3V64.DE vs. QDVE.DE
Compare and contrast key facts about Visa Inc (3V64.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE).
QDVE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 3V64.DE or QDVE.DE.
Key characteristics
| 3V64.DE | QDVE.DE | |
|---|---|---|
| YTD Return | 8.84% | 14.55% |
| 1Y Return | 22.13% | 48.04% |
| 3Y Return (Ann) | 10.81% | 20.73% |
| 5Y Return (Ann) | 13.50% | 25.14% |
| Sharpe Ratio | 1.43 | 2.51 |
| Daily Std Dev | 15.28% | 18.36% |
| Max Drawdown | -43.32% | -31.45% |
| Current Drawdown | -4.41% | -1.84% |
Correlation
The correlation between 3V64.DE and QDVE.DE is 0.64, 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
3V64.DE vs. QDVE.DE - Performance Comparison
In the year-to-date period, 3V64.DE achieves a 8.84% return, which is significantly lower than QDVE.DE's 14.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
3V64.DE vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Visa Inc (3V64.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.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.
Dividends
3V64.DE vs. QDVE.DE - Dividend Comparison
3V64.DE's dividend yield for the trailing twelve months is around 0.76%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
3V64.DE Visa Inc | 0.76% | 0.79% | 0.81% | 0.69% | 0.70% | 0.62% | 0.76% | 0.72% | 0.97% | 0.69% | 0.77% | 0.87% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
3V64.DE vs. QDVE.DE - Drawdown Comparison
The maximum 3V64.DE drawdown since its inception was -43.32%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for 3V64.DE and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
3V64.DE vs. QDVE.DE - Volatility Comparison
The current volatility for Visa Inc (3V64.DE) is 3.85%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.03%. This indicates that 3V64.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.