IS3T.DE vs. QQQ
Compare and contrast key facts about iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and Invesco QQQ (QQQ).
IS3T.DE and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IS3T.DE is a passively managed fund by iShares that tracks the performance of the MSCI World Mid Cap Equal Weighted. It was launched on Oct 3, 2014. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both IS3T.DE and QQQ 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: IS3T.DE or QQQ.
Correlation
The correlation between IS3T.DE and QQQ is 0.45, 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
IS3T.DE vs. QQQ - Performance Comparison
Key characteristics
IS3T.DE:
1.49
QQQ:
1.30
IS3T.DE:
2.12
QQQ:
1.78
IS3T.DE:
1.27
QQQ:
1.24
IS3T.DE:
2.41
QQQ:
1.76
IS3T.DE:
8.50
QQQ:
6.08
IS3T.DE:
1.95%
QQQ:
3.92%
IS3T.DE:
11.18%
QQQ:
18.35%
IS3T.DE:
-36.87%
QQQ:
-82.98%
IS3T.DE:
-0.72%
QQQ:
-2.49%
Returns By Period
In the year-to-date period, IS3T.DE achieves a 4.17% return, which is significantly higher than QQQ's 2.90% return.
IS3T.DE
4.17%
1.17%
9.41%
14.80%
6.50%
N/A
QQQ
2.90%
-1.02%
9.93%
20.80%
18.77%
18.06%
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IS3T.DE vs. QQQ - Expense Ratio Comparison
IS3T.DE has a 0.30% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
IS3T.DE vs. QQQ — Risk-Adjusted Performance Rank
IS3T.DE
QQQ
IS3T.DE vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) and Invesco QQQ (QQQ). 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
IS3T.DE vs. QQQ - Dividend Comparison
IS3T.DE has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.54%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3T.DE iShares Edge MSCI World Size Factor UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
IS3T.DE vs. QQQ - Drawdown Comparison
The maximum IS3T.DE drawdown since its inception was -36.87%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for IS3T.DE and QQQ. For additional features, visit the drawdowns tool.
Volatility
IS3T.DE vs. QQQ - Volatility Comparison
The current volatility for iShares Edge MSCI World Size Factor UCITS ETF (IS3T.DE) is 2.17%, while Invesco QQQ (QQQ) has a volatility of 5.02%. This indicates that IS3T.DE experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.