QDVH.DE vs. KKR
Compare and contrast key facts about iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) and KKR & Co. Inc. (KKR).
QDVH.DE is a passively managed fund by iShares that tracks the performance of the S&P 500 Capped 35/20 Financials. It was launched on Nov 20, 2015.
Performance
QDVH.DE vs. KKR - Performance Comparison
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QDVH.DE vs. KKR - 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) | -8.65% | 3.01% | 37.13% | 8.44% | -6.23% | 48.50% | -12.20% | 35.41% | -10.71% | 7.92% |
KKR KKR & Co. Inc. | -27.10% | -23.61% | 91.50% | 75.07% | -33.07% | 99.66% | 29.49% | 54.99% | 0.21% | 24.35% |
Different Trading Currencies
QDVH.DE is traded in EUR, while KKR is traded in USD. To make them comparable, the KKR values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDVH.DE achieves a -8.65% return, which is significantly higher than KKR's -27.10% return. Over the past 10 years, QDVH.DE has underperformed KKR with an annualized return of 11.95%, while KKR has yielded a comparatively higher 22.32% annualized return.
QDVH.DE
- 1D
- 1.25%
- 1M
- -1.91%
- YTD
- -8.65%
- 6M
- -5.77%
- 1Y
- -5.88%
- 3Y*
- 14.78%
- 5Y*
- 9.54%
- 10Y*
- 11.95%
KKR
- 1D
- -1.34%
- 1M
- 1.89%
- YTD
- -27.10%
- 6M
- -27.07%
- 1Y
- -27.21%
- 3Y*
- 18.58%
- 5Y*
- 14.03%
- 10Y*
- 22.32%
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Return for Risk
QDVH.DE vs. KKR — Risk / Return Rank
QDVH.DE
KKR
QDVH.DE vs. KKR - 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 KKR & Co. Inc. (KKR). 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 | KKR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.30 | -0.57 | +0.28 |
Sortino ratioReturn per unit of downside risk | -0.28 | -0.57 | +0.29 |
Omega ratioGain probability vs. loss probability | 0.96 | 0.92 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.58 | +0.11 |
Martin ratioReturn relative to average drawdown | -1.23 | -1.26 | +0.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QDVH.DE | KKR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.30 | -0.57 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.37 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.61 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.57 | -0.10 |
Correlation
The correlation between QDVH.DE and KKR is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
QDVH.DE vs. KKR - Dividend Comparison
QDVH.DE has not paid dividends to shareholders, while KKR's dividend yield for the trailing twelve months is around 0.81%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
KKR KKR & Co. Inc. | 0.81% | 0.57% | 0.47% | 0.78% | 1.31% | 0.77% | 1.31% | 1.71% | 3.23% | 3.18% | 4.16% | 10.13% |
Drawdowns
QDVH.DE vs. KKR - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.39%, smaller than the maximum KKR drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and KKR.
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Drawdown Indicators
| QDVH.DE | KKR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.39% | -53.10% | +10.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -44.62% | +29.86% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -49.42% | +27.70% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | -49.42% | +7.03% |
Current DrawdownCurrent decline from peak | -13.66% | -44.91% | +31.25% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -15.89% | +8.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 19.39% | -14.53% |
Volatility
QDVH.DE vs. KKR - Volatility Comparison
The current volatility for iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) is 4.48%, while KKR & Co. Inc. (KKR) has a volatility of 10.31%. This indicates that QDVH.DE experiences smaller price fluctuations and is considered to be less risky than KKR 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 | KKR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.48% | 10.31% | -5.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 29.76% | -19.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 47.58% | -27.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.32% | 38.33% | -20.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 36.52% | -15.53% |