QDVE.DE vs. SCHG
QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) and SCHG (Schwab U.S. Large-Cap Growth 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 SCHG is a Large Cap Growth Equities fund tracking the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Both are passively managed. Over the past 10 years, QDVE.DE returned 25.61%/yr vs 18.12%/yr for SCHG. A 0.61 correlation means they provide meaningful diversification when combined. QDVE.DE charges 0.15%/yr vs 0.04%/yr for SCHG.
Performance
QDVE.DE vs. SCHG - Performance Comparison
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Different Trading Currencies
QDVE.DE is traded in EUR, while SCHG is traded in USD. To make them comparable, the SCHG values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDVE.DE achieves a 18.83% return, which is significantly higher than SCHG's 4.16% return. Over the past 10 years, QDVE.DE has outperformed SCHG with an annualized return of 25.61%, while SCHG has yielded a comparatively lower 18.12% annualized return.
QDVE.DE
- 1D
- 2.52%
- 1M
- 2.62%
- YTD
- 18.83%
- 6M
- 20.81%
- 1Y
- 42.49%
- 3Y*
- 28.42%
- 5Y*
- 23.77%
- 10Y*
- 25.61%
SCHG
- 1D
- 0.20%
- 1M
- -1.39%
- YTD
- 4.16%
- 6M
- 4.48%
- 1Y
- 18.91%
- 3Y*
- 19.86%
- 5Y*
- 15.37%
- 10Y*
- 18.12%
QDVE.DE vs. SCHG - 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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 4.16% | 3.56% | 43.86% | 45.60% | -27.58% | 37.70% | 27.67% | 39.09% | 3.27% | 12.31% |
Correlation
The correlation between QDVE.DE and SCHG is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2015 | 0.61 |
The correlation between QDVE.DE and SCHG has been stable across timeframes, ranging from 0.61 to 0.66 - a consistent structural relationship.
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Return for Risk
QDVE.DE vs. SCHG — Risk / Return Rank
QDVE.DE
SCHG
QDVE.DE vs. SCHG - 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 Schwab U.S. Large-Cap Growth ETF (SCHG). 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 | SCHG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +1.05 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 1.21 | +1.50 |
| Martin ratioReturn relative to average drawdown | 7.03 | 3.49 | +3.54 |
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Drawdowns
QDVE.DE vs. SCHG - Drawdown Comparison
The maximum QDVE.DE drawdown since its inception was -31.40%, roughly equal to the maximum SCHG drawdown of -31.88%. Use the drawdown chart below to compare losses from any high point for QDVE.DE and SCHG.
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Drawdown Indicators
| QDVE.DE | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.40% | -31.88% | +0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -15.64% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -29.81% | -28.18% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -30.34% | +0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -31.40% | -31.88% | +0.48% |
Current DrawdownCurrent decline from peak | -7.15% | -4.79% | -2.36% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -5.23% | -0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 5.44% | +0.59% |
Volatility
QDVE.DE vs. SCHG - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a higher volatility of 8.02% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 4.39%. This indicates that QDVE.DE's price experiences larger fluctuations and is considered to be riskier than SCHG 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 | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.02% | 4.39% | +3.63% |
Volatility (6M)Calculated over the trailing 6-month period | 15.46% | 11.58% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 16.05% | +4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 22.01% | +0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 21.88% | -0.13% |
QDVE.DE vs. SCHG - Expense Ratio Comparison
QDVE.DE has a 0.15% expense ratio, which is higher than SCHG's 0.04% 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
QDVE.DE vs. SCHG - Dividend Comparison
QDVE.DE has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Frequently Asked Questions
QDVE.DE and SCHG have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SCHG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SCHG is cheaper with a 0.04% expense ratio, compared with 0.15% for QDVE.DE.
QDVE.DE is categorized as Technology Equities, while SCHG is Large Cap Growth Equities. QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index, while SCHG tracks Dow Jones U.S. Large-Cap Growth Total Stock Market Index. They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.15% for QDVE.DE and 0.04% for SCHG.
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