WINC.AS vs. QQQI
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 22.80% vs 20.53% for QQQI. At a 0.43 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
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Returns By Period
The year-to-date returns for both stocks are quite close, with WINC.AS having a 9.61% return and QQQI slightly lower at 9.56%.
WINC.AS
- 1D
- 0.00%
- 1M
- 0.27%
- 6M
- 8.63%
- YTD
- 9.61%
- 1Y
- 22.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QQQI
- 1D
- -1.58%
- 1M
- -2.07%
- 6M
- 8.49%
- YTD
- 9.56%
- 1Y
- 20.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WINC.AS vs. QQQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.61% | 21.56% | 8.10% |
QQQI NEOS Nasdaq-100 High Income ETF | 9.56% | 18.62% | 14.14% |
Correlation
The correlation between WINC.AS and QQQI is 0.53, 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 | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.43 |
The correlation between WINC.AS and QQQI has been stable across timeframes, ranging from 0.43 to 0.53 - a consistent structural relationship.
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Return for Risk
WINC.AS vs. QQQI — Risk / Return Rank
WINC.AS
QQQI
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WINC.AS | QQQI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.76 | ||
| Sortino ratioReturn per unit of downside risk | +1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.25 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 2.15 | +1.18 |
| Martin ratioReturn relative to average drawdown | 13.71 | 8.80 | +4.91 |
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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.AS | QQQI | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -0.57% | -3.58% | +3.01% |
Average DrawdownAverage peak-to-trough decline | -1.45% | -2.21% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 2.34% | -0.69% |
Volatility
WINC.AS vs. QQQI - Volatility Comparison
The current volatility for iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) is 2.29%, while NEOS Nasdaq-100 High Income ETF (QQQI) has a volatility of 6.52%. This indicates that WINC.AS experiences smaller price fluctuations and is considered to be less risky 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.AS | QQQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.29% | 6.52% | -4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 12.89% | -4.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.78% | 15.53% | -4.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.51% | 17.60% | -5.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.51% | 17.60% | -5.09% |
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 12.44%, less than QQQI's 13.87% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
QQQI NEOS Nasdaq-100 High Income ETF | 13.87% | 13.82% | 12.85% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 12.44% | 9.38% | 4.88% |
Frequently Asked Questions
WINC.AS and QQQI have a correlation of 0.53, 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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