PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
USD=X vs. IDVY.AS
Performance
Return for Risk
Drawdowns
Volatility

USD=X vs. IDVY.AS

Last updated Jun 9, 2026

USD=X (USD Cash) is a currency, while IDVY.AS (iShares Euro Dividend UCITS ETF) is Europe Equities fund tracking the MSCI EMU NR EUR. Over the past 10 years, USD=X returned 0.00%/yr vs 7.57%/yr for IDVY.AS.

Performance

USD=X vs. IDVY.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USD Cash (USD=X) and iShares Euro Dividend UCITS ETF (IDVY.AS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

USD=X is traded in USD, while IDVY.AS is traded in EUR. To make them comparable, the IDVY.AS values have been converted to USD using the latest available exchange rates.

Returns By Period

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%

IDVY.AS

1D
0.44%
1M
0.78%
YTD
6.97%
6M
10.68%
1Y
22.97%
3Y*
23.30%
5Y*
8.07%
10Y*
7.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USD=X vs. IDVY.AS - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
USD=X
USD Cash		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IDVY.AS
iShares Euro Dividend UCITS ETF		6.97%60.98%1.90%7.72%-19.00%15.92%-10.60%18.08%-14.47%25.51%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

USD Cash

iShares Euro Dividend UCITS ETF

Often compared with USD=X:
USD=X vs. UUPUSD=X vs. EUR=XUSD=X vs. XRP-USDUSD=X vs. BTC-USDUSD=X vs. QQQUSD=X vs. TSLAUSD=X vs. USDX
Often compared with IDVY.AS:
IDVY.AS vs. VHYL.ASIDVY.AS vs. SPYW.DEIDVY.AS vs. DIVIDVY.AS vs. SCHDIDVY.AS vs. HDVIDVY.AS vs. HPRD.LIDVY.AS vs. DECD.DE

Return for Risk

USD=X vs. IDVY.AS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
USD=X
IDVY.AS
IDVY.AS Risk / Return Rank: 5252
Overall Rank
IDVY.AS Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
IDVY.AS Sortino Ratio Rank: 5252
Sortino Ratio Rank
IDVY.AS Omega Ratio Rank: 5454
Omega Ratio Rank
IDVY.AS Calmar Ratio Rank: 5454
Calmar Ratio Rank
IDVY.AS Martin Ratio Rank: 4949
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.

USD=X vs. IDVY.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and iShares Euro Dividend UCITS ETF (IDVY.AS). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

USD=X vs. IDVY.AS - Sharpe Ratio Comparison

Loading charts...

Sharpe Ratios by Period

USD=XIDVY.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.66

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.43

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.38

—

Sharpe Ratio (All Time)

Calculated using the full available price history

—

0.07

—

Drawdowns

USD=X vs. IDVY.AS - Drawdown Comparison

The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum IDVY.AS drawdown of -73.11%. Use the drawdown chart below to compare losses from any high point for USD=X and IDVY.AS.

Loading charts...

Drawdown Indicators

USD=XIDVY.ASDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-73.11%

+73.11%

Max Drawdown (1Y)

Largest decline over 1 year

0.00%

-9.77%

+9.77%

Max Drawdown (3Y)

Largest decline over 3 years

0.00%

-13.50%

+13.50%

Max Drawdown (5Y)

Largest decline over 5 years

0.00%

-36.84%

+36.84%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

-46.30%

+46.30%

Current Drawdown

Current decline from peak

0.00%

-1.69%

+1.69%

Average Drawdown

Average peak-to-trough decline

0.00%

-30.52%

+30.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

3.26%

-3.26%

Volatility

USD=X vs. IDVY.AS - Volatility Comparison

The current volatility for USD Cash (USD=X) is 0.00%, while iShares Euro Dividend UCITS ETF (IDVY.AS) has a volatility of 4.10%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than IDVY.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

USD=XIDVY.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

4.10%

-4.10%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

11.14%

-11.14%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.81%

-13.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

18.27%

-18.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

19.56%

-19.56%

Portfolio Optimizer

Find the right allocation for USD=X and IDVY.AS

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

Open Portfolio Optimizer