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XDEQ.DE vs. IWQU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XDEQ.DE vs. IWQU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) and iShares MSCI World Quality Factor UCITS (IWQU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

XDEQ.DE is traded in EUR, while IWQU.L is traded in USD. To make them comparable, the IWQU.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with XDEQ.DE having a 9.48% return and IWQU.L slightly higher at 9.72%. Both investments have delivered pretty close results over the past 10 years, with XDEQ.DE having a 12.38% annualized return and IWQU.L not far behind at 11.96%.


XDEQ.DE

1D
0.79%
1M
3.10%
YTD
9.48%
6M
9.63%
1Y
19.01%
3Y*
15.18%
5Y*
11.42%
10Y*
12.38%

IWQU.L

1D
0.72%
1M
3.13%
YTD
9.72%
6M
9.79%
1Y
18.99%
3Y*
15.26%
5Y*
11.36%
10Y*
11.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XDEQ.DE vs. IWQU.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XDEQ.DE
Xtrackers MSCI World Quality Factor UCITS ETF 1C
9.48%2.87%23.81%21.83%-14.94%34.64%4.47%34.18%-3.32%7.04%
IWQU.L
iShares MSCI World Quality Factor UCITS
9.72%1.60%25.13%21.90%-14.26%32.96%5.48%32.57%-3.19%8.38%

Correlation

The correlation between XDEQ.DE and IWQU.L is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.83

Correlation (5Y)
Calculated over the trailing 5-year period

0.86

Correlation (10Y)
Calculated over the trailing 10-year period

0.83

Correlation (All Time)
Calculated using the full available price history since Oct 21, 2014

0.77

The correlation between XDEQ.DE and IWQU.L shifts across timeframes, from 0.77 (all time) to 0.91 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

XDEQ.DE vs. IWQU.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XDEQ.DE
XDEQ.DE Risk / Return Rank: 5858
Overall Rank
XDEQ.DE Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
XDEQ.DE Sortino Ratio Rank: 5454
Sortino Ratio Rank
XDEQ.DE Omega Ratio Rank: 5555
Omega Ratio Rank
XDEQ.DE Calmar Ratio Rank: 6262
Calmar Ratio Rank
XDEQ.DE Martin Ratio Rank: 6767
Martin Ratio Rank

IWQU.L
IWQU.L Risk / Return Rank: 5656
Overall Rank
IWQU.L Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
IWQU.L Sortino Ratio Rank: 6161
Sortino Ratio Rank
IWQU.L Omega Ratio Rank: 5555
Omega Ratio Rank
IWQU.L Calmar Ratio Rank: 5050
Calmar Ratio Rank
IWQU.L Martin Ratio Rank: 5858
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.

XDEQ.DE vs. IWQU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) and iShares MSCI World Quality Factor UCITS (IWQU.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.


XDEQ.DEIWQU.LDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.18

Omega ratioGain probability vs. loss probability

1.34

1.30

+0.03

Calmar ratioReturn relative to maximum drawdown

3.04

3.08

-0.04

Martin ratioReturn relative to average drawdown

12.17

11.48

+0.70

XDEQ.DE vs. IWQU.L - Sharpe Ratio Comparison

The current XDEQ.DE Sharpe Ratio is 1.78, which is comparable to the IWQU.L Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of XDEQ.DE and IWQU.L, 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


XDEQ.DEIWQU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

1.64

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.77

+0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.85

0.77

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.80

0.81

-0.01

Drawdowns

XDEQ.DE vs. IWQU.L - Drawdown Comparison

The maximum XDEQ.DE drawdown since its inception was -32.16%, roughly equal to the maximum IWQU.L drawdown of -32.36%. Use the drawdown chart below to compare losses from any high point for XDEQ.DE and IWQU.L.


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Drawdown Indicators


XDEQ.DEIWQU.LDifference

Max Drawdown

Largest peak-to-trough decline

-32.16%

-32.36%

+0.20%

Max Drawdown (1Y)

Largest decline over 1 year

-6.22%

-6.13%

-0.09%

Max Drawdown (3Y)

Largest decline over 3 years

-20.59%

-19.86%

-0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-20.59%

-19.86%

-0.73%

Max Drawdown (10Y)

Largest decline over 10 years

-32.16%

-32.36%

+0.20%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-4.75%

-4.64%

-0.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.56%

1.65%

-0.09%

Volatility

XDEQ.DE vs. IWQU.L - Volatility Comparison

The current volatility for Xtrackers MSCI World Quality Factor UCITS ETF 1C (XDEQ.DE) is 2.36%, while iShares MSCI World Quality Factor UCITS (IWQU.L) has a volatility of 2.95%. This indicates that XDEQ.DE experiences smaller price fluctuations and is considered to be less risky than IWQU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XDEQ.DEIWQU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.36%

2.95%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

7.32%

8.49%

-1.17%

Volatility (1Y)

Calculated over the trailing 1-year period

10.64%

11.55%

-0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.12%

14.81%

-0.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.35%

15.84%

-0.49%

XDEQ.DE vs. IWQU.L - Expense Ratio Comparison

XDEQ.DE has a 0.25% expense ratio, which is lower than IWQU.L's 0.30% expense ratio.


Dividends

XDEQ.DE vs. IWQU.L - Dividend Comparison

Neither XDEQ.DE nor IWQU.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.91, XDEQ.DE and IWQU.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, XDEQ.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XDEQ.DE is cheaper with a 0.25% expense ratio, compared with 0.30% for IWQU.L.

Both ETFs track MSCI ACWI NR USD. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.25% for XDEQ.DE and 0.30% for IWQU.L.

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