IQQH.DE vs. IXC
Compare and contrast key facts about iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) and iShares Global Energy ETF (IXC).
IQQH.DE and IXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQH.DE is a passively managed fund by iShares that tracks the performance of the S&P Global Clean Energy. It was launched on Jul 9, 2007. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. Both IQQH.DE and IXC 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: IQQH.DE or IXC.
Key characteristics
| IQQH.DE | IXC | |
|---|---|---|
| YTD Return | -7.81% | 10.87% |
| 1Y Return | -23.06% | 22.04% |
| 3Y Return (Ann) | -7.97% | 21.85% |
| 5Y Return (Ann) | 9.62% | 10.86% |
| 10Y Return (Ann) | 8.09% | 3.24% |
| Sharpe Ratio | -1.02 | 1.42 |
| Daily Std Dev | 22.67% | 16.95% |
| Max Drawdown | -86.09% | -67.88% |
| Current Drawdown | -50.24% | -3.13% |
Correlation
The correlation between IQQH.DE and IXC is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IQQH.DE vs. IXC - Performance Comparison
In the year-to-date period, IQQH.DE achieves a -7.81% return, which is significantly lower than IXC's 10.87% return. Over the past 10 years, IQQH.DE has outperformed IXC with an annualized return of 8.09%, while IXC has yielded a comparatively lower 3.24% 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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IQQH.DE vs. IXC - Expense Ratio Comparison
IQQH.DE has a 0.65% expense ratio, which is higher than IXC's 0.46% expense ratio.
Risk-Adjusted Performance
IQQH.DE vs. IXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) and iShares Global Energy ETF (IXC). 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
IQQH.DE vs. IXC - Dividend Comparison
IQQH.DE's dividend yield for the trailing twelve months is around 2.20%, less than IXC's 3.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQH.DE iShares Global Clean Energy UCITS ETF USD (Dist) | 2.20% | 1.72% | 0.83% | 1.23% | 0.79% | 2.89% | 3.30% | 4.82% | 4.72% | 2.86% | 2.81% | 2.25% |
IXC iShares Global Energy ETF | 3.11% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% | 2.48% |
Drawdowns
IQQH.DE vs. IXC - Drawdown Comparison
The maximum IQQH.DE drawdown since its inception was -86.09%, which is greater than IXC's maximum drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for IQQH.DE and IXC. For additional features, visit the drawdowns tool.
Volatility
IQQH.DE vs. IXC - Volatility Comparison
iShares Global Clean Energy UCITS ETF USD (Dist) (IQQH.DE) has a higher volatility of 5.74% compared to iShares Global Energy ETF (IXC) at 4.12%. This indicates that IQQH.DE's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.