IS3R.DE vs. IQQI.DE
IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) and IQQI.DE (iShares Global Infrastructure UCITS ETF) are both exchange-traded funds - IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index, while IQQI.DE is a Global Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 10 years, IS3R.DE returned 15.88%/yr vs 7.26%/yr for IQQI.DE. A 0.55 correlation means they provide meaningful diversification when combined. IS3R.DE charges 0.25%/yr vs 0.65%/yr for IQQI.DE.
Performance
IS3R.DE vs. IQQI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3R.DE achieves a 28.88% return, which is significantly higher than IQQI.DE's 14.89% return. Over the past 10 years, IS3R.DE has outperformed IQQI.DE with an annualized return of 15.88%, while IQQI.DE has yielded a comparatively lower 7.26% annualized return.
IS3R.DE
- 1D
- 1.72%
- 1M
- 6.92%
- YTD
- 28.88%
- 6M
- 28.92%
- 1Y
- 40.30%
- 3Y*
- 28.40%
- 5Y*
- 15.22%
- 10Y*
- 15.88%
IQQI.DE
- 1D
- 0.32%
- 1M
- 1.20%
- YTD
- 14.89%
- 6M
- 15.89%
- 1Y
- 20.42%
- 3Y*
- 10.56%
- 5Y*
- 7.56%
- 10Y*
- 7.26%
IS3R.DE vs. IQQI.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) | 28.88% | 8.37% | 37.95% | 8.09% | -13.60% | 24.52% | 16.42% | 31.46% | 0.29% | 16.07% |
IQQI.DE iShares Global Infrastructure UCITS ETF | 14.89% | 0.56% | 14.53% | -3.18% | -0.38% | 26.94% | -10.82% | 27.73% | 2.23% | 0.70% |
Correlation
The correlation between IS3R.DE and IQQI.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2014 | 0.55 |
Over the past year, the correlation between IS3R.DE and IQQI.DE has dropped to 0.11 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
IS3R.DE vs. IQQI.DE — Risk / Return Rank
IS3R.DE
IQQI.DE
IS3R.DE vs. IQQI.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 Global Infrastructure UCITS ETF (IQQI.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IS3R.DE | IQQI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 4.23 | +0.22 |
| Martin ratioReturn relative to average drawdown | 16.79 | 10.58 | +6.21 |
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Drawdowns
IS3R.DE vs. IQQI.DE - Drawdown Comparison
The maximum IS3R.DE drawdown since its inception was -30.76%, smaller than the maximum IQQI.DE drawdown of -42.24%. Use the drawdown chart below to compare losses from any high point for IS3R.DE and IQQI.DE.
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Drawdown Indicators
| IS3R.DE | IQQI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.76% | -42.24% | +11.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -4.81% | -4.20% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | -14.75% | -8.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | -24.82% | +1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -30.76% | -34.16% | +3.40% |
Current DrawdownCurrent decline from peak | -1.16% | 0.00% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -11.11% | +3.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 1.92% | +0.47% |
Volatility
IS3R.DE vs. IQQI.DE - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a higher volatility of 7.00% compared to iShares Global Infrastructure UCITS ETF (IQQI.DE) at 4.41%. This indicates that IS3R.DE's price experiences larger fluctuations and is considered to be riskier than IQQI.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 | IQQI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 4.41% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 15.15% | 8.95% | +6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 10.83% | +7.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.55% | 12.77% | +4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.13% | 14.25% | +3.88% |
IS3R.DE vs. IQQI.DE - Expense Ratio Comparison
IS3R.DE has a 0.25% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.
Dividends
IS3R.DE vs. IQQI.DE - Dividend Comparison
IS3R.DE has not paid dividends to shareholders, while IQQI.DE's dividend yield for the trailing twelve months is around 2.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQI.DE iShares Global Infrastructure UCITS ETF | 2.01% | 2.30% | 2.29% | 2.42% | 2.13% | 1.85% | 2.25% | 2.05% | 2.30% | 2.76% | 2.63% | 3.15% |
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 IQQI.DE have a correlation of 0.11, 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 0.65% for IQQI.DE.
IS3R.DE is categorized as Momentum, while IQQI.DE is Global Equities. IS3R.DE tracks MSCI World Momentum Index, while IQQI.DE tracks FTSE Global Core Infrastructure Index. Their fees differ too: 0.25% for IS3R.DE and 0.65% for IQQI.DE.
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