QDVB.DE vs. DGRW

Last updated Apr 3, 2026

Compare and contrast key facts about iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) and WisdomTree U.S. Dividend Growth Fund (DGRW).

QDVB.DE and DGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDVB.DE is a passively managed fund by iShares that tracks the performance of the MSCI USA Sector Neutral Quality. It was launched on Oct 13, 2016. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013. Both QDVB.DE and DGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

QDVB.DE vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) and WisdomTree U.S. Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

QDVB.DE vs. DGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
QDVB.DE iShares Edge MSCI USA Quality Factor UCITS ETF	-1.83%	0.36%	29.35%	26.56%	-16.50%	39.05%	5.36%	37.25%	-2.65%	7.18%
DGRW WisdomTree U.S. Dividend Growth Fund	0.53%	-1.14%	24.71%	15.10%	-0.53%	33.77%	4.48%	32.47%	-0.94%	11.30%

Different Trading Currencies

QDVB.DE is traded in EUR, while DGRW is traded in USD. To make them comparable, the DGRW values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, QDVB.DE achieves a -1.83% return, which is significantly lower than DGRW's 0.30% return.

QDVB.DE

• 1D: 0.19%
• 1M: -3.61%
• YTD: -1.83%
• 6M: 0.37%
• 1Y: 6.44%
• 3Y*: 14.68%
• 5Y*: 10.96%
• 10Y*: —

DGRW

• 1D: 0.00%
• 1M: -3.93%
• YTD: 0.30%
• 6M: 0.83%
• 1Y: 4.11%
• 3Y*: 11.63%
• 5Y*: 11.27%
• 10Y*: 12.94%

*Multi-year figures are annualized to reflect compound growth (CAGR)

QDVB.DE vs. DGRW - Expense Ratio Comparison

QDVB.DE has a 0.20% expense ratio, which is lower than DGRW's 0.28% expense ratio.

DGRW

WisdomTree U.S. Dividend Growth Fund

QDVB.DE

iShares Edge MSCI USA Quality Factor UCITS ETF

Return for Risk

QDVB.DE vs. DGRW — Risk / Return Rank

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

QDVB.DE

QDVB.DE Risk / Return Rank: 35
QDVB.DE Sharpe Ratio Rank: 22
QDVB.DE Sortino Ratio Rank: 21
QDVB.DE Omega Ratio Rank: 21
QDVB.DE Calmar Ratio Rank: 59
QDVB.DE Martin Ratio Rank: 50

DGRW

DGRW Risk / Return Rank: 37
DGRW Sharpe Ratio Rank: 35
DGRW Sortino Ratio Rank: 36
DGRW Omega Ratio Rank: 39
DGRW Calmar Ratio Rank: 32
DGRW Martin Ratio Rank: 40

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.

QDVB.DE vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.

	QDVB.DE	DGRW	Difference
Sharpe ratio Return per unit of total volatility	0.39	0.23	+0.16
Sortino ratio Return per unit of downside risk	0.64	0.44	+0.20
Omega ratio Gain probability vs. loss probability	1.09	1.07	+0.02
Calmar ratio Return relative to maximum drawdown	1.81	0.30	+1.51
Martin ratio Return relative to average drawdown	5.84	1.18	+4.67
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QDVB.DE vs. DGRW - Sharpe Ratio Comparison

The current QDVB.DE Sharpe Ratio is 0.39, which is higher than the DGRW Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of QDVB.DE and DGRW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	QDVB.DE	DGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.39	0.23	+0.16
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.79	-0.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	0.79	-0.04

Correlation

The correlation between QDVB.DE and DGRW is 0.58, 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.

Dividends

QDVB.DE vs. DGRW - Dividend Comparison

QDVB.DE has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.43%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
QDVB.DE iShares Edge MSCI USA Quality 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%
DGRW WisdomTree U.S. Dividend Growth Fund	1.43%	1.43%	1.55%	1.74%	2.15%	1.78%	1.93%	2.20%	2.42%	1.71%	2.13%	2.18%

Drawdowns

QDVB.DE vs. DGRW - Drawdown Comparison

The maximum QDVB.DE drawdown since its inception was -33.26%, which is greater than DGRW's maximum drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for QDVB.DE and DGRW.

Drawdown Indicators

	QDVB.DE	DGRW	Difference
Max Drawdown Largest peak-to-trough decline	-33.26%	-32.04%	-1.22%
Max Drawdown (1Y) Largest decline over 1 year	-8.32%	-8.30%	-0.02%
Max Drawdown (5Y) Largest decline over 5 years	-22.66%	-17.27%	-5.39%
Max Drawdown (10Y) Largest decline over 10 years	—	-32.04%	—
Current Drawdown Current decline from peak	-5.36%	-5.72%	+0.36%
Average Drawdown Average peak-to-trough decline	-5.05%	-3.04%	-2.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.09%	2.53%	-0.44%

Volatility

QDVB.DE vs. DGRW - Volatility Comparison

The current volatility for iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) is 3.45%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.75%. This indicates that QDVB.DE experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QDVB.DE	DGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.45%	3.75%	-0.30%
Volatility (6M) Calculated over the trailing 6-month period	7.99%	8.13%	-0.14%
Volatility (1Y) Calculated over the trailing 1-year period	16.28%	17.80%	-1.52%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.56%	14.24%	+1.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.54%	17.02%	-0.48%