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WINC.AS vs. QQQI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WINC.AS vs. QQQI

Last updated Jun 4, 2026

WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) and QQQI (NEOS Nasdaq-100 High Income ETF) are both exchange-traded funds - WINC.AS is a Global Equity Income fund actively managed by iShares, while QQQI is a Nasdaq-100 fund actively managed by Neos. Both are actively managed. Over the past year, WINC.AS returned 25.00% vs 30.41% for QQQI. At a 0.45 correlation, their price movements are largely independent. WINC.AS charges 0.35%/yr vs 0.68%/yr for QQQI.

Performance

WINC.AS vs. QQQI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and NEOS Nasdaq-100 High Income ETF (QQQI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WINC.AS achieves a 8.19% return, which is significantly lower than QQQI's 13.43% return.

WINC.AS

1D
-0.54%
1M
3.21%
YTD
8.19%
6M
9.90%
1Y
25.00%
3Y*
—
5Y*
—
10Y*
—

QQQI

1D
-0.17%
1M
6.91%
YTD
13.43%
6M
12.92%
1Y
30.41%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

WINC.AS vs. QQQI - Yearly Performance Comparison

2026 (YTD)20252024
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		8.19%21.56%8.92%
QQQI
NEOS Nasdaq-100 High Income ETF		13.43%18.62%14.86%

Correlation

The correlation between WINC.AS and QQQI is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2024

0.45

The correlation between WINC.AS and QQQI shifts across timeframes, from 0.45 (all time) to 0.56 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares World Equity High Income UCITS ETF USD Inc

NEOS Nasdaq-100 High Income ETF

Often compared with WINC.AS:
WINC.AS vs. JEPQWINC.AS vs. JEPG.LWINC.AS vs. JEQP.LWINC.AS vs. VWRL.ASWINC.AS vs. SWDA.LWINC.AS vs. TDGB.LWINC.AS vs. VGVE.DE
Often compared with QQQI:
QQQI vs. JEPQQQQI vs. QQQQQQI vs. SPYIQQQI vs. GPIQQQQI vs. JEPIQQQI vs. SCHDQQQI vs. QQQY

Return for Risk

WINC.AS vs. QQQI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WINC.AS
WINC.AS Risk / Return Rank: 7474
Overall Rank
WINC.AS Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
WINC.AS Sortino Ratio Rank: 7878
Sortino Ratio Rank
WINC.AS Omega Ratio Rank: 7070
Omega Ratio Rank
WINC.AS Calmar Ratio Rank: 7373
Calmar Ratio Rank
WINC.AS Martin Ratio Rank: 7979
Martin Ratio Rank
QQQI
QQQI Risk / Return Rank: 6868
Overall Rank
QQQI Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
QQQI Sortino Ratio Rank: 6666
Sortino Ratio Rank
QQQI Omega Ratio Rank: 7070
Omega Ratio Rank
QQQI Calmar Ratio Rank: 6363
Calmar Ratio Rank
QQQI Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WINC.AS vs. QQQI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) and NEOS Nasdaq-100 High Income ETF (QQQI). 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.

WINC.ASQQQIDifference
Sharpe ratioReturn per unit of total volatility
2.35
2.35

0.00

Sortino ratioReturn per unit of downside risk
3.54
3.12

+0.43

Omega ratioGain probability vs. loss probability

1.43

1.43

-0.01

Calmar ratioReturn relative to maximum drawdown

3.68

3.18

+0.50

Martin ratioReturn relative to average drawdown

15.56

14.27

+1.29

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WINC.AS vs. QQQI - Sharpe Ratio Comparison

The current WINC.AS Sharpe Ratio is 2.35, which is comparable to the QQQI Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of WINC.AS and QQQI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

WINC.ASQQQIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

2.35

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.58

1.34

+0.25

Drawdowns

WINC.AS vs. QQQI - Drawdown Comparison

The maximum WINC.AS drawdown since its inception was -14.81%, smaller than the maximum QQQI drawdown of -20.00%. Use the drawdown chart below to compare losses from any high point for WINC.AS and QQQI.

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Drawdown Indicators

WINC.ASQQQIDifference

Max Drawdown

Largest peak-to-trough decline

-14.81%

-20.00%

+5.19%

Max Drawdown (1Y)

Largest decline over 1 year

-6.77%

-9.61%

+2.84%

Current Drawdown

Current decline from peak

-0.98%

-0.17%

-0.81%

Average Drawdown

Average peak-to-trough decline

-1.54%

-2.20%

+0.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.60%

2.14%

-0.54%

Volatility

WINC.AS vs. QQQI - Volatility Comparison

iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) has a higher volatility of 3.10% compared to NEOS Nasdaq-100 High Income ETF (QQQI) at 2.68%. This indicates that WINC.AS's price experiences larger fluctuations and is considered to be riskier than QQQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WINC.ASQQQIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.10%

2.68%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

8.24%

9.85%

-1.61%

Volatility (1Y)

Calculated over the trailing 1-year period

10.58%

12.98%

-2.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.85%

17.07%

-3.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.85%

17.07%

-3.22%

WINC.AS vs. QQQI - Expense Ratio Comparison

WINC.AS has a 0.35% expense ratio, which is lower than QQQI's 0.68% expense ratio.

Dividends

WINC.AS vs. QQQI - Dividend Comparison

WINC.AS's dividend yield for the trailing twelve months is around 9.70%, less than QQQI's 13.19% yield.

PositionTTM20252024
QQQI
NEOS Nasdaq-100 High Income ETF		13.19%13.82%12.85%
WINC.AS
iShares World Equity High Income UCITS ETF USD Inc		9.70%9.38%4.88%

Frequently Asked Questions

WINC.AS and QQQI have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WINC.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WINC.AS is cheaper with a 0.35% expense ratio, compared with 0.68% for QQQI.

WINC.AS is categorized as Global Equity Income, while QQQI is Nasdaq-100. They also come from different issuers: iShares and Neos. Their fees differ too: 0.35% for WINC.AS and 0.68% for QQQI.

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