QDVE.DE vs. IS3S.DE
QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) and IS3S.DE (iShares Edge MSCI World Value Factor UCITS ETF) are both exchange-traded funds - QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while IS3S.DE is a Global Equities fund tracking the MSCI World Enhanced Value. Both are passively managed. Over the past 10 years, QDVE.DE returned 25.61%/yr vs 12.98%/yr for IS3S.DE. A 0.64 correlation means they provide meaningful diversification when combined. QDVE.DE charges 0.15%/yr vs 0.30%/yr for IS3S.DE.
Performance
QDVE.DE vs. IS3S.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVE.DE achieves a 18.83% return, which is significantly lower than IS3S.DE's 34.68% return. Over the past 10 years, QDVE.DE has outperformed IS3S.DE with an annualized return of 25.61%, while IS3S.DE has yielded a comparatively lower 12.98% annualized return.
QDVE.DE
- 1D
- 2.52%
- 1M
- -0.05%
- YTD
- 18.83%
- 6M
- 20.81%
- 1Y
- 43.45%
- 3Y*
- 28.42%
- 5Y*
- 23.77%
- 10Y*
- 25.61%
IS3S.DE
- 1D
- 2.88%
- 1M
- 5.58%
- YTD
- 34.68%
- 6M
- 37.30%
- 1Y
- 63.13%
- 3Y*
- 25.47%
- 5Y*
- 17.18%
- 10Y*
- 12.98%
QDVE.DE vs. IS3S.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 18.83% | 10.01% | 46.09% | 54.17% | -25.82% | 46.74% | 29.67% | 53.89% | 3.09% | 20.90% |
IS3S.DE iShares Edge MSCI World Value Factor UCITS ETF | 34.68% | 25.13% | 11.36% | 15.62% | -4.81% | 30.35% | -12.53% | 22.01% | -10.32% | 7.66% |
Correlation
The correlation between QDVE.DE and IS3S.DE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2015 | 0.64 |
The correlation between QDVE.DE and IS3S.DE shifts across timeframes, from 0.51 (3 years) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
QDVE.DE vs. IS3S.DE — Risk / Return Rank
QDVE.DE
IS3S.DE
QDVE.DE vs. IS3S.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 iShares Edge MSCI World Value Factor UCITS ETF (IS3S.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QDVE.DE | IS3S.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.77 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 10.20 | -7.49 |
| Martin ratioReturn relative to average drawdown | 7.03 | 37.08 | -30.05 |
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Drawdowns
QDVE.DE vs. IS3S.DE - Drawdown Comparison
The maximum QDVE.DE drawdown since its inception was -31.40%, smaller than the maximum IS3S.DE drawdown of -35.19%. Use the drawdown chart below to compare losses from any high point for QDVE.DE and IS3S.DE.
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Drawdown Indicators
| QDVE.DE | IS3S.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.40% | -35.19% | +3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -6.09% | -9.51% |
Max Drawdown (3Y)Largest decline over 3 years | -29.81% | -17.78% | -12.03% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -17.78% | -12.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -35.19% | +3.79% |
Current DrawdownCurrent decline from peak | -7.15% | -1.26% | -5.89% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -6.96% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 1.68% | +4.35% |
Volatility
QDVE.DE vs. IS3S.DE - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a higher volatility of 8.02% compared to iShares Edge MSCI World Value Factor UCITS ETF (IS3S.DE) at 5.87%. This indicates that QDVE.DE's price experiences larger fluctuations and is considered to be riskier than IS3S.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.DE | IS3S.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 5.87% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 15.46% | 12.05% | +3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 14.51% | +6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 13.97% | +8.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 16.66% | +5.09% |
QDVE.DE vs. IS3S.DE - Expense Ratio Comparison
QDVE.DE has a 0.15% expense ratio, which is lower than IS3S.DE's 0.30% expense ratio.
Dividends
QDVE.DE vs. IS3S.DE - Dividend Comparison
Neither QDVE.DE nor IS3S.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVE.DE and IS3S.DE have a correlation of 0.61, 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 0.30% for IS3S.DE.
QDVE.DE is categorized as Technology Equities, while IS3S.DE is Global Equities. QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index, while IS3S.DE tracks MSCI World Enhanced Value. Their fees differ too: 0.15% for QDVE.DE and 0.30% for IS3S.DE.
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