PQVM.L vs. IUCS.L
Compare and contrast key facts about Invesco S&P 500 QVM UCITS ETF (PQVM.L) and iShares S&P 500 Consumer Staples Sector UCITS ETF USD Accumulating (IUCS.L).
PQVM.L and IUCS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PQVM.L is a passively managed fund by Invesco that tracks the performance of the S&P 500 Quality, Value, and Momentum Multi-Factor Index. It was launched on May 18, 2017. IUCS.L is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Consumer Staples Index. It was launched on Mar 20, 2017. Both PQVM.L and IUCS.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PQVM.L vs. IUCS.L - Performance Comparison
Loading graphics...
PQVM.L vs. IUCS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQVM.L Invesco S&P 500 QVM UCITS ETF | 2.67% | 13.66% | 30.17% | 6.82% | 0.52% | 26.13% | 8.05% | 25.07% | -6.99% | 18.70% |
IUCS.L iShares S&P 500 Consumer Staples Sector UCITS ETF USD Accumulating | 6.50% | 3.96% | 14.33% | -0.38% | -0.06% | 18.15% | 9.27% | 27.30% | -9.43% | 4.21% |
Returns By Period
In the year-to-date period, PQVM.L achieves a 2.67% return, which is significantly lower than IUCS.L's 6.50% return.
PQVM.L
- 1D
- 0.13%
- 1M
- -4.65%
- YTD
- 2.67%
- 6M
- 3.25%
- 1Y
- 15.68%
- 3Y*
- 18.28%
- 5Y*
- 13.86%
- 10Y*
- —
IUCS.L
- 1D
- -0.82%
- 1M
- -7.57%
- YTD
- 6.50%
- 6M
- 6.96%
- 1Y
- 5.80%
- 3Y*
- 8.00%
- 5Y*
- 7.97%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PQVM.L vs. IUCS.L - Expense Ratio Comparison
PQVM.L has a 0.35% expense ratio, which is higher than IUCS.L's 0.15% expense ratio.
Return for Risk
PQVM.L vs. IUCS.L — Risk / Return Rank
PQVM.L
IUCS.L
PQVM.L vs. IUCS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 QVM UCITS ETF (PQVM.L) and iShares S&P 500 Consumer Staples Sector UCITS ETF USD Accumulating (IUCS.L). 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.
| PQVM.L | IUCS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.40 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.66 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 0.58 | +0.66 |
Martin ratioReturn relative to average drawdown | 7.05 | 1.39 | +5.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PQVM.L | IUCS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.40 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.60 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.62 | +0.17 |
Correlation
The correlation between PQVM.L and IUCS.L is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PQVM.L vs. IUCS.L - Dividend Comparison
PQVM.L's dividend yield for the trailing twelve months is around 0.88%, while IUCS.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQVM.L Invesco S&P 500 QVM UCITS ETF | 0.88% | 0.82% | 0.84% | 1.58% | 1.79% | 0.89% | 1.48% | 1.38% | 1.68% | 0.71% |
IUCS.L iShares S&P 500 Consumer Staples Sector UCITS ETF USD Accumulating | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PQVM.L vs. IUCS.L - Drawdown Comparison
The maximum PQVM.L drawdown since its inception was -34.42%, which is greater than IUCS.L's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for PQVM.L and IUCS.L.
Loading graphics...
Drawdown Indicators
| PQVM.L | IUCS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -23.90% | -10.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -8.95% | -2.86% |
Max Drawdown (5Y)Largest decline over 5 years | -17.35% | -17.20% | -0.15% |
Current DrawdownCurrent decline from peak | -4.70% | -8.00% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -4.30% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 3.72% | -1.65% |
Volatility
PQVM.L vs. IUCS.L - Volatility Comparison
The current volatility for Invesco S&P 500 QVM UCITS ETF (PQVM.L) is 3.99%, while iShares S&P 500 Consumer Staples Sector UCITS ETF USD Accumulating (IUCS.L) has a volatility of 4.77%. This indicates that PQVM.L experiences smaller price fluctuations and is considered to be less risky than IUCS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PQVM.L | IUCS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.77% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 10.32% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.96% | 14.65% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 13.21% | +2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 14.94% | +2.25% |