QDVB.DE vs. UBUR.DE
QDVB.DE (iShares Edge MSCI USA Quality Factor UCITS ETF) and UBUR.DE (UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - QDVB.DE tracks the MSCI USA Sector Neutral Quality while UBUR.DE tracks the MSCI USA Select Dynamic 50% Risk Weighted. Both are passively managed. Over the past 5 years, QDVB.DE returned 12.96%/yr vs 6.64%/yr for UBUR.DE. At a 0.41 correlation, their price movements are largely independent. QDVB.DE charges 0.20%/yr vs 0.18%/yr for UBUR.DE.
Performance
QDVB.DE vs. UBUR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVB.DE achieves a 9.84% return, which is significantly higher than UBUR.DE's 0.53% return.
QDVB.DE
- 1D
- 0.72%
- 1M
- 5.60%
- YTD
- 9.84%
- 6M
- 9.96%
- 1Y
- 19.74%
- 3Y*
- 16.51%
- 5Y*
- 12.96%
- 10Y*
- —
UBUR.DE
- 1D
- -0.14%
- 1M
- -0.81%
- YTD
- 0.53%
- 6M
- 0.76%
- 1Y
- -1.69%
- 3Y*
- 5.82%
- 5Y*
- 6.64%
- 10Y*
- —
QDVB.DE vs. UBUR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVB.DE iShares Edge MSCI USA Quality Factor UCITS ETF | 9.84% | 0.36% | 29.35% | 26.56% | -16.50% | 39.05% | 5.36% | 37.25% | -2.65% | 7.55% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.53% | -5.64% | 20.63% | 2.15% | -0.28% | 33.09% | -5.58% | 30.74% | 1.50% | 3.98% |
Correlation
The correlation between QDVB.DE and UBUR.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 24, 2017 | 0.41 |
Over the past year, the correlation between QDVB.DE and UBUR.DE has dropped to 0.11 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
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Return for Risk
QDVB.DE vs. UBUR.DE — Risk / Return Rank
QDVB.DE
UBUR.DE
QDVB.DE vs. UBUR.DE - 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 UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.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.
| QDVB.DE | UBUR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.98 | ||
| Sortino ratioReturn per unit of downside risk | +2.75 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.98 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | -0.28 | +3.20 |
| Martin ratioReturn relative to average drawdown | 10.33 | -0.64 | +10.97 |
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
| QDVB.DE | UBUR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | -0.20 | +1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.70 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.81 | +0.02 |
Drawdowns
QDVB.DE vs. UBUR.DE - Drawdown Comparison
The maximum QDVB.DE drawdown since its inception was -33.26%, smaller than the maximum UBUR.DE drawdown of -35.34%. Use the drawdown chart below to compare losses from any high point for QDVB.DE and UBUR.DE.
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Drawdown Indicators
| QDVB.DE | UBUR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.26% | -35.34% | +2.08% |
Max Drawdown (1Y)Largest decline over 1 year | -6.74% | -7.81% | +1.07% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -14.40% | -8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -14.40% | -8.26% |
Current DrawdownCurrent decline from peak | 0.00% | -11.30% | +11.30% |
Average DrawdownAverage peak-to-trough decline | -4.97% | -7.34% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.91% | 9.86% | -7.95% |
Volatility
QDVB.DE vs. UBUR.DE - Volatility Comparison
The current volatility for iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) is 2.46%, while UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis (UBUR.DE) has a volatility of 3.22%. This indicates that QDVB.DE experiences smaller price fluctuations and is considered to be less risky than UBUR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVB.DE | UBUR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.46% | 3.22% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 7.37% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.09% | 10.99% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 15.76% | -0.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 19.45% | -3.01% |
QDVB.DE vs. UBUR.DE - Expense Ratio Comparison
QDVB.DE has a 0.20% expense ratio, which is higher than UBUR.DE's 0.18% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
QDVB.DE vs. UBUR.DE - Dividend Comparison
QDVB.DE has not paid dividends to shareholders, while UBUR.DE's dividend yield for the trailing twelve months is around 1.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBUR.DE UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 1.60% | 1.87% | 1.44% | 1.39% | 1.28% | 0.93% | 1.62% | 1.40% | 1.37% | 0.68% |
Frequently Asked Questions
QDVB.DE and UBUR.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UBUR.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBUR.DE is cheaper with a 0.18% expense ratio, compared with 0.20% for QDVB.DE.
QDVB.DE tracks MSCI USA Sector Neutral Quality, while UBUR.DE tracks MSCI USA Select Dynamic 50% Risk Weighted. They also come from different issuers: iShares and UBS. Their fees differ too: 0.20% for QDVB.DE and 0.18% for UBUR.DE.
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