IBCG.DE vs. QDVE.DE
IBCG.DE (iShares MSCI Japan EUR Hedged UCITS ETF (Acc)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - IBCG.DE is a Japan Equities fund tracking the MSCI Japan Index (EUR Hedged), 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, IBCG.DE returned 14.99%/yr vs 25.61%/yr for QDVE.DE. A 0.55 correlation means they provide meaningful diversification when combined. IBCG.DE charges 0.64%/yr vs 0.15%/yr for QDVE.DE.
Performance
IBCG.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCG.DE achieves a 21.27% return, which is significantly higher than QDVE.DE's 19.14% return. Over the past 10 years, IBCG.DE has underperformed QDVE.DE with an annualized return of 14.99%, while QDVE.DE has yielded a comparatively higher 25.61% annualized return.
IBCG.DE
- 1D
- 1.23%
- 1M
- 1.98%
- 6M
- 20.86%
- YTD
- 21.27%
- 1Y
- 48.23%
- 3Y*
- 25.91%
- 5Y*
- 19.57%
- 10Y*
- 14.99%
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%
IBCG.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCG.DE iShares MSCI Japan EUR Hedged UCITS ETF (Acc) | 21.27% | 26.94% | 22.76% | 32.85% | -5.89% | 12.06% | 7.58% | 16.67% | -16.91% | 18.65% |
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 IBCG.DE and QDVE.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2015 | 0.55 |
The correlation between IBCG.DE and QDVE.DE shifts across timeframes, from 0.45 (3 years) to 0.55 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IBCG.DE vs. QDVE.DE — Risk / Return Rank
IBCG.DE
QDVE.DE
IBCG.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.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.
| IBCG.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.72 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.28 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.83 | 2.30 | +2.53 |
| Martin ratioReturn relative to average drawdown | 16.49 | 5.80 | +10.69 |
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Drawdowns
IBCG.DE vs. QDVE.DE - Drawdown Comparison
The maximum IBCG.DE drawdown since its inception was -34.79%, 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 IBCG.DE and QDVE.DE.
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Drawdown Indicators
| IBCG.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.79% | -31.40% | -3.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -15.60% | +5.66% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -29.81% | +8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -29.81% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -31.40% | -3.39% |
Current DrawdownCurrent decline from peak | -2.74% | -6.91% | +4.17% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -5.80% | -2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 6.20% | -3.28% |
Volatility
IBCG.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) is 6.70%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.99%. This indicates that IBCG.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
| IBCG.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 7.99% | -1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 15.87% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 21.50% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 22.89% | -4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 21.80% | -3.35% |
IBCG.DE vs. QDVE.DE - Expense Ratio Comparison
IBCG.DE has a 0.64% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Dividends
IBCG.DE vs. QDVE.DE - Dividend Comparison
Neither IBCG.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
IBCG.DE and QDVE.DE have a correlation of 0.48, 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 0.64% for IBCG.DE.
IBCG.DE is categorized as Japan Equities, while QDVE.DE is Technology Equities. IBCG.DE tracks MSCI Japan Index (EUR Hedged), while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.64% for IBCG.DE and 0.15% for QDVE.DE.
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