IQQ9.DE vs. UEF5.DE
IQQ9.DE (iShares BIC 50 UCITS ETF) and UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) are both Emerging Markets Equities funds - IQQ9.DE tracks the FTSE BIC 50 Net of Tax Index while UEF5.DE tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, IQQ9.DE returned 2.77%/yr vs 9.52%/yr for UEF5.DE. Their correlation of 0.80 suggests significant overlap in exposure. IQQ9.DE charges 0.74%/yr vs 0.24%/yr for UEF5.DE.
Performance
IQQ9.DE vs. UEF5.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 UEF5.DE's 34.15% return. Over the past 10 years, IQQ9.DE has underperformed UEF5.DE with an annualized return of 2.77%, while UEF5.DE has yielded a comparatively higher 9.52% 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%
UEF5.DE
- 1D
- -1.52%
- 1M
- 6.86%
- YTD
- 34.15%
- 6M
- 35.47%
- 1Y
- 59.20%
- 3Y*
- 24.16%
- 5Y*
- 10.12%
- 10Y*
- 9.52%
IQQ9.DE vs. UEF5.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% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 34.15% | 21.04% | 15.43% | 3.76% | -15.31% | 7.01% | 5.32% | 14.48% | -7.65% | 16.40% |
Correlation
The correlation between IQQ9.DE and UEF5.DE is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2014 | 0.80 |
The correlation between IQQ9.DE and UEF5.DE shifts across timeframes, from 0.61 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IQQ9.DE vs. UEF5.DE — Risk / Return Rank
IQQ9.DE
UEF5.DE
IQQ9.DE vs. UEF5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares BIC 50 UCITS ETF (IQQ9.DE) and UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.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 | UEF5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.35 | ||
| Sortino ratioReturn per unit of downside risk | -4.35 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.55 | -0.57 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 6.29 | -6.50 |
| Martin ratioReturn relative to average drawdown | -0.45 | 21.83 | -22.28 |
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 | UEF5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 3.14 | -3.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.23 | 0.57 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.50 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.41 | -0.40 |
Drawdowns
IQQ9.DE vs. UEF5.DE - Drawdown Comparison
The maximum IQQ9.DE drawdown since its inception was -65.58%, which is greater than UEF5.DE's maximum drawdown of -36.71%. Use the drawdown chart below to compare losses from any high point for IQQ9.DE and UEF5.DE.
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Drawdown Indicators
| IQQ9.DE | UEF5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.58% | -36.71% | -28.87% |
Max Drawdown (1Y)Largest decline over 1 year | -18.80% | -9.52% | -9.28% |
Max Drawdown (3Y)Largest decline over 3 years | -22.76% | -20.41% | -2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -52.28% | -24.34% | -27.94% |
Max Drawdown (10Y)Largest decline over 10 years | -58.63% | -36.71% | -21.92% |
Current DrawdownCurrent decline from peak | -41.26% | -2.55% | -38.71% |
Average DrawdownAverage peak-to-trough decline | -27.71% | -9.99% | -17.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 2.75% | +5.76% |
Volatility
IQQ9.DE vs. UEF5.DE - Volatility Comparison
The current volatility for iShares BIC 50 UCITS ETF (IQQ9.DE) is 7.44%, while UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) has a volatility of 8.72%. This indicates that IQQ9.DE experiences smaller price fluctuations and is considered to be less risky than UEF5.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 | UEF5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.44% | 8.72% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 15.86% | -2.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.82% | 19.10% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.68% | 17.66% | +11.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.48% | 18.88% | +6.60% |
IQQ9.DE vs. UEF5.DE - Expense Ratio Comparison
IQQ9.DE has a 0.74% expense ratio, which is higher than UEF5.DE's 0.24% expense ratio.
Dividends
IQQ9.DE vs. UEF5.DE - Dividend Comparison
IQQ9.DE's dividend yield for the trailing twelve months is around 1.60%, more than UEF5.DE's 1.58% 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% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.58% | 2.19% | 1.73% | 2.36% | 2.19% | 1.32% | 1.89% | 2.00% | 2.16% | 2.00% | 2.30% | 1.65% |
Frequently Asked Questions
IQQ9.DE and UEF5.DE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UEF5.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEF5.DE is cheaper with a 0.24% expense ratio, compared with 0.74% for IQQ9.DE.
IQQ9.DE tracks FTSE BIC 50 Net of Tax Index, while UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.74% for IQQ9.DE and 0.24% for UEF5.DE.
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