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QDVC.DE vs. ZPRV.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QDVC.DE vs. ZPRV.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). The values are adjusted to include any dividend payments, if applicable.

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QDVC.DE vs. ZPRV.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QDVC.DE
iShares Edge MSCI USA Size Factor UCITS ETF
-1.42%-3.21%19.27%13.21%-13.60%37.66%6.30%31.46%-6.82%4.09%
ZPRV.DE
SPDR MSCI USA Small Cap Value Weighted UCITS ETF
5.81%2.99%14.07%19.11%-5.31%48.07%-1.85%27.41%-11.78%-3.75%

Returns By Period

In the year-to-date period, QDVC.DE achieves a -1.42% return, which is significantly lower than ZPRV.DE's 5.81% return.


QDVC.DE

1D
0.37%
1M
-3.52%
YTD
-1.42%
6M
0.15%
1Y
2.00%
3Y*
8.62%
5Y*
5.82%
10Y*

ZPRV.DE

1D
-13.13%
1M
-0.92%
YTD
5.81%
6M
10.17%
1Y
19.19%
3Y*
14.03%
5Y*
9.66%
10Y*
11.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QDVC.DE vs. ZPRV.DE - Expense Ratio Comparison

QDVC.DE has a 0.20% expense ratio, which is lower than ZPRV.DE's 0.30% expense ratio.


Return for Risk

QDVC.DE vs. ZPRV.DE — Risk / Return Rank

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

QDVC.DE
QDVC.DE Risk / Return Rank: 2121
Overall Rank
QDVC.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
QDVC.DE Sortino Ratio Rank: 1313
Sortino Ratio Rank
QDVC.DE Omega Ratio Rank: 1414
Omega Ratio Rank
QDVC.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
QDVC.DE Martin Ratio Rank: 2929
Martin Ratio Rank

ZPRV.DE
ZPRV.DE Risk / Return Rank: 5353
Overall Rank
ZPRV.DE Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
ZPRV.DE Sortino Ratio Rank: 3333
Sortino Ratio Rank
ZPRV.DE Omega Ratio Rank: 4242
Omega Ratio Rank
ZPRV.DE Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZPRV.DE Martin Ratio Rank: 8888
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.

QDVC.DE vs. ZPRV.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 SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.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.DEZPRV.DEDifference

Sharpe ratio

Return per unit of total volatility

0.11

0.63

-0.52

Sortino ratio

Return per unit of downside risk

0.27

1.08

-0.81

Omega ratio

Gain probability vs. loss probability

1.04

1.18

-0.14

Calmar ratio

Return relative to maximum drawdown

1.15

2.22

-1.08

Martin ratio

Return relative to average drawdown

3.20

12.06

-8.86

QDVC.DE vs. ZPRV.DE - Sharpe Ratio Comparison

The current QDVC.DE Sharpe Ratio is 0.11, which is lower than the ZPRV.DE Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of QDVC.DE and ZPRV.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


QDVC.DEZPRV.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.11

0.63

-0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.42

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.42

+0.06

Correlation

The correlation between QDVC.DE and ZPRV.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

QDVC.DE vs. ZPRV.DE - Dividend Comparison

Neither QDVC.DE nor ZPRV.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

QDVC.DE vs. ZPRV.DE - Drawdown Comparison

The maximum QDVC.DE drawdown since its inception was -40.76%, smaller than the maximum ZPRV.DE drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for QDVC.DE and ZPRV.DE.


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Drawdown Indicators


QDVC.DEZPRV.DEDifference

Max Drawdown

Largest peak-to-trough decline

-40.76%

-46.04%

+5.28%

Max Drawdown (1Y)

Largest decline over 1 year

-9.55%

-13.13%

+3.58%

Max Drawdown (5Y)

Largest decline over 5 years

-25.54%

-31.14%

+5.60%

Max Drawdown (10Y)

Largest decline over 10 years

-46.04%

Current Drawdown

Current decline from peak

-10.41%

-13.13%

+2.72%

Average Drawdown

Average peak-to-trough decline

-6.60%

-8.47%

+1.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.76%

2.42%

+0.34%

Volatility

QDVC.DE vs. ZPRV.DE - Volatility Comparison

The current volatility for iShares Edge MSCI USA Size Factor UCITS ETF (QDVC.DE) is 3.85%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) has a volatility of 21.89%. This indicates that QDVC.DE experiences smaller price fluctuations and is considered to be less risky than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QDVC.DEZPRV.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.85%

21.89%

-18.04%

Volatility (6M)

Calculated over the trailing 6-month period

8.71%

23.80%

-15.09%

Volatility (1Y)

Calculated over the trailing 1-year period

17.88%

30.19%

-12.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.95%

22.69%

-5.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.38%

23.73%

-5.35%