CHDVD.SW vs. QDV5.DE
CHDVD.SW (iShares Swiss Dividend ETF (CH)) and QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) are both exchange-traded funds - CHDVD.SW is a Europe Equities fund tracking the SPI® Select Dividend 20 Index, while QDV5.DE is a Asia Pacific Equities fund tracking the MSCI India. Both are passively managed. Over the past 5 years, CHDVD.SW returned 6.89%/yr vs 0.75%/yr for QDV5.DE. At a 0.40 correlation, their price movements are largely independent. CHDVD.SW charges 0.15%/yr vs 0.65%/yr for QDV5.DE.
Performance
CHDVD.SW vs. QDV5.DE - Performance Comparison
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Different Trading Currencies
CHDVD.SW is traded in CHF, while QDV5.DE is traded in EUR. To make them comparable, the QDV5.DE values have been converted to CHF using the latest available exchange rates.
Returns By Period
In the year-to-date period, CHDVD.SW achieves a 1.10% return, which is significantly higher than QDV5.DE's -12.96% return.
CHDVD.SW
- 1D
- 0.86%
- 1M
- 0.63%
- YTD
- 1.10%
- 6M
- 4.21%
- 1Y
- 7.23%
- 3Y*
- 9.63%
- 5Y*
- 6.89%
- 10Y*
- 9.56%
QDV5.DE
- 1D
- 1.00%
- 1M
- -2.66%
- YTD
- -12.96%
- 6M
- -13.67%
- 1Y
- -17.47%
- 3Y*
- 0.56%
- 5Y*
- 0.75%
- 10Y*
- —
CHDVD.SW vs. QDV5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 1.10% | 18.82% | 8.79% | 9.62% | -10.54% | 23.80% | 4.19% | 34.20% | -1.22% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -12.96% | -8.97% | 17.00% | 7.93% | -6.05% | 28.86% | 3.26% | 6.73% | -1.17% |
Correlation
The correlation between CHDVD.SW and QDV5.DE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since May 31, 2018 | 0.40 |
The correlation between CHDVD.SW and QDV5.DE shifts across timeframes, from 0.26 (3 years) to 0.40 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CHDVD.SW vs. QDV5.DE — Risk / Return Rank
CHDVD.SW
QDV5.DE
CHDVD.SW vs. QDV5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Swiss Dividend ETF (CH) (CHDVD.SW) 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.
| CHDVD.SW | QDV5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +2.31 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.86 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.70 | +1.52 |
| Martin ratioReturn relative to average drawdown | 2.56 | -1.48 | +4.04 |
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
| CHDVD.SW | QDV5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | -0.95 | +1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.16 | +0.40 |
Drawdowns
CHDVD.SW vs. QDV5.DE - Drawdown Comparison
The maximum CHDVD.SW drawdown since its inception was -30.09%, smaller than the maximum QDV5.DE drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for CHDVD.SW and QDV5.DE.
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Drawdown Indicators
| CHDVD.SW | QDV5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.09% | -43.43% | +13.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.49% | -21.96% | +12.47% |
Max Drawdown (3Y)Largest decline over 3 years | -14.72% | -30.69% | +15.97% |
Max Drawdown (5Y)Largest decline over 5 years | -17.08% | -30.69% | +13.61% |
Max Drawdown (10Y)Largest decline over 10 years | -30.09% | — | — |
Current DrawdownCurrent decline from peak | -4.02% | -27.28% | +23.26% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -9.82% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 10.33% | -7.31% |
Volatility
CHDVD.SW vs. QDV5.DE - Volatility Comparison
The current volatility for iShares Swiss Dividend ETF (CH) (CHDVD.SW) is 3.95%, while iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a volatility of 5.52%. This indicates that CHDVD.SW 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.
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Volatility by Period
| CHDVD.SW | QDV5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 5.52% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 13.37% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 16.21% | -4.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.93% | 17.31% | -4.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 22.28% | -7.66% |
CHDVD.SW vs. QDV5.DE - Expense Ratio Comparison
CHDVD.SW has a 0.15% expense ratio, which is lower than QDV5.DE's 0.65% expense ratio.
Dividends
CHDVD.SW vs. QDV5.DE - Dividend Comparison
CHDVD.SW's dividend yield for the trailing twelve months is around 3.23%, while QDV5.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDVD.SW iShares Swiss Dividend ETF (CH) | 3.23% | 3.46% | 3.32% | 3.48% | 3.48% | 2.92% | 3.07% | 3.25% | 3.83% | 3.50% | 2.70% | 3.13% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CHDVD.SW and QDV5.DE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CHDVD.SW is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CHDVD.SW is cheaper with a 0.15% expense ratio, compared with 0.65% for QDV5.DE.
CHDVD.SW is categorized as Europe Equities, while QDV5.DE is Asia Pacific Equities. CHDVD.SW tracks SPI® Select Dividend 20 Index, while QDV5.DE tracks MSCI India. Their fees differ too: 0.15% for CHDVD.SW and 0.65% for QDV5.DE.
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