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QDVA.DE vs. IS0X.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QDVA.DE vs. IS0X.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI USA Momentum Factor UCITS ETF (QDVA.DE) and iShares Global Corporate Bond UCITS ETF (IS0X.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QDVA.DE achieves a 35.88% return, which is significantly higher than IS0X.DE's 3.22% return.


QDVA.DE

1D
-2.08%
1M
8.05%
YTD
35.88%
6M
35.52%
1Y
45.44%
3Y*
30.53%
5Y*
15.42%
10Y*

IS0X.DE

1D
0.03%
1M
2.18%
YTD
3.22%
6M
3.65%
1Y
6.15%
3Y*
4.25%
5Y*
1.04%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QDVA.DE vs. IS0X.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QDVA.DE
iShares Edge MSCI USA Momentum Factor UCITS ETF
35.88%5.15%39.98%5.96%-13.64%22.86%17.47%31.11%1.04%20.37%
IS0X.DE
iShares Global Corporate Bond UCITS ETF
3.22%-2.16%7.10%5.53%-11.18%4.80%0.18%14.28%0.50%-4.36%

Correlation

The correlation between QDVA.DE and IS0X.DE is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Oct 13, 2016

0.25

The correlation between QDVA.DE and IS0X.DE shifts across timeframes, from 0.17 (5 years) to 0.30 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

QDVA.DE vs. IS0X.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QDVA.DE
QDVA.DE Risk / Return Rank: 8282
Overall Rank
QDVA.DE Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
QDVA.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
QDVA.DE Omega Ratio Rank: 7575
Omega Ratio Rank
QDVA.DE Calmar Ratio Rank: 9090
Calmar Ratio Rank
QDVA.DE Martin Ratio Rank: 8585
Martin Ratio Rank

IS0X.DE
IS0X.DE Risk / Return Rank: 5050
Overall Rank
IS0X.DE Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
IS0X.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
IS0X.DE Omega Ratio Rank: 4343
Omega Ratio Rank
IS0X.DE Calmar Ratio Rank: 6868
Calmar Ratio Rank
IS0X.DE Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QDVA.DE vs. IS0X.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Momentum Factor UCITS ETF (QDVA.DE) and iShares Global Corporate Bond UCITS ETF (IS0X.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.

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.


QDVA.DEIS0X.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+0.98

Omega ratioGain probability vs. loss probability

1.39

1.25

+0.13

Calmar ratioReturn relative to maximum drawdown

4.76

2.94

+1.82

Martin ratioReturn relative to average drawdown

15.18

6.67

+8.51

QDVA.DE vs. IS0X.DE - Sharpe Ratio Comparison

The current QDVA.DE Sharpe Ratio is 2.24, which is higher than the IS0X.DE Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of QDVA.DE and IS0X.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

QDVA.DE vs. IS0X.DE - Drawdown Comparison

The maximum QDVA.DE drawdown since its inception was -33.33%, which is greater than IS0X.DE's maximum drawdown of -27.33%. Use the drawdown chart below to compare losses from any high point for QDVA.DE and IS0X.DE.


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Drawdown Indicators


QDVA.DEIS0X.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.33%

-27.33%

-6.00%

Max Drawdown (1Y)

Largest decline over 1 year

-9.50%

-2.08%

-7.42%

Max Drawdown (3Y)

Largest decline over 3 years

-25.56%

-8.55%

-17.01%

Max Drawdown (5Y)

Largest decline over 5 years

-25.56%

-13.06%

-12.50%

Max Drawdown (10Y)

Largest decline over 10 years

-17.31%

Current Drawdown

Current decline from peak

-3.20%

-1.24%

-1.96%

Average Drawdown

Average peak-to-trough decline

-6.93%

-9.98%

+3.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

0.92%

+2.07%

Volatility

QDVA.DE vs. IS0X.DE - Volatility Comparison

iShares Edge MSCI USA Momentum Factor UCITS ETF (QDVA.DE) has a higher volatility of 8.73% compared to iShares Global Corporate Bond UCITS ETF (IS0X.DE) at 1.11%. This indicates that QDVA.DE's price experiences larger fluctuations and is considered to be riskier than IS0X.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QDVA.DEIS0X.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.73%

1.11%

+7.62%

Volatility (6M)

Calculated over the trailing 6-month period

16.88%

3.01%

+13.87%

Volatility (1Y)

Calculated over the trailing 1-year period

20.20%

4.44%

+15.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.39%

6.44%

+12.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.38%

8.31%

+11.07%

QDVA.DE vs. IS0X.DE - Expense Ratio Comparison

Both QDVA.DE and IS0X.DE have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

QDVA.DE vs. IS0X.DE - Dividend Comparison

QDVA.DE has not paid dividends to shareholders, while IS0X.DE's dividend yield for the trailing twelve months is around 4.16%.


PositionTTM20252024202320222021202020192018201720162015
IS0X.DE
iShares Global Corporate Bond UCITS ETF
4.16%4.22%3.80%3.35%2.65%2.03%2.45%2.68%2.59%2.64%2.57%2.61%
QDVA.DE
iShares Edge MSCI USA Momentum Factor UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


QDVA.DE and IS0X.DE have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.20% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

QDVA.DE and IS0X.DE have the same expense ratio: 0.20% per year.

QDVA.DE is categorized as Momentum, while IS0X.DE is Global Corporate Bonds. QDVA.DE tracks MSCI USA Momentum Index, while IS0X.DE tracks Bloomberg Global Aggregate Corporate.

Portfolio Optimizer

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