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IQQX.DE vs. BKLN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQQX.DE vs. BKLN - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) and Invesco Senior Loan ETF (BKLN). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IQQX.DE is traded in EUR, while BKLN is traded in USD. To make them comparable, the BKLN values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IQQX.DE achieves a 13.33% return, which is significantly higher than BKLN's 1.30% return. Over the past 10 years, IQQX.DE has outperformed BKLN with an annualized return of 6.29%, while BKLN has yielded a comparatively lower 4.03% annualized return.


IQQX.DE

1D
-0.33%
1M
0.04%
YTD
13.33%
6M
13.82%
1Y
34.41%
3Y*
17.75%
5Y*
10.09%
10Y*
6.29%

BKLN

1D
-0.19%
1M
0.53%
YTD
1.30%
6M
1.16%
1Y
2.99%
3Y*
4.85%
5Y*
6.11%
10Y*
4.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IQQX.DE vs. BKLN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IQQX.DE
iShares Asia Pacific Dividend UCITS ETF
13.33%14.78%12.48%8.98%2.81%11.77%-18.85%16.80%-11.26%2.03%
BKLN
Invesco Senior Loan ETF
1.30%-5.80%15.35%9.16%3.53%9.97%-7.03%12.51%3.32%-10.43%

Correlation

The correlation between IQQX.DE and BKLN is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 4, 2011

0.24

The correlation between IQQX.DE and BKLN shifts across timeframes, from 0.06 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IQQX.DE vs. BKLN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IQQX.DE
IQQX.DE Risk / Return Rank: 9191
Overall Rank
IQQX.DE Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
IQQX.DE Sortino Ratio Rank: 9292
Sortino Ratio Rank
IQQX.DE Omega Ratio Rank: 9090
Omega Ratio Rank
IQQX.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
IQQX.DE Martin Ratio Rank: 9090
Martin Ratio Rank

BKLN
BKLN Risk / Return Rank: 4949
Overall Rank
BKLN Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
BKLN Sortino Ratio Rank: 5454
Sortino Ratio Rank
BKLN Omega Ratio Rank: 6969
Omega Ratio Rank
BKLN Calmar Ratio Rank: 3232
Calmar Ratio Rank
BKLN Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IQQX.DE vs. BKLN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) and Invesco Senior Loan ETF (BKLN). 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.


IQQX.DEBKLNDifference
Sharpe ratioReturn per unit of total volatility

+2.64

Sortino ratioReturn per unit of downside risk

+3.66

Omega ratioGain probability vs. loss probability

1.57

1.08

+0.49

Calmar ratioReturn relative to maximum drawdown

5.55

0.61

+4.93

Martin ratioReturn relative to average drawdown

20.94

1.73

+19.21

IQQX.DE vs. BKLN - Sharpe Ratio Comparison

The current IQQX.DE Sharpe Ratio is 3.10, which is higher than the BKLN Sharpe Ratio of 0.46. The chart below compares the historical Sharpe Ratios of IQQX.DE and BKLN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IQQX.DEBKLNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.10

0.46

+2.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

0.77

-0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.45

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.54

-0.32

Drawdowns

IQQX.DE vs. BKLN - Drawdown Comparison

The maximum IQQX.DE drawdown since its inception was -69.45%, which is greater than BKLN's maximum drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for IQQX.DE and BKLN.


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Drawdown Indicators


IQQX.DEBKLNDifference

Max Drawdown

Largest peak-to-trough decline

-69.45%

-23.27%

-46.18%

Max Drawdown (1Y)

Largest decline over 1 year

-6.18%

-4.90%

-1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-20.28%

-11.73%

-8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-20.28%

-11.73%

-8.55%

Max Drawdown (10Y)

Largest decline over 10 years

-42.78%

-23.27%

-19.51%

Current Drawdown

Current decline from peak

-2.62%

-5.73%

+3.11%

Average Drawdown

Average peak-to-trough decline

-14.55%

-4.62%

-9.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

1.73%

-0.09%

Volatility

IQQX.DE vs. BKLN - Volatility Comparison

iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) has a higher volatility of 2.93% compared to Invesco Senior Loan ETF (BKLN) at 1.25%. This indicates that IQQX.DE's price experiences larger fluctuations and is considered to be riskier than BKLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IQQX.DEBKLNDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.93%

1.25%

+1.68%

Volatility (6M)

Calculated over the trailing 6-month period

8.61%

4.75%

+3.86%

Volatility (1Y)

Calculated over the trailing 1-year period

11.06%

6.56%

+4.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.01%

7.95%

+5.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.75%

9.08%

+6.67%

IQQX.DE vs. BKLN - Expense Ratio Comparison

IQQX.DE has a 0.59% expense ratio, which is lower than BKLN's 0.65% expense ratio.


Dividends

IQQX.DE vs. BKLN - Dividend Comparison

IQQX.DE's dividend yield for the trailing twelve months is around 3.12%, less than BKLN's 6.62% yield.


PositionTTM20252024202320222021202020192018201720162015
BKLN
Invesco Senior Loan ETF
6.62%6.95%8.41%8.59%4.93%3.11%3.56%4.86%4.52%3.50%4.54%4.12%
IQQX.DE
iShares Asia Pacific Dividend UCITS ETF
3.12%3.64%4.84%5.36%6.66%4.62%3.16%4.85%5.09%4.16%4.03%4.88%

Frequently Asked Questions


IQQX.DE and BKLN have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IQQX.DE is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IQQX.DE is cheaper with a 0.59% expense ratio, compared with 0.65% for BKLN.

IQQX.DE is categorized as Asia Pacific Equities, while BKLN is High Yield Bonds. IQQX.DE tracks Dow Jones Asia/Pacific Select Dividend 50, while BKLN tracks S&P/LSTA U.S. Leveraged Loan 100 Index. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.59% for IQQX.DE and 0.65% for BKLN.

Portfolio Optimizer

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