IQQ7.DE vs. SXR8.DE
IQQ7.DE (iShares US Property Yield UCITS ETF) and SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) are both exchange-traded funds - IQQ7.DE is a REIT fund tracking the FTSE EPRA/NAREIT United States Dividend+, while SXR8.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, IQQ7.DE returned 4.47%/yr vs 14.95%/yr for SXR8.DE. A 0.55 correlation means they provide meaningful diversification when combined. IQQ7.DE charges 0.40%/yr vs 0.07%/yr for SXR8.DE.
Performance
IQQ7.DE vs. SXR8.DE - Performance Comparison
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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 SXR8.DE's 11.37% return. Over the past 10 years, IQQ7.DE has underperformed SXR8.DE with an annualized return of 4.47%, while SXR8.DE has yielded a comparatively higher 14.95% 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%
SXR8.DE
- 1D
- -0.15%
- 1M
- 4.36%
- YTD
- 11.37%
- 6M
- 10.83%
- 1Y
- 25.54%
- 3Y*
- 18.87%
- 5Y*
- 14.77%
- 10Y*
- 14.95%
IQQ7.DE vs. SXR8.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 11.37% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -1.05% | 6.67% |
Correlation
The correlation between IQQ7.DE and SXR8.DE is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since May 28, 2010 | 0.55 |
Over the past year, the correlation between IQQ7.DE and SXR8.DE has dropped to 0.35 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
IQQ7.DE vs. SXR8.DE — Risk / Return Rank
IQQ7.DE
SXR8.DE
IQQ7.DE vs. SXR8.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 iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.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.DE | SXR8.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.41 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.58 | -1.62 |
| Martin ratioReturn relative to average drawdown | 4.13 | 12.71 | -8.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IQQ7.DE | SXR8.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.21 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.96 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.92 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.79 | -0.58 |
Drawdowns
IQQ7.DE vs. SXR8.DE - Drawdown Comparison
The maximum IQQ7.DE drawdown since its inception was -68.97%, which is greater than SXR8.DE's maximum drawdown of -33.78%. Use the drawdown chart below to compare losses from any high point for IQQ7.DE and SXR8.DE.
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Drawdown Indicators
| IQQ7.DE | SXR8.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.97% | -33.78% | -35.19% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -7.13% | +1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -24.01% | -23.32% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -23.32% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -45.21% | -33.78% | -11.43% |
Current DrawdownCurrent decline from peak | -5.01% | -0.45% | -4.56% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -5.17% | -9.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.01% | +0.91% |
Volatility
IQQ7.DE vs. SXR8.DE - Volatility Comparison
iShares US Property Yield UCITS ETF (IQQ7.DE) has a higher volatility of 3.27% compared to iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) at 2.65%. This indicates that IQQ7.DE's price experiences larger fluctuations and is considered to be riskier than SXR8.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.DE | SXR8.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 2.65% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 7.57% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.78% | 11.56% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 15.16% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 16.09% | +4.00% |
IQQ7.DE vs. SXR8.DE - Expense Ratio Comparison
IQQ7.DE has a 0.40% expense ratio, which is higher than SXR8.DE's 0.07% expense ratio.
Dividends
IQQ7.DE vs. SXR8.DE - Dividend Comparison
IQQ7.DE's dividend yield for the trailing twelve months is around 2.98%, while SXR8.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXR8.DE iShares Core S&P 500 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% |
Frequently Asked Questions
IQQ7.DE and SXR8.DE have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.40% for IQQ7.DE.
IQQ7.DE is categorized as REIT, while SXR8.DE is S&P 500. IQQ7.DE tracks FTSE EPRA/NAREIT United States Dividend+, while SXR8.DE tracks S&P 500 Index. Their fees differ too: 0.40% for IQQ7.DE and 0.07% for SXR8.DE.
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