IQQ7.DE vs. WTER.DE
IQQ7.DE (iShares US Property Yield UCITS ETF) and WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist) are both REIT funds - IQQ7.DE tracks the FTSE EPRA/NAREIT United States Dividend+ while WTER.DE tracks the CenterSquare New Economy Real Estate. Both are passively managed. Over the past 3 years, IQQ7.DE returned 7.46%/yr vs 16.33%/yr for WTER.DE. A 0.75 correlation means they provide meaningful diversification when combined. IQQ7.DE charges 0.40%/yr vs 0.45%/yr for WTER.DE.
Performance
IQQ7.DE vs. WTER.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 lower than WTER.DE's 23.54% 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%
WTER.DE
- 1D
- -1.17%
- 1M
- 3.30%
- YTD
- 23.54%
- 6M
- 20.90%
- 1Y
- 43.05%
- 3Y*
- 16.33%
- 5Y*
- —
- 10Y*
- —
IQQ7.DE vs. WTER.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IQQ7.DE iShares US Property Yield UCITS ETF | 14.24% | -9.38% | 10.73% | 9.18% | -13.14% |
WTER.DE WisdomTree New Economy Real Estate UCITS ETF USD Dist | 23.54% | 17.11% | 0.49% | 9.28% | -17.48% |
Correlation
The correlation between IQQ7.DE and WTER.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.75 |
Over the past year, the correlation between IQQ7.DE and WTER.DE has dropped to 0.47 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.
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Return for Risk
IQQ7.DE vs. WTER.DE — Risk / Return Rank
IQQ7.DE
WTER.DE
IQQ7.DE vs. WTER.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 WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.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 | WTER.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.30 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 3.28 | -1.32 |
| Martin ratioReturn relative to average drawdown | 4.13 | 8.88 | -4.75 |
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 | WTER.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 2.24 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.36 | -0.15 |
Drawdowns
IQQ7.DE vs. WTER.DE - Drawdown Comparison
The maximum IQQ7.DE drawdown since its inception was -68.97%, which is greater than WTER.DE's maximum drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for IQQ7.DE and WTER.DE.
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Drawdown Indicators
| IQQ7.DE | WTER.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.97% | -32.93% | -36.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.13% | -13.49% | +7.36% |
Max Drawdown (3Y)Largest decline over 3 years | -24.01% | -23.54% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.21% | — | — |
Current DrawdownCurrent decline from peak | -5.01% | -2.35% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -14.82% | -16.08% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 5.00% | -2.08% |
Volatility
IQQ7.DE vs. WTER.DE - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IQQ7.DE) is 3.27%, while WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) has a volatility of 6.93%. This indicates that IQQ7.DE experiences smaller price fluctuations and is considered to be less risky than WTER.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 | WTER.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 6.93% | -3.66% |
Volatility (6M)Calculated over the trailing 6-month period | 8.99% | 14.11% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.78% | 19.85% | -7.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 17.61% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 17.61% | +2.48% |
IQQ7.DE vs. WTER.DE - Expense Ratio Comparison
IQQ7.DE has a 0.40% expense ratio, which is lower than WTER.DE's 0.45% expense ratio.
Dividends
IQQ7.DE vs. WTER.DE - Dividend Comparison
IQQ7.DE's dividend yield for the trailing twelve months is around 2.98%, more than WTER.DE's 1.11% yield.
| 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% |
WTER.DE WisdomTree New Economy Real Estate UCITS ETF USD Dist | 1.11% | 1.59% | 1.65% | 1.14% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IQQ7.DE and WTER.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQQ7.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQ7.DE is cheaper with a 0.40% expense ratio, compared with 0.45% for WTER.DE.
IQQ7.DE tracks FTSE EPRA/NAREIT United States Dividend+, while WTER.DE tracks CenterSquare New Economy Real Estate. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IQQ7.DE and 0.45% for WTER.DE.
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