IQQC.DE vs. FXI
Compare and contrast key facts about iShares China Large Cap UCITS ETF (IQQC.DE) and iShares China Large-Cap ETF (FXI).
IQQC.DE and FXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQC.DE is a passively managed fund by iShares that tracks the performance of the FTSE China 50. It was launched on Oct 21, 2004. FXI is a passively managed fund by iShares that tracks the performance of the FTSE China 25 Index. It was launched on Oct 5, 2004. Both IQQC.DE and FXI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQQC.DE or FXI.
Key characteristics
| IQQC.DE | FXI | |
|---|---|---|
| YTD Return | 33.27% | 31.38% |
| 1Y Return | 21.26% | 25.71% |
| 3Y Return (Ann) | -3.95% | -5.08% |
| 5Y Return (Ann) | -3.96% | -3.75% |
| 10Y Return (Ann) | 1.23% | 0.13% |
| Sharpe Ratio | 0.72 | 0.74 |
| Sortino Ratio | 1.23 | 1.28 |
| Omega Ratio | 1.15 | 1.16 |
| Calmar Ratio | 0.38 | 0.41 |
| Martin Ratio | 1.86 | 2.26 |
| Ulcer Index | 11.30% | 10.63% |
| Daily Std Dev | 28.97% | 32.51% |
| Max Drawdown | -67.50% | -72.68% |
| Current Drawdown | -33.04% | -37.81% |
Correlation
The correlation between IQQC.DE and FXI is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IQQC.DE vs. FXI - Performance Comparison
In the year-to-date period, IQQC.DE achieves a 33.27% return, which is significantly higher than FXI's 31.38% return. Over the past 10 years, IQQC.DE has outperformed FXI with an annualized return of 1.23%, while FXI has yielded a comparatively lower 0.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IQQC.DE vs. FXI - Expense Ratio Comparison
Both IQQC.DE and FXI have an expense ratio of 0.74%.
Risk-Adjusted Performance
IQQC.DE vs. FXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares China Large Cap UCITS ETF (IQQC.DE) and iShares China Large-Cap ETF (FXI). 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.
Dividends
IQQC.DE vs. FXI - Dividend Comparison
IQQC.DE has not paid dividends to shareholders, while FXI's dividend yield for the trailing twelve months is around 2.20%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQC.DE iShares China Large Cap UCITS ETF | 0.00% | 0.00% | 2.51% | 1.85% | 2.51% | 2.45% | 3.03% | 2.38% | 2.33% | 2.63% | 2.36% | 0.00% |
FXI iShares China Large-Cap ETF | 2.20% | 3.17% | 2.61% | 1.60% | 2.19% | 2.74% | 2.69% | 2.31% | 2.69% | 2.90% | 2.51% | 2.64% |
Drawdowns
IQQC.DE vs. FXI - Drawdown Comparison
The maximum IQQC.DE drawdown since its inception was -67.50%, smaller than the maximum FXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for IQQC.DE and FXI. For additional features, visit the drawdowns tool.
Volatility
IQQC.DE vs. FXI - Volatility Comparison
iShares China Large Cap UCITS ETF (IQQC.DE) and iShares China Large-Cap ETF (FXI) have volatilities of 12.00% and 12.29%, 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.