IQQD.DE vs. WTEU.DE
IQQD.DE (iShares UK Dividend UCITS ETF GBP Distributing) and WTEU.DE (WisdomTree US Equity Income UCITS ETF) are both Dividend funds - IQQD.DE tracks the FTSE UK Dividend+ Index while WTEU.DE tracks the WisdomTree US Equity Income UCITS Index. Both are passively managed. Over the past 10 years, IQQD.DE returned 7.05%/yr vs 7.94%/yr for WTEU.DE. A 0.57 correlation means they provide meaningful diversification when combined. IQQD.DE charges 0.40%/yr vs 0.29%/yr for WTEU.DE.
Performance
IQQD.DE vs. WTEU.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with IQQD.DE having a 14.92% return and WTEU.DE slightly lower at 14.83%. Over the past 10 years, IQQD.DE has underperformed WTEU.DE with an annualized return of 7.05%, while WTEU.DE has yielded a comparatively higher 7.94% annualized return.
IQQD.DE
- 1D
- 1.02%
- 1M
- 4.24%
- 6M
- 12.70%
- YTD
- 14.92%
- 1Y
- 30.31%
- 3Y*
- 22.38%
- 5Y*
- 13.12%
- 10Y*
- 7.05%
WTEU.DE
- 1D
- -0.60%
- 1M
- 3.45%
- 6M
- 11.01%
- YTD
- 14.83%
- 1Y
- 24.32%
- 3Y*
- 15.10%
- 5Y*
- 11.50%
- 10Y*
- 7.94%
IQQD.DE vs. WTEU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 14.92% | 26.39% | 16.75% | 8.08% | -7.53% | 30.74% | -21.22% | 27.14% | -15.15% | 1.82% |
WTEU.DE WisdomTree US Equity Income UCITS ETF | 14.83% | -0.26% | 22.63% | -3.52% | 13.33% | 34.75% | -14.99% | 23.58% | -4.25% | -2.38% |
Correlation
The correlation between IQQD.DE and WTEU.DE is 0.53, 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 | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2014 | 0.57 |
The correlation between IQQD.DE and WTEU.DE has been stable across timeframes, ranging from 0.53 to 0.57 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IQQD.DE vs. WTEU.DE — Risk / Return Rank
IQQD.DE
WTEU.DE
IQQD.DE vs. WTEU.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 US Equity Income UCITS ETF (WTEU.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 | WTEU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.39 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 4.32 | -0.98 |
| Martin ratioReturn relative to average drawdown | 11.80 | 14.20 | -2.40 |
Loading charts...
Drawdowns
IQQD.DE vs. WTEU.DE - Drawdown Comparison
The maximum IQQD.DE drawdown since its inception was -71.98%, which is greater than WTEU.DE's maximum drawdown of -36.46%. Use the drawdown chart below to compare losses from any high point for IQQD.DE and WTEU.DE.
Loading charts...
Drawdown Indicators
| IQQD.DE | WTEU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -36.46% | -35.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -5.97% | -3.07% |
Max Drawdown (3Y)Largest decline over 3 years | -14.05% | -20.72% | +6.67% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -20.72% | -2.83% |
Max Drawdown (10Y)Largest decline over 10 years | -49.91% | -36.46% | -13.45% |
Current DrawdownCurrent decline from peak | 0.00% | -0.79% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -24.34% | -7.96% | -16.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.82% | +0.74% |
Volatility
IQQD.DE vs. WTEU.DE - Volatility Comparison
iShares UK Dividend UCITS ETF GBP Distributing (IQQD.DE) has a higher volatility of 3.35% compared to WisdomTree US Equity Income UCITS ETF (WTEU.DE) at 3.07%. This indicates that IQQD.DE's price experiences larger fluctuations and is considered to be riskier than WTEU.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IQQD.DE | WTEU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 3.07% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 8.36% | +2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.60% | 11.27% | +1.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.15% | 14.54% | +0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.64% | 17.52% | +1.12% |
IQQD.DE vs. WTEU.DE - Expense Ratio Comparison
IQQD.DE has a 0.40% expense ratio, which is higher than WTEU.DE's 0.29% expense ratio.
Dividends
IQQD.DE vs. WTEU.DE - Dividend Comparison
IQQD.DE's dividend yield for the trailing twelve months is around 4.59%, more than WTEU.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQD.DE iShares UK Dividend UCITS ETF GBP Distributing | 4.59% | 4.93% | 5.74% | 5.40% | 6.59% | 5.55% | 4.02% | 5.50% | 7.02% | 5.30% | 5.09% | 5.76% |
WTEU.DE WisdomTree US Equity Income UCITS ETF | 2.58% | 2.96% | 2.85% | 3.48% | 2.97% | 2.78% | 3.82% | 2.20% | 3.11% | 2.77% | 2.66% | 2.47% |
Frequently Asked Questions
IQQD.DE and WTEU.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTEU.DE is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTEU.DE is cheaper with a 0.29% expense ratio, compared with 0.40% for IQQD.DE.
IQQD.DE tracks FTSE UK Dividend+ Index, while WTEU.DE tracks WisdomTree US Equity Income UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IQQD.DE and 0.29% for WTEU.DE.
Find the right allocation for IQQD.DE and WTEU.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer