QDVH.DE vs. LYPD.DE
QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) and LYPD.DE (Amundi MSCI World Financials UCITS ETF EUR Acc) are both Financials Equities funds - QDVH.DE tracks the S&P 500 Capped 35/20 Financials while LYPD.DE tracks the MSCI World Financials. Both are passively managed. Over the past 10 years, QDVH.DE returned 11.95%/yr vs 11.83%/yr for LYPD.DE. Their correlation of 0.93 suggests significant overlap in exposure. QDVH.DE charges 0.15%/yr vs 0.30%/yr for LYPD.DE.
Performance
QDVH.DE vs. LYPD.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVH.DE achieves a -4.21% return, which is significantly lower than LYPD.DE's 0.92% return. Both investments have delivered pretty close results over the past 10 years, with QDVH.DE having a 11.95% annualized return and LYPD.DE not far behind at 11.83%.
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%
LYPD.DE
- 1D
- 1.87%
- 1M
- 1.06%
- YTD
- 0.92%
- 6M
- 4.40%
- 1Y
- 12.40%
- 3Y*
- 20.69%
- 5Y*
- 12.81%
- 10Y*
- 11.83%
QDVH.DE vs. LYPD.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% | 7.92% |
LYPD.DE Amundi MSCI World Financials UCITS ETF EUR Acc | 0.92% | 15.56% | 33.60% | 12.32% | -5.01% | 39.46% | -11.53% | 29.12% | -13.88% | 8.07% |
Correlation
The correlation between QDVH.DE and LYPD.DE is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.93 |
The correlation between QDVH.DE and LYPD.DE has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
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Return for Risk
QDVH.DE vs. LYPD.DE — Risk / Return Rank
QDVH.DE
LYPD.DE
QDVH.DE vs. LYPD.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 Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.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 | LYPD.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.16 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 1.26 | -1.12 |
| Martin ratioReturn relative to average drawdown | 0.33 | 3.81 | -3.48 |
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 | LYPD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.87 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.77 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.63 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.58 | -0.10 |
Drawdowns
QDVH.DE vs. LYPD.DE - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.39%, roughly equal to the maximum LYPD.DE drawdown of -42.19%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and LYPD.DE.
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Drawdown Indicators
| QDVH.DE | LYPD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.39% | -42.19% | -0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -9.63% | -3.13% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -20.02% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -20.02% | -1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | -42.19% | -0.20% |
Current DrawdownCurrent decline from peak | -9.46% | -1.02% | -8.44% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -7.01% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 3.20% | +2.35% |
Volatility
QDVH.DE vs. LYPD.DE - Volatility Comparison
iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) has a higher volatility of 4.30% compared to Amundi MSCI World Financials UCITS ETF EUR Acc (LYPD.DE) at 3.44%. This indicates that QDVH.DE's price experiences larger fluctuations and is considered to be riskier than LYPD.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 | LYPD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 3.44% | +0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.35% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 13.94% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 16.53% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 18.69% | +2.21% |
QDVH.DE vs. LYPD.DE - Expense Ratio Comparison
QDVH.DE has a 0.15% expense ratio, which is lower than LYPD.DE's 0.30% expense ratio.
Dividends
QDVH.DE vs. LYPD.DE - Dividend Comparison
Neither QDVH.DE nor LYPD.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVH.DE and LYPD.DE have a correlation of 0.84, 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 0.30% for LYPD.DE.
QDVH.DE tracks S&P 500 Capped 35/20 Financials, while LYPD.DE tracks MSCI World Financials. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for QDVH.DE and 0.30% for LYPD.DE.
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