SXR8.DE vs. QDV5.DE
SXR8.DE (iShares Core S&P 500 UCITS ETF USD (Acc)) and QDV5.DE (iShares MSCI India UCITS ETF USD (Acc)) are both exchange-traded funds - SXR8.DE is a S&P 500 fund tracking the S&P 500 Index, while QDV5.DE is a Asia Pacific Equities fund tracking the MSCI India. Both are passively managed. Over the past 5 years, SXR8.DE returned 14.24%/yr vs 4.53%/yr for QDV5.DE. At a 0.46 correlation, their price movements are largely independent. SXR8.DE charges 0.07%/yr vs 0.65%/yr for QDV5.DE.
Performance
SXR8.DE vs. QDV5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXR8.DE achieves a 9.96% return, which is significantly higher than QDV5.DE's -10.52% return.
SXR8.DE
- 1D
- 1.56%
- 1M
- 0.10%
- YTD
- 9.96%
- 6M
- 11.01%
- 1Y
- 24.90%
- 3Y*
- 17.96%
- 5Y*
- 14.24%
- 10Y*
- 14.87%
QDV5.DE
- 1D
- 2.49%
- 1M
- 0.54%
- YTD
- -10.52%
- 6M
- -9.98%
- 1Y
- -12.32%
- 3Y*
- 2.71%
- 5Y*
- 4.53%
- 10Y*
- —
SXR8.DE vs. QDV5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SXR8.DE iShares Core S&P 500 UCITS ETF USD (Acc) | 9.96% | 4.73% | 32.32% | 22.47% | -14.31% | 40.74% | 6.80% | 34.49% | -5.42% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | -10.52% | -8.01% | 15.55% | 14.92% | -1.74% | 35.10% | 3.45% | 10.54% | 1.36% |
Correlation
The correlation between SXR8.DE and QDV5.DE is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.44 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since May 30, 2018 | 0.46 |
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Return for Risk
SXR8.DE vs. QDV5.DE — Risk / Return Rank
SXR8.DE
QDV5.DE
SXR8.DE vs. QDV5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.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.
| SXR8.DE | QDV5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.87 | ||
| Sortino ratioReturn per unit of downside risk | +3.93 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 0.88 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.52 | -0.67 | +4.19 |
| Martin ratioReturn relative to average drawdown | 12.50 | -1.48 | +13.98 |
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Drawdowns
SXR8.DE vs. QDV5.DE - Drawdown Comparison
The maximum SXR8.DE drawdown since its inception was -33.78%, smaller than the maximum QDV5.DE drawdown of -41.02%. Use the drawdown chart below to compare losses from any high point for SXR8.DE and QDV5.DE.
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Drawdown Indicators
| SXR8.DE | QDV5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.78% | -41.02% | +7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -6.94% | -19.42% | +12.48% |
Max Drawdown (3Y)Largest decline over 3 years | -23.32% | -27.47% | +4.15% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -27.47% | +4.15% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | — | — |
Current DrawdownCurrent decline from peak | -1.72% | -23.00% | +21.28% |
Average DrawdownAverage peak-to-trough decline | -5.22% | -8.17% | +2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 8.81% | -6.85% |
Volatility
SXR8.DE vs. QDV5.DE - Volatility Comparison
The current volatility for iShares Core S&P 500 UCITS ETF USD (Acc) (SXR8.DE) is 3.08%, while iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) has a volatility of 5.30%. This indicates that SXR8.DE experiences smaller price fluctuations and is considered to be less risky than QDV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SXR8.DE | QDV5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 5.30% | -2.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 13.86% | -6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.78% | 16.64% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 16.55% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.08% | 21.66% | -5.58% |
SXR8.DE vs. QDV5.DE - Expense Ratio Comparison
SXR8.DE has a 0.07% expense ratio, which is lower than QDV5.DE's 0.65% expense ratio.
Dividends
SXR8.DE vs. QDV5.DE - Dividend Comparison
Neither SXR8.DE nor QDV5.DE has paid dividends to shareholders.
Frequently Asked Questions
SXR8.DE and QDV5.DE have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR8.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR8.DE is cheaper with a 0.07% expense ratio, compared with 0.65% for QDV5.DE.
SXR8.DE is categorized as S&P 500, while QDV5.DE is Asia Pacific Equities. SXR8.DE tracks S&P 500 Index, while QDV5.DE tracks MSCI India. Their fees differ too: 0.07% for SXR8.DE and 0.65% for QDV5.DE.
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