QDVY.DE vs. SXRH.DE
Compare and contrast key facts about iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) and iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE).
QDVY.DE and SXRH.DE 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. SXRH.DE is a passively managed fund by iShares that tracks the performance of the ICE US Treasury Inflation-Linked Bond 0-5 Years. It was launched on Apr 20, 2017. Both QDVY.DE and SXRH.DE 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 SXRH.DE.
Correlation
The correlation between QDVY.DE and SXRH.DE is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
QDVY.DE vs. SXRH.DE - Performance Comparison
Key characteristics
QDVY.DE:
0.92
SXRH.DE:
0.78
QDVY.DE:
1.30
SXRH.DE:
1.16
QDVY.DE:
1.19
SXRH.DE:
1.20
QDVY.DE:
1.71
SXRH.DE:
1.09
QDVY.DE:
4.39
SXRH.DE:
3.04
QDVY.DE:
1.50%
SXRH.DE:
2.25%
QDVY.DE:
7.18%
SXRH.DE:
8.70%
QDVY.DE:
-12.44%
SXRH.DE:
-13.83%
QDVY.DE:
-0.98%
SXRH.DE:
-0.35%
Returns By Period
In the year-to-date period, QDVY.DE achieves a 1.56% return, which is significantly lower than SXRH.DE's 2.18% return.
QDVY.DE
1.56%
0.79%
7.20%
7.40%
3.46%
N/A
SXRH.DE
2.18%
1.03%
6.56%
7.58%
4.05%
N/A
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QDVY.DE vs. SXRH.DE - Expense Ratio Comparison
Both QDVY.DE and SXRH.DE have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
QDVY.DE vs. SXRH.DE — Risk-Adjusted Performance Rank
QDVY.DE
SXRH.DE
QDVY.DE vs. SXRH.DE - 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 USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.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.
Dividends
QDVY.DE vs. SXRH.DE - Dividend Comparison
QDVY.DE's dividend yield for the trailing twelve months is around 2.85%, less than SXRH.DE's 3.73% yield.
| 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% |
SXRH.DE iShares USD TIPS 0-5 UCITS ETF USD (Dist) | 3.73% | 3.81% | 5.71% | 0.42% | 0.43% | 3.69% | 3.65% | 0.00% | 0.00% |
Drawdowns
QDVY.DE vs. SXRH.DE - Drawdown Comparison
The maximum QDVY.DE drawdown since its inception was -12.44%, smaller than the maximum SXRH.DE drawdown of -13.83%. Use the drawdown chart below to compare losses from any high point for QDVY.DE and SXRH.DE. For additional features, visit the drawdowns tool.
Volatility
QDVY.DE vs. SXRH.DE - Volatility Comparison
The current volatility for iShares USD Floating Rate Bond UCITS ETF (QDVY.DE) is 1.29%, while iShares USD TIPS 0-5 UCITS ETF USD (Dist) (SXRH.DE) has a volatility of 1.40%. This indicates that QDVY.DE experiences smaller price fluctuations and is considered to be less risky than SXRH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.