5MVW.DE vs. QDVE.DE
5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, 5MVW.DE returned 20.31%/yr vs 25.33%/yr for QDVE.DE. At a 0.20 correlation, their price movements are largely independent. 5MVW.DE charges 0.18%/yr vs 0.15%/yr for QDVE.DE.
Performance
5MVW.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 5MVW.DE achieves a 32.79% return, which is significantly higher than QDVE.DE's 24.06% return.
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
5MVW.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 12.70% |
Correlation
The correlation between 5MVW.DE and QDVE.DE is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.20 |
The correlation between 5MVW.DE and QDVE.DE shifts across timeframes, from -0.09 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
5MVW.DE vs. QDVE.DE — Risk / Return Rank
5MVW.DE
QDVE.DE
5MVW.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.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.
| 5MVW.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.39 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 3.14 | -0.18 |
| Martin ratioReturn relative to average drawdown | 9.81 | 8.31 | +1.50 |
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
| 5MVW.DE | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.10 | 2.40 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 1.10 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.07 | -0.62 |
Drawdowns
5MVW.DE vs. QDVE.DE - Drawdown Comparison
The maximum 5MVW.DE drawdown since its inception was -56.87%, 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 5MVW.DE and QDVE.DE.
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Drawdown Indicators
| 5MVW.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.87% | -31.45% | -25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -15.59% | +0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -29.83% | +6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -29.83% | +6.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.45% | — |
Current DrawdownCurrent decline from peak | -7.49% | -3.08% | -4.41% |
Average DrawdownAverage peak-to-trough decline | -13.53% | -5.80% | -7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 5.91% | -1.35% |
Volatility
5MVW.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) is 6.76%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that 5MVW.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.
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Volatility by Period
| 5MVW.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.76% | 7.12% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 18.33% | 14.85% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.33% | 20.42% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.99% | 22.71% | +1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.20% | 21.73% | +7.47% |
5MVW.DE vs. QDVE.DE - Expense Ratio Comparison
5MVW.DE has a 0.18% expense ratio, which is higher than QDVE.DE's 0.15% 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
5MVW.DE vs. QDVE.DE - Dividend Comparison
5MVW.DE's dividend yield for the trailing twelve months is around 2.48%, while QDVE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
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% |
Frequently Asked Questions
5MVW.DE and QDVE.DE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for 5MVW.DE.
5MVW.DE is categorized as Energy Equities, while QDVE.DE is Technology Equities. 5MVW.DE tracks MSCI World Energy, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.18% for 5MVW.DE and 0.15% for QDVE.DE.
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