EXI3.DE vs. QDVB.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and QDVB.DE (iShares Edge MSCI USA Quality Factor UCITS ETF) are both Large Cap Blend Equities funds from iShares - EXI3.DE tracks the Dow Jones Industrial Average while QDVB.DE tracks the MSCI USA Sector Neutral Quality. Both are passively managed. Over the past 5 years, EXI3.DE returned 10.03%/yr vs 11.85%/yr for QDVB.DE. Their correlation of 0.85 suggests significant overlap in exposure. EXI3.DE charges 0.51%/yr vs 0.20%/yr for QDVB.DE.
Performance
EXI3.DE vs. QDVB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI3.DE achieves a 10.90% return, which is significantly lower than QDVB.DE's 12.30% return.
EXI3.DE
- 1D
- -0.60%
- 1M
- 1.57%
- 6M
- 8.52%
- YTD
- 10.90%
- 1Y
- 20.61%
- 3Y*
- 13.63%
- 5Y*
- 10.03%
- 10Y*
- 11.49%
- ALL TIME*
- 9.54%
QDVB.DE
- 1D
- 0.06%
- 1M
- 1.45%
- 6M
- 10.60%
- YTD
- 12.30%
- 1Y
- 21.74%
- 3Y*
- 16.28%
- 5Y*
- 11.85%
- 10Y*
- —
- ALL TIME*
- 12.72%
EXI3.DE vs. QDVB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 10.90% | 1.62% | 20.65% | 11.22% | -3.01% | 31.25% | -2.14% | 27.50% | -1.13% | 11.26% |
QDVB.DE iShares Edge MSCI USA Quality Factor UCITS ETF | 12.30% | 0.35% | 29.28% | 26.64% | -16.49% | 39.07% | 5.34% | 37.19% | -2.63% | 7.24% |
Correlation
The correlation between EXI3.DE and QDVB.DE is 0.64, 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 | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2016 | 0.85 |
Over the past year, the correlation between EXI3.DE and QDVB.DE has dropped to 0.64 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
EXI3.DE vs. QDVB.DE — Risk / Return Rank
EXI3.DE
QDVB.DE
EXI3.DE vs. QDVB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.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.
| EXI3.DE | QDVB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.74 | 3.20 | -0.46 |
| Martin ratioReturn relative to average drawdown | 9.41 | 11.72 | -2.31 |
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Drawdowns
EXI3.DE vs. QDVB.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -54.00%, 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 EXI3.DE and QDVB.DE.
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Drawdown Indicators
| EXI3.DE | QDVB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -33.25% | -20.75% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | -6.77% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -22.69% | +1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -22.69% | +1.47% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | — | — |
Current DrawdownCurrent decline from peak | -2.02% | -1.29% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -4.99% | -4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 1.85% | +0.33% |
Volatility
EXI3.DE vs. QDVB.DE - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 2.52%, while iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) has a volatility of 3.20%. This indicates that EXI3.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
| EXI3.DE | QDVB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.52% | 3.20% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 8.59% | 7.24% | +1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 10.93% | +1.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.16% | 15.55% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 17.93% | -1.82% |
EXI3.DE vs. QDVB.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than QDVB.DE's 0.20% expense ratio.
Dividends
EXI3.DE vs. QDVB.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, while QDVB.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
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
EXI3.DE and QDVB.DE have a correlation of 0.64, 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 0.51% for EXI3.DE.
EXI3.DE tracks Dow Jones Industrial Average, while QDVB.DE tracks MSCI USA Sector Neutral Quality. Their fees differ too: 0.51% for EXI3.DE and 0.20% for QDVB.DE.
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