IQQW.DE vs. UBU7.DE
IQQW.DE (iShares MSCI World UCITS ETF USD (Dist)) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - IQQW.DE tracks the MSCI World Index while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 10 years, IQQW.DE returned 12.14%/yr vs 12.39%/yr for UBU7.DE. With a 0.99 correlation, they move nearly in lockstep. IQQW.DE charges 0.50%/yr vs 0.10%/yr for UBU7.DE.
Performance
IQQW.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IQQW.DE having a 11.57% return and UBU7.DE slightly higher at 11.81%. Both investments have delivered pretty close results over the past 10 years, with IQQW.DE having a 12.14% annualized return and UBU7.DE not far ahead at 12.39%.
IQQW.DE
- 1D
- -1.06%
- 1M
- 0.57%
- 6M
- 8.68%
- YTD
- 11.57%
- 1Y
- 21.42%
- 3Y*
- 17.21%
- 5Y*
- 11.74%
- 10Y*
- 12.14%
UBU7.DE
- 1D
- -1.10%
- 1M
- 0.56%
- 6M
- 8.88%
- YTD
- 11.81%
- 1Y
- 21.98%
- 3Y*
- 17.71%
- 5Y*
- 12.06%
- 10Y*
- 12.39%
IQQW.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IQQW.DE iShares MSCI World UCITS ETF USD (Dist) | 11.57% | 7.59% | 25.52% | 19.92% | -13.90% | 32.21% | 5.13% | 30.90% | -5.28% | 7.45% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 11.81% | 8.11% | 26.08% | 20.13% | -13.88% | 32.53% | 5.35% | 31.21% | -5.14% | 7.21% |
Correlation
The correlation between IQQW.DE and UBU7.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.99 |
The correlation between IQQW.DE and UBU7.DE has been stable across timeframes, ranging from 0.98 to 1.00 - a consistent structural relationship.
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Return for Risk
IQQW.DE vs. UBU7.DE — Risk / Return Rank
IQQW.DE
UBU7.DE
IQQW.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.36 | -0.13 |
| Martin ratioReturn relative to average drawdown | 12.83 | 13.28 | -0.45 |
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Drawdowns
IQQW.DE vs. UBU7.DE - Drawdown Comparison
The maximum IQQW.DE drawdown since its inception was -52.35%, which is greater than UBU7.DE's maximum drawdown of -33.85%. Use the drawdown chart below to compare losses from any high point for IQQW.DE and UBU7.DE.
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Drawdown Indicators
| IQQW.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.35% | -33.85% | -18.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -6.52% | -0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -21.66% | -21.70% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -21.66% | -21.70% | +0.04% |
Max Drawdown (10Y)Largest decline over 10 years | -33.65% | -33.85% | +0.20% |
Current DrawdownCurrent decline from peak | -1.18% | -1.15% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -5.66% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.67% | 1.65% | +0.02% |
Volatility
IQQW.DE vs. UBU7.DE - Volatility Comparison
iShares MSCI World UCITS ETF USD (Dist) (IQQW.DE) and UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) have volatilities of 2.75% and 2.65%, 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.
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Volatility by Period
| IQQW.DE | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.75% | 2.65% | +0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 7.96% | 7.83% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 11.23% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 14.14% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 15.06% | -0.04% |
IQQW.DE vs. UBU7.DE - Expense Ratio Comparison
IQQW.DE has a 0.50% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio.
Dividends
IQQW.DE vs. UBU7.DE - Dividend Comparison
IQQW.DE's dividend yield for the trailing twelve months is around 0.87%, less than UBU7.DE's 1.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQW.DE iShares MSCI World UCITS ETF USD (Dist) | 0.87% | 0.95% | 1.05% | 1.32% | 1.49% | 1.01% | 1.21% | 1.60% | 1.84% | 1.66% | 1.70% | 1.80% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.31% | 1.56% | 1.33% | 1.44% | 1.61% | 1.08% | 1.46% | 1.72% | 1.70% | 1.80% | 2.20% | 1.80% |
Frequently Asked Questions
With a correlation of 0.98, IQQW.DE and UBU7.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.50% for IQQW.DE.
IQQW.DE tracks MSCI World Index, while UBU7.DE tracks MSCI World. They also come from different issuers: iShares and UBS. Their fees differ too: 0.50% for IQQW.DE and 0.10% for UBU7.DE.
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