IQQX.DE vs. BKLN
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) and Invesco Senior Loan ETF (BKLN).
IQQX.DE and BKLN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQX.DE is a passively managed fund by iShares that tracks the performance of the Dow Jones Asia/Pacific Select Dividend 50. It was launched on Jun 2, 2006. BKLN is a passively managed fund by Invesco that tracks the performance of the S&P/LSTA U.S. Leveraged Loan 100 Index. It was launched on Mar 3, 2011. Both IQQX.DE and BKLN 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: IQQX.DE or BKLN.
Correlation
The correlation between IQQX.DE and BKLN is 0.35, 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
IQQX.DE vs. BKLN - Performance Comparison
Key characteristics
IQQX.DE:
1.03
BKLN:
3.72
IQQX.DE:
1.50
BKLN:
5.57
IQQX.DE:
1.19
BKLN:
2.01
IQQX.DE:
1.18
BKLN:
4.99
IQQX.DE:
3.70
BKLN:
44.17
IQQX.DE:
3.33%
BKLN:
0.19%
IQQX.DE:
12.03%
BKLN:
2.24%
IQQX.DE:
-69.45%
BKLN:
-24.17%
IQQX.DE:
-1.91%
BKLN:
-0.28%
Returns By Period
In the year-to-date period, IQQX.DE achieves a 1.66% return, which is significantly higher than BKLN's 0.30% return. Over the past 10 years, IQQX.DE has underperformed BKLN with an annualized return of 3.17%, while BKLN has yielded a comparatively higher 3.73% annualized return.
IQQX.DE
1.66%
1.97%
10.89%
11.73%
3.41%
3.17%
BKLN
0.30%
0.16%
4.39%
8.34%
4.41%
3.73%
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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.
Risk-Adjusted Performance
IQQX.DE vs. BKLN — Risk-Adjusted Performance Rank
IQQX.DE
BKLN
IQQX.DE vs. BKLN - Risk-Adjusted Performance 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.
Dividends
IQQX.DE vs. BKLN - Dividend Comparison
IQQX.DE's dividend yield for the trailing twelve months is around 4.77%, less than BKLN's 8.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQX.DE iShares Asia Pacific Dividend UCITS ETF | 4.77% | 4.85% | 5.36% | 6.67% | 4.62% | 3.16% | 4.85% | 5.09% | 4.16% | 4.03% | 4.88% | 3.97% |
BKLN Invesco Senior Loan ETF | 8.37% | 8.41% | 8.59% | 4.93% | 3.11% | 3.56% | 4.86% | 4.51% | 3.51% | 4.55% | 4.11% | 4.12% |
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 -24.17%. Use the drawdown chart below to compare losses from any high point for IQQX.DE and BKLN. For additional features, visit the drawdowns tool.
Volatility
IQQX.DE vs. BKLN - Volatility Comparison
iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) has a higher volatility of 3.11% compared to Invesco Senior Loan ETF (BKLN) at 0.41%. 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.