IQQP.DE vs. IYR
Compare and contrast key facts about iShares European Property Yield UCITS ETF (IQQP.DE) and iShares U.S. Real Estate ETF (IYR).
IQQP.DE and IYR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQP.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Europe ex UK Dividend+. It was launched on Nov 4, 2005. IYR is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Real Estate Index. It was launched on Jun 12, 2000. Both IQQP.DE and IYR 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: IQQP.DE or IYR.
Key characteristics
| IQQP.DE | IYR | |
|---|---|---|
| YTD Return | 0.44% | 8.93% |
| 1Y Return | 20.22% | 29.48% |
| 3Y Return (Ann) | -10.06% | -1.08% |
| 5Y Return (Ann) | -5.38% | 4.02% |
| 10Y Return (Ann) | 2.51% | 6.10% |
| Sharpe Ratio | 0.85 | 1.67 |
| Sortino Ratio | 1.32 | 2.41 |
| Omega Ratio | 1.15 | 1.30 |
| Calmar Ratio | 0.37 | 0.95 |
| Martin Ratio | 2.88 | 6.38 |
| Ulcer Index | 5.34% | 4.46% |
| Daily Std Dev | 19.23% | 16.99% |
| Max Drawdown | -64.70% | -74.13% |
| Current Drawdown | -32.04% | -9.21% |
Correlation
The correlation between IQQP.DE and IYR is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IQQP.DE vs. IYR - Performance Comparison
In the year-to-date period, IQQP.DE achieves a 0.44% return, which is significantly lower than IYR's 8.93% return. Over the past 10 years, IQQP.DE has underperformed IYR with an annualized return of 2.51%, while IYR has yielded a comparatively higher 6.10% 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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IQQP.DE vs. IYR - Expense Ratio Comparison
IQQP.DE has a 0.40% expense ratio, which is lower than IYR's 0.42% expense ratio.
Risk-Adjusted Performance
IQQP.DE vs. IYR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares European Property Yield UCITS ETF (IQQP.DE) and iShares U.S. Real Estate ETF (IYR). 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
IQQP.DE vs. IYR - Dividend Comparison
IQQP.DE's dividend yield for the trailing twelve months is around 2.85%, more than IYR's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQP.DE iShares European Property Yield UCITS ETF | 2.85% | 2.65% | 4.34% | 2.07% | 2.64% | 2.92% | 3.33% | 2.83% | 2.61% | 2.62% | 2.96% | 3.04% |
IYR iShares U.S. Real Estate ETF | 2.41% | 2.75% | 2.92% | 2.06% | 2.58% | 3.05% | 3.53% | 3.73% | 4.41% | 3.92% | 3.66% | 3.78% |
Drawdowns
IQQP.DE vs. IYR - Drawdown Comparison
The maximum IQQP.DE drawdown since its inception was -64.70%, smaller than the maximum IYR drawdown of -74.13%. Use the drawdown chart below to compare losses from any high point for IQQP.DE and IYR. For additional features, visit the drawdowns tool.
Volatility
IQQP.DE vs. IYR - Volatility Comparison
iShares European Property Yield UCITS ETF (IQQP.DE) and iShares U.S. Real Estate ETF (IYR) have volatilities of 5.66% and 5.67%, 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.