AIE.L vs. QDV5.DE
Compare and contrast key facts about Ashoka India Equity Investment Trust plc (AIE.L) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE).
QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIE.L or QDV5.DE.
Key characteristics
| AIE.L | QDV5.DE | |
|---|---|---|
| YTD Return | 19.34% | 20.62% |
| 1Y Return | 27.19% | 28.03% |
| 3Y Return (Ann) | 14.64% | 11.43% |
| 5Y Return (Ann) | 21.73% | 14.63% |
| Sharpe Ratio | 1.54 | 1.82 |
| Daily Std Dev | 17.56% | 16.01% |
| Max Drawdown | -41.42% | -41.06% |
| Current Drawdown | -0.34% | -2.41% |
Correlation
The correlation between AIE.L and QDV5.DE is 0.45, 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
AIE.L vs. QDV5.DE - Performance Comparison
In the year-to-date period, AIE.L achieves a 19.34% return, which is significantly lower than QDV5.DE's 20.62% 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
AIE.L vs. QDV5.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.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
AIE.L vs. QDV5.DE - Dividend Comparison
Neither AIE.L nor QDV5.DE has paid dividends to shareholders.
Drawdowns
AIE.L vs. QDV5.DE - Drawdown Comparison
The maximum AIE.L drawdown since its inception was -41.42%, roughly equal to the maximum QDV5.DE drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for AIE.L and QDV5.DE. For additional features, visit the drawdowns tool.
Volatility
AIE.L vs. QDV5.DE - Volatility Comparison
The current volatility for Ashoka India Equity Investment Trust plc (AIE.L) is 2.94%, while iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a volatility of 3.67%. This indicates that AIE.L experiences smaller price fluctuations and is considered to be less risky than QDV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.