QDV5.DE vs. ZURN.SW
QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) is Asia Pacific Equities fund tracking the MSCI India, while ZURN.SW (Zurich Insurance Group AG) is a stock. Over the past 5 years, QDV5.DE returned 4.37%/yr vs 17.73%/yr for ZURN.SW. At a 0.28 correlation, their price movements are largely independent.
Performance
QDV5.DE vs. ZURN.SW - Performance Comparison
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Different Trading Currencies
QDV5.DE is traded in EUR, while ZURN.SW is traded in CHF. To make them comparable, the ZURN.SW 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 -11.72% return, which is significantly lower than ZURN.SW's -2.38% return.
QDV5.DE
- 1D
- 1.21%
- 1M
- -2.95%
- YTD
- -11.72%
- 6M
- -13.23%
- 1Y
- -15.73%
- 3Y*
- 2.49%
- 5Y*
- 4.37%
- 10Y*
- —
ZURN.SW
- 1D
- 0.71%
- 1M
- 1.31%
- YTD
- -2.38%
- 6M
- 2.80%
- 1Y
- 1.80%
- 3Y*
- 16.54%
- 5Y*
- 17.73%
- 10Y*
- 17.31%
QDV5.DE vs. ZURN.SW - 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% |
ZURN.SW Zurich Insurance Group AG | -2.38% | 18.94% | 28.09% | 11.75% | 21.41% | 18.17% | 0.21% | 49.15% | 1.63% |
Correlation
The correlation between QDV5.DE and ZURN.SW is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since May 31, 2018 | 0.28 |
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Return for Risk
QDV5.DE vs. ZURN.SW — Risk / Return Rank
QDV5.DE
ZURN.SW
QDV5.DE vs. ZURN.SW - 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 Zurich Insurance Group AG (ZURN.SW). 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 | ZURN.SW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.94 | ||
| Sortino ratioReturn per unit of downside risk | -1.41 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.03 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 0.17 | -0.86 |
| Martin ratioReturn relative to average drawdown | -1.54 | 0.36 | -1.90 |
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 | ZURN.SW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.85 | 0.10 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 1.03 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.51 | -0.21 |
Drawdowns
QDV5.DE vs. ZURN.SW - Drawdown Comparison
The maximum QDV5.DE drawdown since its inception was -41.06%, smaller than the maximum ZURN.SW drawdown of -58.00%. Use the drawdown chart below to compare losses from any high point for QDV5.DE and ZURN.SW.
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Drawdown Indicators
| QDV5.DE | ZURN.SW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -58.00% | +16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -19.83% | -10.09% | -9.74% |
Max Drawdown (3Y)Largest decline over 3 years | -27.44% | -13.04% | -14.40% |
Max Drawdown (5Y)Largest decline over 5 years | -27.44% | -13.04% | -14.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.92% | — |
Current DrawdownCurrent decline from peak | -24.03% | -4.59% | -19.44% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -8.55% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.90% | 4.68% | +4.22% |
Volatility
QDV5.DE vs. ZURN.SW - Volatility Comparison
The current volatility for iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) is 6.04%, while Zurich Insurance Group AG (ZURN.SW) has a volatility of 6.37%. This indicates that QDV5.DE experiences smaller price fluctuations and is considered to be less risky than ZURN.SW 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 | ZURN.SW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 6.37% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 14.62% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 17.47% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 17.23% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.60% | 19.26% | +2.34% |
Dividends
QDV5.DE vs. ZURN.SW - Dividend Comparison
QDV5.DE has not paid dividends to shareholders, while ZURN.SW's dividend yield for the trailing twelve months is around 5.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ZURN.SW Zurich Insurance Group AG | 5.47% | 4.65% | 4.83% | 5.46% | 4.97% | 5.00% | 5.35% | 4.78% | 6.14% | 5.73% | 6.06% | 6.58% |
Frequently Asked Questions
QDV5.DE and ZURN.SW have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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