IS3R.DE vs. IQQC.DE
IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) and IQQC.DE (iShares China Large Cap UCITS ETF) are both exchange-traded funds - IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index, while IQQC.DE is a China Equities fund tracking the FTSE China 50. Both are passively managed. Over the past 10 years, IS3R.DE returned 15.31%/yr vs 2.69%/yr for IQQC.DE. At a 0.48 correlation, their price movements are largely independent. IS3R.DE charges 0.25%/yr vs 0.74%/yr for IQQC.DE.
Performance
IS3R.DE vs. IQQC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3R.DE achieves a 22.51% return, which is significantly higher than IQQC.DE's -7.00% return. Over the past 10 years, IS3R.DE has outperformed IQQC.DE with an annualized return of 15.31%, while IQQC.DE has yielded a comparatively lower 2.69% annualized return.
IS3R.DE
- 1D
- -1.01%
- 1M
- 8.60%
- YTD
- 22.51%
- 6M
- 23.56%
- 1Y
- 31.46%
- 3Y*
- 26.05%
- 5Y*
- 14.66%
- 10Y*
- 15.31%
IQQC.DE
- 1D
- -0.30%
- 1M
- -2.22%
- YTD
- -7.00%
- 6M
- -8.34%
- 1Y
- -1.65%
- 3Y*
- 8.94%
- 5Y*
- -2.24%
- 10Y*
- 2.69%
IS3R.DE vs. IQQC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 22.51% | 8.37% | 37.95% | 8.09% | -13.60% | 24.50% | 16.41% | 31.50% | 0.27% | 16.07% |
IQQC.DE iShares China Large Cap UCITS ETF | -7.00% | 14.32% | 39.12% | -16.33% | -13.36% | -15.34% | -1.10% | 18.05% | -9.09% | 18.68% |
Correlation
The correlation between IS3R.DE and IQQC.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2014 | 0.48 |
The correlation between IS3R.DE and IQQC.DE shifts across timeframes, from 0.24 (3 years) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IS3R.DE vs. IQQC.DE — Risk / Return Rank
IS3R.DE
IQQC.DE
IS3R.DE vs. IQQC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) and iShares China Large Cap UCITS ETF (IQQC.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.
| IS3R.DE | IQQC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.93 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.00 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 3.48 | -0.11 | +3.58 |
| Martin ratioReturn relative to average drawdown | 13.30 | -0.23 | +13.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IS3R.DE | IQQC.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | -0.09 | +1.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | -0.08 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.11 | +0.78 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.17 | +0.68 |
Drawdowns
IS3R.DE vs. IQQC.DE - Drawdown Comparison
The maximum IS3R.DE drawdown since its inception was -30.77%, smaller than the maximum IQQC.DE drawdown of -67.50%. Use the drawdown chart below to compare losses from any high point for IS3R.DE and IQQC.DE.
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Drawdown Indicators
| IS3R.DE | IQQC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.77% | -67.50% | +36.73% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -15.24% | +6.23% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | -27.71% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | -47.35% | +23.78% |
Max Drawdown (10Y)Largest decline over 10 years | -30.77% | -53.92% | +23.15% |
Current DrawdownCurrent decline from peak | -1.01% | -24.02% | +23.01% |
Average DrawdownAverage peak-to-trough decline | -5.67% | -28.16% | +22.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 7.16% | -4.80% |
Volatility
IS3R.DE vs. IQQC.DE - Volatility Comparison
The current volatility for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) is 5.96%, while iShares China Large Cap UCITS ETF (IQQC.DE) has a volatility of 6.75%. This indicates that IS3R.DE experiences smaller price fluctuations and is considered to be less risky than IQQC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3R.DE | IQQC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 6.75% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 14.33% | 12.55% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.01% | 17.72% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 28.20% | -10.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 25.07% | -7.84% |
IS3R.DE vs. IQQC.DE - Expense Ratio Comparison
IS3R.DE has a 0.25% expense ratio, which is lower than IQQC.DE's 0.74% expense ratio.
Dividends
IS3R.DE vs. IQQC.DE - Dividend Comparison
IS3R.DE has not paid dividends to shareholders, while IQQC.DE's dividend yield for the trailing twelve months is around 1.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQC.DE iShares China Large Cap UCITS ETF | 1.92% | 1.78% | 2.26% | 2.52% | 2.51% | 1.85% | 2.51% | 2.45% | 3.03% | 2.38% | 2.33% | 2.63% |
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS3R.DE and IQQC.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3R.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3R.DE is cheaper with a 0.25% expense ratio, compared with 0.74% for IQQC.DE.
IS3R.DE is categorized as Momentum, while IQQC.DE is China Equities. IS3R.DE tracks MSCI World Momentum Index, while IQQC.DE tracks FTSE China 50. Their fees differ too: 0.25% for IS3R.DE and 0.74% for IQQC.DE.
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