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GERD.DE vs. IQQI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GERD.DE vs. IQQI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and iShares Global Infrastructure UCITS ETF (IQQI.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GERD.DE achieves a 14.37% return, which is significantly lower than IQQI.DE's 17.22% return.


GERD.DE

1D
0.00%
1M
-1.30%
6M
10.18%
YTD
14.37%
1Y
22.84%
3Y*
16.66%
5Y*
10Y*

IQQI.DE

1D
0.60%
1M
4.92%
6M
14.25%
YTD
17.22%
1Y
20.55%
3Y*
11.82%
5Y*
7.54%
10Y*
6.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GERD.DE vs. IQQI.DE - Yearly Performance Comparison


2026 (YTD)202520242023
GERD.DE
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc
14.37%10.26%18.54%-1.73%
IQQI.DE
iShares Global Infrastructure UCITS ETF
17.22%0.56%14.53%0.38%

Correlation

The correlation between GERD.DE and IQQI.DE is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.13

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

0.35

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2023

0.35

Over the past year, the correlation between GERD.DE and IQQI.DE has dropped to 0.13 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.

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Return for Risk

GERD.DE vs. IQQI.DE — Risk / Return Rank

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

GERD.DE
GERD.DE Risk / Return Rank: 7777
Overall Rank
GERD.DE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GERD.DE Sortino Ratio Rank: 7171
Sortino Ratio Rank
GERD.DE Omega Ratio Rank: 7272
Omega Ratio Rank
GERD.DE Calmar Ratio Rank: 8282
Calmar Ratio Rank
GERD.DE Martin Ratio Rank: 8585
Martin Ratio Rank

IQQI.DE
IQQI.DE Risk / Return Rank: 7878
Overall Rank
IQQI.DE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IQQI.DE Sortino Ratio Rank: 7878
Sortino Ratio Rank
IQQI.DE Omega Ratio Rank: 7171
Omega Ratio Rank
IQQI.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
IQQI.DE Martin Ratio Rank: 7575
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.

GERD.DE vs. IQQI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and iShares Global Infrastructure UCITS ETF (IQQI.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.


GERD.DEIQQI.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.03

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.34

1.33

+0.01

Calmar ratioReturn relative to maximum drawdown

3.47

4.26

-0.79

Martin ratioReturn relative to average drawdown

13.32

10.63

+2.68

GERD.DE vs. IQQI.DE - Sharpe Ratio Comparison

The current GERD.DE Sharpe Ratio is 1.87, which is comparable to the IQQI.DE Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of GERD.DE and IQQI.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.


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Drawdowns

GERD.DE vs. IQQI.DE - Drawdown Comparison

The maximum GERD.DE drawdown since its inception was -19.22%, smaller than the maximum IQQI.DE drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for GERD.DE and IQQI.DE.


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Drawdown Indicators


GERD.DEIQQI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.22%

-42.24%

+23.02%

Max Drawdown (1Y)

Largest decline over 1 year

-6.61%

-4.81%

-1.80%

Max Drawdown (3Y)

Largest decline over 3 years

-19.22%

-14.75%

-4.47%

Max Drawdown (5Y)

Largest decline over 5 years

-24.82%

Max Drawdown (10Y)

Largest decline over 10 years

-34.16%

Current Drawdown

Current decline from peak

-2.49%

0.00%

-2.49%

Average Drawdown

Average peak-to-trough decline

-3.17%

-11.07%

+7.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

1.93%

-0.21%

Volatility

GERD.DE vs. IQQI.DE - Volatility Comparison

L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) has a higher volatility of 3.75% compared to iShares Global Infrastructure UCITS ETF (IQQI.DE) at 2.55%. This indicates that GERD.DE's price experiences larger fluctuations and is considered to be riskier than IQQI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GERD.DEIQQI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

2.55%

+1.20%

Volatility (6M)

Calculated over the trailing 6-month period

9.36%

8.63%

+0.73%

Volatility (1Y)

Calculated over the trailing 1-year period

12.50%

10.83%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

12.76%

+1.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.89%

14.24%

-0.35%

GERD.DE vs. IQQI.DE - Expense Ratio Comparison

GERD.DE has a 0.50% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.


Dividends

GERD.DE vs. IQQI.DE - Dividend Comparison

GERD.DE has not paid dividends to shareholders, while IQQI.DE's dividend yield for the trailing twelve months is around 1.97%.


PositionTTM20252024202320222021202020192018201720162015
GERD.DE
L&G Gerd Kommer Multifactor Equity UCITS ETF USD 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%
IQQI.DE
iShares Global Infrastructure UCITS ETF
1.97%2.30%2.29%2.42%2.13%1.85%2.25%2.05%2.30%2.76%2.63%3.15%

Frequently Asked Questions


GERD.DE and IQQI.DE have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GERD.DE is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GERD.DE is cheaper with a 0.50% expense ratio, compared with 0.65% for IQQI.DE.

GERD.DE tracks Solactive Gerd Kommer Multifactor Equity, while IQQI.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: LGIM Managers (Europe) Limited and iShares. Their fees differ too: 0.50% for GERD.DE and 0.65% for IQQI.DE.

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