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INAA.AS vs. CNDX.AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

INAA.AS vs. CNDX.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI North America UCITS ETF (INAA.AS) and iShares NASDAQ 100 UCITS ETF (CNDX.AS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INAA.AS achieves a 11.30% return, which is significantly lower than CNDX.AS's 21.89% return. Over the past 10 years, INAA.AS has underperformed CNDX.AS with an annualized return of 14.31%, while CNDX.AS has yielded a comparatively higher 21.38% annualized return.


INAA.AS

1D
-0.35%
1M
5.90%
YTD
11.30%
6M
11.28%
1Y
24.90%
3Y*
18.79%
5Y*
13.88%
10Y*
14.31%

CNDX.AS

1D
0.15%
1M
11.52%
YTD
21.89%
6M
20.33%
1Y
38.95%
3Y*
25.16%
5Y*
18.85%
10Y*
21.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INAA.AS vs. CNDX.AS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INAA.AS
iShares MSCI North America UCITS ETF
11.30%4.00%32.96%20.94%-14.85%37.53%9.22%32.33%-1.61%6.00%
CNDX.AS
iShares NASDAQ 100 UCITS ETF
21.89%6.16%35.29%50.41%-29.90%38.80%35.83%40.51%4.53%16.12%

Correlation

The correlation between INAA.AS and CNDX.AS is 0.92, 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

0.92

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

0.91

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jan 19, 2011

0.91

The correlation between INAA.AS and CNDX.AS has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

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Return for Risk

INAA.AS vs. CNDX.AS — Risk / Return Rank

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

INAA.AS
INAA.AS Risk / Return Rank: 6767
Overall Rank
INAA.AS Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
INAA.AS Sortino Ratio Rank: 6464
Sortino Ratio Rank
INAA.AS Omega Ratio Rank: 6969
Omega Ratio Rank
INAA.AS Calmar Ratio Rank: 6969
Calmar Ratio Rank
INAA.AS Martin Ratio Rank: 6666
Martin Ratio Rank

CNDX.AS
CNDX.AS Risk / Return Rank: 7171
Overall Rank
CNDX.AS Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
CNDX.AS Sortino Ratio Rank: 7171
Sortino Ratio Rank
CNDX.AS Omega Ratio Rank: 7373
Omega Ratio Rank
CNDX.AS Calmar Ratio Rank: 7575
Calmar Ratio Rank
CNDX.AS Martin Ratio Rank: 6262
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.

INAA.AS vs. CNDX.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI North America UCITS ETF (INAA.AS) and iShares NASDAQ 100 UCITS ETF (CNDX.AS). 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.


INAA.ASCNDX.ASDifference
Sharpe ratioReturn per unit of total volatility

-0.32

Sortino ratioReturn per unit of downside risk

-0.34

Omega ratioGain probability vs. loss probability

1.41

1.44

-0.03

Calmar ratioReturn relative to maximum drawdown

3.39

3.82

-0.43

Martin ratioReturn relative to average drawdown

12.05

11.35

+0.70

INAA.AS vs. CNDX.AS - Sharpe Ratio Comparison

The current INAA.AS Sharpe Ratio is 2.17, which is comparable to the CNDX.AS Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of INAA.AS and CNDX.AS, 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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Sharpe Ratios by Period


INAA.ASCNDX.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

2.49

-0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.94

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

1.07

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

1.03

-0.40

Drawdowns

INAA.AS vs. CNDX.AS - Drawdown Comparison

The maximum INAA.AS drawdown since its inception was -51.35%, which is greater than CNDX.AS's maximum drawdown of -31.21%. Use the drawdown chart below to compare losses from any high point for INAA.AS and CNDX.AS.


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Drawdown Indicators


INAA.ASCNDX.ASDifference

Max Drawdown

Largest peak-to-trough decline

-51.35%

-31.21%

-20.14%

Max Drawdown (1Y)

Largest decline over 1 year

-7.25%

-10.06%

+2.81%

Max Drawdown (3Y)

Largest decline over 3 years

-23.43%

-26.57%

+3.14%

Max Drawdown (5Y)

Largest decline over 5 years

-23.43%

-31.21%

+7.78%

Max Drawdown (10Y)

Largest decline over 10 years

-34.42%

-31.21%

-3.21%

Current Drawdown

Current decline from peak

-0.35%

0.00%

-0.35%

Average Drawdown

Average peak-to-trough decline

-8.31%

-5.45%

-2.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

3.40%

-1.35%

Volatility

INAA.AS vs. CNDX.AS - Volatility Comparison

The current volatility for iShares MSCI North America UCITS ETF (INAA.AS) is 2.71%, while iShares NASDAQ 100 UCITS ETF (CNDX.AS) has a volatility of 4.25%. This indicates that INAA.AS experiences smaller price fluctuations and is considered to be less risky than CNDX.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INAA.ASCNDX.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.71%

4.25%

-1.54%

Volatility (6M)

Calculated over the trailing 6-month period

7.44%

10.70%

-3.26%

Volatility (1Y)

Calculated over the trailing 1-year period

11.40%

15.52%

-4.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.31%

19.73%

-4.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.17%

19.61%

-3.44%

INAA.AS vs. CNDX.AS - Expense Ratio Comparison

INAA.AS has a 0.40% expense ratio, which is higher than CNDX.AS's 0.36% expense ratio.


Dividends

INAA.AS vs. CNDX.AS - Dividend Comparison

INAA.AS's dividend yield for the trailing twelve months is around 0.52%, while CNDX.AS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
CNDX.AS
iShares NASDAQ 100 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
INAA.AS
iShares MSCI North America UCITS ETF
0.52%0.59%0.69%0.92%1.08%0.62%0.94%1.10%1.21%1.18%1.25%1.39%

Frequently Asked Questions


With a correlation of 0.92, INAA.AS and CNDX.AS 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, CNDX.AS is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CNDX.AS is cheaper with a 0.36% expense ratio, compared with 0.40% for INAA.AS.

INAA.AS is categorized as Large Cap Blend Equities, while CNDX.AS is Nasdaq-100. INAA.AS tracks Russell 1000 TR USD, while CNDX.AS tracks NASDAQ-100 Index. Their fees differ too: 0.40% for INAA.AS and 0.36% for CNDX.AS.

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