QDVY.DE vs. IUSU.L
Compare and contrast key facts about iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) and iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L).
QDVY.DE and IUSU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QDVY.DE is a passively managed fund by iShares that tracks the performance of the Bloomberg US Floating Rate Notes 1-5. It was launched on Jul 10, 2017. IUSU.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Utilities NR USD. It was launched on Mar 20, 2017. Both QDVY.DE and IUSU.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDVY.DE or IUSU.L.
Correlation
The correlation between QDVY.DE and IUSU.L is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
QDVY.DE vs. IUSU.L - Performance Comparison
Key characteristics
QDVY.DE:
0.92
IUSU.L:
2.30
QDVY.DE:
1.30
IUSU.L:
3.11
QDVY.DE:
1.19
IUSU.L:
1.40
QDVY.DE:
1.71
IUSU.L:
1.31
QDVY.DE:
4.39
IUSU.L:
10.52
QDVY.DE:
1.50%
IUSU.L:
3.22%
QDVY.DE:
7.18%
IUSU.L:
14.66%
QDVY.DE:
-12.44%
IUSU.L:
-29.89%
QDVY.DE:
-0.98%
IUSU.L:
-2.94%
Returns By Period
In the year-to-date period, QDVY.DE achieves a 1.56% return, which is significantly lower than IUSU.L's 4.36% return.
QDVY.DE
1.56%
0.94%
6.91%
7.37%
3.46%
N/A
IUSU.L
4.36%
-2.70%
11.57%
33.07%
5.87%
N/A
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QDVY.DE vs. IUSU.L - Expense Ratio Comparison
QDVY.DE has a 0.10% expense ratio, which is lower than IUSU.L's 0.15% 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%.
Risk-Adjusted Performance
QDVY.DE vs. IUSU.L — Risk-Adjusted Performance Rank
QDVY.DE
IUSU.L
QDVY.DE vs. IUSU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) and iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L). 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.
Dividends
QDVY.DE vs. IUSU.L - Dividend Comparison
QDVY.DE's dividend yield for the trailing twelve months is around 2.85%, while IUSU.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
QDVY.DE iShares USD Floating Rate Bond UCITS ETF | 2.85% | 2.90% | 5.61% | 1.50% | 0.57% | 1.75% | 2.94% | 2.20% | 0.47% |
IUSU.L iShares S&P 500 Utilities Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QDVY.DE vs. IUSU.L - Drawdown Comparison
The maximum QDVY.DE drawdown since its inception was -12.44%, smaller than the maximum IUSU.L drawdown of -29.89%. Use the drawdown chart below to compare losses from any high point for QDVY.DE and IUSU.L. For additional features, visit the drawdowns tool.
Volatility
QDVY.DE vs. IUSU.L - Volatility Comparison
The current volatility for iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) is 1.19%, while iShares S&P 500 Utilities Sector UCITS ETF (IUSU.L) has a volatility of 4.62%. This indicates that QDVY.DE experiences smaller price fluctuations and is considered to be less risky than IUSU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.