IQQA.DE vs. EXSG.DE
IQQA.DE (iShares Euro Dividend UCITS ETF) and EXSG.DE (iShares EURO STOXX Select Dividend 30 UCITS ETF (DE)) are both exchange-traded funds - IQQA.DE is a Dividend fund tracking the EURO STOXX® Select Dividend 30, while EXSG.DE is a Europe Equities fund tracking the EURO STOXX® Select Dividend 30. Both are passively managed. Over the past 10 years, IQQA.DE returned 7.33%/yr vs 7.41%/yr for EXSG.DE. Their correlation of 0.89 suggests significant overlap in exposure. IQQA.DE charges 0.40%/yr vs 0.32%/yr for EXSG.DE.
Performance
IQQA.DE vs. EXSG.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IQQA.DE having a 7.95% return and EXSG.DE slightly higher at 7.97%. Both investments have delivered pretty close results over the past 10 years, with IQQA.DE having a 7.33% annualized return and EXSG.DE not far ahead at 7.41%.
IQQA.DE
- 1D
- 0.27%
- 1M
- 1.04%
- YTD
- 7.95%
- 6M
- 10.88%
- 1Y
- 20.58%
- 3Y*
- 19.98%
- 5Y*
- 9.05%
- 10Y*
- 7.33%
EXSG.DE
- 1D
- 0.33%
- 1M
- 1.17%
- YTD
- 7.97%
- 6M
- 10.98%
- 1Y
- 20.85%
- 3Y*
- 20.16%
- 5Y*
- 9.16%
- 10Y*
- 7.41%
IQQA.DE vs. EXSG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQA.DE iShares Euro Dividend UCITS ETF | 7.95% | 42.50% | 7.96% | 4.24% | -13.42% | 23.41% | -17.74% | 22.60% | -11.42% | 10.01% |
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 7.97% | 43.07% | 7.93% | 4.12% | -13.46% | 23.87% | -18.07% | 22.83% | -11.04% | 10.11% |
Correlation
The correlation between IQQA.DE and EXSG.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2006 | 0.89 |
The correlation between IQQA.DE and EXSG.DE shifts across timeframes, from 0.89 (all time) to 1.00 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IQQA.DE vs. EXSG.DE — Risk / Return Rank
IQQA.DE
EXSG.DE
IQQA.DE vs. EXSG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Dividend UCITS ETF (IQQA.DE) and iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.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.
| IQQA.DE | EXSG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.33 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 2.71 | -0.03 |
| Martin ratioReturn relative to average drawdown | 8.25 | 8.47 | -0.22 |
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
| IQQA.DE | EXSG.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.80 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.42 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.27 | -0.08 |
Drawdowns
IQQA.DE vs. EXSG.DE - Drawdown Comparison
The maximum IQQA.DE drawdown since its inception was -71.63%, roughly equal to the maximum EXSG.DE drawdown of -70.80%. Use the drawdown chart below to compare losses from any high point for IQQA.DE and EXSG.DE.
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Drawdown Indicators
| IQQA.DE | EXSG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.63% | -70.80% | -0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -7.84% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -12.87% | -12.86% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -24.70% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -43.45% | +1.22% |
Current DrawdownCurrent decline from peak | -1.54% | -1.33% | -0.21% |
Average DrawdownAverage peak-to-trough decline | -22.73% | -21.25% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.51% | +0.03% |
Volatility
IQQA.DE vs. EXSG.DE - Volatility Comparison
iShares Euro Dividend UCITS ETF (IQQA.DE) and iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) (EXSG.DE) have volatilities of 3.40% and 3.34%, 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
| IQQA.DE | EXSG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 3.34% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 9.52% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.64% | 11.77% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 14.75% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 17.72% | -0.44% |
IQQA.DE vs. EXSG.DE - Expense Ratio Comparison
IQQA.DE has a 0.40% expense ratio, which is higher than EXSG.DE's 0.32% expense ratio.
Dividends
IQQA.DE vs. EXSG.DE - Dividend Comparison
IQQA.DE's dividend yield for the trailing twelve months is around 3.99%, less than EXSG.DE's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSG.DE iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 4.10% | 4.47% | 5.94% | 5.72% | 5.29% | 3.91% | 3.22% | 4.60% | 5.06% | 7.36% | 4.78% | 4.24% |
IQQA.DE iShares Euro Dividend UCITS ETF | 3.99% | 4.35% | 5.86% | 5.83% | 5.26% | 3.68% | 3.54% | 4.81% | 4.81% | 3.90% | 3.96% | 3.98% |
Frequently Asked Questions
With a correlation of 0.99, IQQA.DE and EXSG.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, EXSG.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSG.DE is cheaper with a 0.32% expense ratio, compared with 0.40% for IQQA.DE.
IQQA.DE is categorized as Dividend, while EXSG.DE is Europe Equities. Both ETFs track EURO STOXX® Select Dividend 30. Their fees differ too: 0.40% for IQQA.DE and 0.32% for EXSG.DE.
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