IS3R.DE vs. QDV5.DE
IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) and QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) are both exchange-traded funds - IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index, while QDV5.DE is a Asia Pacific Equities fund tracking the MSCI India. Both are passively managed. Over the past 5 years, IS3R.DE returned 14.78%/yr vs 4.53%/yr for QDV5.DE. At a 0.45 correlation, their price movements are largely independent. IS3R.DE charges 0.25%/yr vs 0.65%/yr for QDV5.DE.
Performance
IS3R.DE vs. QDV5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3R.DE achieves a 23.73% return, which is significantly higher than QDV5.DE's -10.52% return.
IS3R.DE
- 1D
- 3.45%
- 1M
- 4.33%
- YTD
- 23.73%
- 6M
- 26.24%
- 1Y
- 35.47%
- 3Y*
- 25.94%
- 5Y*
- 14.78%
- 10Y*
- 15.43%
QDV5.DE
- 1D
- 2.49%
- 1M
- 0.54%
- YTD
- -10.52%
- 6M
- -9.98%
- 1Y
- -12.32%
- 3Y*
- 2.71%
- 5Y*
- 4.53%
- 10Y*
- —
IS3R.DE vs. QDV5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 23.73% | 8.37% | 37.95% | 8.09% | -13.60% | 24.52% | 16.42% | 31.46% | -8.68% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -10.52% | -8.01% | 15.55% | 14.92% | -1.74% | 35.10% | 3.45% | 10.54% | 1.36% |
Correlation
The correlation between IS3R.DE and QDV5.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 30, 2018 | 0.45 |
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Return for Risk
IS3R.DE vs. QDV5.DE — Risk / Return Rank
IS3R.DE
QDV5.DE
IS3R.DE vs. QDV5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.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.
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.
| IS3R.DE | QDV5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.77 | ||
| Sortino ratioReturn per unit of downside risk | +3.98 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.88 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | -0.67 | +4.56 |
| Martin ratioReturn relative to average drawdown | 14.75 | -1.48 | +16.22 |
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Drawdowns
IS3R.DE vs. QDV5.DE - Drawdown Comparison
The maximum IS3R.DE drawdown since its inception was -30.76%, smaller than the maximum QDV5.DE drawdown of -41.02%. Use the drawdown chart below to compare losses from any high point for IS3R.DE and QDV5.DE.
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Drawdown Indicators
| IS3R.DE | QDV5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.76% | -41.02% | +10.26% |
Max Drawdown (1Y)Largest decline over 1 year | -9.01% | -19.42% | +10.41% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | -27.47% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | -27.47% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -30.76% | — | — |
Current DrawdownCurrent decline from peak | -0.02% | -23.00% | +22.98% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -8.17% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 8.81% | -6.43% |
Volatility
IS3R.DE vs. QDV5.DE - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a higher volatility of 6.79% compared to iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) at 5.30%. This indicates that IS3R.DE's price experiences larger fluctuations and is considered to be riskier than QDV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3R.DE | QDV5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 5.30% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 15.14% | 13.86% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.72% | 16.64% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 16.55% | +0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.09% | 21.66% | -3.57% |
IS3R.DE vs. QDV5.DE - Expense Ratio Comparison
IS3R.DE has a 0.25% expense ratio, which is lower than QDV5.DE's 0.65% expense ratio.
Dividends
IS3R.DE vs. QDV5.DE - Dividend Comparison
Neither IS3R.DE nor QDV5.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3R.DE and QDV5.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IS3R.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3R.DE is cheaper with a 0.25% expense ratio, compared with 0.65% for QDV5.DE.
IS3R.DE is categorized as Momentum, while QDV5.DE is Asia Pacific Equities. IS3R.DE tracks MSCI World Momentum Index, while QDV5.DE tracks MSCI India. Their fees differ too: 0.25% for IS3R.DE and 0.65% for QDV5.DE.
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