QDVH.DE vs. XUFN.DE
QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) and XUFN.DE (Xtrackers MSCI USA Financials UCITS ETF 1D) are both Financials Equities funds - QDVH.DE tracks the S&P 500 Capped 35/20 Financials while XUFN.DE tracks the MSCI USA Financials. Both are passively managed. Over the past 5 years, QDVH.DE returned 8.98%/yr vs 9.47%/yr for XUFN.DE. With a 1.00 correlation, they move nearly in lockstep. QDVH.DE charges 0.15%/yr vs 0.12%/yr for XUFN.DE.
Performance
QDVH.DE vs. XUFN.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 higher than XUFN.DE's -4.69% 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%
XUFN.DE
- 1D
- 3.20%
- 1M
- 1.29%
- YTD
- -4.69%
- 6M
- -2.50%
- 1Y
- 2.59%
- 3Y*
- 16.27%
- 5Y*
- 9.47%
- 10Y*
- —
QDVH.DE vs. XUFN.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% | 14.38% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | -4.69% | 3.41% | 38.69% | 10.96% | -7.89% | 49.37% | -12.55% | 36.23% | -11.22% | 14.21% |
Correlation
The correlation between QDVH.DE and XUFN.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2017 | 1.00 |
The correlation between QDVH.DE and XUFN.DE has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
QDVH.DE vs. XUFN.DE — Risk / Return Rank
QDVH.DE
XUFN.DE
QDVH.DE vs. XUFN.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 Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.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 | XUFN.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 0.14 | 0.00 |
| Martin ratioReturn relative to average drawdown | 0.33 | 0.33 | 0.00 |
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 | XUFN.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.13 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.02 |
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 | 0.52 | -0.04 |
Drawdowns
QDVH.DE vs. XUFN.DE - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.39%, roughly equal to the maximum XUFN.DE drawdown of -43.39%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and XUFN.DE.
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Drawdown Indicators
| QDVH.DE | XUFN.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.39% | -43.39% | +1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -13.24% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -23.03% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -23.03% | +1.31% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | — | — |
Current DrawdownCurrent decline from peak | -9.46% | -9.49% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -7.81% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 5.77% | -0.22% |
Volatility
QDVH.DE vs. XUFN.DE - Volatility Comparison
iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) and Xtrackers MSCI USA Financials UCITS ETF 1D (XUFN.DE) have volatilities of 4.30% and 4.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVH.DE | XUFN.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.40% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.85% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 15.00% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 18.60% | -0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 21.59% | -0.69% |
QDVH.DE vs. XUFN.DE - Expense Ratio Comparison
QDVH.DE has a 0.15% expense ratio, which is higher than XUFN.DE's 0.12% 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. XUFN.DE - Dividend Comparison
QDVH.DE has not paid dividends to shareholders, while XUFN.DE's dividend yield for the trailing twelve months is around 1.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
XUFN.DE Xtrackers MSCI USA Financials UCITS ETF 1D | 1.15% | 1.17% | 1.08% | 1.66% | 2.69% | 1.25% | 1.34% | 3.46% | 0.66% |
Frequently Asked Questions
With a correlation of 0.99, QDVH.DE and XUFN.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XUFN.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUFN.DE is cheaper with a 0.12% expense ratio, compared with 0.15% for QDVH.DE.
QDVH.DE tracks S&P 500 Capped 35/20 Financials, while XUFN.DE tracks MSCI USA Financials. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.15% for QDVH.DE and 0.12% for XUFN.DE.
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