B500.DE vs. QDVF.DE
B500.DE (Amundi S&P 500 Buyback ETF) and QDVF.DE (iShares S&P 500 Energy Sector UCITS ETF (Acc)) are both exchange-traded funds - B500.DE is a S&P 500 fund tracking the S&P 500 Buyback NTR, while QDVF.DE is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy. Both are passively managed. Over the past 10 years, B500.DE returned 12.79%/yr vs 8.97%/yr for QDVF.DE. A 0.58 correlation means they provide meaningful diversification when combined. Both charge a 0.15% expense ratio.
Performance
B500.DE vs. QDVF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, B500.DE achieves a 8.94% return, which is significantly lower than QDVF.DE's 32.71% return. Over the past 10 years, B500.DE has outperformed QDVF.DE with an annualized return of 12.79%, while QDVF.DE has yielded a comparatively lower 8.97% annualized return.
B500.DE
- 1D
- 0.86%
- 1M
- 5.03%
- YTD
- 8.94%
- 6M
- 9.45%
- 1Y
- 20.46%
- 3Y*
- 15.34%
- 5Y*
- 11.15%
- 10Y*
- 12.79%
QDVF.DE
- 1D
- -0.53%
- 1M
- 4.38%
- YTD
- 32.71%
- 6M
- 28.30%
- 1Y
- 45.00%
- 3Y*
- 13.74%
- 5Y*
- 21.44%
- 10Y*
- 8.97%
B500.DE vs. QDVF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
B500.DE Amundi S&P 500 Buyback ETF | 8.94% | 4.76% | 20.85% | 12.10% | -7.18% | 47.02% | -4.65% | 34.36% | -4.54% | 6.13% |
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 32.71% | -2.67% | 9.20% | -3.70% | 72.13% | 67.92% | -40.24% | 13.02% | -14.92% | -13.30% |
Correlation
The correlation between B500.DE and QDVF.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.58 |
Over the past year, the correlation between B500.DE and QDVF.DE has dropped to 0.23 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
B500.DE vs. QDVF.DE — Risk / Return Rank
B500.DE
QDVF.DE
B500.DE vs. QDVF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi S&P 500 Buyback ETF (B500.DE) and iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.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.
| B500.DE | QDVF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.30 | 2.54 | +1.76 |
| Martin ratioReturn relative to average drawdown | 11.16 | 7.98 | +3.18 |
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
| B500.DE | QDVF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.82 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.31 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.28 | +0.24 |
Drawdowns
B500.DE vs. QDVF.DE - Drawdown Comparison
The maximum B500.DE drawdown since its inception was -42.49%, smaller than the maximum QDVF.DE drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for B500.DE and QDVF.DE.
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Drawdown Indicators
| B500.DE | QDVF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.49% | -65.81% | +23.32% |
Max Drawdown (1Y)Largest decline over 1 year | -4.75% | -17.23% | +12.48% |
Max Drawdown (3Y)Largest decline over 3 years | -23.66% | -27.13% | +3.47% |
Max Drawdown (5Y)Largest decline over 5 years | -23.66% | -27.13% | +3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -65.81% | +23.32% |
Current DrawdownCurrent decline from peak | 0.00% | -8.92% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -17.41% | +11.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 5.49% | -3.66% |
Volatility
B500.DE vs. QDVF.DE - Volatility Comparison
The current volatility for Amundi S&P 500 Buyback ETF (B500.DE) is 2.99%, while iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a volatility of 7.70%. This indicates that B500.DE experiences smaller price fluctuations and is considered to be less risky than QDVF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| B500.DE | QDVF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 7.70% | -4.71% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 20.43% | -12.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.29% | 24.05% | -11.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 26.95% | -10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 28.68% | -9.72% |
B500.DE vs. QDVF.DE - Expense Ratio Comparison
Both B500.DE and QDVF.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
B500.DE vs. QDVF.DE - Dividend Comparison
Neither B500.DE nor QDVF.DE has paid dividends to shareholders.
Frequently Asked Questions
B500.DE and QDVF.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
B500.DE and QDVF.DE have the same expense ratio: 0.15% per year.
B500.DE is categorized as S&P 500, while QDVF.DE is Energy Equities. B500.DE tracks S&P 500 Buyback NTR, while QDVF.DE tracks S&P 500 Capped 35/20 Energy. They also come from different issuers: Amundi and iShares.
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