IQQD.DE vs. WTES.DE
IQQD.DE (iShares UK Dividend UCITS ETF GBP Distributing) and WTES.DE (WisdomTree Europe SmallCap Dividend UCITS ETF) are both Dividend funds - IQQD.DE tracks the FTSE UK Dividend+ Index while WTES.DE tracks the WisdomTree Europe SmallCap Dividend UCITS Index Euro. Both are passively managed. Over the past 10 years, IQQD.DE returned 7.16%/yr vs 7.75%/yr for WTES.DE. A 0.71 correlation means they provide meaningful diversification when combined. IQQD.DE charges 0.40%/yr vs 0.38%/yr for WTES.DE.
Performance
IQQD.DE vs. WTES.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQD.DE achieves a 16.37% return, which is significantly higher than WTES.DE's 7.11% return. Over the past 10 years, IQQD.DE has underperformed WTES.DE with an annualized return of 7.16%, while WTES.DE has yielded a comparatively higher 7.75% annualized return.
IQQD.DE
- 1D
- 0.50%
- 1M
- 5.65%
- 6M
- 12.35%
- YTD
- 16.37%
- 1Y
- 31.00%
- 3Y*
- 22.79%
- 5Y*
- 13.40%
- 10Y*
- 7.16%
WTES.DE
- 1D
- -1.30%
- 1M
- 0.03%
- 6M
- 3.90%
- YTD
- 7.11%
- 1Y
- 10.66%
- 3Y*
- 12.04%
- 5Y*
- 5.73%
- 10Y*
- 7.75%
IQQD.DE vs. WTES.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 16.37% | 26.39% | 16.75% | 8.08% | -7.53% | 30.74% | -21.22% | 27.14% | -15.15% | 1.82% |
WTES.DE WisdomTree Europe SmallCap Dividend UCITS ETF | 7.11% | 17.37% | 5.33% | 10.89% | -15.66% | 27.92% | -4.86% | 31.22% | -18.52% | 16.96% |
Correlation
The correlation between IQQD.DE and WTES.DE is 0.60, 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 | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.67 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2015 | 0.71 |
The correlation between IQQD.DE and WTES.DE shifts across timeframes, from 0.60 (1 year) to 0.72 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IQQD.DE vs. WTES.DE — Risk / Return Rank
IQQD.DE
WTES.DE
IQQD.DE vs. WTES.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) and WisdomTree Europe SmallCap Dividend UCITS ETF (WTES.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IQQD.DE | WTES.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.60 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.16 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 3.41 | 1.27 | +2.14 |
| Martin ratioReturn relative to average drawdown | 12.07 | 4.00 | +8.07 |
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Drawdowns
IQQD.DE vs. WTES.DE - Drawdown Comparison
The maximum IQQD.DE drawdown since its inception was -71.98%, which is greater than WTES.DE's maximum drawdown of -44.21%. Use the drawdown chart below to compare losses from any high point for IQQD.DE and WTES.DE.
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Drawdown Indicators
| IQQD.DE | WTES.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -44.21% | -27.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -8.34% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -14.05% | -13.40% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -26.53% | +2.98% |
Max Drawdown (10Y)Largest decline over 10 years | -49.91% | -44.21% | -5.70% |
Current DrawdownCurrent decline from peak | 0.00% | -1.47% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -24.34% | -7.47% | -16.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 2.66% | -0.10% |
Volatility
IQQD.DE vs. WTES.DE - Volatility Comparison
iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) and WisdomTree Europe SmallCap Dividend UCITS ETF (WTES.DE) have volatilities of 3.06% and 3.00%, 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
| IQQD.DE | WTES.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.00% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 10.06% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 12.45% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.14% | 15.71% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 16.15% | +2.49% |
IQQD.DE vs. WTES.DE - Expense Ratio Comparison
IQQD.DE has a 0.40% expense ratio, which is higher than WTES.DE's 0.38% expense ratio.
Dividends
IQQD.DE vs. WTES.DE - Dividend Comparison
IQQD.DE's dividend yield for the trailing twelve months is around 4.54%, more than WTES.DE's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 4.54% | 4.93% | 5.74% | 5.40% | 6.59% | 5.55% | 4.02% | 5.50% | 7.02% | 5.30% | 5.09% | 5.76% |
WTES.DE WisdomTree Europe SmallCap Dividend UCITS ETF | 3.84% | 4.67% | 4.81% | 4.47% | 4.24% | 2.04% | 1.78% | 3.33% | 3.67% | 2.58% | 0.40% | 2.47% |
Frequently Asked Questions
IQQD.DE and WTES.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTES.DE is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTES.DE is cheaper with a 0.38% expense ratio, compared with 0.40% for IQQD.DE.
IQQD.DE tracks FTSE UK Dividend+ Index, while WTES.DE tracks WisdomTree Europe SmallCap Dividend UCITS Index Euro. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IQQD.DE and 0.38% for WTES.DE.
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