QDVF.DE vs. EFRW.DE
QDVF.DE (iShares S&P 500 Energy Sector UCITS ETF (Acc)) and EFRW.DE (iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc) are both exchange-traded funds - QDVF.DE is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy, while EFRW.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index. Both are passively managed. Over the past year, QDVF.DE returned 45.00% vs 17.03% for EFRW.DE. At a 0.02 correlation, their price movements are largely independent. QDVF.DE charges 0.15%/yr vs 0.17%/yr for EFRW.DE.
Performance
QDVF.DE vs. EFRW.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QDVF.DE achieves a 32.71% return, which is significantly higher than EFRW.DE's 8.09% return.
QDVF.DE
- 1D
- -0.53%
- 1M
- 4.38%
- YTD
- 32.71%
- 6M
- 28.30%
- 1Y
- 45.00%
- 3Y*
- 13.74%
- 5Y*
- 21.44%
- 10Y*
- 8.97%
EFRW.DE
- 1D
- 0.36%
- 1M
- 2.58%
- YTD
- 8.09%
- 6M
- 8.98%
- 1Y
- 17.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QDVF.DE vs. EFRW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 32.71% | 2.81% |
EFRW.DE iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc | 8.09% | 9.95% |
Correlation
The correlation between QDVF.DE and EFRW.DE is -0.01, 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 | -0.01 |
Correlation (All Time) Calculated using the full available price history since May 13, 2025 | 0.02 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
QDVF.DE vs. EFRW.DE — Risk / Return Rank
QDVF.DE
EFRW.DE
QDVF.DE vs. EFRW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) and iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.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.
| QDVF.DE | EFRW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.27 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 2.37 | +0.17 |
| Martin ratioReturn relative to average drawdown | 7.98 | 8.32 | -0.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| QDVF.DE | EFRW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.55 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 1.55 | -1.27 |
Drawdowns
QDVF.DE vs. EFRW.DE - Drawdown Comparison
The maximum QDVF.DE drawdown since its inception was -65.81%, which is greater than EFRW.DE's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for QDVF.DE and EFRW.DE.
Loading charts...
Drawdown Indicators
| QDVF.DE | EFRW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.81% | -7.12% | -58.69% |
Max Drawdown (1Y)Largest decline over 1 year | -17.23% | -7.12% | -10.11% |
Max Drawdown (3Y)Largest decline over 3 years | -27.13% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -65.81% | — | — |
Current DrawdownCurrent decline from peak | -8.92% | 0.00% | -8.92% |
Average DrawdownAverage peak-to-trough decline | -17.41% | -1.35% | -16.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.49% | 2.03% | +3.46% |
Volatility
QDVF.DE vs. EFRW.DE - Volatility Comparison
iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a higher volatility of 7.70% compared to iShares S&P 500 Equal Weight UCITS ETF EUR Hedged Acc (EFRW.DE) at 2.64%. This indicates that QDVF.DE's price experiences larger fluctuations and is considered to be riskier than EFRW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QDVF.DE | EFRW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.70% | 2.64% | +5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 20.43% | 7.67% | +12.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 10.91% | +13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.95% | 11.32% | +15.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.68% | 11.32% | +17.36% |
QDVF.DE vs. EFRW.DE - Expense Ratio Comparison
QDVF.DE has a 0.15% expense ratio, which is lower than EFRW.DE's 0.17% 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%.
Dividends
QDVF.DE vs. EFRW.DE - Dividend Comparison
Neither QDVF.DE nor EFRW.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVF.DE and EFRW.DE have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVF.DE is cheaper with a 0.15% expense ratio, compared with 0.17% for EFRW.DE.
QDVF.DE is categorized as Energy Equities, while EFRW.DE is S&P 500. QDVF.DE tracks S&P 500 Capped 35/20 Energy, while EFRW.DE tracks S&P 500 Equal Weight Index. Their fees differ too: 0.15% for QDVF.DE and 0.17% for EFRW.DE.
Find the right allocation for QDVF.DE and EFRW.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer