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IDRV vs. MCD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDRV vs. MCD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Self-Driving EV and Tech ETF (IDRV) and McDonald's Corporation (MCD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDRV achieves a 17.17% return, which is significantly higher than MCD's -9.47% return.


IDRV

1D
-2.29%
1M
3.06%
YTD
17.17%
6M
18.17%
1Y
49.83%
3Y*
7.75%
5Y*
-0.25%
10Y*

MCD

1D
-1.11%
1M
-3.15%
YTD
-9.47%
6M
-10.08%
1Y
-10.39%
3Y*
0.39%
5Y*
5.61%
10Y*
11.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDRV vs. MCD - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IDRV
iShares Self-Driving EV and Tech ETF
17.17%32.24%-16.05%7.83%-36.37%26.99%59.46%7.24%
MCD
McDonald's Corporation
-9.47%7.89%0.14%15.06%0.51%27.79%11.30%3.18%

Correlation

The correlation between IDRV and MCD is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Apr 22, 2019

0.29

Over the past year, the correlation between IDRV and MCD has dropped to 0.03 - well below their long-term average of 0.29, suggesting their price drivers have been diverging.

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Return for Risk

IDRV vs. MCD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IDRV
IDRV Risk / Return Rank: 6363
Overall Rank
IDRV Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
IDRV Sortino Ratio Rank: 5454
Sortino Ratio Rank
IDRV Omega Ratio Rank: 5454
Omega Ratio Rank
IDRV Calmar Ratio Rank: 7777
Calmar Ratio Rank
IDRV Martin Ratio Rank: 7070
Martin Ratio Rank

MCD
MCD Risk / Return Rank: 1414
Overall Rank
MCD Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 1414
Sortino Ratio Rank
MCD Omega Ratio Rank: 1515
Omega Ratio Rank
MCD Calmar Ratio Rank: 2121
Calmar Ratio Rank
MCD Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IDRV vs. MCD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Self-Driving EV and Tech ETF (IDRV) and McDonald's Corporation (MCD). 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.


IDRVMCDDifference
Sharpe ratioReturn per unit of total volatility

+2.66

Sortino ratioReturn per unit of downside risk

+3.43

Omega ratioGain probability vs. loss probability

1.34

0.91

+0.43

Calmar ratioReturn relative to maximum drawdown

3.97

-0.55

+4.52

Martin ratioReturn relative to average drawdown

13.15

-1.45

+14.60

IDRV vs. MCD - Sharpe Ratio Comparison

The current IDRV Sharpe Ratio is 2.02, which is higher than the MCD Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of IDRV and MCD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IDRVMCDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

-0.64

+2.66

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.01

0.33

-0.34

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.53

-0.18

Drawdowns

IDRV vs. MCD - Drawdown Comparison

The maximum IDRV drawdown since its inception was -53.00%, smaller than the maximum MCD drawdown of -73.20%. Use the drawdown chart below to compare losses from any high point for IDRV and MCD.


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Drawdown Indicators


IDRVMCDDifference

Max Drawdown

Largest peak-to-trough decline

-53.00%

-73.20%

+20.20%

Max Drawdown (1Y)

Largest decline over 1 year

-12.62%

-19.04%

+6.42%

Max Drawdown (3Y)

Largest decline over 3 years

-44.00%

-19.04%

-24.96%

Max Drawdown (5Y)

Largest decline over 5 years

-53.00%

-19.04%

-33.96%

Max Drawdown (10Y)

Largest decline over 10 years

-36.90%

Current Drawdown

Current decline from peak

-13.79%

-18.88%

+5.09%

Average Drawdown

Average peak-to-trough decline

-22.38%

-14.89%

-7.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.80%

7.23%

-3.43%

Volatility

IDRV vs. MCD - Volatility Comparison

iShares Self-Driving EV and Tech ETF (IDRV) has a higher volatility of 9.41% compared to McDonald's Corporation (MCD) at 4.79%. This indicates that IDRV's price experiences larger fluctuations and is considered to be riskier than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDRVMCDDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.41%

4.79%

+4.62%

Volatility (6M)

Calculated over the trailing 6-month period

18.86%

12.06%

+6.80%

Volatility (1Y)

Calculated over the trailing 1-year period

24.81%

16.41%

+8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.70%

17.24%

+10.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.09%

20.39%

+7.70%

Dividends

IDRV vs. MCD - Dividend Comparison

IDRV's dividend yield for the trailing twelve months is around 1.45%, less than MCD's 2.69% yield.


PositionTTM20252024202320222021202020192018201720162015
IDRV
iShares Self-Driving EV and Tech ETF
1.45%1.70%2.68%2.17%2.29%1.12%0.69%1.29%0.00%0.00%0.00%0.00%
MCD
McDonald's Corporation
2.69%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%

Frequently Asked Questions


IDRV and MCD have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDRV has higher volatility (9.41%) compared to MCD (4.79%). In terms of maximum drawdown, IDRV dropped -53.00% vs MCD's -73.20%.

IDRV currently has the higher Sharpe Ratio (2.02 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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