IQQ9.DE vs. AE5A.DE
IQQ9.DE (iShares BIC 50 UCITS ETF) and AE5A.DE (Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist) are both Emerging Markets Equities funds - IQQ9.DE tracks the FTSE BIC 50 Net of Tax Index while AE5A.DE tracks the MSCI Emerging Markets Index. Both are passively managed. Over the past 10 years, IQQ9.DE returned 2.77%/yr vs 9.98%/yr for AE5A.DE. Their correlation of 0.87 suggests significant overlap in exposure. IQQ9.DE charges 0.74%/yr vs 0.14%/yr for AE5A.DE.
Performance
IQQ9.DE vs. AE5A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQ9.DE achieves a -8.56% return, which is significantly lower than AE5A.DE's 27.41% return. Over the past 10 years, IQQ9.DE has underperformed AE5A.DE with an annualized return of 2.77%, while AE5A.DE has yielded a comparatively higher 9.98% annualized return.
IQQ9.DE
- 1D
- -0.34%
- 1M
- -4.94%
- YTD
- -8.56%
- 6M
- -12.10%
- 1Y
- -4.68%
- 3Y*
- 6.20%
- 5Y*
- -6.79%
- 10Y*
- 2.77%
AE5A.DE
- 1D
- -1.54%
- 1M
- 3.57%
- YTD
- 27.41%
- 6M
- 28.14%
- 1Y
- 48.94%
- 3Y*
- 20.90%
- 5Y*
- 8.49%
- 10Y*
- 9.98%
IQQ9.DE vs. AE5A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQ9.DE iShares BIC 50 UCITS ETF | -8.56% | 15.30% | 20.91% | -10.61% | -21.82% | -19.54% | 6.55% | 27.83% | -5.24% | 19.36% |
AE5A.DE Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist | 27.41% | 19.26% | 14.36% | 5.58% | -14.19% | 4.19% | 7.49% | 21.04% | -11.21% | 20.83% |
Correlation
The correlation between IQQ9.DE and AE5A.DE is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2011 | 0.87 |
Over the past year, the correlation between IQQ9.DE and AE5A.DE has dropped to 0.67 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
IQQ9.DE vs. AE5A.DE — Risk / Return Rank
IQQ9.DE
AE5A.DE
IQQ9.DE vs. AE5A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares BIC 50 UCITS ETF (IQQ9.DE) and Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.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.
| IQQ9.DE | AE5A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.99 | ||
| Sortino ratioReturn per unit of downside risk | -3.89 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.50 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 4.80 | -5.00 |
| Martin ratioReturn relative to average drawdown | -0.45 | 17.35 | -17.80 |
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
| IQQ9.DE | AE5A.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 2.79 | -2.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.51 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.53 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.42 | -0.41 |
Drawdowns
IQQ9.DE vs. AE5A.DE - Drawdown Comparison
The maximum IQQ9.DE drawdown since its inception was -65.58%, which is greater than AE5A.DE's maximum drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for IQQ9.DE and AE5A.DE.
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Drawdown Indicators
| IQQ9.DE | AE5A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -36.16% | -29.42% |
Max Drawdown (1Y)Largest decline over 1 year | -18.80% | -10.34% | -8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -22.76% | -19.22% | -3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -52.28% | -23.47% | -28.81% |
Max Drawdown (10Y)Largest decline over 10 years | -58.63% | -32.24% | -26.39% |
Current DrawdownCurrent decline from peak | -41.26% | -2.56% | -38.70% |
Average DrawdownAverage peak-to-trough decline | -27.71% | -9.72% | -17.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 2.87% | +5.64% |
Volatility
IQQ9.DE vs. AE5A.DE - Volatility Comparison
iShares BIC 50 UCITS ETF (IQQ9.DE) and Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist (AE5A.DE) have volatilities of 7.44% and 7.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQ9.DE | AE5A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 7.32% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 14.97% | -1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 17.82% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.68% | 17.23% | +11.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.48% | 19.05% | +6.43% |
IQQ9.DE vs. AE5A.DE - Expense Ratio Comparison
IQQ9.DE has a 0.74% expense ratio, which is higher than AE5A.DE's 0.14% expense ratio.
Dividends
IQQ9.DE vs. AE5A.DE - Dividend Comparison
IQQ9.DE's dividend yield for the trailing twelve months is around 1.60%, less than AE5A.DE's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AE5A.DE Amundi Core MSCI Emerging Markets Swap UCITS ETF Dist | 1.69% | 2.15% | 3.38% | 3.80% | 2.44% | 1.62% | 1.71% | 2.01% | 2.17% | 0.00% | 0.00% | 0.00% |
IQQ9.DE iShares BIC 50 UCITS ETF | 1.60% | 1.78% | 2.75% | 2.66% | 3.70% | 1.62% | 1.51% | 2.03% | 3.03% | 1.99% | 1.83% | 2.71% |
Frequently Asked Questions
IQQ9.DE and AE5A.DE have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AE5A.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AE5A.DE is cheaper with a 0.14% expense ratio, compared with 0.74% for IQQ9.DE.
IQQ9.DE tracks FTSE BIC 50 Net of Tax Index, while AE5A.DE tracks MSCI Emerging Markets Index. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.74% for IQQ9.DE and 0.14% for AE5A.DE.
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