EXI3.DE vs. QDVE.DE
EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - EXI3.DE is a Large Cap Blend Equities fund tracking the Dow Jones Industrial Average, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 10 years, EXI3.DE returned 11.97%/yr vs 26.04%/yr for QDVE.DE. A 0.69 correlation means they provide meaningful diversification when combined. EXI3.DE charges 0.51%/yr vs 0.15%/yr for QDVE.DE.
Performance
EXI3.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXI3.DE achieves a 7.97% return, which is significantly lower than QDVE.DE's 24.06% return. Over the past 10 years, EXI3.DE has underperformed QDVE.DE with an annualized return of 11.97%, while QDVE.DE has yielded a comparatively higher 26.04% annualized return.
EXI3.DE
- 1D
- 1.20%
- 1M
- 4.70%
- YTD
- 7.97%
- 6M
- 8.07%
- 1Y
- 20.04%
- 3Y*
- 13.03%
- 5Y*
- 10.15%
- 10Y*
- 11.97%
QDVE.DE
- 1D
- -2.26%
- 1M
- 11.84%
- YTD
- 24.06%
- 6M
- 22.46%
- 1Y
- 48.25%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
EXI3.DE vs. QDVE.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) | 7.97% | 1.60% | 20.65% | 11.22% | -3.15% | 31.43% | -2.14% | 27.50% | -1.13% | 11.26% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | 3.04% | 21.00% |
Correlation
The correlation between EXI3.DE and QDVE.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.50 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.69 |
Over the past year, the correlation between EXI3.DE and QDVE.DE has dropped to 0.49 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
EXI3.DE vs. QDVE.DE — Risk / Return Rank
EXI3.DE
QDVE.DE
EXI3.DE vs. QDVE.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 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.
| EXI3.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.39 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.66 | 3.14 | -0.49 |
| Martin ratioReturn relative to average drawdown | 8.77 | 8.31 | +0.45 |
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
| EXI3.DE | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 2.40 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 1.10 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 1.19 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 1.07 | -0.67 |
Drawdowns
EXI3.DE vs. QDVE.DE - Drawdown Comparison
The maximum EXI3.DE drawdown since its inception was -53.00%, 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 EXI3.DE and QDVE.DE.
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Drawdown Indicators
| EXI3.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -31.45% | -21.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -15.59% | +8.14% |
Max Drawdown (3Y)Largest decline over 3 years | -21.22% | -29.83% | +8.61% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -29.83% | +8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | -31.45% | -4.90% |
Current DrawdownCurrent decline from peak | 0.00% | -3.08% | +3.08% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -5.80% | -7.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.26% | 5.91% | -3.65% |
Volatility
EXI3.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) is 2.86%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that EXI3.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 7.12% | -4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 8.40% | 14.85% | -6.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.05% | 20.42% | -8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 22.71% | -8.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 21.73% | -5.67% |
EXI3.DE vs. QDVE.DE - Expense Ratio Comparison
EXI3.DE has a 0.51% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Dividends
EXI3.DE vs. QDVE.DE - Dividend Comparison
EXI3.DE's dividend yield for the trailing twelve months is around 0.59%, while QDVE.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% |
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% |
Frequently Asked Questions
EXI3.DE and QDVE.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.51% for EXI3.DE.
EXI3.DE is categorized as Large Cap Blend Equities, while QDVE.DE is Technology Equities. EXI3.DE tracks Dow Jones Industrial Average, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.51% for EXI3.DE and 0.15% for QDVE.DE.
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