GERD.DE vs. QUAL
GERD.DE (L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc) and QUAL (iShares MSCI USA Quality Factor ETF) are both exchange-traded funds - GERD.DE is a Global Equities fund tracking the Solactive Gerd Kommer Multifactor Equity, while QUAL is a Large Cap Blend Equities fund tracking the MSCI USA Sector Neutral Quality Index. Both are passively managed. Over the past year, GERD.DE returned 26.06% vs 19.26% for QUAL. At a 0.50 correlation, their price movements are largely independent. GERD.DE charges 0.50%/yr vs 0.15%/yr for QUAL.
Performance
GERD.DE vs. QUAL - Performance Comparison
Loading charts...
Different Trading Currencies
GERD.DE is traded in EUR, while QUAL is traded in USD. To make them comparable, the QUAL values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, GERD.DE achieves a 14.41% return, which is significantly higher than QUAL's 10.10% return.
GERD.DE
- 1D
- -0.18%
- 1M
- 5.63%
- YTD
- 14.41%
- 6M
- 15.59%
- 1Y
- 26.06%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QUAL
- 1D
- 0.00%
- 1M
- 4.67%
- YTD
- 10.10%
- 6M
- 9.12%
- 1Y
- 19.26%
- 3Y*
- 16.68%
- 5Y*
- 13.01%
- 10Y*
- 13.96%
GERD.DE vs. QUAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc | 14.41% | 10.26% | 18.54% | 7.85% |
QUAL iShares MSCI USA Quality Factor ETF | 10.90% | -0.72% | 30.36% | 11.35% |
Correlation
The correlation between GERD.DE and QUAL is 0.55, 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 | 0.55 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2023 | 0.50 |
The correlation between GERD.DE and QUAL has been stable across timeframes, ranging from 0.50 to 0.55 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GERD.DE vs. QUAL — Risk / Return Rank
GERD.DE
QUAL
GERD.DE vs. QUAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) and iShares MSCI USA Quality Factor ETF (QUAL). 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.
| GERD.DE | QUAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.29 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 2.75 | +1.17 |
| Martin ratioReturn relative to average drawdown | 15.42 | 10.53 | +4.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| GERD.DE | QUAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.18 | 1.62 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.76 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.35 | 0.81 | +0.54 |
Drawdowns
GERD.DE vs. QUAL - Drawdown Comparison
The maximum GERD.DE drawdown since its inception was -19.22%, smaller than the maximum QUAL drawdown of -33.56%. Use the drawdown chart below to compare losses from any high point for GERD.DE and QUAL.
Loading charts...
Drawdown Indicators
| GERD.DE | QUAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.22% | -33.56% | +14.34% |
Max Drawdown (1Y)Largest decline over 1 year | -6.61% | -7.03% | +0.42% |
Max Drawdown (3Y)Largest decline over 3 years | — | -23.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.56% | — |
Current DrawdownCurrent decline from peak | -0.19% | -0.05% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -2.24% | -4.48% | +2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | 1.83% | -0.14% |
Volatility
GERD.DE vs. QUAL - Volatility Comparison
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Acc (GERD.DE) has a higher volatility of 3.18% compared to iShares MSCI USA Quality Factor ETF (QUAL) at 2.11%. This indicates that GERD.DE's price experiences larger fluctuations and is considered to be riskier than QUAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GERD.DE | QUAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 2.11% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.49% | 8.67% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 11.95% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.95% | 17.14% | -4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.95% | 18.56% | -5.61% |
GERD.DE vs. QUAL - Expense Ratio Comparison
GERD.DE has a 0.50% expense ratio, which is higher than QUAL's 0.15% expense ratio.
Dividends
GERD.DE vs. QUAL - Dividend Comparison
GERD.DE has not paid dividends to shareholders, while QUAL's dividend yield for the trailing twelve months is around 0.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GERD.DE L&G Gerd Kommer Multifactor Equity 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% |
QUAL iShares MSCI USA Quality Factor ETF | 0.87% | 0.94% | 1.02% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% |
Frequently Asked Questions
GERD.DE and QUAL have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QUAL is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QUAL is cheaper with a 0.15% expense ratio, compared with 0.50% for GERD.DE.
GERD.DE is categorized as Global Equities, while QUAL is Large Cap Blend Equities. GERD.DE tracks Solactive Gerd Kommer Multifactor Equity, while QUAL tracks MSCI USA Sector Neutral Quality Index. They also come from different issuers: LGIM Managers (Europe) Limited and iShares. Their fees differ too: 0.50% for GERD.DE and 0.15% for QUAL.
Find the right allocation for GERD.DE and QUAL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer