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DJAM.DE vs. QDVB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DJAM.DE vs. QDVB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) and iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DJAM.DE achieves a 12.36% return, which is significantly lower than QDVB.DE's 13.00% return.


DJAM.DE

1D
0.48%
1M
3.02%
6M
10.10%
YTD
12.36%
1Y
22.14%
3Y*
15.92%
5Y*
10.79%
10Y*
12.34%

QDVB.DE

1D
0.25%
1M
1.44%
6M
11.06%
YTD
13.00%
1Y
22.41%
3Y*
17.14%
5Y*
12.04%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DJAM.DE vs. QDVB.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DJAM.DE
Lyxor Dow Jones Industrial Average UCITS ETF Dist
12.36%2.01%21.39%11.90%-2.34%31.92%-1.77%28.23%-0.54%12.02%
QDVB.DE
iShares Edge MSCI USA Quality Factor UCITS ETF
13.00%0.35%29.28%26.64%-16.49%39.07%5.34%37.19%-2.63%7.24%

Correlation

The correlation between DJAM.DE and QDVB.DE is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (3Y)
Calculated over the trailing 3-year period

0.78

Correlation (5Y)
Calculated over the trailing 5-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Oct 13, 2016

0.87

The correlation between DJAM.DE and QDVB.DE has been stable across timeframes, ranging from 0.78 to 0.87 - a consistent structural relationship.

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Return for Risk

DJAM.DE vs. QDVB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DJAM.DE
DJAM.DE Risk / Return Rank: 7171
Overall Rank
DJAM.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
DJAM.DE Sortino Ratio Rank: 7474
Sortino Ratio Rank
DJAM.DE Omega Ratio Rank: 6969
Omega Ratio Rank
DJAM.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
DJAM.DE Martin Ratio Rank: 6969
Martin Ratio Rank

QDVB.DE
QDVB.DE Risk / Return Rank: 7979
Overall Rank
QDVB.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
QDVB.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
QDVB.DE Omega Ratio Rank: 7979
Omega Ratio Rank
QDVB.DE Calmar Ratio Rank: 7979
Calmar Ratio Rank
QDVB.DE Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DJAM.DE vs. QDVB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) and iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DJAM.DEQDVB.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.14

Sortino ratioReturn per unit of downside risk

-0.19

Omega ratioGain probability vs. loss probability

1.33

1.37

-0.04

Calmar ratioReturn relative to maximum drawdown

3.00

3.30

-0.29

Martin ratioReturn relative to average drawdown

10.10

12.09

-1.99

DJAM.DE vs. QDVB.DE - Sharpe Ratio Comparison

The current DJAM.DE Sharpe Ratio is 1.85, which is comparable to the QDVB.DE Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of DJAM.DE and QDVB.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DJAM.DE vs. QDVB.DE - Drawdown Comparison

The maximum DJAM.DE drawdown since its inception was -47.32%, which is greater than QDVB.DE's maximum drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for DJAM.DE and QDVB.DE.


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Drawdown Indicators


DJAM.DEQDVB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-47.32%

-33.25%

-14.07%

Max Drawdown (1Y)

Largest decline over 1 year

-7.34%

-6.77%

-0.57%

Max Drawdown (3Y)

Largest decline over 3 years

-21.15%

-22.69%

+1.54%

Max Drawdown (5Y)

Largest decline over 5 years

-21.15%

-22.69%

+1.54%

Max Drawdown (10Y)

Largest decline over 10 years

-36.30%

Current Drawdown

Current decline from peak

-0.51%

-0.61%

+0.10%

Average Drawdown

Average peak-to-trough decline

-7.74%

-5.00%

-2.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.19%

1.85%

+0.34%

Volatility

DJAM.DE vs. QDVB.DE - Volatility Comparison

The current volatility for Lyxor Dow Jones Industrial Average UCITS ETF Dist (DJAM.DE) is 2.44%, while iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) has a volatility of 2.79%. This indicates that DJAM.DE experiences smaller price fluctuations and is considered to be less risky than QDVB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DJAM.DEQDVB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.44%

2.79%

-0.35%

Volatility (6M)

Calculated over the trailing 6-month period

8.42%

7.30%

+1.12%

Volatility (1Y)

Calculated over the trailing 1-year period

11.91%

11.20%

+0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.07%

15.56%

-1.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.08%

17.93%

-1.85%

DJAM.DE vs. QDVB.DE - Expense Ratio Comparison

DJAM.DE has a 0.50% expense ratio, which is higher than QDVB.DE's 0.20% expense ratio.


Dividends

DJAM.DE vs. QDVB.DE - Dividend Comparison

DJAM.DE's dividend yield for the trailing twelve months is around 0.70%, while QDVB.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DJAM.DE
Lyxor Dow Jones Industrial Average UCITS ETF Dist
0.70%0.79%1.17%1.06%1.80%1.11%1.62%1.25%1.90%1.71%2.26%2.44%
QDVB.DE
iShares Edge MSCI USA Quality Factor 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%

Frequently Asked Questions


DJAM.DE and QDVB.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, QDVB.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QDVB.DE is cheaper with a 0.20% expense ratio, compared with 0.50% for DJAM.DE.

DJAM.DE tracks Dow Jones Industrial Average, while QDVB.DE tracks MSCI USA Sector Neutral Quality. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.50% for DJAM.DE and 0.20% for QDVB.DE.

Portfolio Optimizer

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