QDVH.DE vs. EUNA.DE
QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) and EUNA.DE (iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc) are both exchange-traded funds - QDVH.DE is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials, while EUNA.DE is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond (EUR Hedged). Both are passively managed. Over the past 5 years, QDVH.DE returned 8.98%/yr vs -1.29%/yr for EUNA.DE. At a correlation of -0.11, they often move in opposite directions. QDVH.DE charges 0.15%/yr vs 0.10%/yr for EUNA.DE.
Performance
QDVH.DE vs. EUNA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QDVH.DE achieves a -4.21% return, which is significantly lower than EUNA.DE's -0.46% return.
QDVH.DE
- 1D
- 3.16%
- 1M
- 1.56%
- YTD
- -4.21%
- 6M
- -2.14%
- 1Y
- 2.40%
- 3Y*
- 15.33%
- 5Y*
- 8.98%
- 10Y*
- 11.95%
EUNA.DE
- 1D
- 0.22%
- 1M
- -0.12%
- YTD
- -0.46%
- 6M
- -0.07%
- 1Y
- 1.32%
- 3Y*
- 2.28%
- 5Y*
- -1.29%
- 10Y*
- —
QDVH.DE vs. EUNA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVH.DE iShares S&P 500 Financials Sector UCITS ETF (Acc) | -4.21% | 3.01% | 37.13% | 8.44% | -6.23% | 48.50% | -12.20% | 35.41% | -10.71% | -0.10% |
EUNA.DE iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc | -0.46% | 2.79% | 1.60% | 4.36% | -13.52% | -2.37% | 3.70% | 5.06% | -1.17% | -0.54% |
Correlation
The correlation between QDVH.DE and EUNA.DE is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2017 | -0.11 |
The correlation between QDVH.DE and EUNA.DE shifts across timeframes, from -0.11 (all time) to 0.11 (1 year), reflecting how their relationship changes across market environments.
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
QDVH.DE vs. EUNA.DE — Risk / Return Rank
QDVH.DE
EUNA.DE
QDVH.DE vs. EUNA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) and iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.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.
| QDVH.DE | EUNA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.06 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.43 | -0.28 |
| Martin ratioReturn relative to average drawdown | 0.33 | 1.18 | -0.85 |
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
| QDVH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.34 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | -0.28 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | -0.05 | +0.53 |
Drawdowns
QDVH.DE vs. EUNA.DE - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.39%, which is greater than EUNA.DE's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and EUNA.DE.
Loading charts...
Drawdown Indicators
| QDVH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.39% | -17.79% | -24.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -2.75% | -10.01% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -4.02% | -17.70% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -17.03% | -4.69% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | — | — |
Current DrawdownCurrent decline from peak | -9.46% | -8.66% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -6.76% | -1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 0.99% | +4.56% |
Volatility
QDVH.DE vs. EUNA.DE - Volatility Comparison
iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) has a higher volatility of 4.30% compared to iShares Core Global Aggregate Bond UCITS ETF (EUR Hedged) Acc (EUNA.DE) at 1.35%. This indicates that QDVH.DE's price experiences larger fluctuations and is considered to be riskier than EUNA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QDVH.DE | EUNA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 1.35% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 2.82% | +7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 3.46% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 4.64% | +13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 4.27% | +16.63% |
QDVH.DE vs. EUNA.DE - Expense Ratio Comparison
QDVH.DE has a 0.15% expense ratio, which is higher than EUNA.DE's 0.10% 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
QDVH.DE vs. EUNA.DE - Dividend Comparison
Neither QDVH.DE nor EUNA.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVH.DE and EUNA.DE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUNA.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUNA.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for QDVH.DE.
QDVH.DE is categorized as Financials Equities, while EUNA.DE is Global Bonds. QDVH.DE tracks S&P 500 Capped 35/20 Financials, while EUNA.DE tracks Bloomberg Global Aggregate Bond (EUR Hedged). Their fees differ too: 0.15% for QDVH.DE and 0.10% for EUNA.DE.
Find the right allocation for QDVH.DE and EUNA.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