PortfoliosLab logoPortfoliosLab logo
EUNI.DE vs. IQQE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EUNI.DE vs. IQQE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Emerging Markets Small Cap UCITS ETF (EUNI.DE) and iShares MSCI EM UCITS ETF (Dist) (IQQE.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EUNI.DE achieves a 10.09% return, which is significantly lower than IQQE.DE's 18.67% return. Over the past 10 years, EUNI.DE has underperformed IQQE.DE with an annualized return of 7.72%, while IQQE.DE has yielded a comparatively higher 8.15% annualized return.


EUNI.DE

1D
-1.43%
1M
-6.33%
6M
6.02%
YTD
10.09%
1Y
13.86%
3Y*
10.97%
5Y*
5.85%
10Y*
7.72%

IQQE.DE

1D
-2.05%
1M
-8.59%
6M
11.50%
YTD
18.67%
1Y
32.79%
3Y*
18.16%
5Y*
7.00%
10Y*
8.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EUNI.DE vs. IQQE.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EUNI.DE
iShares MSCI Emerging Markets Small Cap UCITS ETF
10.09%6.21%8.18%19.10%-13.60%28.84%7.23%14.66%-16.19%18.31%
IQQE.DE
iShares MSCI EM UCITS ETF (Dist)
18.67%19.78%13.75%5.62%-14.16%4.19%7.48%20.27%-11.32%19.91%

Correlation

The correlation between EUNI.DE and IQQE.DE is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.81

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

0.76

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

0.76

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

0.83

Correlation (All Time)
Calculated using the full available price history since Mar 5, 2009

0.84

The correlation between EUNI.DE and IQQE.DE has been stable across timeframes, ranging from 0.76 to 0.84 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EUNI.DE vs. IQQE.DE — Risk / Return Rank

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

EUNI.DE
EUNI.DE Risk / Return Rank: 3232
Overall Rank
EUNI.DE Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
EUNI.DE Sortino Ratio Rank: 2626
Sortino Ratio Rank
EUNI.DE Omega Ratio Rank: 2626
Omega Ratio Rank
EUNI.DE Calmar Ratio Rank: 4141
Calmar Ratio Rank
EUNI.DE Martin Ratio Rank: 3939
Martin Ratio Rank

IQQE.DE
IQQE.DE Risk / Return Rank: 6666
Overall Rank
IQQE.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
IQQE.DE Sortino Ratio Rank: 6060
Sortino Ratio Rank
IQQE.DE Omega Ratio Rank: 6464
Omega Ratio Rank
IQQE.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
IQQE.DE Martin Ratio Rank: 6767
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.

EUNI.DE vs. IQQE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Small Cap UCITS ETF (EUNI.DE) and iShares MSCI EM UCITS ETF (Dist) (IQQE.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.


EUNI.DEIQQE.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.86

Sortino ratioReturn per unit of downside risk

-1.03

Omega ratioGain probability vs. loss probability

1.14

1.30

-0.15

Calmar ratioReturn relative to maximum drawdown

1.66

2.84

-1.18

Martin ratioReturn relative to average drawdown

4.70

8.99

-4.28

EUNI.DE vs. IQQE.DE - Sharpe Ratio Comparison

The current EUNI.DE Sharpe Ratio is 0.75, which is lower than the IQQE.DE Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of EUNI.DE and IQQE.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.


Loading charts...

Drawdowns

EUNI.DE vs. IQQE.DE - Drawdown Comparison

The maximum EUNI.DE drawdown since its inception was -41.88%, smaller than the maximum IQQE.DE drawdown of -59.91%. Use the drawdown chart below to compare losses from any high point for EUNI.DE and IQQE.DE.


Loading charts...

Drawdown Indicators


EUNI.DEIQQE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-41.88%

-59.91%

+18.03%

Max Drawdown (1Y)

Largest decline over 1 year

-8.29%

-11.49%

+3.20%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-19.42%

-1.73%

Max Drawdown (5Y)

Largest decline over 5 years

-21.15%

-22.94%

+1.79%

Max Drawdown (10Y)

Largest decline over 10 years

-41.88%

-31.68%

-10.20%

Current Drawdown

Current decline from peak

-8.29%

-11.49%

+3.20%

Average Drawdown

Average peak-to-trough decline

-11.20%

-13.04%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.94%

3.64%

-0.70%

Volatility

EUNI.DE vs. IQQE.DE - Volatility Comparison

The current volatility for iShares MSCI Emerging Markets Small Cap UCITS ETF (EUNI.DE) is 7.38%, while iShares MSCI EM UCITS ETF (Dist) (IQQE.DE) has a volatility of 8.56%. This indicates that EUNI.DE experiences smaller price fluctuations and is considered to be less risky than IQQE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EUNI.DEIQQE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.38%

8.56%

-1.18%

Volatility (6M)

Calculated over the trailing 6-month period

16.05%

17.87%

-1.82%

Volatility (1Y)

Calculated over the trailing 1-year period

18.46%

20.30%

-1.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.69%

17.32%

-1.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.98%

18.48%

-1.50%

EUNI.DE vs. IQQE.DE - Expense Ratio Comparison

EUNI.DE has a 0.74% expense ratio, which is higher than IQQE.DE's 0.18% expense ratio.


Dividends

EUNI.DE vs. IQQE.DE - Dividend Comparison

EUNI.DE's dividend yield for the trailing twelve months is around 1.04%, less than IQQE.DE's 1.59% yield.


PositionTTM20252024202320222021202020192018201720162015
EUNI.DE
iShares MSCI Emerging Markets Small Cap UCITS ETF
1.04%1.83%1.74%2.11%2.47%1.23%1.77%2.02%2.14%1.45%2.00%0.85%
IQQE.DE
iShares MSCI EM UCITS ETF (Dist)
1.59%1.87%2.19%2.34%2.92%1.99%1.53%1.76%1.94%1.42%1.61%2.23%

Frequently Asked Questions


EUNI.DE and IQQE.DE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IQQE.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IQQE.DE is cheaper with a 0.18% expense ratio, compared with 0.74% for EUNI.DE.

EUNI.DE tracks MSCI Emerging Markets Small Cap, while IQQE.DE tracks MSCI Emerging Markets. Their fees differ too: 0.74% for EUNI.DE and 0.18% for IQQE.DE.

Portfolio Optimizer

Find the right allocation for EUNI.DE and IQQE.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer