IUSP.DE vs. IQQ6.DE
Compare and contrast key facts about iShares US Property Yield UCITS ETF (IUSP.DE) and iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE).
IUSP.DE and IQQ6.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSP.DE is a passively managed fund by iShares that tracks the performance of the JPM GBI-EM Global Diversified TR USD. It was launched on Jun 20, 2011. IQQ6.DE is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Developed Dividend+. It was launched on Oct 20, 2006. Both IUSP.DE and IQQ6.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: IUSP.DE or IQQ6.DE.
Key characteristics
| IUSP.DE | IQQ6.DE | |
|---|---|---|
| YTD Return | -2.27% | 7.05% |
| 1Y Return | 0.39% | 18.35% |
| 3Y Return (Ann) | 0.48% | -1.67% |
| 5Y Return (Ann) | -0.87% | 0.53% |
| 10Y Return (Ann) | 1.47% | 4.81% |
| Sharpe Ratio | 0.07 | 1.72 |
| Sortino Ratio | 0.13 | 2.60 |
| Omega Ratio | 1.02 | 1.32 |
| Calmar Ratio | 0.04 | 0.81 |
| Martin Ratio | 0.18 | 8.48 |
| Ulcer Index | 2.42% | 2.54% |
| Daily Std Dev | 6.57% | 12.66% |
| Max Drawdown | -28.23% | -66.51% |
| Current Drawdown | -7.97% | -9.82% |
Correlation
The correlation between IUSP.DE and IQQ6.DE is 0.52, 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
IUSP.DE vs. IQQ6.DE - Performance Comparison
In the year-to-date period, IUSP.DE achieves a -2.27% return, which is significantly lower than IQQ6.DE's 7.05% return. Over the past 10 years, IUSP.DE has underperformed IQQ6.DE with an annualized return of 1.47%, while IQQ6.DE has yielded a comparatively higher 4.81% annualized 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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IUSP.DE vs. IQQ6.DE - Expense Ratio Comparison
IUSP.DE has a 0.40% expense ratio, which is lower than IQQ6.DE's 0.59% expense ratio.
Risk-Adjusted Performance
IUSP.DE vs. IQQ6.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF (IUSP.DE) and iShares Developed Markets Property Yield UCITS ETF (IQQ6.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
IUSP.DE vs. IQQ6.DE - Dividend Comparison
IUSP.DE's dividend yield for the trailing twelve months is around 2.11%, less than IQQ6.DE's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSP.DE iShares US Property Yield UCITS ETF | 2.11% | 4.32% | 7.55% | 5.13% | 6.22% | 6.11% | 6.67% | 6.43% | 6.34% | 4.38% | 0.98% | 0.85% |
IQQ6.DE iShares Developed Markets Property Yield UCITS ETF | 3.33% | 3.39% | 3.91% | 2.51% | 3.58% | 3.24% | 4.53% | 3.49% | 3.45% | 3.27% | 3.44% | 4.08% |
Drawdowns
IUSP.DE vs. IQQ6.DE - Drawdown Comparison
The maximum IUSP.DE drawdown since its inception was -28.23%, smaller than the maximum IQQ6.DE drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for IUSP.DE and IQQ6.DE. For additional features, visit the drawdowns tool.
Volatility
IUSP.DE vs. IQQ6.DE - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF (IUSP.DE) is 1.70%, while iShares Developed Markets Property Yield UCITS ETF (IQQ6.DE) has a volatility of 2.97%. This indicates that IUSP.DE experiences smaller price fluctuations and is considered to be less risky than IQQ6.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.