QDVH.DE vs. IBC3.DE
QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) and IBC3.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF) are both exchange-traded funds - QDVH.DE is a Financials Equities fund tracking the S&P 500 Capped 35/20 Financials, while IBC3.DE is a Emerging Markets Equities fund tracking the MSCI Emerging Markets Investable Market (IMI). Both are passively managed. Over the past 5 years, QDVH.DE returned 11.28%/yr vs 7.67%/yr for IBC3.DE. At a 0.42 correlation, their price movements are largely independent. QDVH.DE charges 0.15%/yr vs 0.18%/yr for IBC3.DE.
Performance
QDVH.DE vs. IBC3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVH.DE achieves a 5.35% return, which is significantly lower than IBC3.DE's 19.41% return.
QDVH.DE
- 1D
- -0.27%
- 1M
- 5.73%
- 6M
- 7.21%
- YTD
- 5.35%
- 1Y
- 10.55%
- 3Y*
- 17.20%
- 5Y*
- 11.28%
- 10Y*
- 12.64%
- ALL TIME*
- 10.52%
IBC3.DE
- 1D
- -0.16%
- 1M
- -8.74%
- 6M
- 11.86%
- YTD
- 19.41%
- 1Y
- 32.37%
- 3Y*
- 17.88%
- 5Y*
- 7.67%
- 10Y*
- —
- ALL TIME*
- 4.76%
QDVH.DE vs. IBC3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
QDVH.DE iShares S&P 500 Financials Sector UCITS ETF (Acc) | 5.35% | 2.98% | 37.18% | 8.42% | -6.23% | 48.61% | -12.31% | 35.60% | -9.62% |
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 19.41% | 17.06% | 13.96% | 7.10% | -13.77% | 6.90% | 7.20% | 21.13% | -27.74% |
Correlation
The correlation between QDVH.DE and IBC3.DE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Mar 6, 2018 | 0.42 |
Over the past year, the correlation between QDVH.DE and IBC3.DE has dropped to 0.12 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.
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Return for Risk
QDVH.DE vs. IBC3.DE — Risk / Return Rank
QDVH.DE
IBC3.DE
QDVH.DE vs. IBC3.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 MSCI Emerging Markets IMI UCITS ETF (IBC3.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.
| QDVH.DE | IBC3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.27 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.96 | -2.14 |
| Martin ratioReturn relative to average drawdown | 1.88 | 8.80 | -6.92 |
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Drawdowns
QDVH.DE vs. IBC3.DE - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.38%, which is greater than IBC3.DE's maximum drawdown of -40.21%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and IBC3.DE.
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Drawdown Indicators
| QDVH.DE | IBC3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.38% | -40.21% | -2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -10.87% | -1.92% |
Max Drawdown (3Y)Largest decline over 3 years | -21.74% | -19.06% | -2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -21.74% | -22.10% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -42.38% | — | — |
Current DrawdownCurrent decline from peak | -0.68% | -10.20% | +9.52% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -12.90% | +4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 3.67% | +1.93% |
Volatility
QDVH.DE vs. IBC3.DE - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) is 3.69%, while iShares Core MSCI Emerging Markets IMI UCITS ETF (IBC3.DE) has a volatility of 8.54%. This indicates that QDVH.DE experiences smaller price fluctuations and is considered to be less risky than IBC3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVH.DE | IBC3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 8.54% | -4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 10.29% | 19.42% | -9.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 21.79% | -7.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.13% | 17.37% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.67% | 20.01% | +1.66% |
QDVH.DE vs. IBC3.DE - Expense Ratio Comparison
QDVH.DE has a 0.15% expense ratio, which is lower than IBC3.DE's 0.18% 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
QDVH.DE vs. IBC3.DE - Dividend Comparison
QDVH.DE has not paid dividends to shareholders, while IBC3.DE's dividend yield for the trailing twelve months is around 1.70%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBC3.DE iShares Core MSCI Emerging Markets IMI UCITS ETF | 1.70% | 1.97% | 2.22% | 2.52% | 3.25% | 1.84% | 1.81% | 2.30% | 1.79% |
QDVH.DE iShares S&P 500 Financials Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QDVH.DE and IBC3.DE have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVH.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVH.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for IBC3.DE.
QDVH.DE is categorized as Financials Equities, while IBC3.DE is Emerging Markets Equities. QDVH.DE tracks S&P 500 Capped 35/20 Financials, while IBC3.DE tracks MSCI Emerging Markets Investable Market (IMI). Their fees differ too: 0.15% for QDVH.DE and 0.18% for IBC3.DE.
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