IS3R.DE vs. QDVG.DE
IS3R.DE (iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)) and QDVG.DE (iShares S&P 500 Health Care Sector UCITS ETF (Acc)) are both exchange-traded funds - IS3R.DE is a Momentum fund tracking the MSCI World Momentum Index, while QDVG.DE is a Health & Biotech Equities fund tracking the S&P 500 Capped 35/20 Health Care. Both are passively managed. Over the past 10 years, IS3R.DE returned 14.10%/yr vs 9.32%/yr for QDVG.DE. A 0.58 correlation means they provide meaningful diversification when combined. IS3R.DE charges 0.25%/yr vs 0.15%/yr for QDVG.DE.
Performance
IS3R.DE vs. QDVG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3R.DE achieves a 17.74% return, which is significantly higher than QDVG.DE's 8.01% return. Over the past 10 years, IS3R.DE has outperformed QDVG.DE with an annualized return of 14.10%, while QDVG.DE has yielded a comparatively lower 9.32% annualized return.
IS3R.DE
- 1D
- -1.41%
- 1M
- -6.88%
- 6M
- 12.62%
- YTD
- 17.74%
- 1Y
- 26.21%
- 3Y*
- 23.97%
- 5Y*
- 13.11%
- 10Y*
- 14.10%
QDVG.DE
- 1D
- 0.53%
- 1M
- 8.42%
- 6M
- 5.91%
- YTD
- 8.01%
- 1Y
- 25.38%
- 3Y*
- 7.87%
- 5Y*
- 6.85%
- 10Y*
- 9.32%
IS3R.DE vs. QDVG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3R.DE iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) | 17.74% | 8.37% | 37.95% | 8.09% | -13.60% | 24.52% | 16.42% | 31.46% | 0.29% | 16.07% |
QDVG.DE iShares S&P 500 Health Care Sector UCITS ETF (Acc) | 8.01% | 1.63% | 8.52% | -1.74% | 3.27% | 37.79% | 1.62% | 24.91% | 8.84% | 7.33% |
Correlation
The correlation between IS3R.DE and QDVG.DE 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 | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 20, 2015 | 0.58 |
Over the past year, the correlation between IS3R.DE and QDVG.DE has dropped to 0.03 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.
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Return for Risk
IS3R.DE vs. QDVG.DE — Risk / Return Rank
IS3R.DE
QDVG.DE
IS3R.DE vs. QDVG.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 S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.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 | QDVG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 2.46 | +0.23 |
| Martin ratioReturn relative to average drawdown | 9.39 | 6.17 | +3.22 |
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Drawdowns
IS3R.DE vs. QDVG.DE - Drawdown Comparison
The maximum IS3R.DE drawdown since its inception was -30.76%, which is greater than QDVG.DE's maximum drawdown of -26.79%. Use the drawdown chart below to compare losses from any high point for IS3R.DE and QDVG.DE.
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Drawdown Indicators
| IS3R.DE | QDVG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.76% | -26.79% | -3.97% |
Max Drawdown (1Y)Largest decline over 1 year | -9.70% | -10.26% | +0.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.57% | -22.68% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | -22.68% | -0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -30.76% | -26.79% | -3.97% |
Current DrawdownCurrent decline from peak | -9.70% | -1.38% | -8.32% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -6.32% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 4.10% | -1.32% |
Volatility
IS3R.DE vs. QDVG.DE - Volatility Comparison
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) (IS3R.DE) has a higher volatility of 8.51% compared to iShares S&P 500 Health Care Sector UCITS ETF (Acc) (QDVG.DE) at 5.28%. This indicates that IS3R.DE's price experiences larger fluctuations and is considered to be riskier than QDVG.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 | QDVG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.51% | 5.28% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 16.70% | 11.05% | +5.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.58% | 15.31% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.83% | 14.66% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 16.70% | +1.58% |
IS3R.DE vs. QDVG.DE - Expense Ratio Comparison
IS3R.DE has a 0.25% expense ratio, which is higher than QDVG.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IS3R.DE vs. QDVG.DE - Dividend Comparison
Neither IS3R.DE nor QDVG.DE has paid dividends to shareholders.
Frequently Asked Questions
IS3R.DE and QDVG.DE 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.
On fees, QDVG.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVG.DE is cheaper with a 0.15% expense ratio, compared with 0.25% for IS3R.DE.
IS3R.DE is categorized as Momentum, while QDVG.DE is Health & Biotech Equities. IS3R.DE tracks MSCI World Momentum Index, while QDVG.DE tracks S&P 500 Capped 35/20 Health Care. Their fees differ too: 0.25% for IS3R.DE and 0.15% for QDVG.DE.
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