EXV1.DE vs. IQQA.DE
EXV1.DE (iShares STOXX Europe 600 Banks UCITS ETF (DE)) and IQQA.DE (iShares Euro Dividend UCITS ETF) are both exchange-traded funds - EXV1.DE is a Financials Equities fund tracking the STOXX® Europe 600 Banks, while IQQA.DE is a Dividend fund tracking the EURO STOXX® Select Dividend 30. Both are passively managed. Over the past 10 years, EXV1.DE returned 15.66%/yr vs 8.22%/yr for IQQA.DE. A 0.77 correlation means they provide meaningful diversification when combined. EXV1.DE charges 0.47%/yr vs 0.40%/yr for IQQA.DE.
Performance
EXV1.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 EXV1.DE having a 9.91% return and IQQA.DE slightly lower at 9.76%. Over the past 10 years, EXV1.DE has outperformed IQQA.DE with an annualized return of 15.66%, while IQQA.DE has yielded a comparatively lower 8.22% annualized return.
EXV1.DE
- 1D
- 4.29%
- 1M
- 6.73%
- YTD
- 9.91%
- 6M
- 15.86%
- 1Y
- 44.54%
- 3Y*
- 42.63%
- 5Y*
- 28.75%
- 10Y*
- 15.66%
IQQA.DE
- 1D
- 1.36%
- 1M
- 3.74%
- YTD
- 9.76%
- 6M
- 12.16%
- 1Y
- 23.53%
- 3Y*
- 20.52%
- 5Y*
- 9.33%
- 10Y*
- 8.22%
EXV1.DE vs. IQQA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 9.91% | 77.00% | 33.00% | 26.31% | 1.67% | 38.22% | -24.56% | 15.16% | -25.85% | 11.64% |
IQQA.DE iShares Euro Dividend UCITS ETF | 9.76% | 42.54% | 7.97% | 4.19% | -13.42% | 23.42% | -17.75% | 22.61% | -11.41% | 10.01% |
Correlation
The correlation between EXV1.DE and IQQA.DE is 0.83, 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 | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Sep 29, 2006 | 0.77 |
The correlation between EXV1.DE and IQQA.DE has been stable across timeframes, ranging from 0.77 to 0.83 - a consistent structural relationship.
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Return for Risk
EXV1.DE vs. IQQA.DE — Risk / Return Rank
EXV1.DE
IQQA.DE
EXV1.DE vs. IQQA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.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.
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.
| EXV1.DE | IQQA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.99 | -0.22 |
| Martin ratioReturn relative to average drawdown | 9.47 | 9.27 | +0.20 |
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Drawdowns
EXV1.DE vs. IQQA.DE - Drawdown Comparison
The maximum EXV1.DE drawdown since its inception was -81.39%, which is greater than IQQA.DE's maximum drawdown of -71.63%. Use the drawdown chart below to compare losses from any high point for EXV1.DE and IQQA.DE.
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Drawdown Indicators
| EXV1.DE | IQQA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.39% | -71.63% | -9.76% |
Max Drawdown (1Y)Largest decline over 1 year | -16.02% | -7.83% | -8.19% |
Max Drawdown (3Y)Largest decline over 3 years | -20.12% | -12.88% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -28.08% | -24.68% | -3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | -42.23% | -13.91% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -49.67% | -23.55% | -26.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.69% | 2.53% | +2.16% |
Volatility
EXV1.DE vs. IQQA.DE - Volatility Comparison
iShares STOXX Europe 600 Banks UCITS ETF (DE) (EXV1.DE) has a higher volatility of 6.78% compared to iShares Euro Dividend UCITS ETF (IQQA.DE) at 3.10%. This indicates that EXV1.DE's price experiences larger fluctuations and is considered to be riskier than IQQA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXV1.DE | IQQA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.10% | +3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 18.43% | 9.50% | +8.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.37% | 11.73% | +10.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.88% | 14.79% | +8.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.00% | 17.27% | +7.73% |
EXV1.DE vs. IQQA.DE - Expense Ratio Comparison
EXV1.DE has a 0.47% expense ratio, which is higher than IQQA.DE's 0.40% expense ratio.
Dividends
EXV1.DE vs. IQQA.DE - Dividend Comparison
EXV1.DE's dividend yield for the trailing twelve months is around 3.51%, more than IQQA.DE's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXV1.DE iShares STOXX Europe 600 Banks UCITS ETF (DE) | 3.51% | 3.63% | 5.51% | 4.53% | 6.37% | 1.06% | 1.52% | 4.31% | 4.03% | 6.01% | 3.49% | 3.41% |
IQQA.DE iShares Euro Dividend UCITS ETF | 1.69% | 4.35% | 5.87% | 5.83% | 5.26% | 3.68% | 3.54% | 4.81% | 4.81% | 3.90% | 3.96% | 3.98% |
Frequently Asked Questions
EXV1.DE and IQQA.DE have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQQA.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQA.DE is cheaper with a 0.40% expense ratio, compared with 0.47% for EXV1.DE.
EXV1.DE is categorized as Financials Equities, while IQQA.DE is Dividend. EXV1.DE tracks STOXX® Europe 600 Banks, while IQQA.DE tracks EURO STOXX® Select Dividend 30. Their fees differ too: 0.47% for EXV1.DE and 0.40% for IQQA.DE.
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