QDV5.DE vs. LYMD.DE
Compare and contrast key facts about iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Amundi MSCI India II UCITS ETF EUR Acc (LYMD.DE).
QDV5.DE and LYMD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018. LYMD.DE is a passively managed fund by Amundi that tracks the performance of the MSCI India. It was launched on Oct 25, 2006. Both QDV5.DE and LYMD.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: QDV5.DE or LYMD.DE.
Key characteristics
| QDV5.DE | LYMD.DE | |
|---|---|---|
| YTD Return | 20.76% | 21.63% |
| 1Y Return | 28.30% | 28.97% |
| 3Y Return (Ann) | 11.69% | 11.27% |
| 5Y Return (Ann) | 14.64% | 14.03% |
| Sharpe Ratio | 1.77 | 1.91 |
| Daily Std Dev | 16.00% | 15.28% |
| Max Drawdown | -41.06% | -68.71% |
| Current Drawdown | -2.30% | -1.69% |
Correlation
The correlation between QDV5.DE and LYMD.DE is 0.99, 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
QDV5.DE vs. LYMD.DE - Performance Comparison
The year-to-date returns for both investments are quite close, with QDV5.DE having a 20.76% return and LYMD.DE slightly higher at 21.63%. 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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QDV5.DE vs. LYMD.DE - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is lower than LYMD.DE's 0.85% expense ratio.
Risk-Adjusted Performance
QDV5.DE vs. LYMD.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Amundi MSCI India II UCITS ETF EUR Acc (LYMD.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
QDV5.DE vs. LYMD.DE - Dividend Comparison
Neither QDV5.DE nor LYMD.DE has paid dividends to shareholders.
Drawdowns
QDV5.DE vs. LYMD.DE - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, smaller than the maximum LYMD.DE drawdown of -68.71%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and LYMD.DE. For additional features, visit the drawdowns tool.
Volatility
QDV5.DE vs. LYMD.DE - Volatility Comparison
iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Amundi MSCI India II UCITS ETF EUR Acc (LYMD.DE) have volatilities of 3.64% and 3.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.