IUS4.DE vs. QDVE.DE
IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap, 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, IUS4.DE returned 7.46%/yr vs 26.04%/yr for QDVE.DE. At a 0.49 correlation, their price movements are largely independent. IUS4.DE charges 0.58%/yr vs 0.15%/yr for QDVE.DE.
Performance
IUS4.DE vs. QDVE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS4.DE achieves a 14.74% return, which is significantly lower than QDVE.DE's 24.06% return. Over the past 10 years, IUS4.DE has underperformed QDVE.DE with an annualized return of 7.46%, while QDVE.DE has yielded a comparatively higher 26.04% annualized return.
IUS4.DE
- 1D
- 0.43%
- 1M
- 4.46%
- YTD
- 14.74%
- 6M
- 15.83%
- 1Y
- 27.46%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
IUS4.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 14.74% | 15.96% | 9.46% | 9.42% | -7.69% | 5.35% | -2.06% | 21.73% | -13.13% | 15.52% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | 3.04% | 21.00% |
Correlation
The correlation between IUS4.DE and QDVE.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.49 |
Over the past year, the correlation between IUS4.DE and QDVE.DE has dropped to 0.28 - well below their long-term average of 0.49, suggesting their price drivers have been diverging.
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Return for Risk
IUS4.DE vs. QDVE.DE — Risk / Return Rank
IUS4.DE
QDVE.DE
IUS4.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.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.
| IUS4.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.39 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.67 | 3.14 | -0.48 |
| Martin ratioReturn relative to average drawdown | 9.26 | 8.31 | +0.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUS4.DE | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 2.40 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 1.10 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 1.19 | -0.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 1.07 | -0.51 |
Drawdowns
IUS4.DE vs. QDVE.DE - Drawdown Comparison
The maximum IUS4.DE drawdown since its inception was -32.63%, roughly equal to the maximum QDVE.DE drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for IUS4.DE and QDVE.DE.
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Drawdown Indicators
| IUS4.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -31.45% | -1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -10.12% | -15.59% | +5.47% |
Max Drawdown (3Y)Largest decline over 3 years | -12.92% | -29.83% | +16.91% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -29.83% | +8.36% |
Max Drawdown (10Y)Largest decline over 10 years | -32.63% | -31.45% | -1.18% |
Current DrawdownCurrent decline from peak | -0.73% | -3.08% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -5.80% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 5.91% | -2.99% |
Volatility
IUS4.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) is 3.47%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that IUS4.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
| IUS4.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 7.12% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 14.85% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 20.42% | -4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 22.71% | -7.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.94% | 21.73% | -5.79% |
IUS4.DE vs. QDVE.DE - Expense Ratio Comparison
IUS4.DE has a 0.58% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Dividends
IUS4.DE vs. QDVE.DE - Dividend Comparison
IUS4.DE's dividend yield for the trailing twelve months is around 0.87%, while QDVE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUS4.DE and QDVE.DE have a correlation of 0.28, 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 0.58% for IUS4.DE.
IUS4.DE is categorized as Japan Equities, while QDVE.DE is Technology Equities. IUS4.DE tracks MSCI Japan Small Cap, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.58% for IUS4.DE and 0.15% for QDVE.DE.
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