QDIV.L vs. FUSD.L
QDIV.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) and FUSD.L (Fidelity US Quality Income UCITS ETF Income USD Shares) are both Dividend funds - QDIV.L tracks the MSCI USA High Dividend Yield Advanced Select Index USD while FUSD.L tracks the Fidelity US Quality Income Index NR. Both are passively managed. Over the past 5 years, QDIV.L returned 11.86%/yr vs 12.01%/yr for FUSD.L. Their correlation of 0.91 suggests significant overlap in exposure. QDIV.L charges 0.35%/yr vs 0.25%/yr for FUSD.L.
Performance
QDIV.L vs. FUSD.L - Performance Comparison
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Returns By Period
In the year-to-date period, QDIV.L achieves a 13.93% return, which is significantly higher than FUSD.L's 9.61% return.
QDIV.L
- 1D
- -0.53%
- 1M
- -0.42%
- 6M
- 11.51%
- YTD
- 13.93%
- 1Y
- 24.20%
- 3Y*
- 17.61%
- 5Y*
- 11.86%
- 10Y*
- 11.06%
FUSD.L
- 1D
- -0.74%
- 1M
- 1.51%
- 6M
- 8.39%
- YTD
- 9.61%
- 1Y
- 20.50%
- 3Y*
- 16.96%
- 5Y*
- 12.01%
- 10Y*
- —
QDIV.L vs. FUSD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 13.93% | 16.66% | 15.35% | 14.30% | -6.23% | 21.82% | 0.08% | 21.36% | -3.83% | 13.41% |
FUSD.L Fidelity US Quality Income UCITS ETF Income USD Shares | 9.61% | 16.47% | 18.77% | 18.47% | -10.57% | 26.18% | 11.83% | 31.49% | -4.53% | 16.59% |
Correlation
The correlation between QDIV.L and FUSD.L is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2017 | 0.91 |
The correlation between QDIV.L and FUSD.L has been stable across timeframes, ranging from 0.87 to 0.93 - a consistent structural relationship.
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Return for Risk
QDIV.L vs. FUSD.L — Risk / Return Rank
QDIV.L
FUSD.L
QDIV.L vs. FUSD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L) and Fidelity US Quality Income UCITS ETF Income USD Shares (FUSD.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QDIV.L | FUSD.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.35 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.02 | 2.57 | +0.44 |
| Martin ratioReturn relative to average drawdown | 11.83 | 11.07 | +0.76 |
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Drawdowns
QDIV.L vs. FUSD.L - Drawdown Comparison
The maximum QDIV.L drawdown since its inception was -33.39%, smaller than the maximum FUSD.L drawdown of -35.89%. Use the drawdown chart below to compare losses from any high point for QDIV.L and FUSD.L.
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Drawdown Indicators
| QDIV.L | FUSD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.39% | -35.89% | +2.50% |
Max Drawdown (1Y)Largest decline over 1 year | -7.99% | -7.94% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -17.36% | -17.60% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -19.33% | +1.97% |
Max Drawdown (10Y)Largest decline over 10 years | -33.39% | — | — |
Current DrawdownCurrent decline from peak | -1.45% | -0.74% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -3.82% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 1.85% | +0.19% |
Volatility
QDIV.L vs. FUSD.L - Volatility Comparison
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L) has a higher volatility of 2.81% compared to Fidelity US Quality Income UCITS ETF Income USD Shares (FUSD.L) at 2.47%. This indicates that QDIV.L's price experiences larger fluctuations and is considered to be riskier than FUSD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDIV.L | FUSD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | 2.47% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.96% | 8.18% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.23% | 10.53% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 14.65% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 15.70% | -0.62% |
QDIV.L vs. FUSD.L - Expense Ratio Comparison
QDIV.L has a 0.35% expense ratio, which is higher than FUSD.L's 0.25% expense ratio.
Dividends
QDIV.L vs. FUSD.L - Dividend Comparison
QDIV.L's dividend yield for the trailing twelve months is around 1.51%, more than FUSD.L's 1.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSD.L Fidelity US Quality Income UCITS ETF Income USD Shares | 1.40% | 1.47% | 2.79% | 2.10% | 2.31% | 2.30% | 2.30% | 1.95% | 2.19% | 1.24% | 0.00% | 0.00% |
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.51% | 1.67% | 1.93% | 2.00% | 2.27% | 2.08% | 2.50% | 2.36% | 2.44% | 2.15% | 2.32% | 2.47% |
Frequently Asked Questions
QDIV.L and FUSD.L have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FUSD.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FUSD.L is cheaper with a 0.25% expense ratio, compared with 0.35% for QDIV.L.
QDIV.L tracks MSCI USA High Dividend Yield Advanced Select Index USD, while FUSD.L tracks Fidelity US Quality Income Index NR. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.35% for QDIV.L and 0.25% for FUSD.L.
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