AIRE.L vs. QDVE.DE
Compare and contrast key facts about Alternative Income REIT plc (AIRE.L) 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: AIRE.L or QDVE.DE.
Key characteristics
| AIRE.L | QDVE.DE | |
|---|---|---|
| YTD Return | 6.32% | 36.51% |
| 1Y Return | 31.53% | 53.80% |
| 3Y Return (Ann) | 7.78% | 20.93% |
| 5Y Return (Ann) | 6.87% | 27.25% |
| Sharpe Ratio | 1.73 | 2.61 |
| Sortino Ratio | 2.30 | 3.28 |
| Omega Ratio | 1.43 | 1.45 |
| Calmar Ratio | 1.24 | 3.37 |
| Martin Ratio | 6.16 | 10.84 |
| Ulcer Index | 5.05% | 4.87% |
| Daily Std Dev | 17.90% | 20.12% |
| Max Drawdown | -57.33% | -31.45% |
| Current Drawdown | -2.20% | -1.01% |
Correlation
The correlation between AIRE.L and QDVE.DE is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AIRE.L vs. QDVE.DE - Performance Comparison
In the year-to-date period, AIRE.L achieves a 6.32% return, which is significantly lower than QDVE.DE's 36.51% 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
AIRE.L vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alternative Income REIT plc (AIRE.L) 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
AIRE.L vs. QDVE.DE - Dividend Comparison
AIRE.L's dividend yield for the trailing twelve months is around 8.31%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
AIRE.L Alternative Income REIT plc | 8.31% | 8.55% | 8.37% | 7.19% | 4.50% | 0.08% | 0.05% | 0.00% |
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% |
Drawdowns
AIRE.L vs. QDVE.DE - Drawdown Comparison
The maximum AIRE.L drawdown since its inception was -57.33%, 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 AIRE.L and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
AIRE.L vs. QDVE.DE - Volatility Comparison
Alternative Income REIT plc (AIRE.L) has a higher volatility of 4.65% compared to iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) at 3.80%. This indicates that AIRE.L's price experiences larger fluctuations and is considered to be riskier than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.