EXSD.DE vs. QDVE.DE
EXSD.DE (iShares STOXX Europe Mid 200 UCITS ETF (DE)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - EXSD.DE is a Europe Equities fund tracking the STOXX Europe Mid 200 Index, 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, EXSD.DE returned 9.23%/yr vs 25.61%/yr for QDVE.DE. A 0.55 correlation means they provide meaningful diversification when combined. EXSD.DE charges 0.21%/yr vs 0.15%/yr for QDVE.DE.
Performance
EXSD.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXSD.DE achieves a 12.15% return, which is significantly lower than QDVE.DE's 19.14% return. Over the past 10 years, EXSD.DE has underperformed QDVE.DE with an annualized return of 9.23%, while QDVE.DE has yielded a comparatively higher 25.61% annualized return.
EXSD.DE
- 1D
- 0.64%
- 1M
- 4.72%
- 6M
- 11.00%
- YTD
- 12.15%
- 1Y
- 19.01%
- 3Y*
- 14.97%
- 5Y*
- 6.68%
- 10Y*
- 9.23%
QDVE.DE
- 1D
- 0.35%
- 1M
- -6.14%
- 6M
- 19.97%
- YTD
- 19.14%
- 1Y
- 36.05%
- 3Y*
- 28.01%
- 5Y*
- 22.04%
- 10Y*
- 25.61%
EXSD.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 12.15% | 20.71% | 5.80% | 15.08% | -18.91% | 18.43% | 0.93% | 29.02% | -11.97% | 16.29% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 19.14% | 10.01% | 46.09% | 54.17% | -25.82% | 46.74% | 29.67% | 53.89% | 3.09% | 20.90% |
Correlation
The correlation between EXSD.DE and QDVE.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2015 | 0.55 |
Over the past year, the correlation between EXSD.DE and QDVE.DE has dropped to 0.26 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
EXSD.DE vs. QDVE.DE — Risk / Return Rank
EXSD.DE
QDVE.DE
EXSD.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.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.
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.
| EXSD.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.28 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.15 | 2.30 | -0.15 |
| Martin ratioReturn relative to average drawdown | 7.63 | 5.80 | +1.84 |
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Drawdowns
EXSD.DE vs. QDVE.DE - Drawdown Comparison
The maximum EXSD.DE drawdown since its inception was -61.46%, which is greater than QDVE.DE's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for EXSD.DE and QDVE.DE.
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Drawdown Indicators
| EXSD.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.46% | -31.40% | -30.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.81% | -15.60% | +6.79% |
Max Drawdown (3Y)Largest decline over 3 years | -14.39% | -29.81% | +15.42% |
Max Drawdown (5Y)Largest decline over 5 years | -30.21% | -29.81% | -0.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -31.40% | -7.76% |
Current DrawdownCurrent decline from peak | 0.00% | -6.91% | +6.91% |
Average DrawdownAverage peak-to-trough decline | -12.65% | -5.80% | -6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 6.20% | -3.71% |
Volatility
EXSD.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares STOXX Europe Mid 200 UCITS ETF (DE) (EXSD.DE) is 3.57%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.99%. This indicates that EXSD.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
| EXSD.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.57% | 7.99% | -4.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.49% | 15.87% | -5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 21.50% | -8.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 22.89% | -7.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 21.80% | -5.10% |
EXSD.DE vs. QDVE.DE - Expense Ratio Comparison
EXSD.DE has a 0.21% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
EXSD.DE vs. QDVE.DE - Dividend Comparison
EXSD.DE's dividend yield for the trailing twelve months is around 2.71%, while QDVE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXSD.DE iShares STOXX Europe Mid 200 UCITS ETF (DE) | 2.71% | 3.08% | 3.23% | 2.71% | 3.06% | 2.12% | 1.54% | 2.85% | 3.02% | 3.28% | 3.16% | 2.64% |
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
EXSD.DE and QDVE.DE have a correlation of 0.26, 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 0.21% for EXSD.DE.
EXSD.DE is categorized as Europe Equities, while QDVE.DE is Technology Equities. EXSD.DE tracks STOXX Europe Mid 200 Index, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.21% for EXSD.DE and 0.15% for QDVE.DE.
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