2B7J.DE vs. QYLD
Compare and contrast key facts about iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and Global X NASDAQ 100 Covered Call ETF (QYLD).
2B7J.DE and QYLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 2B7J.DE is a passively managed fund by iShares that tracks the performance of the MSCI World SRI Select Reduced Fossil Fuels. It was launched on Oct 12, 2017. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013. Both 2B7J.DE and QYLD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 2B7J.DE or QYLD.
Correlation
The correlation between 2B7J.DE and QYLD is 0.50, 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.
Performance
2B7J.DE vs. QYLD - Performance Comparison
Key characteristics
2B7J.DE:
1.69
QYLD:
1.91
2B7J.DE:
2.27
QYLD:
2.59
2B7J.DE:
1.34
QYLD:
1.46
2B7J.DE:
2.32
QYLD:
2.54
2B7J.DE:
9.59
QYLD:
13.61
2B7J.DE:
2.04%
QYLD:
1.45%
2B7J.DE:
11.54%
QYLD:
10.33%
2B7J.DE:
-32.08%
QYLD:
-24.75%
2B7J.DE:
-2.67%
QYLD:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with 2B7J.DE having a 18.96% return and QYLD slightly lower at 18.48%.
2B7J.DE
18.96%
0.78%
8.40%
18.91%
12.22%
N/A
QYLD
18.48%
2.16%
9.73%
19.68%
7.22%
8.47%
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2B7J.DE vs. QYLD - Expense Ratio Comparison
2B7J.DE has a 0.20% expense ratio, which is lower than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
2B7J.DE vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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.
Dividends
2B7J.DE vs. QYLD - Dividend Comparison
2B7J.DE's dividend yield for the trailing twelve months is around 1.36%, less than QYLD's 11.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
2B7J.DE iShares MSCI World SRI UCITS ETF USD (Dist) | 1.36% | 1.55% | 1.74% | 1.15% | 1.28% | 1.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.43% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
2B7J.DE vs. QYLD - Drawdown Comparison
The maximum 2B7J.DE drawdown since its inception was -32.08%, which is greater than QYLD's maximum drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for 2B7J.DE and QYLD. For additional features, visit the drawdowns tool.
Volatility
2B7J.DE vs. QYLD - Volatility Comparison
iShares MSCI World SRI UCITS ETF USD (Dist) (2B7J.DE) has a higher volatility of 2.80% compared to Global X NASDAQ 100 Covered Call ETF (QYLD) at 1.05%. This indicates that 2B7J.DE's price experiences larger fluctuations and is considered to be riskier than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.