QDVC.DE vs. XMHQ
Compare and contrast key facts about iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) and Invesco S&P MidCap Quality ETF (XMHQ).
QDVC.DE and XMHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDVC.DE is a passively managed fund by iShares that tracks the performance of the MSCI USA Mid-Cap Equal Weighted. It was launched on Oct 13, 2016. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006. Both QDVC.DE and XMHQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDVC.DE or XMHQ.
Correlation
The correlation between QDVC.DE and XMHQ is 0.62, 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.
Performance
QDVC.DE vs. XMHQ - Performance Comparison
Key characteristics
QDVC.DE:
1.69
XMHQ:
0.50
QDVC.DE:
2.46
XMHQ:
0.83
QDVC.DE:
1.32
XMHQ:
1.10
QDVC.DE:
3.14
XMHQ:
0.89
QDVC.DE:
7.37
XMHQ:
1.76
QDVC.DE:
2.94%
XMHQ:
5.19%
QDVC.DE:
12.99%
XMHQ:
18.39%
QDVC.DE:
-40.76%
XMHQ:
-58.19%
QDVC.DE:
-2.77%
XMHQ:
-8.58%
Returns By Period
In the year-to-date period, QDVC.DE achieves a 3.55% return, which is significantly higher than XMHQ's 1.33% return.
QDVC.DE
3.55%
2.56%
17.62%
20.01%
10.58%
N/A
XMHQ
1.33%
1.82%
2.82%
7.35%
14.86%
11.33%
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QDVC.DE vs. XMHQ - Expense Ratio Comparison
QDVC.DE has a 0.20% expense ratio, which is lower than XMHQ's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
QDVC.DE vs. XMHQ — Risk-Adjusted Performance Rank
QDVC.DE
XMHQ
QDVC.DE vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) and Invesco S&P MidCap Quality ETF (XMHQ). 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.
Dividends
QDVC.DE vs. XMHQ - Dividend Comparison
QDVC.DE has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDVC.DE iShares Edge MSCI USA Size 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% |
XMHQ Invesco S&P MidCap Quality ETF | 5.13% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
QDVC.DE vs. XMHQ - Drawdown Comparison
The maximum QDVC.DE drawdown since its inception was -40.76%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for QDVC.DE and XMHQ. For additional features, visit the drawdowns tool.
Volatility
QDVC.DE vs. XMHQ - Volatility Comparison
The current volatility for iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) is 3.75%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.70%. This indicates that QDVC.DE experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.