QDV5.DE vs. FDUS
Compare and contrast key facts about iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Fidus Investment Corporation (FDUS).
QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDV5.DE or FDUS.
Key characteristics
| QDV5.DE | FDUS | |
|---|---|---|
| YTD Return | 20.62% | 10.06% |
| 1Y Return | 28.03% | 19.28% |
| 3Y Return (Ann) | 11.43% | 17.39% |
| 5Y Return (Ann) | 14.63% | 17.57% |
| Sharpe Ratio | 1.82 | 1.45 |
| Daily Std Dev | 16.01% | 13.25% |
| Max Drawdown | -41.06% | -69.51% |
| Current Drawdown | -2.41% | 0.00% |
Correlation
The correlation between QDV5.DE and FDUS is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QDV5.DE vs. FDUS - Performance Comparison
In the year-to-date period, QDV5.DE achieves a 20.62% return, which is significantly higher than FDUS's 10.06% return. 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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Risk-Adjusted Performance
QDV5.DE vs. FDUS - 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 Fidus Investment Corporation (FDUS). 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. FDUS - Dividend Comparison
QDV5.DE has not paid dividends to shareholders, while FDUS's dividend yield for the trailing twelve months is around 12.12%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDUS Fidus Investment Corporation | 12.12% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
Drawdowns
QDV5.DE vs. FDUS - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, smaller than the maximum FDUS drawdown of -69.51%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and FDUS. For additional features, visit the drawdowns tool.
Volatility
QDV5.DE vs. FDUS - Volatility Comparison
iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a higher volatility of 3.61% compared to Fidus Investment Corporation (FDUS) at 2.80%. This indicates that QDV5.DE's price experiences larger fluctuations and is considered to be riskier than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.