QDVR.DE vs. EXI3.DE
QDVR.DE (iShares MSCI USA SRI UCITS ETF USD (Acc)) and EXI3.DE (iShares Dow Jones Industrial Average UCITS ETF (DE)) are both Large Cap Blend Equities funds from iShares - QDVR.DE tracks the MSCI USA SRI Select Reduced Fossil Fuels while EXI3.DE tracks the Dow Jones Industrial Average. Both are passively managed. Over the past 5 years, QDVR.DE returned 12.09%/yr vs 10.67%/yr for EXI3.DE. Their correlation of 0.86 suggests significant overlap in exposure. QDVR.DE charges 0.20%/yr vs 0.51%/yr for EXI3.DE.
Performance
QDVR.DE vs. EXI3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVR.DE achieves a 17.46% return, which is significantly higher than EXI3.DE's 11.81% return.
QDVR.DE
- 1D
- 0.11%
- 1M
- 4.40%
- YTD
- 17.46%
- 6M
- 17.84%
- 1Y
- 26.35%
- 3Y*
- 15.28%
- 5Y*
- 12.09%
- 10Y*
- —
EXI3.DE
- 1D
- 0.76%
- 1M
- 5.20%
- YTD
- 11.81%
- 6M
- 12.38%
- 1Y
- 25.09%
- 3Y*
- 15.05%
- 5Y*
- 10.67%
- 10Y*
- 12.50%
QDVR.DE vs. EXI3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVR.DE iShares MSCI USA SRI UCITS ETF USD (Acc) | 17.46% | -0.78% | 20.30% | 20.30% | -14.41% | 43.73% | 13.45% | 35.58% | 1.80% | 8.61% |
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 11.81% | 1.62% | 20.65% | 11.22% | -3.01% | 31.25% | -2.14% | 27.50% | -1.13% | 11.26% |
Correlation
The correlation between QDVR.DE and EXI3.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Jul 11, 2016 | 0.86 |
Over the past year, the correlation between QDVR.DE and EXI3.DE has dropped to 0.63 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
QDVR.DE vs. EXI3.DE — Risk / Return Rank
QDVR.DE
EXI3.DE
QDVR.DE vs. EXI3.DE - 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 iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.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.
| QDVR.DE | EXI3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.67 | 3.33 | +0.34 |
| Martin ratioReturn relative to average drawdown | 12.30 | 11.48 | +0.82 |
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Drawdowns
QDVR.DE vs. EXI3.DE - Drawdown Comparison
The maximum QDVR.DE drawdown since its inception was -32.86%, smaller than the maximum EXI3.DE drawdown of -54.00%. Use the drawdown chart below to compare losses from any high point for QDVR.DE and EXI3.DE.
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Drawdown Indicators
| QDVR.DE | EXI3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.86% | -54.00% | +21.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.15% | -7.50% | +0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -23.88% | -21.22% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -23.88% | -21.22% | -2.66% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.35% | — |
Current DrawdownCurrent decline from peak | -0.33% | 0.00% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -9.66% | +4.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 2.18% | -0.04% |
Volatility
QDVR.DE vs. EXI3.DE - Volatility Comparison
iShares MSCI USA SRI UCITS ETF USD (Acc) (QDVR.DE) has a higher volatility of 3.66% compared to iShares Dow Jones Industrial Average UCITS ETF (DE) (EXI3.DE) at 3.20%. This indicates that QDVR.DE's price experiences larger fluctuations and is considered to be riskier than EXI3.DE 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 | EXI3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 3.20% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 9.05% | +0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 12.90% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.59% | 14.25% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.51% | 16.12% | +1.39% |
QDVR.DE vs. EXI3.DE - Expense Ratio Comparison
QDVR.DE has a 0.20% expense ratio, which is lower than EXI3.DE's 0.51% expense ratio.
Dividends
QDVR.DE vs. EXI3.DE - Dividend Comparison
QDVR.DE has not paid dividends to shareholders, while EXI3.DE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI3.DE iShares Dow Jones Industrial Average UCITS ETF (DE) | 0.59% | 0.63% | 0.75% | 0.91% | 0.93% | 0.67% | 1.08% | 1.06% | 0.73% | 1.23% | 1.43% | 1.95% |
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 EXI3.DE have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVR.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVR.DE is cheaper with a 0.20% expense ratio, compared with 0.51% for EXI3.DE.
QDVR.DE tracks MSCI USA SRI Select Reduced Fossil Fuels, while EXI3.DE tracks Dow Jones Industrial Average. Their fees differ too: 0.20% for QDVR.DE and 0.51% for EXI3.DE.
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