QDVK.DE vs. 36BB.DE
QDVK.DE (iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)) and 36BB.DE (iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist) are both Consumer Staples Equities funds from iShares - QDVK.DE tracks the S&P 500 Capped 35/20 Consumer Discretionary while 36BB.DE tracks the MSCI World Consumer Discretionary. Both are passively managed. Over the past 5 years, QDVK.DE returned 9.12%/yr vs 4.56%/yr for 36BB.DE. With a 0.96 correlation, they move nearly in lockstep. QDVK.DE charges 0.15%/yr vs 0.18%/yr for 36BB.DE.
Performance
QDVK.DE vs. 36BB.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVK.DE achieves a -0.11% return, which is significantly higher than 36BB.DE's -2.32% return.
QDVK.DE
- 1D
- 0.33%
- 1M
- -0.66%
- YTD
- -0.11%
- 6M
- -0.10%
- 1Y
- 9.79%
- 3Y*
- 13.82%
- 5Y*
- 9.12%
- 10Y*
- 12.66%
36BB.DE
- 1D
- 0.28%
- 1M
- -0.46%
- YTD
- -2.32%
- 6M
- -2.30%
- 1Y
- 4.17%
- 3Y*
- 7.40%
- 5Y*
- 4.56%
- 10Y*
- —
QDVK.DE vs. 36BB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | -0.11% | -5.11% | 38.60% | 38.90% | -33.82% | 35.49% | 20.84% | 2.82% |
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | -2.32% | -5.30% | 22.34% | 32.38% | -29.45% | 27.78% | 25.24% | 4.44% |
Correlation
The correlation between QDVK.DE and 36BB.DE is 0.96 - 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 | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.96 |
The correlation between QDVK.DE and 36BB.DE has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
QDVK.DE vs. 36BB.DE — Risk / Return Rank
QDVK.DE
36BB.DE
QDVK.DE vs. 36BB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) and iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.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.
| QDVK.DE | 36BB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.06 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.28 | +0.44 |
| Martin ratioReturn relative to average drawdown | 2.00 | 0.77 | +1.23 |
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
| QDVK.DE | 36BB.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.26 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.23 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.43 | +0.10 |
Drawdowns
QDVK.DE vs. 36BB.DE - Drawdown Comparison
The maximum QDVK.DE drawdown since its inception was -37.28%, which is greater than 36BB.DE's maximum drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for QDVK.DE and 36BB.DE.
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Drawdown Indicators
| QDVK.DE | 36BB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.28% | -35.03% | -2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.65% | -15.07% | +1.42% |
Max Drawdown (3Y)Largest decline over 3 years | -30.81% | -27.35% | -3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -37.28% | -32.92% | -4.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.28% | — | — |
Current DrawdownCurrent decline from peak | -10.02% | -11.48% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -10.96% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 5.59% | -0.60% |
Volatility
QDVK.DE vs. 36BB.DE - Volatility Comparison
iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) has a higher volatility of 5.33% compared to iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist (36BB.DE) at 4.81%. This indicates that QDVK.DE's price experiences larger fluctuations and is considered to be riskier than 36BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVK.DE | 36BB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 4.81% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 12.73% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 16.71% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.84% | 19.44% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 20.85% | -0.23% |
QDVK.DE vs. 36BB.DE - Expense Ratio Comparison
QDVK.DE has a 0.15% expense ratio, which is lower than 36BB.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
QDVK.DE vs. 36BB.DE - Dividend Comparison
QDVK.DE has not paid dividends to shareholders, while 36BB.DE's dividend yield for the trailing twelve months is around 0.91%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
36BB.DE iShares MSCI World Consumer Discretionary Sector ESG UCITS ETF USD Dist | 0.91% | 0.89% | 1.01% | 0.99% | 1.43% | 0.77% | 1.30% | 0.28% |
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.96, QDVK.DE and 36BB.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, QDVK.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVK.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for 36BB.DE.
QDVK.DE tracks S&P 500 Capped 35/20 Consumer Discretionary, while 36BB.DE tracks MSCI World Consumer Discretionary. Their fees differ too: 0.15% for QDVK.DE and 0.18% for 36BB.DE.
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