QDV5.DE vs. WINC.AS
QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) and WINC.AS (iShares World Equity High Income UCITS ETF USD Inc) are both exchange-traded funds - QDV5.DE is a India Equities fund tracking the MSCI India, while WINC.AS is a Global Equity Income fund actively managed by iShares. QDV5.DE is passively managed, while WINC.AS is actively managed. Over the past year, QDV5.DE returned -8.90% vs 23.57% for WINC.AS. At a 0.41 correlation, their price movements are largely independent. QDV5.DE charges 0.65%/yr vs 0.35%/yr for WINC.AS.
Performance
QDV5.DE vs. WINC.AS - Performance Comparison
Loading charts...
Different Trading Currencies
QDV5.DE is traded in EUR, while WINC.AS is traded in USD. To make them comparable, the WINC.AS values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDV5.DE achieves a -7.13% return, which is significantly lower than WINC.AS's 12.38% return.
QDV5.DE
- 1D
- -0.13%
- 1M
- -0.13%
- 6M
- -6.00%
- YTD
- -7.13%
- 1Y
- -8.90%
- 3Y*
- 3.34%
- 5Y*
- 5.31%
- 10Y*
- —
- ALL TIME*
- 7.08%
WINC.AS
- 1D
- 0.00%
- 1M
- 1.07%
- 6M
- 11.65%
- YTD
- 12.38%
- 1Y
- 23.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.12%
QDV5.DE vs. WINC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -7.13% | -8.01% | 6.14% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 12.38% | 7.13% | 12.49% |
Correlation
The correlation between QDV5.DE and WINC.AS is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2024 | 0.41 |
The correlation between QDV5.DE and WINC.AS has been stable across timeframes, ranging from 0.41 to 0.50 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
QDV5.DE vs. WINC.AS — Risk / Return Rank
QDV5.DE
WINC.AS
QDV5.DE vs. WINC.AS - 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 World Equity High Income UCITS ETF USD Inc (WINC.AS). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QDV5.DE | WINC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.67 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.38 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.46 | 5.46 | -5.92 |
| Martin ratioReturn relative to average drawdown | -0.96 | 19.58 | -20.54 |
Loading charts...
Drawdowns
QDV5.DE vs. WINC.AS - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.02%, which is greater than WINC.AS's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and WINC.AS.
Loading charts...
Drawdown Indicators
| QDV5.DE | WINC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.02% | -18.74% | -22.28% |
Max Drawdown (1Y)Largest decline over 1 year | -19.42% | -4.26% | -15.16% |
Max Drawdown (3Y)Largest decline over 3 years | -27.47% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | — | — |
Current DrawdownCurrent decline from peak | -20.08% | -0.99% | -19.09% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -2.67% | -5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.19% | 1.19% | +8.00% |
Volatility
QDV5.DE vs. WINC.AS - Volatility Comparison
iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a higher volatility of 3.96% compared to iShares World Equity High Income UCITS ETF USD Inc (WINC.AS) at 2.81%. This indicates that QDV5.DE's price experiences larger fluctuations and is considered to be riskier than WINC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QDV5.DE | WINC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.96% | 2.81% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.62% | 8.57% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 11.16% | +5.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 13.31% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 13.31% | +8.28% |
QDV5.DE vs. WINC.AS - Expense Ratio Comparison
QDV5.DE has a 0.65% expense ratio, which is higher than WINC.AS's 0.35% expense ratio.
Dividends
QDV5.DE vs. WINC.AS - Dividend Comparison
QDV5.DE has not paid dividends to shareholders, while WINC.AS's dividend yield for the trailing twelve months is around 9.88%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% |
WINC.AS iShares World Equity High Income UCITS ETF USD Inc | 9.88% | 9.38% | 4.88% |
Frequently Asked Questions
QDV5.DE and WINC.AS have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WINC.AS is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WINC.AS is cheaper with a 0.35% expense ratio, compared with 0.65% for QDV5.DE.
QDV5.DE is categorized as India Equities, while WINC.AS is Global Equity Income. Their fees differ too: 0.65% for QDV5.DE and 0.35% for WINC.AS.
Find the right allocation for QDV5.DE and WINC.AS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer