QDV5.DE vs. VWCE.DE
Compare and contrast key facts about iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Vanguard FTSE All-World UCITS ETF (VWCE.DE).
QDV5.DE and VWCE.DE 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. VWCE.DE is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World Index. It was launched on Jul 23, 2019. Both QDV5.DE and VWCE.DE 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 VWCE.DE.
Key characteristics
| QDV5.DE | VWCE.DE | |
|---|---|---|
| YTD Return | 20.62% | 14.23% |
| 1Y Return | 28.03% | 19.10% |
| 3Y Return (Ann) | 11.43% | 7.83% |
| 5Y Return (Ann) | 14.63% | 10.85% |
| Sharpe Ratio | 1.82 | 1.96 |
| Daily Std Dev | 16.01% | 10.52% |
| Max Drawdown | -41.06% | -33.43% |
| Current Drawdown | -2.41% | -2.05% |
Correlation
The correlation between QDV5.DE and VWCE.DE is 0.62, 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. VWCE.DE - Performance Comparison
In the year-to-date period, QDV5.DE achieves a 20.62% return, which is significantly higher than VWCE.DE's 14.23% 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. VWCE.DE - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is higher than VWCE.DE's 0.22% expense ratio.
Risk-Adjusted Performance
QDV5.DE vs. VWCE.DE - 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 FTSE All-World UCITS ETF (VWCE.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.
Dividends
QDV5.DE vs. VWCE.DE - Dividend Comparison
Neither QDV5.DE nor VWCE.DE has paid dividends to shareholders.
Drawdowns
QDV5.DE vs. VWCE.DE - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, which is greater than VWCE.DE's maximum drawdown of -33.43%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and VWCE.DE. For additional features, visit the drawdowns tool.
Volatility
QDV5.DE vs. VWCE.DE - Volatility Comparison
iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) and Vanguard FTSE All-World UCITS ETF (VWCE.DE) have volatilities of 3.67% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.