QDVK.DE vs. WTRE.DE
QDVK.DE (iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)) and WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) are both exchange-traded funds - QDVK.DE is a Consumer Staples Equities fund tracking the S&P 500 Capped 35/20 Consumer Discretionary, while WTRE.DE is a REIT fund tracking the CenterSquare New Economy Real Estate. Both are passively managed. Over the past 3 years, QDVK.DE returned 12.71%/yr vs 13.81%/yr for WTRE.DE. A 0.51 correlation means they provide meaningful diversification when combined. QDVK.DE charges 0.15%/yr vs 0.45%/yr for WTRE.DE.
Performance
QDVK.DE vs. WTRE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVK.DE achieves a 2.64% return, which is significantly lower than WTRE.DE's 15.74% return.
QDVK.DE
- 1D
- 2.00%
- 1M
- 1.30%
- 6M
- 0.20%
- YTD
- 2.64%
- 1Y
- 11.29%
- 3Y*
- 12.71%
- 5Y*
- 7.78%
- 10Y*
- 12.34%
WTRE.DE
- 1D
- 0.00%
- 1M
- -6.03%
- 6M
- 7.28%
- YTD
- 15.74%
- 1Y
- 29.68%
- 3Y*
- 13.81%
- 5Y*
- —
- 10Y*
- —
QDVK.DE vs. WTRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
QDVK.DE iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) | 2.64% | -5.13% | 38.59% | 38.91% | -27.48% |
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 15.74% | 17.67% | 0.40% | 10.12% | -18.11% |
Correlation
The correlation between QDVK.DE and WTRE.DE is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.51 |
The correlation between QDVK.DE and WTRE.DE shifts across timeframes, from 0.38 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
QDVK.DE vs. WTRE.DE — Risk / Return Rank
QDVK.DE
WTRE.DE
QDVK.DE vs. WTRE.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 WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QDVK.DE | WTRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.19 | -1.36 |
| Martin ratioReturn relative to average drawdown | 2.20 | 5.50 | -3.29 |
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Drawdowns
QDVK.DE vs. WTRE.DE - Drawdown Comparison
The maximum QDVK.DE drawdown since its inception was -37.32%, which is greater than WTRE.DE's maximum drawdown of -32.32%. Use the drawdown chart below to compare losses from any high point for QDVK.DE and WTRE.DE.
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Drawdown Indicators
| QDVK.DE | WTRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.32% | -32.32% | -5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -13.63% | 0.00% |
Max Drawdown (3Y)Largest decline over 3 years | -30.81% | -23.53% | -7.28% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | — | — |
Current DrawdownCurrent decline from peak | -7.56% | -8.55% | +0.99% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -15.29% | +4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 5.41% | -0.30% |
Volatility
QDVK.DE vs. WTRE.DE - Volatility Comparison
iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc) (QDVK.DE) has a higher volatility of 6.49% compared to WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) at 3.60%. This indicates that QDVK.DE's price experiences larger fluctuations and is considered to be riskier than WTRE.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 | WTRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 3.60% | +2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 14.11% | 13.71% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.63% | 19.66% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.96% | 17.50% | +4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 17.50% | +3.87% |
QDVK.DE vs. WTRE.DE - Expense Ratio Comparison
QDVK.DE has a 0.15% expense ratio, which is lower than WTRE.DE's 0.45% expense ratio.
Dividends
QDVK.DE vs. WTRE.DE - Dividend Comparison
Neither QDVK.DE nor WTRE.DE has paid dividends to shareholders.
Frequently Asked Questions
QDVK.DE and WTRE.DE have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.45% for WTRE.DE.
QDVK.DE is categorized as Consumer Staples Equities, while WTRE.DE is REIT. QDVK.DE tracks S&P 500 Capped 35/20 Consumer Discretionary, while WTRE.DE tracks CenterSquare New Economy Real Estate. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.15% for QDVK.DE and 0.45% for WTRE.DE.
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