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SGAS.DE vs. QDVX.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGAS.DE vs. QDVX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE) and iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGAS.DE achieves a 11.05% return, which is significantly higher than QDVX.DE's 7.36% return.


SGAS.DE

1D
1.65%
1M
2.18%
YTD
11.05%
6M
12.43%
1Y
27.18%
3Y*
19.46%
5Y*
14.75%
10Y*

QDVX.DE

1D
0.15%
1M
4.24%
YTD
7.36%
6M
8.69%
1Y
11.58%
3Y*
11.70%
5Y*
10.22%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SGAS.DE vs. QDVX.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SGAS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Acc)
11.05%5.16%33.87%26.35%-17.03%39.63%10.63%35.35%-20.64%
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%-4.77%

Correlation

The correlation between SGAS.DE and QDVX.DE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.45

Correlation (3Y)
Calculated over the trailing 3-year period

0.47

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2018

0.61

The correlation between SGAS.DE and QDVX.DE shifts across timeframes, from 0.45 (1 year) to 0.61 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

SGAS.DE vs. QDVX.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGAS.DE
SGAS.DE Risk / Return Rank: 6868
Overall Rank
SGAS.DE Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SGAS.DE Sortino Ratio Rank: 6969
Sortino Ratio Rank
SGAS.DE Omega Ratio Rank: 7070
Omega Ratio Rank
SGAS.DE Calmar Ratio Rank: 6868
Calmar Ratio Rank
SGAS.DE Martin Ratio Rank: 6565
Martin Ratio Rank

QDVX.DE
QDVX.DE Risk / Return Rank: 3030
Overall Rank
QDVX.DE Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
QDVX.DE Sortino Ratio Rank: 2828
Sortino Ratio Rank
QDVX.DE Omega Ratio Rank: 2929
Omega Ratio Rank
QDVX.DE Calmar Ratio Rank: 3030
Calmar Ratio Rank
QDVX.DE Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGAS.DE vs. QDVX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE) and iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.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.


SGAS.DEQDVX.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.10

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.38

1.19

+0.19

Calmar ratioReturn relative to maximum drawdown

3.18

1.40

+1.78

Martin ratioReturn relative to average drawdown

11.05

4.60

+6.46

SGAS.DE vs. QDVX.DE - Sharpe Ratio Comparison

The current SGAS.DE Sharpe Ratio is 2.12, which is higher than the QDVX.DE Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of SGAS.DE and QDVX.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SGAS.DE vs. QDVX.DE - Drawdown Comparison

The maximum SGAS.DE drawdown since its inception was -33.50%, smaller than the maximum QDVX.DE drawdown of -38.42%. Use the drawdown chart below to compare losses from any high point for SGAS.DE and QDVX.DE.


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Drawdown Indicators


SGAS.DEQDVX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-33.50%

-38.42%

+4.92%

Max Drawdown (1Y)

Largest decline over 1 year

-8.51%

-8.23%

-0.28%

Max Drawdown (3Y)

Largest decline over 3 years

-24.69%

-14.02%

-10.67%

Max Drawdown (5Y)

Largest decline over 5 years

-24.69%

-14.62%

-10.07%

Current Drawdown

Current decline from peak

-0.59%

0.00%

-0.59%

Average Drawdown

Average peak-to-trough decline

-5.53%

-4.68%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.45%

2.48%

-0.03%

Volatility

SGAS.DE vs. QDVX.DE - Volatility Comparison

iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SGAS.DE) has a higher volatility of 3.75% compared to iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE) at 3.21%. This indicates that SGAS.DE's price experiences larger fluctuations and is considered to be riskier than QDVX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGAS.DEQDVX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.75%

3.21%

+0.54%

Volatility (6M)

Calculated over the trailing 6-month period

8.87%

8.76%

+0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

12.79%

11.28%

+1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.08%

12.89%

+3.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.24%

15.32%

+2.92%

SGAS.DE vs. QDVX.DE - Expense Ratio Comparison

SGAS.DE has a 0.07% expense ratio, which is lower than QDVX.DE's 0.28% expense ratio.


Dividends

SGAS.DE vs. QDVX.DE - Dividend Comparison

SGAS.DE has not paid dividends to shareholders, while QDVX.DE's dividend yield for the trailing twelve months is around 3.13%.


PositionTTM202520242023202220212020201920182017
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%
SGAS.DE
iShares MSCI USA ESG Screened UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SGAS.DE and QDVX.DE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SGAS.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SGAS.DE is cheaper with a 0.07% expense ratio, compared with 0.28% for QDVX.DE.

SGAS.DE is categorized as Large Cap Blend Equities, while QDVX.DE is Europe Equities. SGAS.DE tracks MSCI USA ESG Screened, while QDVX.DE tracks MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select. Their fees differ too: 0.07% for SGAS.DE and 0.28% for QDVX.DE.

Portfolio Optimizer

Find the right allocation for SGAS.DE and QDVX.DE

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