APC.DE vs. QDVE.DE
Compare and contrast key facts about Apple Inc (APC.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: APC.DE or QDVE.DE.
Key characteristics
| APC.DE | QDVE.DE | |
|---|---|---|
| YTD Return | 0.00% | 18.44% |
| 1Y Return | 11.36% | 48.30% |
| 3Y Return (Ann) | 19.44% | 23.58% |
| 5Y Return (Ann) | 33.39% | 25.45% |
| Sharpe Ratio | 0.43 | 2.37 |
| Daily Std Dev | 20.51% | 18.42% |
| Max Drawdown | -83.56% | -31.45% |
| Current Drawdown | -3.66% | 0.00% |
Correlation
The correlation between APC.DE and QDVE.DE is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
APC.DE vs. QDVE.DE - Performance Comparison
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
APC.DE vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (APC.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
APC.DE vs. QDVE.DE - Dividend Comparison
APC.DE's dividend yield for the trailing twelve months is around 0.56%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APC.DE Apple Inc | 0.56% | 0.54% | 0.76% | 0.55% | 0.73% | 1.17% | 2.05% | 1.73% | 2.02% | 2.05% | 1.97% | 2.92% |
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
APC.DE vs. QDVE.DE - Drawdown Comparison
The maximum APC.DE drawdown since its inception was -83.56%, 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 APC.DE and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
APC.DE vs. QDVE.DE - Volatility Comparison
Apple Inc (APC.DE) has a higher volatility of 8.25% compared to iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) at 6.96%. This indicates that APC.DE'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.