QDV5.DE vs. 4GLD.DE
QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) and 4GLD.DE (Xetra-Gold) are both exchange-traded funds - QDV5.DE is a Asia Pacific Equities fund tracking the MSCI India, while 4GLD.DE is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 5 years, QDV5.DE returned 4.37%/yr vs 19.85%/yr for 4GLD.DE. At a 0.07 correlation, their price movements are largely independent. QDV5.DE charges 0.65%/yr vs 0.00%/yr for 4GLD.DE.
Performance
QDV5.DE vs. 4GLD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDV5.DE achieves a -11.72% return, which is significantly lower than 4GLD.DE's 2.80% return.
QDV5.DE
- 1D
- 1.21%
- 1M
- -4.24%
- YTD
- -11.72%
- 6M
- -13.23%
- 1Y
- -14.33%
- 3Y*
- 2.49%
- 5Y*
- 4.37%
- 10Y*
- —
4GLD.DE
- 1D
- 0.57%
- 1M
- -3.60%
- YTD
- 2.80%
- 6M
- 6.23%
- 1Y
- 31.21%
- 3Y*
- 28.18%
- 5Y*
- 19.85%
- 10Y*
- 13.36%
QDV5.DE vs. 4GLD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -11.72% | -7.96% | 15.56% | 14.91% | -1.74% | 34.99% | 3.47% | 10.62% | 1.31% |
4GLD.DE Xetra-Gold | 2.80% | 49.32% | 34.57% | 9.32% | 7.12% | 4.03% | 13.05% | 21.25% | -0.09% |
Correlation
The correlation between QDV5.DE and 4GLD.DE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since May 31, 2018 | 0.07 |
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Return for Risk
QDV5.DE vs. 4GLD.DE — Risk / Return Rank
QDV5.DE
4GLD.DE
QDV5.DE vs. 4GLD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Xetra-Gold (4GLD.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.
| QDV5.DE | 4GLD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -2.92 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.26 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 1.82 | -2.51 |
| Martin ratioReturn relative to average drawdown | -1.54 | 4.63 | -6.17 |
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
| QDV5.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.85 | 1.31 | -2.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 1.23 | -0.96 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.92 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.65 | -0.35 |
Drawdowns
QDV5.DE vs. 4GLD.DE - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, which is greater than 4GLD.DE's maximum drawdown of -36.79%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and 4GLD.DE.
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Drawdown Indicators
| QDV5.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -36.79% | -4.27% |
Max Drawdown (1Y)Largest decline over 1 year | -19.83% | -16.54% | -3.29% |
Max Drawdown (3Y)Largest decline over 3 years | -27.44% | -16.54% | -10.90% |
Max Drawdown (5Y)Largest decline over 5 years | -27.44% | -16.54% | -10.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.23% | — |
Current DrawdownCurrent decline from peak | -24.03% | -14.95% | -9.08% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -11.83% | +3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 6.52% | +2.38% |
Volatility
QDV5.DE vs. 4GLD.DE - Volatility Comparison
iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a higher volatility of 6.04% compared to Xetra-Gold (4GLD.DE) at 5.09%. This indicates that QDV5.DE's price experiences larger fluctuations and is considered to be riskier than 4GLD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDV5.DE | 4GLD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.09% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 20.09% | -6.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 23.06% | -6.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 16.00% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 14.37% | +7.23% |
QDV5.DE vs. 4GLD.DE - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is higher than 4GLD.DE's 0.00% expense ratio.
Dividends
QDV5.DE vs. 4GLD.DE - Dividend Comparison
Neither QDV5.DE nor 4GLD.DE has paid dividends to shareholders.
Frequently Asked Questions
QDV5.DE and 4GLD.DE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 4GLD.DE is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.
4GLD.DE is cheaper with a 0.00% expense ratio, compared with 0.65% for QDV5.DE.
QDV5.DE is categorized as Asia Pacific Equities, while 4GLD.DE is Gold. QDV5.DE tracks MSCI India, while 4GLD.DE tracks LBMA Gold Price. They also come from different issuers: iShares and Deutsche Börse Commodities. Their fees differ too: 0.65% for QDV5.DE and 0.00% for 4GLD.DE.
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