IQQW.DE vs. SXRV.DE
IQQW.DE (iShares MSCI World UCITS ETF USD (Dist)) and SXRV.DE (iShares NASDAQ 100 UCITS ETF USD (Acc)) are both exchange-traded funds - IQQW.DE is a Global Equities fund tracking the MSCI World Index, while SXRV.DE is a Nasdaq-100 fund tracking the NASDAQ-100 Index. Both are passively managed. Over the past 10 years, IQQW.DE returned 12.69%/yr vs 21.19%/yr for SXRV.DE. Their correlation of 0.85 suggests significant overlap in exposure. IQQW.DE charges 0.50%/yr vs 0.36%/yr for SXRV.DE.
Performance
IQQW.DE vs. SXRV.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IQQW.DE achieves a 12.38% return, which is significantly lower than SXRV.DE's 19.60% return. Over the past 10 years, IQQW.DE has underperformed SXRV.DE with an annualized return of 12.69%, while SXRV.DE has yielded a comparatively higher 21.19% annualized return.
IQQW.DE
- 1D
- 0.43%
- 1M
- 1.51%
- 6M
- 12.34%
- YTD
- 12.38%
- 1Y
- 23.86%
- 3Y*
- 17.17%
- 5Y*
- 11.94%
- 10Y*
- 12.69%
SXRV.DE
- 1D
- 0.49%
- 1M
- -1.63%
- 6M
- 20.80%
- YTD
- 19.60%
- 1Y
- 33.64%
- 3Y*
- 23.36%
- 5Y*
- 16.36%
- 10Y*
- 21.19%
IQQW.DE vs. SXRV.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQW.DE iShares MSCI World UCITS ETF USD (Dist) | 12.38% | 7.59% | 25.52% | 19.92% | -13.90% | 32.21% | 5.13% | 30.90% | -5.28% | 7.45% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 19.60% | 6.98% | 33.55% | 51.19% | -30.05% | 39.34% | 34.48% | 42.90% | 3.03% | 15.81% |
Correlation
The correlation between IQQW.DE and SXRV.DE is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2010 | 0.85 |
The correlation between IQQW.DE and SXRV.DE has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.
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Return for Risk
IQQW.DE vs. SXRV.DE — Risk / Return Rank
IQQW.DE
SXRV.DE
IQQW.DE vs. SXRV.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World UCITS ETF USD (Dist) (IQQW.DE) and iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.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.
| IQQW.DE | SXRV.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.35 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.60 | 3.34 | +0.26 |
| Martin ratioReturn relative to average drawdown | 14.30 | 9.73 | +4.57 |
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Drawdowns
IQQW.DE vs. SXRV.DE - Drawdown Comparison
The maximum IQQW.DE drawdown since its inception was -52.35%, which is greater than SXRV.DE's maximum drawdown of -32.80%. Use the drawdown chart below to compare losses from any high point for IQQW.DE and SXRV.DE.
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Drawdown Indicators
| IQQW.DE | SXRV.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.35% | -32.80% | -19.55% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -10.03% | +3.42% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | -26.69% | +5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -21.66% | -31.33% | +9.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -31.33% | -2.32% |
Current DrawdownCurrent decline from peak | -0.10% | -2.09% | +1.99% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -6.48% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 3.45% | -1.79% |
Volatility
IQQW.DE vs. SXRV.DE - Volatility Comparison
The current volatility for iShares MSCI World UCITS ETF USD (Dist) (IQQW.DE) is 3.28%, while iShares NASDAQ 100 UCITS ETF USD (Acc) (SXRV.DE) has a volatility of 6.67%. This indicates that IQQW.DE experiences smaller price fluctuations and is considered to be less risky than SXRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IQQW.DE | SXRV.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 6.67% | -3.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 12.11% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.26% | 16.67% | -5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.17% | 19.97% | -5.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.03% | 19.69% | -4.66% |
IQQW.DE vs. SXRV.DE - Expense Ratio Comparison
IQQW.DE has a 0.50% expense ratio, which is higher than SXRV.DE's 0.36% expense ratio.
Dividends
IQQW.DE vs. SXRV.DE - Dividend Comparison
IQQW.DE's dividend yield for the trailing twelve months is around 0.86%, while SXRV.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQW.DE iShares MSCI World UCITS ETF USD (Dist) | 0.86% | 0.95% | 1.05% | 1.32% | 1.49% | 1.01% | 1.21% | 1.60% | 1.84% | 1.66% | 1.70% | 1.80% |
SXRV.DE iShares NASDAQ 100 UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IQQW.DE and SXRV.DE have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXRV.DE is cheaper at 0.36% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXRV.DE is cheaper with a 0.36% expense ratio, compared with 0.50% for IQQW.DE.
IQQW.DE is categorized as Global Equities, while SXRV.DE is Nasdaq-100. IQQW.DE tracks MSCI World Index, while SXRV.DE tracks NASDAQ-100 Index. Their fees differ too: 0.50% for IQQW.DE and 0.36% for SXRV.DE.
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