LMCLX vs. QDVE.DE
Compare and contrast key facts about Miller Income Fund (LMCLX) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE).
LMCLX is managed by Miller Value Funds. It was launched on Feb 27, 2014. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMCLX or QDVE.DE.
Correlation
The correlation between LMCLX and QDVE.DE is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LMCLX vs. QDVE.DE - Performance Comparison
Key characteristics
LMCLX:
2.11
QDVE.DE:
1.42
LMCLX:
2.93
QDVE.DE:
1.91
LMCLX:
1.37
QDVE.DE:
1.26
LMCLX:
2.10
QDVE.DE:
2.00
LMCLX:
11.72
QDVE.DE:
6.23
LMCLX:
3.09%
QDVE.DE:
5.03%
LMCLX:
17.18%
QDVE.DE:
22.11%
LMCLX:
-44.81%
QDVE.DE:
-31.45%
LMCLX:
-3.19%
QDVE.DE:
-2.66%
Returns By Period
In the year-to-date period, LMCLX achieves a 3.11% return, which is significantly higher than QDVE.DE's 0.11% return.
LMCLX
3.11%
5.29%
17.12%
32.92%
8.31%
6.53%
QDVE.DE
0.11%
1.46%
18.19%
29.16%
22.47%
N/A
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LMCLX vs. QDVE.DE - Expense Ratio Comparison
LMCLX has a 0.96% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Risk-Adjusted Performance
LMCLX vs. QDVE.DE — Risk-Adjusted Performance Rank
LMCLX
QDVE.DE
LMCLX vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Miller Income Fund (LMCLX) 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
LMCLX vs. QDVE.DE - Dividend Comparison
LMCLX's dividend yield for the trailing twelve months is around 5.16%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMCLX Miller Income Fund | 5.16% | 5.32% | 6.61% | 6.35% | 5.52% | 6.05% | 7.51% | 9.22% | 7.98% | 8.54% | 8.41% | 5.38% |
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% |
Drawdowns
LMCLX vs. QDVE.DE - Drawdown Comparison
The maximum LMCLX drawdown since its inception was -44.81%, 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 LMCLX and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
LMCLX vs. QDVE.DE - Volatility Comparison
The current volatility for Miller Income Fund (LMCLX) is 3.45%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 9.13%. This indicates that LMCLX 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.