QDV5.DE vs. QDVE.DE
QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - QDV5.DE is a Asia Pacific Equities fund tracking the MSCI India, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, QDV5.DE returned 4.37%/yr vs 25.33%/yr for QDVE.DE. At a 0.40 correlation, their price movements are largely independent. QDV5.DE charges 0.65%/yr vs 0.15%/yr for QDVE.DE.
Performance
QDV5.DE vs. QDVE.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 QDVE.DE's 24.06% 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*
- —
QDVE.DE
- 1D
- -2.26%
- 1M
- 11.84%
- YTD
- 24.06%
- 6M
- 22.46%
- 1Y
- 48.25%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
QDV5.DE vs. QDVE.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% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | -9.10% |
Correlation
The correlation between QDV5.DE and QDVE.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 31, 2018 | 0.40 |
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Return for Risk
QDV5.DE vs. QDVE.DE — Risk / Return Rank
QDV5.DE
QDVE.DE
QDV5.DE vs. QDVE.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 iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.26 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.39 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 3.14 | -3.84 |
| Martin ratioReturn relative to average drawdown | -1.54 | 8.31 | -9.86 |
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 | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.85 | 2.40 | -3.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 1.10 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 1.07 | -0.77 |
Drawdowns
QDV5.DE vs. QDVE.DE - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and QDVE.DE.
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Drawdown Indicators
| QDV5.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -31.45% | -9.61% |
Max Drawdown (1Y)Largest decline over 1 year | -19.83% | -15.59% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -27.44% | -29.83% | +2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -27.44% | -29.83% | +2.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.45% | — |
Current DrawdownCurrent decline from peak | -24.03% | -3.08% | -20.95% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -5.80% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 5.91% | +2.99% |
Volatility
QDV5.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) is 6.04%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that QDV5.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.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 | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 7.12% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 14.85% | -1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 20.42% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 22.71% | -6.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 21.73% | -0.13% |
QDV5.DE vs. QDVE.DE - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Dividends
QDV5.DE vs. QDVE.DE - Dividend Comparison
Neither QDV5.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
QDV5.DE and QDVE.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.65% for QDV5.DE.
QDV5.DE is categorized as Asia Pacific Equities, while QDVE.DE is Technology Equities. QDV5.DE tracks MSCI India, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.65% for QDV5.DE and 0.15% for QDVE.DE.
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