IQQ9.DE vs. SPYV.DE
IQQ9.DE (iShares BIC 50 UCITS ETF) and SPYV.DE (SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist)) are both Emerging Markets Equities funds - IQQ9.DE tracks the FTSE BIC 50 Net of Tax Index while SPYV.DE tracks the S&P Emerging Markets High Yield Dividend Aristocrats. Both are passively managed. Over the past 10 years, IQQ9.DE returned 2.77%/yr vs 6.23%/yr for SPYV.DE. A 0.74 correlation means they provide meaningful diversification when combined. IQQ9.DE charges 0.74%/yr vs 0.55%/yr for SPYV.DE.
Performance
IQQ9.DE vs. SPYV.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 SPYV.DE's 5.71% return. Over the past 10 years, IQQ9.DE has underperformed SPYV.DE with an annualized return of 2.77%, while SPYV.DE has yielded a comparatively higher 6.23% 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%
SPYV.DE
- 1D
- -0.23%
- 1M
- -2.71%
- YTD
- 5.71%
- 6M
- 3.72%
- 1Y
- 10.59%
- 3Y*
- 9.94%
- 5Y*
- 6.00%
- 10Y*
- 6.23%
IQQ9.DE vs. SPYV.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% |
SPYV.DE SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) | 5.71% | 6.33% | 21.05% | 1.39% | -2.70% | 6.51% | -11.03% | 15.10% | -2.00% | 11.76% |
Correlation
The correlation between IQQ9.DE and SPYV.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2011 | 0.74 |
Over the past year, the correlation between IQQ9.DE and SPYV.DE has dropped to 0.52 - well below their long-term average of 0.74, suggesting their price drivers have been diverging.
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Return for Risk
IQQ9.DE vs. SPYV.DE — Risk / Return Rank
IQQ9.DE
SPYV.DE
IQQ9.DE vs. SPYV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares BIC 50 UCITS ETF (IQQ9.DE) and SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.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 | SPYV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.16 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 1.31 | -1.52 |
| Martin ratioReturn relative to average drawdown | -0.45 | 3.29 | -3.74 |
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 | SPYV.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 0.92 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.40 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.36 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.18 | -0.17 |
Drawdowns
IQQ9.DE vs. SPYV.DE - Drawdown Comparison
The maximum IQQ9.DE drawdown since its inception was -65.58%, which is greater than SPYV.DE's maximum drawdown of -43.79%. Use the drawdown chart below to compare losses from any high point for IQQ9.DE and SPYV.DE.
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Drawdown Indicators
| IQQ9.DE | SPYV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -43.79% | -21.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.80% | -8.15% | -10.65% |
Max Drawdown (3Y)Largest decline over 3 years | -22.76% | -16.93% | -5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -52.28% | -17.58% | -34.70% |
Max Drawdown (10Y)Largest decline over 10 years | -58.63% | -38.19% | -20.44% |
Current DrawdownCurrent decline from peak | -41.26% | -5.09% | -36.17% |
Average DrawdownAverage peak-to-trough decline | -27.71% | -12.48% | -15.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 3.26% | +5.25% |
Volatility
IQQ9.DE vs. SPYV.DE - Volatility Comparison
iShares BIC 50 UCITS ETF (IQQ9.DE) has a higher volatility of 7.44% compared to SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) (SPYV.DE) at 3.51%. This indicates that IQQ9.DE's price experiences larger fluctuations and is considered to be riskier than SPYV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQ9.DE | SPYV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 3.51% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 8.37% | +5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 11.72% | +7.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.68% | 15.03% | +13.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.48% | 17.36% | +8.12% |
IQQ9.DE vs. SPYV.DE - Expense Ratio Comparison
IQQ9.DE has a 0.74% expense ratio, which is higher than SPYV.DE's 0.55% expense ratio.
Dividends
IQQ9.DE vs. SPYV.DE - Dividend Comparison
IQQ9.DE's dividend yield for the trailing twelve months is around 1.60%, less than SPYV.DE's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPYV.DE SPDR S&P Emerging Markets Dividend Aristocrats UCITS ETF (Dist) | 3.83% | 3.96% | 4.01% | 4.96% | 4.71% | 3.21% | 3.29% | 3.59% | 3.58% | 2.96% | 4.34% | 5.98% |
Frequently Asked Questions
IQQ9.DE and SPYV.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SPYV.DE is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SPYV.DE is cheaper with a 0.55% expense ratio, compared with 0.74% for IQQ9.DE.
IQQ9.DE tracks FTSE BIC 50 Net of Tax Index, while SPYV.DE tracks S&P Emerging Markets High Yield Dividend Aristocrats. They also come from different issuers: iShares and State Street. Their fees differ too: 0.74% for IQQ9.DE and 0.55% for SPYV.DE.
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