QDVR.DE vs. AGTHX
QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) and AGTHX (American Funds The Growth Fund of America Class A) are both funds - QDVR.DE is a Large Cap Blend Equities fund tracking the MSCI USA SRI Select Reduced Fossil Fuels, while AGTHX is a Large Cap Growth Equities fund actively managed by Capital Group. QDVR.DE is passively managed, while AGTHX is actively managed. Over the past 5 years, QDVR.DE returned 12.24%/yr vs 13.15%/yr for AGTHX. A 0.55 correlation means they provide meaningful diversification when combined. QDVR.DE charges 0.20%/yr vs 0.59%/yr for AGTHX.
Performance
QDVR.DE vs. AGTHX - Performance Comparison
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Different Trading Currencies
QDVR.DE is traded in EUR, while AGTHX is traded in USD. To make them comparable, the AGTHX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDVR.DE achieves a 14.85% return, which is significantly higher than AGTHX's 10.61% return.
QDVR.DE
- 1D
- 0.06%
- 1M
- 6.37%
- YTD
- 14.85%
- 6M
- 15.24%
- 1Y
- 22.43%
- 3Y*
- 14.58%
- 5Y*
- 12.24%
- 10Y*
- —
AGTHX
- 1D
- -0.52%
- 1M
- 6.06%
- YTD
- 10.61%
- 6M
- 9.18%
- 1Y
- 22.81%
- 3Y*
- 21.55%
- 5Y*
- 13.15%
- 10Y*
- 15.65%
QDVR.DE vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 14.85% | -0.76% | 20.30% | 20.26% | -14.38% | 43.66% | 13.50% | 35.53% | 1.82% | 8.55% |
AGTHX American Funds The Growth Fund of America Class A | 10.61% | 5.53% | 36.47% | 33.10% | -26.46% | 28.24% | 26.47% | 31.06% | 1.39% | 10.64% |
Correlation
The correlation between QDVR.DE and AGTHX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jul 14, 2016 | 0.55 |
The correlation between QDVR.DE and AGTHX has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
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Return for Risk
QDVR.DE vs. AGTHX — Risk / Return Rank
QDVR.DE
AGTHX
QDVR.DE vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| QDVR.DE | AGTHX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.09 | 1.85 | +1.24 |
| Martin ratioReturn relative to average drawdown | 10.29 | 6.23 | +4.05 |
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
| QDVR.DE | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.52 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.62 | +0.28 |
Drawdowns
QDVR.DE vs. AGTHX - Drawdown Comparison
The maximum QDVR.DE drawdown since its inception was -32.87%, smaller than the maximum AGTHX drawdown of -45.93%. Use the drawdown chart below to compare losses from any high point for QDVR.DE and AGTHX.
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Drawdown Indicators
| QDVR.DE | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.87% | -45.93% | +13.06% |
Max Drawdown (1Y)Largest decline over 1 year | -7.24% | -12.41% | +5.17% |
Max Drawdown (3Y)Largest decline over 3 years | -23.91% | -26.86% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -30.49% | +6.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.54% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.81% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -8.82% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 3.67% | -1.49% |
Volatility
QDVR.DE vs. AGTHX - Volatility Comparison
iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) has a higher volatility of 3.67% compared to American Funds The Growth Fund of America Class A (AGTHX) at 3.17%. This indicates that QDVR.DE's price experiences larger fluctuations and is considered to be riskier than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVR.DE | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.67% | 3.17% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.02% | 10.95% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.69% | 15.14% | -2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 19.80% | -4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 19.91% | -3.57% |
QDVR.DE vs. AGTHX - Expense Ratio Comparison
QDVR.DE has a 0.20% expense ratio, which is lower than AGTHX's 0.59% expense ratio.
Dividends
QDVR.DE vs. AGTHX - Dividend Comparison
QDVR.DE has not paid dividends to shareholders, while AGTHX's dividend yield for the trailing twelve months is around 9.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGTHX American Funds The Growth Fund of America Class A | 9.79% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QDVR.DE and AGTHX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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