IUQA.L vs. FUSA.L
Compare and contrast key facts about iShares Edge MSCI USA Quality Factor UCITS ETF USD Accumulating (IUQA.L) and Fidelity US Quality Income ETF Acc (FUSA.L).
IUQA.L and FUSA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUQA.L is a passively managed fund by iShares that tracks the performance of the MSCI USA Sector Neutral Quality Index. It was launched on Feb 21, 2018. FUSA.L is a passively managed fund by Fidelity that tracks the performance of the Fidelity US Quality Income Index. It was launched on Jun 21, 2023. Both IUQA.L and FUSA.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUQA.L vs. FUSA.L - Performance Comparison
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IUQA.L vs. FUSA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUQA.L iShares Edge MSCI USA Quality Factor UCITS ETF USD Accumulating | -3.10% | 12.50% | 22.46% | 30.92% | -20.74% | 27.56% | 16.09% | 33.32% | -9.39% |
FUSA.L Fidelity US Quality Income ETF Acc | -2.14% | 16.31% | 17.98% | 18.04% | -10.51% | 26.22% | 12.02% | 33.15% | -7.83% |
Returns By Period
In the year-to-date period, IUQA.L achieves a -3.10% return, which is significantly lower than FUSA.L's -2.14% return.
IUQA.L
- 1D
- 2.33%
- 1M
- -4.74%
- YTD
- -3.10%
- 6M
- -0.31%
- 1Y
- 13.90%
- 3Y*
- 17.26%
- 5Y*
- 10.61%
- 10Y*
- —
FUSA.L
- 1D
- 2.11%
- 1M
- -4.29%
- YTD
- -2.14%
- 6M
- 1.14%
- 1Y
- 17.52%
- 3Y*
- 15.22%
- 5Y*
- 10.63%
- 10Y*
- —
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IUQA.L vs. FUSA.L - Expense Ratio Comparison
IUQA.L has a 0.20% expense ratio, which is lower than FUSA.L's 0.25% 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%.
Return for Risk
IUQA.L vs. FUSA.L — Risk / Return Rank
IUQA.L
FUSA.L
IUQA.L vs. FUSA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Quality Factor UCITS ETF USD Accumulating (IUQA.L) and Fidelity US Quality Income ETF Acc (FUSA.L). 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.
| IUQA.L | FUSA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 1.18 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.67 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.97 | -0.34 |
Martin ratioReturn relative to average drawdown | 6.68 | 8.47 | -1.79 |
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
| IUQA.L | FUSA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 1.18 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.76 | +0.03 |
Correlation
The correlation between IUQA.L and FUSA.L is 0.87, 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.
Dividends
IUQA.L vs. FUSA.L - Dividend Comparison
Neither IUQA.L nor FUSA.L has paid dividends to shareholders.
Drawdowns
IUQA.L vs. FUSA.L - Drawdown Comparison
The maximum IUQA.L drawdown since its inception was -33.96%, smaller than the maximum FUSA.L drawdown of -35.84%. Use the drawdown chart below to compare losses from any high point for IUQA.L and FUSA.L.
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Drawdown Indicators
| IUQA.L | FUSA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.96% | -35.84% | +1.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.32% | -11.95% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -27.77% | -19.37% | -8.40% |
Current DrawdownCurrent decline from peak | -5.46% | -5.59% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -4.32% | -0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 2.02% | -0.02% |
Volatility
IUQA.L vs. FUSA.L - Volatility Comparison
iShares Edge MSCI USA Quality Factor UCITS ETF USD Accumulating (IUQA.L) has a higher volatility of 4.69% compared to Fidelity US Quality Income ETF Acc (FUSA.L) at 4.08%. This indicates that IUQA.L's price experiences larger fluctuations and is considered to be riskier than FUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUQA.L | FUSA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.08% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 7.61% | +0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 14.91% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 14.76% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 17.40% | -0.63% |