QDVC.DE vs. QDVE.DE
QDVC.DE (iShares Edge MSCI USA Size Factor UCITS ETF) and QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - QDVC.DE is a Mid Cap Blend Equities fund tracking the MSCI USA Mid-Cap Equal Weighted, while QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, QDVC.DE returned 7.32%/yr vs 25.33%/yr for QDVE.DE. A 0.67 correlation means they provide meaningful diversification when combined. QDVC.DE charges 0.20%/yr vs 0.15%/yr for QDVE.DE.
Performance
QDVC.DE vs. QDVE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QDVC.DE achieves a 8.40% return, which is significantly lower than QDVE.DE's 24.06% return.
QDVC.DE
- 1D
- 0.46%
- 1M
- 4.30%
- YTD
- 8.40%
- 6M
- 8.90%
- 1Y
- 14.76%
- 3Y*
- 11.54%
- 5Y*
- 7.32%
- 10Y*
- —
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
QDVC.DE vs. QDVE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVC.DE iShares Edge MSCI USA Size Factor UCITS ETF | 8.40% | -3.21% | 19.27% | 13.21% | -13.60% | 37.66% | 6.30% | 31.46% | -6.82% | 4.09% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 53.86% | 3.04% | 21.00% |
Correlation
The correlation between QDVC.DE and QDVE.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Oct 25, 2016 | 0.67 |
Over the past year, the correlation between QDVC.DE and QDVE.DE has dropped to 0.45 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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
QDVC.DE vs. QDVE.DE — Risk / Return Rank
QDVC.DE
QDVE.DE
QDVC.DE vs. QDVE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.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.
| QDVC.DE | QDVE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 3.14 | -1.24 |
| Martin ratioReturn relative to average drawdown | 5.80 | 8.31 | -2.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| QDVC.DE | QDVE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 2.40 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.10 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.19 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.07 | -0.53 |
Drawdowns
QDVC.DE vs. QDVE.DE - Drawdown Comparison
The maximum QDVC.DE drawdown since its inception was -40.76%, which is greater than QDVE.DE's maximum drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for QDVC.DE and QDVE.DE.
Loading charts...
Drawdown Indicators
| QDVC.DE | QDVE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.76% | -31.45% | -9.31% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -15.59% | +7.89% |
Max Drawdown (3Y)Largest decline over 3 years | -25.54% | -29.83% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -25.54% | -29.83% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.45% | — |
Current DrawdownCurrent decline from peak | -1.48% | -3.08% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -5.80% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 5.91% | -3.37% |
Volatility
QDVC.DE vs. QDVE.DE - Volatility Comparison
The current volatility for iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) is 2.89%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 7.12%. This indicates that QDVC.DE experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QDVC.DE | QDVE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 7.12% | -4.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.09% | 14.85% | -6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.31% | 20.42% | -8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 22.71% | -5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 21.73% | -3.45% |
QDVC.DE vs. QDVE.DE - Expense Ratio Comparison
QDVC.DE has a 0.20% expense ratio, which is higher than QDVE.DE's 0.15% 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
QDVC.DE vs. QDVE.DE - Dividend Comparison
Neither QDVC.DE nor QDVE.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVC.DE and QDVE.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for QDVC.DE.
QDVC.DE is categorized as Mid Cap Blend Equities, while QDVE.DE is Technology Equities. QDVC.DE tracks MSCI USA Mid-Cap Equal Weighted, while QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.20% for QDVC.DE and 0.15% for QDVE.DE.
Find the right allocation for QDVC.DE and QDVE.DE
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