IUSZ.DE vs. XMHQ
Compare and contrast key facts about iShares Core FTSE 100 UCITS ETF (Dist) (IUSZ.DE) and Invesco S&P MidCap Quality ETF (XMHQ).
IUSZ.DE and XMHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSZ.DE is a passively managed fund by iShares that tracks the performance of the FTSE 100. It was launched on Apr 27, 2000. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006. Both IUSZ.DE and XMHQ 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: IUSZ.DE or XMHQ.
Correlation
The correlation between IUSZ.DE and XMHQ is 0.47, 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
IUSZ.DE vs. XMHQ - Performance Comparison
Key characteristics
IUSZ.DE:
1.75
XMHQ:
0.50
IUSZ.DE:
2.38
XMHQ:
0.83
IUSZ.DE:
1.31
XMHQ:
1.10
IUSZ.DE:
2.99
XMHQ:
0.89
IUSZ.DE:
9.83
XMHQ:
1.76
IUSZ.DE:
1.95%
XMHQ:
5.19%
IUSZ.DE:
10.98%
XMHQ:
18.39%
IUSZ.DE:
-40.31%
XMHQ:
-58.19%
IUSZ.DE:
0.00%
XMHQ:
-8.58%
Returns By Period
In the year-to-date period, IUSZ.DE achieves a 7.75% return, which is significantly higher than XMHQ's 1.33% return.
IUSZ.DE
7.75%
7.20%
8.90%
18.61%
5.82%
N/A
XMHQ
1.33%
1.82%
2.82%
7.35%
14.86%
11.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IUSZ.DE vs. XMHQ - Expense Ratio Comparison
IUSZ.DE has a 0.07% expense ratio, which is lower than XMHQ'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%.
Risk-Adjusted Performance
IUSZ.DE vs. XMHQ — Risk-Adjusted Performance Rank
IUSZ.DE
XMHQ
IUSZ.DE vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core FTSE 100 UCITS ETF (Dist) (IUSZ.DE) and Invesco S&P MidCap Quality ETF (XMHQ). 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
IUSZ.DE vs. XMHQ - Dividend Comparison
IUSZ.DE has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSZ.DE iShares Core FTSE 100 UCITS ETF (Dist) | 0.00% | 0.00% | 3.09% | 3.86% | 3.68% | 3.06% | 4.32% | 4.54% | 4.01% | 0.73% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.13% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
IUSZ.DE vs. XMHQ - Drawdown Comparison
The maximum IUSZ.DE drawdown since its inception was -40.31%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for IUSZ.DE and XMHQ. For additional features, visit the drawdowns tool.
Volatility
IUSZ.DE vs. XMHQ - Volatility Comparison
The current volatility for iShares Core FTSE 100 UCITS ETF (Dist) (IUSZ.DE) is 3.58%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.70%. This indicates that IUSZ.DE experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.