IEQD.L vs. SMEA.L
Compare and contrast key facts about iShares Edge MSCI Europe Quality Factor UCITS Dist (IEQD.L) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (SMEA.L).
IEQD.L and SMEA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IEQD.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Feb 23, 2018. SMEA.L is a passively managed fund by iShares that tracks the performance of the MSCI Europe NR EUR. It was launched on Sep 25, 2009. Both IEQD.L and SMEA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IEQD.L or SMEA.L.
Correlation
The correlation between IEQD.L and SMEA.L is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IEQD.L vs. SMEA.L - Performance Comparison
Key characteristics
IEQD.L:
0.81
SMEA.L:
1.25
IEQD.L:
1.19
SMEA.L:
1.79
IEQD.L:
1.14
SMEA.L:
1.21
IEQD.L:
1.15
SMEA.L:
1.89
IEQD.L:
2.82
SMEA.L:
4.10
IEQD.L:
3.10%
SMEA.L:
3.07%
IEQD.L:
10.83%
SMEA.L:
10.10%
IEQD.L:
-33.13%
SMEA.L:
-28.48%
IEQD.L:
-0.36%
SMEA.L:
-0.27%
Returns By Period
In the year-to-date period, IEQD.L achieves a 7.46% return, which is significantly lower than SMEA.L's 9.66% return.
IEQD.L
7.46%
6.23%
4.36%
9.73%
7.06%
N/A
SMEA.L
9.66%
6.25%
6.20%
13.33%
8.04%
7.93%
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IEQD.L vs. SMEA.L - Expense Ratio Comparison
IEQD.L has a 0.25% expense ratio, which is higher than SMEA.L's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IEQD.L vs. SMEA.L — Risk-Adjusted Performance Rank
IEQD.L
SMEA.L
IEQD.L vs. SMEA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Quality Factor UCITS Dist (IEQD.L) and iShares Core MSCI Europe UCITS ETF EUR (Acc) (SMEA.L). 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.
Dividends
IEQD.L vs. SMEA.L - Dividend Comparison
IEQD.L's dividend yield for the trailing twelve months is around 2.21%, while SMEA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
IEQD.L iShares Edge MSCI Europe Quality Factor UCITS Dist | 2.21% | 2.37% | 2.74% | 2.69% | 1.96% | 2.21% | 2.89% | 2.93% |
SMEA.L iShares Core MSCI Europe UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IEQD.L vs. SMEA.L - Drawdown Comparison
The maximum IEQD.L drawdown since its inception was -33.13%, which is greater than SMEA.L's maximum drawdown of -28.48%. Use the drawdown chart below to compare losses from any high point for IEQD.L and SMEA.L. For additional features, visit the drawdowns tool.
Volatility
IEQD.L vs. SMEA.L - Volatility Comparison
The current volatility for iShares Edge MSCI Europe Quality Factor UCITS Dist (IEQD.L) is 2.93%, while iShares Core MSCI Europe UCITS ETF EUR (Acc) (SMEA.L) has a volatility of 3.23%. This indicates that IEQD.L experiences smaller price fluctuations and is considered to be less risky than SMEA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.