QDV5.DE vs. VUAG.L
Compare and contrast key facts about iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
QDV5.DE and VUAG.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019. Both QDV5.DE and VUAG.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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDV5.DE or VUAG.L.
Key characteristics
| QDV5.DE | VUAG.L | |
|---|---|---|
| YTD Return | 20.62% | 15.33% |
| 1Y Return | 28.03% | 20.87% |
| 3Y Return (Ann) | 11.43% | 11.42% |
| 5Y Return (Ann) | 14.63% | 13.68% |
| Sharpe Ratio | 1.82 | 0.65 |
| Daily Std Dev | 16.01% | 33.16% |
| Max Drawdown | -41.06% | -25.61% |
| Current Drawdown | -2.41% | -3.76% |
Correlation
The correlation between QDV5.DE and VUAG.L is 0.49, 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.
Performance
QDV5.DE vs. VUAG.L - Performance Comparison
In the year-to-date period, QDV5.DE achieves a 20.62% return, which is significantly higher than VUAG.L's 15.33% 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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QDV5.DE vs. VUAG.L - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is higher than VUAG.L's 0.07% expense ratio.
Risk-Adjusted Performance
QDV5.DE vs. VUAG.L - 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 Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.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.
Dividends
QDV5.DE vs. VUAG.L - Dividend Comparison
Neither QDV5.DE nor VUAG.L has paid dividends to shareholders.
Drawdowns
QDV5.DE vs. VUAG.L - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, which is greater than VUAG.L's maximum drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
QDV5.DE vs. VUAG.L - Volatility Comparison
The current volatility for iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) is 3.67%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 4.32%. This indicates that QDV5.DE experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.