IQQX.DE vs. SPYG
Compare and contrast key facts about iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
IQQX.DE and SPYG 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. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000. Both IQQX.DE and SPYG 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 SPYG.
Correlation
The correlation between IQQX.DE and SPYG is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IQQX.DE vs. SPYG - Performance Comparison
Key characteristics
IQQX.DE:
1.03
SPYG:
1.75
IQQX.DE:
1.50
SPYG:
2.30
IQQX.DE:
1.19
SPYG:
1.32
IQQX.DE:
1.18
SPYG:
2.47
IQQX.DE:
3.70
SPYG:
9.49
IQQX.DE:
3.33%
SPYG:
3.32%
IQQX.DE:
12.03%
SPYG:
18.02%
IQQX.DE:
-69.45%
SPYG:
-67.79%
IQQX.DE:
-1.91%
SPYG:
-0.74%
Returns By Period
In the year-to-date period, IQQX.DE achieves a 1.66% return, which is significantly lower than SPYG's 4.33% return. Over the past 10 years, IQQX.DE has underperformed SPYG with an annualized return of 3.03%, while SPYG has yielded a comparatively higher 15.22% annualized return.
IQQX.DE
1.66%
0.11%
9.86%
10.30%
3.66%
3.03%
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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IQQX.DE vs. SPYG - Expense Ratio Comparison
IQQX.DE has a 0.59% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
IQQX.DE vs. SPYG — Risk-Adjusted Performance Rank
IQQX.DE
SPYG
IQQX.DE vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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. SPYG - Dividend Comparison
IQQX.DE's dividend yield for the trailing twelve months is around 4.77%, more than SPYG's 0.58% 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% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
IQQX.DE vs. SPYG - Drawdown Comparison
The maximum IQQX.DE drawdown since its inception was -69.45%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for IQQX.DE and SPYG. For additional features, visit the drawdowns tool.
Volatility
IQQX.DE vs. SPYG - Volatility Comparison
The current volatility for iShares Asia Pacific Dividend UCITS ETF (IQQX.DE) is 1.62%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.38%. This indicates that IQQX.DE experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.