EXW1.DE vs. QDV5.DE
Compare and contrast key facts about iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE).
EXW1.DE and QDV5.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EXW1.DE is a passively managed fund by iShares that tracks the performance of the EURO STOXX® 50. It was launched on Dec 27, 2000. QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018. Both EXW1.DE and QDV5.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXW1.DE or QDV5.DE.
Key characteristics
| EXW1.DE | QDV5.DE | |
|---|---|---|
| YTD Return | 10.24% | 14.55% |
| 1Y Return | 19.79% | 25.35% |
| 3Y Return (Ann) | 6.65% | 8.39% |
| 5Y Return (Ann) | 8.46% | 12.50% |
| Sharpe Ratio | 1.52 | 1.47 |
| Sortino Ratio | 2.15 | 1.95 |
| Omega Ratio | 1.26 | 1.31 |
| Calmar Ratio | 2.01 | 3.27 |
| Martin Ratio | 7.19 | 10.66 |
| Ulcer Index | 2.72% | 2.25% |
| Daily Std Dev | 12.85% | 16.22% |
| Max Drawdown | -57.82% | -41.06% |
| Current Drawdown | -3.99% | -7.33% |
Correlation
The correlation between EXW1.DE and QDV5.DE is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXW1.DE vs. QDV5.DE - Performance Comparison
In the year-to-date period, EXW1.DE achieves a 10.24% return, which is significantly lower than QDV5.DE's 14.55% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EXW1.DE vs. QDV5.DE - Expense Ratio Comparison
EXW1.DE has a 0.10% expense ratio, which is lower than QDV5.DE's 0.65% expense ratio.
Risk-Adjusted Performance
EXW1.DE vs. QDV5.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) 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.
Dividends
EXW1.DE vs. QDV5.DE - Dividend Comparison
EXW1.DE's dividend yield for the trailing twelve months is around 2.81%, while QDV5.DE has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXW1.DE iShares EURO STOXX 50 UCITS ETF (DE) | 2.81% | 2.83% | 2.73% | 2.50% | 1.97% | 2.82% | 3.18% | 3.92% | 3.29% | 3.48% | 3.66% | 3.93% |
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% |
Drawdowns
EXW1.DE vs. QDV5.DE - Drawdown Comparison
The maximum EXW1.DE drawdown since its inception was -57.82%, which is greater than QDV5.DE's maximum drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for EXW1.DE and QDV5.DE. For additional features, visit the drawdowns tool.
Volatility
EXW1.DE vs. QDV5.DE - Volatility Comparison
The current volatility for iShares EURO STOXX 50 UCITS ETF (DE) (EXW1.DE) is 3.64%, while iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a volatility of 4.08%. This indicates that EXW1.DE 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.