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WF1E.DE vs. QDVH.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WF1E.DE vs. QDVH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE). The values are adjusted to include any dividend payments, if applicable.

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WF1E.DE vs. QDVH.DE - Yearly Performance Comparison


2026 (YTD)202520242023
WF1E.DE
Invesco S&P World Financials ESG UCITS ETF Acc
-4.23%13.85%32.68%14.22%
QDVH.DE
iShares S&P 500 Financials Sector UCITS ETF (Acc)
-8.53%3.01%37.13%14.47%

Returns By Period

In the year-to-date period, WF1E.DE achieves a -4.23% return, which is significantly higher than QDVH.DE's -8.53% return.


WF1E.DE

1D
0.05%
1M
-0.33%
YTD
-4.23%
6M
2.53%
1Y
5.51%
3Y*
5Y*
10Y*

QDVH.DE

1D
1.38%
1M
-1.62%
YTD
-8.53%
6M
-4.97%
1Y
-5.86%
3Y*
14.81%
5Y*
9.56%
10Y*
11.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WF1E.DE vs. QDVH.DE - Expense Ratio Comparison

WF1E.DE has a 0.18% expense ratio, which is higher than QDVH.DE's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

WF1E.DE vs. QDVH.DE — Risk / Return Rank

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

WF1E.DE
WF1E.DE Risk / Return Rank: 2525
Overall Rank
WF1E.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
WF1E.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
WF1E.DE Omega Ratio Rank: 1919
Omega Ratio Rank
WF1E.DE Calmar Ratio Rank: 3636
Calmar Ratio Rank
WF1E.DE Martin Ratio Rank: 3333
Martin Ratio Rank

QDVH.DE
QDVH.DE Risk / Return Rank: 88
Overall Rank
QDVH.DE Sharpe Ratio Rank: 77
Sharpe Ratio Rank
QDVH.DE Sortino Ratio Rank: 66
Sortino Ratio Rank
QDVH.DE Omega Ratio Rank: 66
Omega Ratio Rank
QDVH.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
QDVH.DE Martin Ratio Rank: 1111
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.

WF1E.DE vs. QDVH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) and iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.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.


WF1E.DEQDVH.DEDifference

Sharpe ratio

Return per unit of total volatility

0.32

-0.30

+0.61

Sortino ratio

Return per unit of downside risk

0.53

-0.28

+0.81

Omega ratio

Gain probability vs. loss probability

1.08

0.96

+0.11

Calmar ratio

Return relative to maximum drawdown

1.23

-0.01

+1.23

Martin ratio

Return relative to average drawdown

3.84

-0.02

+3.86

WF1E.DE vs. QDVH.DE - Sharpe Ratio Comparison

The current WF1E.DE Sharpe Ratio is 0.32, which is higher than the QDVH.DE Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of WF1E.DE and QDVH.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WF1E.DEQDVH.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

-0.30

+0.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

1.25

0.46

+0.79

Correlation

The correlation between WF1E.DE and QDVH.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

WF1E.DE vs. QDVH.DE - Dividend Comparison

Neither WF1E.DE nor QDVH.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

WF1E.DE vs. QDVH.DE - Drawdown Comparison

The maximum WF1E.DE drawdown since its inception was -19.97%, smaller than the maximum QDVH.DE drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for WF1E.DE and QDVH.DE.


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Drawdown Indicators


WF1E.DEQDVH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.97%

-42.39%

+22.42%

Max Drawdown (1Y)

Largest decline over 1 year

-10.56%

-12.76%

+2.20%

Max Drawdown (5Y)

Largest decline over 5 years

-21.72%

Max Drawdown (10Y)

Largest decline over 10 years

-42.39%

Current Drawdown

Current decline from peak

-5.85%

-13.55%

+7.70%

Average Drawdown

Average peak-to-trough decline

-2.66%

-7.85%

+5.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

4.76%

-1.91%

Volatility

WF1E.DE vs. QDVH.DE - Volatility Comparison

Invesco S&P World Financials ESG UCITS ETF Acc (WF1E.DE) has a higher volatility of 4.83% compared to iShares S&P 500 Financials Sector UCITS ETF (Acc) (QDVH.DE) at 4.34%. This indicates that WF1E.DE's price experiences larger fluctuations and is considered to be riskier than QDVH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WF1E.DEQDVH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.83%

4.34%

+0.49%

Volatility (6M)

Calculated over the trailing 6-month period

9.49%

10.75%

-1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

17.40%

19.63%

-2.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

18.32%

-3.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.62%

20.99%

-6.37%