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

Performance

SPYD vs. QDVX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) 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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Different Trading Currencies

SPYD is traded in USD, while QDVX.DE is traded in EUR. To make them comparable, the QDVX.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SPYD achieves a 13.63% return, which is significantly higher than QDVX.DE's 5.94% return.


SPYD

1D
-0.96%
1M
5.26%
YTD
13.63%
6M
12.94%
1Y
19.77%
3Y*
14.01%
5Y*
7.70%
10Y*
8.85%

QDVX.DE

1D
0.37%
1M
3.95%
YTD
5.94%
6M
7.20%
1Y
11.99%
3Y*
13.88%
5Y*
9.47%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPYD vs. QDVX.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF
13.63%4.65%15.34%3.91%-1.17%32.73%-11.64%21.20%-4.89%9.70%
QDVX.DE
iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist)
5.94%25.64%4.46%18.85%-4.73%9.47%-1.22%24.03%-10.89%7.10%

Correlation

The correlation between SPYD and QDVX.DE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.46

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

0.40

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

0.48

Correlation (All Time)
Calculated using the full available price history since Jun 12, 2017

0.46

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Return for Risk

SPYD vs. QDVX.DE — Risk / Return Rank

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

SPYD
SPYD Risk / Return Rank: 5656
Overall Rank
SPYD Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
SPYD Sortino Ratio Rank: 6161
Sortino Ratio Rank
SPYD Omega Ratio Rank: 5151
Omega Ratio Rank
SPYD Calmar Ratio Rank: 6262
Calmar Ratio Rank
SPYD Martin Ratio Rank: 5353
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.

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

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) 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.


SPYDQDVX.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.79

Sortino ratioReturn per unit of downside risk

+1.22

Omega ratioGain probability vs. loss probability

1.29

1.16

+0.13

Calmar ratioReturn relative to maximum drawdown

2.82

1.14

+1.67

Martin ratioReturn relative to average drawdown

8.20

3.72

+4.48

SPYD vs. QDVX.DE - Sharpe Ratio Comparison

The current SPYD Sharpe Ratio is 1.70, which is higher than the QDVX.DE Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of SPYD 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

SPYD vs. QDVX.DE - Drawdown Comparison

The maximum SPYD drawdown since its inception was -46.42%, which is greater than QDVX.DE's maximum drawdown of -39.78%. Use the drawdown chart below to compare losses from any high point for SPYD and QDVX.DE.


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Drawdown Indicators


SPYDQDVX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-46.42%

-39.78%

-6.64%

Max Drawdown (1Y)

Largest decline over 1 year

-7.05%

-10.46%

+3.41%

Max Drawdown (3Y)

Largest decline over 3 years

-16.13%

-12.80%

-3.33%

Max Drawdown (5Y)

Largest decline over 5 years

-22.25%

-25.89%

+3.64%

Max Drawdown (10Y)

Largest decline over 10 years

-46.42%

Current Drawdown

Current decline from peak

-0.96%

-1.14%

+0.18%

Average Drawdown

Average peak-to-trough decline

-6.15%

-5.86%

-0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

3.20%

-0.78%

Volatility

SPYD vs. QDVX.DE - Volatility Comparison

The current volatility for State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is 3.16%, while iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) (QDVX.DE) has a volatility of 3.74%. This indicates that SPYD experiences smaller price fluctuations and is considered to be less risky 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


SPYDQDVX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.16%

3.74%

-0.58%

Volatility (6M)

Calculated over the trailing 6-month period

7.79%

10.27%

-2.48%

Volatility (1Y)

Calculated over the trailing 1-year period

11.71%

13.18%

-1.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.15%

16.04%

+0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.79%

17.31%

+2.48%

SPYD vs. QDVX.DE - Expense Ratio Comparison

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


Dividends

SPYD vs. QDVX.DE - Dividend Comparison

SPYD's dividend yield for the trailing twelve months is around 4.09%, more than QDVX.DE's 3.13% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%
SPYD
State Street SPDR Portfolio S&P 500 High Dividend ETF
4.09%4.52%4.31%4.66%5.01%3.68%4.95%4.42%4.75%4.63%4.34%1.13%

Frequently Asked Questions


SPYD and QDVX.DE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

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

SPYD is categorized as S&P 500, while QDVX.DE is Europe Equities. SPYD tracks S&P 500 High Dividend Index, while QDVX.DE tracks MSCI Europe High Dividend Yield ESG Reduced Carbon Target Select. They also come from different issuers: State Street and iShares. Their fees differ too: 0.07% for SPYD and 0.28% for QDVX.DE.

Portfolio Optimizer

Find the right allocation for SPYD and QDVX.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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