IQQY.DE vs. IBC3.DE
Compare and contrast key facts about iShares Core MSCI Europe UCITS ETF EUR (Dist) (IQQY.DE) and iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE).
IQQY.DE and IBC3.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQQY.DE is a passively managed fund by iShares that tracks the performance of the MSCI Europe. It was launched on Jul 6, 2007. IBC3.DE is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Investable Market (IMI). It was launched on Mar 5, 2018. Both IQQY.DE and IBC3.DE 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: IQQY.DE or IBC3.DE.
Key characteristics
| IQQY.DE | IBC3.DE | |
|---|---|---|
| YTD Return | 11.62% | 10.07% |
| 1Y Return | 16.19% | 12.44% |
| 3Y Return (Ann) | 8.32% | 1.50% |
| 5Y Return (Ann) | 8.51% | 4.93% |
| Sharpe Ratio | 1.84 | 1.02 |
| Daily Std Dev | 10.32% | 12.89% |
| Max Drawdown | -56.19% | -31.89% |
| Current Drawdown | -0.73% | -4.09% |
Correlation
The correlation between IQQY.DE and IBC3.DE is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IQQY.DE vs. IBC3.DE - Performance Comparison
In the year-to-date period, IQQY.DE achieves a 11.62% return, which is significantly higher than IBC3.DE's 10.07% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IQQY.DE vs. IBC3.DE - Expense Ratio Comparison
IQQY.DE has a 0.12% expense ratio, which is lower than IBC3.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IQQY.DE vs. IBC3.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Europe UCITS ETF EUR (Dist) (IQQY.DE) and iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.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.
Dividends
IQQY.DE vs. IBC3.DE - Dividend Comparison
IQQY.DE's dividend yield for the trailing twelve months is around 2.79%, more than IBC3.DE's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQY.DE iShares Core MSCI Europe UCITS ETF EUR (Dist) | 2.79% | 2.87% | 2.92% | 2.24% | 2.06% | 3.04% | 3.26% | 2.63% | 2.85% | 2.65% | 2.50% | 2.47% |
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 2.53% | 2.69% | 3.36% | 2.18% | 2.09% | 2.56% | 2.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IQQY.DE vs. IBC3.DE - Drawdown Comparison
The maximum IQQY.DE drawdown since its inception was -56.19%, which is greater than IBC3.DE's maximum drawdown of -31.89%. Use the drawdown chart below to compare losses from any high point for IQQY.DE and IBC3.DE. For additional features, visit the drawdowns tool.
Volatility
IQQY.DE vs. IBC3.DE - Volatility Comparison
The current volatility for iShares Core MSCI Europe UCITS ETF EUR (Dist) (IQQY.DE) is 3.61%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a volatility of 4.29%. This indicates that IQQY.DE experiences smaller price fluctuations and is considered to be less risky than IBC3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.