UUSTX vs. QDVE.DE
Compare and contrast key facts about USAA Ultra Short-Term Bond Fund (UUSTX) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE).
UUSTX is managed by Victory Capital. It was launched on Oct 18, 2010. QDVE.DE is a passively managed fund by iShares that tracks the performance of the MSCI World/Information Tech NR USD. It was launched on Nov 20, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UUSTX or QDVE.DE.
Correlation
The correlation between UUSTX and QDVE.DE is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UUSTX vs. QDVE.DE - Performance Comparison
Key characteristics
UUSTX:
3.50
QDVE.DE:
1.42
UUSTX:
11.51
QDVE.DE:
1.91
UUSTX:
3.39
QDVE.DE:
1.26
UUSTX:
20.52
QDVE.DE:
2.00
UUSTX:
63.64
QDVE.DE:
6.23
UUSTX:
0.10%
QDVE.DE:
5.03%
UUSTX:
1.74%
QDVE.DE:
22.11%
UUSTX:
-7.34%
QDVE.DE:
-31.45%
UUSTX:
-0.10%
QDVE.DE:
-2.66%
Returns By Period
In the year-to-date period, UUSTX achieves a 0.43% return, which is significantly higher than QDVE.DE's 0.11% return.
UUSTX
0.43%
0.43%
2.68%
6.10%
3.12%
2.47%
QDVE.DE
0.11%
-0.24%
14.61%
31.52%
22.60%
N/A
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UUSTX vs. QDVE.DE - Expense Ratio Comparison
UUSTX has a 0.62% expense ratio, which is higher than QDVE.DE's 0.15% expense ratio.
Risk-Adjusted Performance
UUSTX vs. QDVE.DE — Risk-Adjusted Performance Rank
UUSTX
QDVE.DE
UUSTX vs. QDVE.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Ultra Short-Term Bond Fund (UUSTX) and iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.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
UUSTX vs. QDVE.DE - Dividend Comparison
UUSTX's dividend yield for the trailing twelve months is around 5.30%, while QDVE.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UUSTX USAA Ultra Short-Term Bond Fund | 5.30% | 5.31% | 4.72% | 2.03% | 0.91% | 1.93% | 2.67% | 2.20% | 1.61% | 1.30% | 1.29% | 1.26% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UUSTX vs. QDVE.DE - Drawdown Comparison
The maximum UUSTX drawdown since its inception was -7.34%, smaller than the maximum QDVE.DE drawdown of -31.45%. Use the drawdown chart below to compare losses from any high point for UUSTX and QDVE.DE. For additional features, visit the drawdowns tool.
Volatility
UUSTX vs. QDVE.DE - Volatility Comparison
The current volatility for USAA Ultra Short-Term Bond Fund (UUSTX) is 0.47%, while iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a volatility of 8.67%. This indicates that UUSTX experiences smaller price fluctuations and is considered to be less risky than QDVE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.