IU5C.DE vs. QDVE.DE
Compare and contrast key facts about iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE).
IU5C.DE and QDVE.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IU5C.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Communication Services. It was launched on Sep 17, 2018. QDVE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015. Both IU5C.DE and QDVE.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IU5C.DE or QDVE.DE.
Key characteristics
| IU5C.DE | QDVE.DE | |
|---|---|---|
| YTD Return | 39.73% | 40.47% |
| 1Y Return | 45.22% | 46.59% |
| 3Y Return (Ann) | 9.18% | 19.25% |
| 5Y Return (Ann) | 14.78% | 25.94% |
| Sharpe Ratio | 2.76 | 2.17 |
| Sortino Ratio | 3.71 | 2.81 |
| Omega Ratio | 1.52 | 1.38 |
| Calmar Ratio | 3.87 | 2.87 |
| Martin Ratio | 13.38 | 9.15 |
| Ulcer Index | 3.25% | 4.90% |
| Daily Std Dev | 15.66% | 20.61% |
| Max Drawdown | -39.23% | -31.45% |
| Current Drawdown | 0.00% | -0.32% |
Correlation
The correlation between IU5C.DE and QDVE.DE is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IU5C.DE vs. QDVE.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with IU5C.DE having a 39.73% return and QDVE.DE slightly higher at 40.47%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IU5C.DE vs. QDVE.DE - Expense Ratio Comparison
Both IU5C.DE and QDVE.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IU5C.DE vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.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.
Dividends
IU5C.DE vs. QDVE.DE - Dividend Comparison
Neither IU5C.DE nor QDVE.DE has paid dividends to shareholders.
Drawdowns
IU5C.DE vs. QDVE.DE - Drawdown Comparison
The maximum IU5C.DE drawdown since its inception was -39.23%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for IU5C.DE and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
IU5C.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares S&P 500 Communication Sector UCITS ETF USD (Acc) (IU5C.DE) is 4.50%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 5.58%. This indicates that IU5C.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.