EXH9.DE vs. EQQB.DE
EXH9.DE (iShares STOXX Europe 600 Utilities UCITS ETF (DE)) and EQQB.DE (Invesco EQQQ Nasdaq-100 UCITS ETF Acc) are both exchange-traded funds - EXH9.DE is a Utilities Equities fund tracking the STOXX® Europe 600 Utilities, while EQQB.DE is a Nasdaq-100 fund tracking the Nasdaq 100®. Both are passively managed. Over the past 3 years, EXH9.DE returned 16.47%/yr vs 24.52%/yr for EQQB.DE. At a 0.14 correlation, their price movements are largely independent. EXH9.DE charges 0.47%/yr vs 0.30%/yr for EQQB.DE.
Performance
EXH9.DE vs. EQQB.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXH9.DE achieves a 12.41% return, which is significantly lower than EQQB.DE's 20.54% return.
EXH9.DE
- 1D
- -0.18%
- 1M
- -3.20%
- YTD
- 12.41%
- 6M
- 13.56%
- 1Y
- 25.76%
- 3Y*
- 16.47%
- 5Y*
- 11.76%
- 10Y*
- 10.74%
EQQB.DE
- 1D
- -0.82%
- 1M
- 9.26%
- YTD
- 20.54%
- 6M
- 19.36%
- 1Y
- 37.75%
- 3Y*
- 24.52%
- 5Y*
- —
- 10Y*
- —
EXH9.DE vs. EQQB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 12.41% | 33.92% | 1.25% | 13.58% | -3.19% |
EQQB.DE Invesco EQQQ Nasdaq-100 UCITS ETF Acc | 20.54% | 6.93% | 33.67% | 51.27% | -17.63% |
Correlation
The correlation between EXH9.DE and EQQB.DE is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Feb 21, 2022 | 0.14 |
The correlation between EXH9.DE and EQQB.DE shifts across timeframes, from 0.04 (3 years) to 0.14 (all time), reflecting how their relationship changes across market environments.
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
EXH9.DE vs. EQQB.DE — Risk / Return Rank
EXH9.DE
EQQB.DE
EXH9.DE vs. EQQB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) and Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.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.
| EXH9.DE | EQQB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.42 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.44 | 3.73 | -0.29 |
| Martin ratioReturn relative to average drawdown | 9.54 | 11.10 | -1.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| EXH9.DE | EQQB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 2.39 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.97 | -0.55 |
Drawdowns
EXH9.DE vs. EQQB.DE - Drawdown Comparison
The maximum EXH9.DE drawdown since its inception was -51.33%, which is greater than EQQB.DE's maximum drawdown of -26.59%. Use the drawdown chart below to compare losses from any high point for EXH9.DE and EQQB.DE.
Loading charts...
Drawdown Indicators
| EXH9.DE | EQQB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -26.59% | -24.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -10.08% | +2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -13.67% | -26.59% | +12.92% |
Max Drawdown (5Y)Largest decline over 5 years | -22.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.21% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -0.82% | -4.50% |
Average DrawdownAverage peak-to-trough decline | -16.67% | -6.77% | -9.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.39% | -0.70% |
Volatility
EXH9.DE vs. EQQB.DE - Volatility Comparison
iShares STOXX Europe 600 Utilities UCITS ETF (DE) (EXH9.DE) has a higher volatility of 5.89% compared to Invesco EQQQ Nasdaq-100 UCITS ETF Acc (EQQB.DE) at 4.38%. This indicates that EXH9.DE's price experiences larger fluctuations and is considered to be riskier than EQQB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EXH9.DE | EQQB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 4.38% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.89% | 10.99% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 15.73% | -0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.00% | 19.97% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.03% | 19.97% | -2.94% |
EXH9.DE vs. EQQB.DE - Expense Ratio Comparison
EXH9.DE has a 0.47% expense ratio, which is higher than EQQB.DE's 0.30% expense ratio.
Dividends
EXH9.DE vs. EQQB.DE - Dividend Comparison
EXH9.DE's dividend yield for the trailing twelve months is around 2.61%, while EQQB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQQB.DE Invesco EQQQ Nasdaq-100 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% |
EXH9.DE iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.61% | 2.96% | 3.27% | 3.47% | 3.33% | 3.11% | 2.36% | 3.41% | 3.31% | 6.56% | 4.89% | 4.62% |
Frequently Asked Questions
EXH9.DE and EQQB.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EQQB.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EQQB.DE is cheaper with a 0.30% expense ratio, compared with 0.47% for EXH9.DE.
EXH9.DE is categorized as Utilities Equities, while EQQB.DE is Nasdaq-100. EXH9.DE tracks STOXX® Europe 600 Utilities, while EQQB.DE tracks Nasdaq 100®. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.47% for EXH9.DE and 0.30% for EQQB.DE.
Find the right allocation for EXH9.DE and EQQB.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