36BE.DE vs. QDVY.DE
36BE.DE (iShares USD Corporate Bond ESG UCITS ETF Dist) and QDVY.DE (iShares USD Floating Rate Bond UCITS ETF) are both Corporate Bonds funds from iShares - 36BE.DE tracks the Bloomberg MSCI US Corporate Sustainable SRI while QDVY.DE tracks the Bloomberg US Floating Rate Notes 1-5. Both are passively managed. Over the past 5 years, 36BE.DE returned 1.56%/yr vs 3.10%/yr for QDVY.DE. A 0.60 correlation means they provide meaningful diversification when combined. 36BE.DE charges 0.15%/yr vs 0.10%/yr for QDVY.DE.
Performance
36BE.DE vs. QDVY.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 36BE.DE achieves a 1.37% return, which is significantly higher than QDVY.DE's 0.88% return.
36BE.DE
- 1D
- 0.13%
- 1M
- 1.12%
- YTD
- 1.37%
- 6M
- 0.75%
- 1Y
- 3.56%
- 3Y*
- 2.22%
- 5Y*
- 1.56%
- 10Y*
- —
QDVY.DE
- 1D
- -0.14%
- 1M
- -0.63%
- YTD
- 0.88%
- 6M
- 0.12%
- 1Y
- -1.37%
- 3Y*
- -0.58%
- 5Y*
- 3.10%
- 10Y*
- —
36BE.DE vs. QDVY.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 1.37% | -4.25% | 7.93% | 4.49% | -9.70% | 7.28% | -3.86% |
QDVY.DE iShares USD Floating Rate Bond UCITS ETF | 0.88% | -11.19% | 9.21% | 2.97% | 7.53% | 8.93% | -7.29% |
Correlation
The correlation between 36BE.DE and QDVY.DE is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2020 | 0.60 |
The correlation between 36BE.DE and QDVY.DE has been stable across timeframes, ranging from 0.57 to 0.66 - a consistent structural relationship.
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Return for Risk
36BE.DE vs. QDVY.DE — Risk / Return Rank
36BE.DE
QDVY.DE
36BE.DE vs. QDVY.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) and iShares USD Floating Rate Bond UCITS ETF (QDVY.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.
| 36BE.DE | QDVY.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.97 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | -0.27 | +1.24 |
| Martin ratioReturn relative to average drawdown | 2.49 | -0.59 | +3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 36BE.DE | QDVY.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | -0.23 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.39 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.27 | -0.23 |
Drawdowns
36BE.DE vs. QDVY.DE - Drawdown Comparison
The maximum 36BE.DE drawdown since its inception was -12.76%, smaller than the maximum QDVY.DE drawdown of -14.81%. Use the drawdown chart below to compare losses from any high point for 36BE.DE and QDVY.DE.
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Drawdown Indicators
| 36BE.DE | QDVY.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.76% | -14.81% | +2.05% |
Max Drawdown (1Y)Largest decline over 1 year | -3.31% | -5.67% | +2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -11.21% | -14.81% | +3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -12.76% | -14.81% | +2.05% |
Current DrawdownCurrent decline from peak | -5.56% | -12.65% | +7.09% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -5.01% | -0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.29% | 2.63% | -1.34% |
Volatility
36BE.DE vs. QDVY.DE - Volatility Comparison
The current volatility for iShares USD Corporate Bond ESG UCITS ETF Dist (36BE.DE) is 0.99%, while iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) has a volatility of 2.20%. This indicates that 36BE.DE experiences smaller price fluctuations and is considered to be less risky than QDVY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 36BE.DE | QDVY.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.99% | 2.20% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 4.35% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.65% | 6.84% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.11% | 7.90% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.79% | 7.71% | +1.08% |
36BE.DE vs. QDVY.DE - Expense Ratio Comparison
36BE.DE has a 0.15% expense ratio, which is higher than QDVY.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
36BE.DE vs. QDVY.DE - Dividend Comparison
36BE.DE's dividend yield for the trailing twelve months is around 4.92%, while QDVY.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
36BE.DE iShares USD Corporate Bond ESG UCITS ETF Dist | 4.92% | 4.92% | 4.68% | 4.24% | 2.85% | 2.47% | 1.43% | 0.00% | 0.00% | 0.00% |
QDVY.DE iShares USD Floating Rate Bond UCITS ETF | 0.00% | 0.00% | 2.90% | 5.61% | 1.50% | 0.57% | 1.75% | 2.94% | 2.20% | 0.47% |
Frequently Asked Questions
36BE.DE and QDVY.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVY.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVY.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for 36BE.DE.
36BE.DE tracks Bloomberg MSCI US Corporate Sustainable SRI, while QDVY.DE tracks Bloomberg US Floating Rate Notes 1-5. Their fees differ too: 0.15% for 36BE.DE and 0.10% for QDVY.DE.
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