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IQQ7.DE vs. D5BK.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQQ7.DE vs. D5BK.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares US Property Yield UCITS ETF (IQQ7.DE) and Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.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, IQQ7.DE achieves a 14.24% return, which is significantly higher than D5BK.DE's -0.60% return. Over the past 10 years, IQQ7.DE has outperformed D5BK.DE with an annualized return of 4.47%, while D5BK.DE has yielded a comparatively lower -0.15% annualized return.


IQQ7.DE

1D
-0.04%
1M
-0.03%
YTD
14.24%
6M
13.41%
1Y
12.16%
3Y*
7.46%
5Y*
4.46%
10Y*
4.47%

D5BK.DE

1D
0.72%
1M
-2.59%
YTD
-0.60%
6M
0.51%
1Y
-2.67%
3Y*
6.51%
5Y*
-4.66%
10Y*
-0.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IQQ7.DE vs. D5BK.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IQQ7.DE
iShares US Property Yield UCITS ETF
14.24%-9.38%10.73%9.18%-19.53%54.15%-19.20%24.58%-0.68%-8.23%
D5BK.DE
Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C
-0.60%5.96%-4.03%15.92%-36.63%17.10%-10.26%29.66%-8.93%12.62%

Correlation

The correlation between IQQ7.DE and D5BK.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.48

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

0.48

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

0.50

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

0.50

Correlation (All Time)
Calculated using the full available price history since Jun 14, 2010

0.46

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Return for Risk

IQQ7.DE vs. D5BK.DE — Risk / Return Rank

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

IQQ7.DE
IQQ7.DE Risk / Return Rank: 3030
Overall Rank
IQQ7.DE Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
IQQ7.DE Sortino Ratio Rank: 2626
Sortino Ratio Rank
IQQ7.DE Omega Ratio Rank: 2626
Omega Ratio Rank
IQQ7.DE Calmar Ratio Rank: 4040
Calmar Ratio Rank
IQQ7.DE Martin Ratio Rank: 2929
Martin Ratio Rank

D5BK.DE
D5BK.DE Risk / Return Rank: 77
Overall Rank
D5BK.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
D5BK.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
D5BK.DE Omega Ratio Rank: 77
Omega Ratio Rank
D5BK.DE Calmar Ratio Rank: 77
Calmar Ratio Rank
D5BK.DE Martin Ratio Rank: 77
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.

IQQ7.DE vs. D5BK.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IQQ7.DE) and Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.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.


IQQ7.DED5BK.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.12

Sortino ratioReturn per unit of downside risk

+1.50

Omega ratioGain probability vs. loss probability

1.17

0.98

+0.19

Calmar ratioReturn relative to maximum drawdown

1.96

-0.18

+2.14

Martin ratioReturn relative to average drawdown

4.13

-0.45

+4.59

IQQ7.DE vs. D5BK.DE - Sharpe Ratio Comparison

The current IQQ7.DE Sharpe Ratio is 0.94, which is higher than the D5BK.DE Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of IQQ7.DE and D5BK.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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Sharpe Ratios by Period


IQQ7.DED5BK.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

-0.17

+1.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

-0.21

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

-0.01

+0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.27

-0.05

Drawdowns

IQQ7.DE vs. D5BK.DE - Drawdown Comparison

The maximum IQQ7.DE drawdown since its inception was -68.97%, which is greater than D5BK.DE's maximum drawdown of -46.41%. Use the drawdown chart below to compare losses from any high point for IQQ7.DE and D5BK.DE.


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Drawdown Indicators


IQQ7.DED5BK.DEDifference

Max Drawdown

Largest peak-to-trough decline

-68.97%

-46.41%

-22.56%

Max Drawdown (1Y)

Largest decline over 1 year

-6.13%

-15.61%

+9.48%

Max Drawdown (3Y)

Largest decline over 3 years

-24.01%

-21.61%

-2.40%

Max Drawdown (5Y)

Largest decline over 5 years

-31.10%

-46.41%

+15.31%

Max Drawdown (10Y)

Largest decline over 10 years

-45.21%

-46.41%

+1.20%

Current Drawdown

Current decline from peak

-5.01%

-28.23%

+23.22%

Average Drawdown

Average peak-to-trough decline

-14.82%

-13.98%

-0.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

6.05%

-3.13%

Volatility

IQQ7.DE vs. D5BK.DE - Volatility Comparison

The current volatility for iShares US Property Yield UCITS ETF (IQQ7.DE) is 3.27%, while Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C (D5BK.DE) has a volatility of 4.80%. This indicates that IQQ7.DE experiences smaller price fluctuations and is considered to be less risky than D5BK.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IQQ7.DED5BK.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.27%

4.80%

-1.53%

Volatility (6M)

Calculated over the trailing 6-month period

8.99%

13.17%

-4.18%

Volatility (1Y)

Calculated over the trailing 1-year period

12.78%

15.75%

-2.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.35%

21.49%

-4.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.09%

19.95%

+0.14%

IQQ7.DE vs. D5BK.DE - Expense Ratio Comparison

IQQ7.DE has a 0.40% expense ratio, which is higher than D5BK.DE's 0.33% expense ratio.


Dividends

IQQ7.DE vs. D5BK.DE - Dividend Comparison

IQQ7.DE's dividend yield for the trailing twelve months is around 2.98%, while D5BK.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
D5BK.DE
Xtrackers FTSE EPRA/NAREIT Developed Europe Real Estate UCITS ETF 1C
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IQQ7.DE
iShares US Property Yield UCITS ETF
2.98%3.36%2.99%3.21%3.87%2.04%3.54%3.11%4.53%3.38%3.34%2.94%

Frequently Asked Questions


IQQ7.DE and D5BK.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, D5BK.DE is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

D5BK.DE is cheaper with a 0.33% expense ratio, compared with 0.40% for IQQ7.DE.

IQQ7.DE tracks FTSE EPRA/NAREIT United States Dividend+, while D5BK.DE tracks FTSE EPRA/NAREIT Developed Europe. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.40% for IQQ7.DE and 0.33% for D5BK.DE.

Portfolio Optimizer

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