IQQG.DE vs. EUPA.DE
IQQG.DE (iShares Euro Total Market Growth Large UCITS ETF) and EUPA.DE (Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)) are both Europe Equities funds - IQQG.DE tracks the EURO STOXX® Total Market (TMI) Growth Large while EUPA.DE tracks the Shiller Barclays CAPE® Global Sector. Both are passively managed. Over the past 3 years, IQQG.DE returned 11.38%/yr vs 17.95%/yr for EUPA.DE. A 0.59 correlation means they provide meaningful diversification when combined. IQQG.DE charges 0.40%/yr vs 0.65%/yr for EUPA.DE.
Performance
IQQG.DE vs. EUPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQG.DE achieves a 11.22% return, which is significantly higher than EUPA.DE's 8.36% return.
IQQG.DE
- 1D
- 0.60%
- 1M
- 4.08%
- YTD
- 11.22%
- 6M
- 11.01%
- 1Y
- 14.28%
- 3Y*
- 11.38%
- 5Y*
- 8.75%
- 10Y*
- 10.04%
EUPA.DE
- 1D
- 0.63%
- 1M
- -0.88%
- YTD
- 8.36%
- 6M
- 9.89%
- 1Y
- 17.44%
- 3Y*
- 17.95%
- 5Y*
- —
- 10Y*
- —
IQQG.DE vs. EUPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQQG.DE iShares Euro Total Market Growth Large UCITS ETF | 11.22% | 11.02% | 9.86% | 7.62% |
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 8.36% | 18.38% | 13.54% | 11.13% |
Correlation
The correlation between IQQG.DE and EUPA.DE is 0.54, 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 | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2023 | 0.59 |
The correlation between IQQG.DE and EUPA.DE has been stable across timeframes, ranging from 0.54 to 0.59 - a consistent structural relationship.
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Return for Risk
IQQG.DE vs. EUPA.DE — Risk / Return Rank
IQQG.DE
EUPA.DE
IQQG.DE vs. EUPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Euro Total Market Growth Large UCITS ETF (IQQG.DE) and Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.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.
| IQQG.DE | EUPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.28 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.02 | -0.87 |
| Martin ratioReturn relative to average drawdown | 3.72 | 7.49 | -3.77 |
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
| IQQG.DE | EUPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.57 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.30 | -1.00 |
Drawdowns
IQQG.DE vs. EUPA.DE - Drawdown Comparison
The maximum IQQG.DE drawdown since its inception was -57.23%, which is greater than EUPA.DE's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for IQQG.DE and EUPA.DE.
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Drawdown Indicators
| IQQG.DE | EUPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.23% | -10.28% | -46.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.50% | -8.44% | -4.06% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -10.28% | -9.67% |
Max Drawdown (5Y)Largest decline over 5 years | -28.16% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -34.51% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -2.77% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -14.07% | -1.91% | -12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.87% | 2.28% | +1.59% |
Volatility
IQQG.DE vs. EUPA.DE - Volatility Comparison
iShares Euro Total Market Growth Large UCITS ETF (IQQG.DE) has a higher volatility of 6.49% compared to Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) at 3.63%. This indicates that IQQG.DE's price experiences larger fluctuations and is considered to be riskier than EUPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQG.DE | EUPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 3.63% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 15.75% | 9.03% | +6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 10.84% | +7.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.69% | 12.40% | +7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.71% | 12.40% | +6.31% |
IQQG.DE vs. EUPA.DE - Expense Ratio Comparison
IQQG.DE has a 0.40% expense ratio, which is lower than EUPA.DE's 0.65% expense ratio.
Dividends
IQQG.DE vs. EUPA.DE - Dividend Comparison
IQQG.DE's dividend yield for the trailing twelve months is around 1.08%, while EUPA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQQG.DE iShares Euro Total Market Growth Large UCITS ETF | 1.08% | 1.04% | 0.98% | 0.94% | 1.00% | 0.55% | 0.99% | 1.38% | 1.57% | 1.57% | 1.80% | 1.70% |
Frequently Asked Questions
IQQG.DE and EUPA.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQQG.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQG.DE is cheaper with a 0.40% expense ratio, compared with 0.65% for EUPA.DE.
IQQG.DE tracks EURO STOXX® Total Market (TMI) Growth Large, while EUPA.DE tracks Shiller Barclays CAPE® Global Sector. They also come from different issuers: iShares and Franklin Templeton. Their fees differ too: 0.40% for IQQG.DE and 0.65% for EUPA.DE.
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