0.72 correlation means they provide meaningful diversification when combined. XB4A.DE charges 0.25%/yr vs 0.21%/yr for EXSD.DE.
Performance
XB4A.DE vs. EXSD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XB4A.DE achieves a 24.81% return, which is significantly higher than EXSD.DE's 11.87% return. Over the past 10 years, XB4A.DE has outperformed EXSD.DE with an annualized return of 14.71%, while EXSD.DE has yielded a comparatively lower 8.62% annualized return.
XB4A.DE
- 1D
- -0.62%
- 1M
- 1.14%
- 6M
- 22.10%
- YTD
- 24.81%
- 1Y
- 48.60%
- 3Y*
- 31.52%
- 5Y*
- 18.18%
- 10Y*
- 14.71%
EXSD.DE
- 1D
- 0.63%
- 1M
- 1.92%
- 6M
- 9.34%
- YTD
- 11.87%
- 1Y
- 18.79%
- 3Y*
- 14.62%
- 5Y*
- 6.74%
- 10Y*
- 8.62%
XB4A.DE vs. EXSD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XB4A.DE Xtrackers ATX UCITS ETF (Acc) | 24.81% | 51.29% | 11.01% | 14.27% | -16.45% | 42.39% | -10.86% | 19.79% | -17.99% | 32.88% |
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 11.87% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
Correlation
The correlation between XB4A.DE and EXSD.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2011 | 0.72 |
The correlation between XB4A.DE and EXSD.DE shifts across timeframes, from 0.61 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XB4A.DE vs. EXSD.DE — Risk / Return Rank
XB4A.DE
EXSD.DE
XB4A.DE vs. EXSD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers ATX UCITS ETF (Acc) (XB4A.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.
| XB4A.DE | EXSD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.26 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 4.44 | 2.12 | +2.32 |
| Martin ratioReturn relative to average drawdown | 15.07 | 7.53 | +7.53 |
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Drawdowns
XB4A.DE vs. EXSD.DE - Drawdown Comparison
The maximum XB4A.DE drawdown since its inception was -53.54%, smaller than the maximum EXSD.DE drawdown of -61.46%. Use the drawdown chart below to compare losses from any high point for XB4A.DE and EXSD.DE.
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Drawdown Indicators
| XB4A.DE | EXSD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.54% | -61.46% | +7.92% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -8.81% | -2.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -14.39% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -32.50% | -30.21% | -2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -53.54% | -39.16% | -14.38% |
Current DrawdownCurrent decline from peak | -1.85% | -0.25% | -1.60% |
Average DrawdownAverage peak-to-trough decline | -9.88% | -12.65% | +2.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.49% | +0.73% |
Volatility
XB4A.DE vs. EXSD.DE - Volatility Comparison
Xtrackers ATX UCITS ETF (Acc) (XB4A.DE) has a higher volatility of 5.22% compared to iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) at 3.29%. This indicates that XB4A.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
| XB4A.DE | EXSD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 3.29% | +1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 10.57% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.61% | 12.94% | +4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 15.66% | +3.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 16.65% | +3.50% |
XB4A.DE vs. EXSD.DE - Expense Ratio Comparison
XB4A.DE has a 0.25% expense ratio, which is higher than EXSD.DE's 0.21% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XB4A.DE vs. EXSD.DE - Dividend Comparison
XB4A.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% |
XB4A.DE Xtrackers ATX 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
XB4A.DE and EXSD.DE have a correlation of 0.61, 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 0.25% for XB4A.DE.
XB4A.DE tracks ATX Index, while EXSD.DE tracks STOXX Europe Mid 200 Index. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XB4A.DE and 0.21% for EXSD.DE.
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