QDVX.DE vs. IAU
QDVX.DE (iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist)) and IAU (iShares Gold Trust) are both exchange-traded funds - QDVX.DE is a Europe Equities fund tracking the MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select, while IAU is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 5 years, QDVX.DE returned 10.22%/yr vs 19.28%/yr for IAU. At a 0.02 correlation, their price movements are largely independent. QDVX.DE charges 0.28%/yr vs 0.25%/yr for IAU.
Performance
QDVX.DE vs. IAU - Performance Comparison
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Different Trading Currencies
QDVX.DE is traded in EUR, while IAU is traded in USD. To make them comparable, the IAU values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, QDVX.DE achieves a 7.36% return, which is significantly higher than IAU's 1.43% return.
QDVX.DE
- 1D
- 0.15%
- 1M
- 4.24%
- YTD
- 7.36%
- 6M
- 8.69%
- 1Y
- 11.58%
- 3Y*
- 11.70%
- 5Y*
- 10.22%
- 10Y*
- —
IAU
- 1D
- 2.39%
- 1M
- -4.69%
- YTD
- 1.43%
- 6M
- 1.60%
- 1Y
- 25.05%
- 3Y*
- 27.41%
- 5Y*
- 19.28%
- 10Y*
- 12.18%
QDVX.DE vs. IAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QDVX.DE iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 7.36% | 11.29% | 10.80% | 15.21% | 0.82% | 18.84% | -10.01% | 26.71% | -6.49% | -0.05% |
IAU iShares Gold Trust | 1.43% | 44.49% | 35.22% | 9.45% | 5.53% | 3.18% | 14.73% | 20.65% | 2.85% | -4.37% |
Correlation
The correlation between QDVX.DE and IAU is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2017 | 0.02 |
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Return for Risk
QDVX.DE vs. IAU — Risk / Return Rank
QDVX.DE
IAU
QDVX.DE vs. IAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE) and iShares Gold Trust (IAU). 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.
| QDVX.DE | IAU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.12 | +0.28 |
| Martin ratioReturn relative to average drawdown | 4.60 | 3.22 | +1.37 |
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Drawdowns
QDVX.DE vs. IAU - Drawdown Comparison
The maximum QDVX.DE drawdown since its inception was -38.42%, roughly equal to the maximum IAU drawdown of -37.42%. Use the drawdown chart below to compare losses from any high point for QDVX.DE and IAU.
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Drawdown Indicators
| QDVX.DE | IAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.42% | -37.42% | -1.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -22.47% | +14.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.02% | -22.47% | +8.45% |
Max Drawdown (5Y)Largest decline over 5 years | -14.62% | -22.47% | +7.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.47% | — |
Current DrawdownCurrent decline from peak | 0.00% | -18.38% | +18.38% |
Average DrawdownAverage peak-to-trough decline | -4.68% | -12.04% | +7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 7.86% | -5.38% |
Volatility
QDVX.DE vs. IAU - Volatility Comparison
The current volatility for iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE) is 3.21%, while iShares Gold Trust (IAU) has a volatility of 7.39%. This indicates that QDVX.DE experiences smaller price fluctuations and is considered to be less risky than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVX.DE | IAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 7.39% | -4.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.76% | 22.57% | -13.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 25.77% | -14.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 16.87% | -3.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 14.98% | +0.34% |
QDVX.DE vs. IAU - Expense Ratio Comparison
QDVX.DE has a 0.28% expense ratio, which is higher than IAU's 0.25% expense ratio.
Dividends
QDVX.DE vs. IAU - Dividend Comparison
QDVX.DE's dividend yield for the trailing twelve months is around 3.13%, while IAU has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QDVX.DE iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) | 3.13% | 3.02% | 3.11% | 3.58% | 4.25% | 4.50% | 3.25% | 4.45% | 5.20% | 0.74% |
Frequently Asked Questions
QDVX.DE and IAU have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IAU is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IAU is cheaper with a 0.25% expense ratio, compared with 0.28% for QDVX.DE.
QDVX.DE is categorized as Europe Equities, while IAU is Gold. QDVX.DE tracks MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select, while IAU tracks LBMA Gold Price. Their fees differ too: 0.28% for QDVX.DE and 0.25% for IAU.
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