QDVH.DE vs. ZPDF.DE
QDVH.DE (iShares S&P 500 Financials Sector UCITS ETF (Acc)) and ZPDF.DE (SPDR S&P US Financials Select Sector UCITS ETF) are both Financials Equities funds - QDVH.DE tracks the S&P 500 Capped 35/20 Financials while ZPDF.DE tracks the S&P Financials Select Sector. Both are passively managed. Over the past 10 years, QDVH.DE returned 11.95%/yr vs 11.95%/yr for ZPDF.DE. With a 0.95 correlation, they move nearly in lockstep. Both charge a 0.15% expense ratio.
Performance
QDVH.DE vs. ZPDF.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with QDVH.DE having a -4.21% return and ZPDF.DE slightly higher at -4.18%. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: QDVH.DE at 11.95% and ZPDF.DE at 11.95%.
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%
ZPDF.DE
- 1D
- 3.08%
- 1M
- 1.47%
- YTD
- -4.18%
- 6M
- -2.10%
- 1Y
- 2.43%
- 3Y*
- 15.32%
- 5Y*
- 9.00%
- 10Y*
- 11.95%
QDVH.DE vs. ZPDF.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% |
ZPDF.DE SPDR S&P US Financials Select Sector UCITS ETF | -4.18% | 3.01% | 37.12% | 8.46% | -6.12% | 48.31% | -12.18% | 35.27% | -10.30% | 7.53% |
Correlation
The correlation between QDVH.DE and ZPDF.DE is 1.00 - 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 | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2015 | 0.95 |
The correlation between QDVH.DE and ZPDF.DE has been stable across timeframes, ranging from 0.95 to 1.00 - a consistent structural relationship.
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Return for Risk
QDVH.DE vs. ZPDF.DE — Risk / Return Rank
QDVH.DE
ZPDF.DE
QDVH.DE vs. ZPDF.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 SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.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 | ZPDF.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 | ZPDF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.12 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.49 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.58 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.48 | 0.00 |
Drawdowns
QDVH.DE vs. ZPDF.DE - Drawdown Comparison
The maximum QDVH.DE drawdown since its inception was -42.39%, roughly equal to the maximum ZPDF.DE drawdown of -42.38%. Use the drawdown chart below to compare losses from any high point for QDVH.DE and ZPDF.DE.
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Drawdown Indicators
| QDVH.DE | ZPDF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.39% | -42.38% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -12.75% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -21.67% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -21.67% | -0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | -42.38% | -0.01% |
Current DrawdownCurrent decline from peak | -9.46% | -9.42% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -7.77% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 5.55% | 0.00% |
Volatility
QDVH.DE vs. ZPDF.DE - Volatility Comparison
iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) and SPDR S&P US Financials Select Sector UCITS ETF (ZPDF.DE) have volatilities of 4.30% and 4.24%, 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 | ZPDF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 4.24% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 10.54% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 14.67% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 18.20% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.90% | 21.18% | -0.28% |
QDVH.DE vs. ZPDF.DE - Expense Ratio Comparison
Both QDVH.DE and ZPDF.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
QDVH.DE vs. ZPDF.DE - Dividend Comparison
Neither QDVH.DE nor ZPDF.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 1.00, QDVH.DE and ZPDF.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.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
QDVH.DE and ZPDF.DE have the same expense ratio: 0.15% per year.
QDVH.DE tracks S&P 500 Capped 35/20 Financials, while ZPDF.DE tracks S&P Financials Select Sector. They also come from different issuers: iShares and State Street.
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