OP7E.DE vs. QDVR.DE
OP7E.DE (Ossiam Bloomberg USA PAB UCITS ETF (EUR)) and QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) are both Large Cap Blend Equities funds - OP7E.DE tracks the Bloomberg PAB US Large & Mid Cap while QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 3 years, OP7E.DE returned 16.14%/yr vs 14.58%/yr for QDVR.DE. Their correlation of 0.93 suggests significant overlap in exposure. OP7E.DE charges 0.12%/yr vs 0.20%/yr for QDVR.DE.
Performance
OP7E.DE vs. QDVR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, OP7E.DE achieves a 9.44% return, which is significantly lower than QDVR.DE's 14.85% return.
OP7E.DE
- 1D
- -0.19%
- 1M
- 6.76%
- YTD
- 9.44%
- 6M
- 9.62%
- 1Y
- 18.97%
- 3Y*
- 16.14%
- 5Y*
- —
- 10Y*
- —
QDVR.DE
- 1D
- 0.06%
- 1M
- 6.37%
- YTD
- 14.85%
- 6M
- 15.24%
- 1Y
- 22.43%
- 3Y*
- 14.58%
- 5Y*
- 12.24%
- 10Y*
- —
OP7E.DE vs. QDVR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OP7E.DE Ossiam Bloomberg USA PAB UCITS ETF (EUR) | 9.44% | 1.18% | 29.02% | 22.72% | -14.67% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | -0.76% | 20.30% | 20.26% | -13.13% |
Correlation
The correlation between OP7E.DE and QDVR.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Aug 23, 2022 | 0.93 |
The correlation between OP7E.DE and QDVR.DE has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
OP7E.DE vs. QDVR.DE — Risk / Return Rank
OP7E.DE
QDVR.DE
OP7E.DE vs. QDVR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) and iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.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.
| OP7E.DE | QDVR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.31 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 3.09 | -0.98 |
| Martin ratioReturn relative to average drawdown | 6.82 | 10.29 | -3.46 |
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
| OP7E.DE | QDVR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.76 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.89 | -0.14 |
Drawdowns
OP7E.DE vs. QDVR.DE - Drawdown Comparison
The maximum OP7E.DE drawdown since its inception was -23.71%, smaller than the maximum QDVR.DE drawdown of -32.87%. Use the drawdown chart below to compare losses from any high point for OP7E.DE and QDVR.DE.
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Drawdown Indicators
| OP7E.DE | QDVR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.71% | -32.87% | +9.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -7.24% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | -23.71% | -23.91% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.91% | — |
Current DrawdownCurrent decline from peak | -0.50% | 0.00% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -4.41% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.18% | +0.59% |
Volatility
OP7E.DE vs. QDVR.DE - Volatility Comparison
The current volatility for Ossiam Bloomberg USA PAB UCITS ETF (EUR) (OP7E.DE) is 3.07%, while iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) has a volatility of 3.67%. This indicates that OP7E.DE experiences smaller price fluctuations and is considered to be less risky than QDVR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OP7E.DE | QDVR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.07% | 3.67% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 9.02% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.11% | 12.69% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 15.53% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.78% | 16.34% | -1.56% |
OP7E.DE vs. QDVR.DE - Expense Ratio Comparison
OP7E.DE has a 0.12% expense ratio, which is lower than QDVR.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
OP7E.DE vs. QDVR.DE - Dividend Comparison
Neither OP7E.DE nor QDVR.DE has paid dividends to shareholders.
Frequently Asked Questions
OP7E.DE and QDVR.DE have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OP7E.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OP7E.DE is cheaper with a 0.12% expense ratio, compared with 0.20% for QDVR.DE.
OP7E.DE tracks Bloomberg PAB US Large & Mid Cap, while QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels. They also come from different issuers: Natixis and iShares. Their fees differ too: 0.12% for OP7E.DE and 0.20% for QDVR.DE.
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