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QDVE.DE vs. 3V64.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QDVE.DE vs. 3V64.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) and Visa Inc (3V64.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QDVE.DE achieves a 24.06% return, which is significantly higher than 3V64.DE's -7.81% return. Over the past 10 years, QDVE.DE has outperformed 3V64.DE with an annualized return of 26.04%, while 3V64.DE has yielded a comparatively lower 15.32% annualized return.


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%

3V64.DE

1D
3.92%
1M
2.49%
YTD
-7.81%
6M
-2.75%
1Y
-13.67%
3Y*
10.15%
5Y*
8.72%
10Y*
15.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QDVE.DE vs. 3V64.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
3V64.DE
Visa Inc
-7.81%0.26%29.49%22.33%1.24%10.86%3.40%47.73%21.73%28.79%

Correlation

The correlation between QDVE.DE and 3V64.DE is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2015

0.57

Over the past year, the correlation between QDVE.DE and 3V64.DE has dropped to 0.09 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.

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Return for Risk

QDVE.DE vs. 3V64.DE — Risk / Return Rank

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

QDVE.DE
QDVE.DE Risk / Return Rank: 6565
Overall Rank
QDVE.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
QDVE.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
QDVE.DE Omega Ratio Rank: 6666
Omega Ratio Rank
QDVE.DE Calmar Ratio Rank: 6464
Calmar Ratio Rank
QDVE.DE Martin Ratio Rank: 5050
Martin Ratio Rank

3V64.DE
3V64.DE Risk / Return Rank: 1717
Overall Rank
3V64.DE Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
3V64.DE Sortino Ratio Rank: 1616
Sortino Ratio Rank
3V64.DE Omega Ratio Rank: 1717
Omega Ratio Rank
3V64.DE Calmar Ratio Rank: 1919
Calmar Ratio Rank
3V64.DE Martin Ratio Rank: 1919
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.

QDVE.DE vs. 3V64.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) and Visa Inc (3V64.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.


QDVE.DE3V64.DEDifference
Sharpe ratioReturn per unit of total volatility

+2.99

Sortino ratioReturn per unit of downside risk

+3.81

Omega ratioGain probability vs. loss probability

1.39

0.91

+0.47

Calmar ratioReturn relative to maximum drawdown

3.14

-0.64

+3.78

Martin ratioReturn relative to average drawdown

8.31

-1.06

+9.38

QDVE.DE vs. 3V64.DE - Sharpe Ratio Comparison

The current QDVE.DE Sharpe Ratio is 2.40, which is higher than the 3V64.DE Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of QDVE.DE and 3V64.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


QDVE.DE3V64.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

-0.59

+2.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.10

0.39

+0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.19

0.65

+0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

1.07

0.67

+0.39

Drawdowns

QDVE.DE vs. 3V64.DE - Drawdown Comparison

The maximum QDVE.DE drawdown since its inception was -31.45%, smaller than the maximum 3V64.DE drawdown of -44.20%. Use the drawdown chart below to compare losses from any high point for QDVE.DE and 3V64.DE.


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Drawdown Indicators


QDVE.DE3V64.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.45%

-44.20%

+12.75%

Max Drawdown (1Y)

Largest decline over 1 year

-15.59%

-21.01%

+5.42%

Max Drawdown (3Y)

Largest decline over 3 years

-29.83%

-25.94%

-3.89%

Max Drawdown (5Y)

Largest decline over 5 years

-29.83%

-25.94%

-3.89%

Max Drawdown (10Y)

Largest decline over 10 years

-31.45%

-36.79%

+5.34%

Current Drawdown

Current decline from peak

-3.08%

-19.69%

+16.61%

Average Drawdown

Average peak-to-trough decline

-5.80%

-8.03%

+2.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.91%

12.61%

-6.70%

Volatility

QDVE.DE vs. 3V64.DE - Volatility Comparison

The current volatility for iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) is 7.12%, while Visa Inc (3V64.DE) has a volatility of 8.26%. This indicates that QDVE.DE experiences smaller price fluctuations and is considered to be less risky than 3V64.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QDVE.DE3V64.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.12%

8.26%

-1.14%

Volatility (6M)

Calculated over the trailing 6-month period

14.85%

17.86%

-3.01%

Volatility (1Y)

Calculated over the trailing 1-year period

20.42%

22.66%

-2.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.71%

22.24%

+0.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.73%

23.39%

-1.66%

Dividends

QDVE.DE vs. 3V64.DE - Dividend Comparison

QDVE.DE has not paid dividends to shareholders, while 3V64.DE's dividend yield for the trailing twelve months is around 0.69%.


PositionTTM20252024202320222021202020192018201720162015
3V64.DE
Visa Inc
0.69%0.62%0.57%0.63%0.67%0.50%0.53%0.48%0.56%0.55%0.77%0.54%
QDVE.DE
iShares S&P 500 Information Technology Sector 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%

Frequently Asked Questions


QDVE.DE and 3V64.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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