IQQS.DE vs. EXSH.DE
IQQS.DE (iShares EURO STOXX Small UCITS ETF) and EXSH.DE (iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)) are both Europe Equities funds from iShares - IQQS.DE tracks the EURO STOXX® Small while EXSH.DE tracks the STOXX® Europe Select Dividend 30. Both are passively managed. Over the past 10 years, IQQS.DE returned 8.69%/yr vs 10.31%/yr for EXSH.DE. A 0.74 correlation means they provide meaningful diversification when combined. IQQS.DE charges 0.40%/yr vs 0.32%/yr for EXSH.DE.
Performance
IQQS.DE vs. EXSH.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQS.DE achieves a 9.12% return, which is significantly lower than EXSH.DE's 13.96% return. Over the past 10 years, IQQS.DE has underperformed EXSH.DE with an annualized return of 8.69%, while EXSH.DE has yielded a comparatively higher 10.31% annualized return.
IQQS.DE
- 1D
- -0.02%
- 1M
- 1.19%
- YTD
- 9.12%
- 6M
- 11.76%
- 1Y
- 17.97%
- 3Y*
- 10.82%
- 5Y*
- 5.19%
- 10Y*
- 8.69%
EXSH.DE
- 1D
- 0.47%
- 1M
- 2.07%
- YTD
- 13.96%
- 6M
- 19.08%
- 1Y
- 32.09%
- 3Y*
- 23.40%
- 5Y*
- 12.78%
- 10Y*
- 10.31%
IQQS.DE vs. EXSH.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQS.DE iShares EURO STOXX Small UCITS ETF | 9.12% | 22.43% | -3.77% | 13.62% | -15.17% | 20.98% | 8.30% | 27.89% | -13.69% | 21.57% |
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 13.96% | 44.94% | 5.72% | 10.87% | -9.92% | 23.55% | -9.64% | 27.73% | -4.87% | 5.22% |
Correlation
The correlation between IQQS.DE and EXSH.DE is 0.75, 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 | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since May 13, 2005 | 0.74 |
The correlation between IQQS.DE and EXSH.DE has been stable across timeframes, ranging from 0.74 to 0.83 - a consistent structural relationship.
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Return for Risk
IQQS.DE vs. EXSH.DE — Risk / Return Rank
IQQS.DE
EXSH.DE
IQQS.DE vs. EXSH.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Small UCITS ETF (IQQS.DE) and iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.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.
| IQQS.DE | EXSH.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.78 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.48 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 4.85 | -3.31 |
| Martin ratioReturn relative to average drawdown | 5.98 | 16.10 | -10.12 |
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
| IQQS.DE | EXSH.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 2.69 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.86 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.32 | 0.00 |
Drawdowns
IQQS.DE vs. EXSH.DE - Drawdown Comparison
The maximum IQQS.DE drawdown since its inception was -64.56%, smaller than the maximum EXSH.DE drawdown of -70.20%. Use the drawdown chart below to compare losses from any high point for IQQS.DE and EXSH.DE.
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Drawdown Indicators
| IQQS.DE | EXSH.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.56% | -70.20% | +5.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -6.65% | -5.14% |
Max Drawdown (3Y)Largest decline over 3 years | -16.08% | -14.43% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -22.98% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -35.03% | -40.34% | +5.31% |
Current DrawdownCurrent decline from peak | -1.05% | -1.87% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -22.15% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.01% | +1.03% |
Volatility
IQQS.DE vs. EXSH.DE - Volatility Comparison
The current volatility for iShares EURO STOXX Small UCITS ETF (IQQS.DE) is 3.61%, while iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) (EXSH.DE) has a volatility of 3.90%. This indicates that IQQS.DE experiences smaller price fluctuations and is considered to be less risky than EXSH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQS.DE | EXSH.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 3.90% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 9.77% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.89% | 11.99% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 14.61% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.40% | 17.15% | -0.75% |
IQQS.DE vs. EXSH.DE - Expense Ratio Comparison
IQQS.DE has a 0.40% expense ratio, which is higher than EXSH.DE's 0.32% expense ratio.
Dividends
IQQS.DE vs. EXSH.DE - Dividend Comparison
IQQS.DE's dividend yield for the trailing twelve months is around 2.40%, less than EXSH.DE's 4.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSH.DE iShares STOXX Europe Select Dividend 30 UCITS ETF (DE) | 4.47% | 5.15% | 5.86% | 6.39% | 6.06% | 3.77% | 3.58% | 4.50% | 4.42% | 5.03% | 4.99% | 3.96% |
IQQS.DE iShares EURO STOXX Small UCITS ETF | 2.40% | 2.99% | 2.67% | 2.23% | 2.24% | 1.48% | 1.19% | 2.00% | 2.50% | 1.81% | 2.08% | 2.11% |
Frequently Asked Questions
IQQS.DE and EXSH.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EXSH.DE is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EXSH.DE is cheaper with a 0.32% expense ratio, compared with 0.40% for IQQS.DE.
IQQS.DE tracks EURO STOXX® Small, while EXSH.DE tracks STOXX® Europe Select Dividend 30. Their fees differ too: 0.40% for IQQS.DE and 0.32% for EXSH.DE.
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