EXSG.DE vs. IQQA.DE
EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) and IQQA.DE (iShares Euro Dividend UCITS ETF) are both exchange-traded funds - EXSG.DE is a Europe Equities fund tracking the EURO STOXX® Select Dividend 30, while IQQA.DE is a Dividend fund tracking the EURO STOXX® Select Dividend 30. Both are passively managed. Over the past 10 years, EXSG.DE returned 7.41%/yr vs 7.33%/yr for IQQA.DE. Their correlation of 0.89 suggests significant overlap in exposure. EXSG.DE charges 0.32%/yr vs 0.40%/yr for IQQA.DE.
Performance
EXSG.DE vs. IQQA.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EXSG.DE having a 7.97% return and IQQA.DE slightly lower at 7.95%. Both investments have delivered pretty close results over the past 10 years, with EXSG.DE having a 7.41% annualized return and IQQA.DE not far behind at 7.33%.
EXSG.DE
- 1D
- 0.33%
- 1M
- 1.17%
- YTD
- 7.97%
- 6M
- 10.98%
- 1Y
- 20.85%
- 3Y*
- 20.16%
- 5Y*
- 9.16%
- 10Y*
- 7.41%
IQQA.DE
- 1D
- 0.27%
- 1M
- 1.04%
- YTD
- 7.95%
- 6M
- 10.88%
- 1Y
- 20.58%
- 3Y*
- 19.98%
- 5Y*
- 9.05%
- 10Y*
- 7.33%
EXSG.DE vs. IQQA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 7.97% | 43.07% | 7.93% | 4.12% | -13.46% | 23.87% | -18.07% | 22.83% | -11.04% | 10.11% |
IQQA.DE iShares Euro Dividend UCITS ETF | 7.95% | 42.50% | 7.96% | 4.24% | -13.42% | 23.41% | -17.74% | 22.60% | -11.42% | 10.01% |
Correlation
The correlation between EXSG.DE and IQQA.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2006 | 0.89 |
The correlation between EXSG.DE and IQQA.DE shifts across timeframes, from 0.89 (all time) to 1.00 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
EXSG.DE vs. IQQA.DE — Risk / Return Rank
EXSG.DE
IQQA.DE
EXSG.DE vs. IQQA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and iShares Euro Dividend UCITS ETF (IQQA.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.
| EXSG.DE | IQQA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | +0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.33 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.67 | +0.03 |
| Martin ratioReturn relative to average drawdown | 8.47 | 8.25 | +0.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EXSG.DE | IQQA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.80 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.42 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.19 | +0.08 |
Drawdowns
EXSG.DE vs. IQQA.DE - Drawdown Comparison
The maximum EXSG.DE drawdown since its inception was -70.80%, roughly equal to the maximum IQQA.DE drawdown of -71.63%. Use the drawdown chart below to compare losses from any high point for EXSG.DE and IQQA.DE.
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Drawdown Indicators
| EXSG.DE | IQQA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.80% | -71.63% | +0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.84% | -7.83% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -12.86% | -12.87% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -24.69% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -42.23% | -1.22% |
Current DrawdownCurrent decline from peak | -1.33% | -1.54% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -21.25% | -22.73% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 2.54% | -0.03% |
Volatility
EXSG.DE vs. IQQA.DE - Volatility Comparison
iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) and iShares Euro Dividend UCITS ETF (IQQA.DE) have volatilities of 3.34% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXSG.DE | IQQA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 3.40% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 9.42% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.77% | 11.64% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 14.73% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.72% | 17.28% | +0.44% |
EXSG.DE vs. IQQA.DE - Expense Ratio Comparison
EXSG.DE has a 0.32% expense ratio, which is lower than IQQA.DE's 0.40% expense ratio.
Dividends
EXSG.DE vs. IQQA.DE - Dividend Comparison
EXSG.DE's dividend yield for the trailing twelve months is around 4.10%, more than IQQA.DE's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 4.10% | 4.47% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 5.06% | 7.36% | 4.78% | 4.24% |
IQQA.DE iShares Euro Dividend UCITS ETF | 3.99% | 4.35% | 5.86% | 5.83% | 5.26% | 3.68% | 3.54% | 4.81% | 4.81% | 3.90% | 3.96% | 3.98% |
Frequently Asked Questions
With a correlation of 0.99, EXSG.DE and IQQA.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, EXSG.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSG.DE is cheaper with a 0.32% expense ratio, compared with 0.40% for IQQA.DE.
EXSG.DE is categorized as Europe Equities, while IQQA.DE is Dividend. Both ETFs track EURO STOXX® Select Dividend 30. Their fees differ too: 0.32% for EXSG.DE and 0.40% for IQQA.DE.
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