WINC.L vs. QDIV.L
WINC.L (iShares World Equity High Income Active UCITS ETF USD (Dist)) and QDIV.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) are both Dividend funds from iShares. WINC.L is actively managed, while QDIV.L is passively managed. Over the past year, WINC.L returned 23.91% vs 25.35% for QDIV.L. A 0.68 correlation means they provide meaningful diversification when combined. Both charge a 0.35% expense ratio.
Performance
WINC.L vs. QDIV.L - Performance Comparison
Loading charts...
Different Trading Currencies
WINC.L is traded in GBP, while QDIV.L is traded in USD. To make them comparable, the QDIV.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, WINC.L achieves a 11.54% return, which is significantly lower than QDIV.L's 14.49% return.
WINC.L
- 1D
- 1.11%
- 1M
- 0.88%
- 6M
- 9.26%
- YTD
- 11.54%
- 1Y
- 23.91%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QDIV.L
- 1D
- 0.97%
- 1M
- -0.39%
- 6M
- 10.94%
- YTD
- 14.49%
- 1Y
- 25.35%
- 3Y*
- 16.92%
- 5Y*
- 12.45%
- 10Y*
- 10.90%
WINC.L vs. QDIV.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist) | 11.54% | 11.87% | 9.73% |
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 14.49% | 8.35% | 8.86% |
Correlation
The correlation between WINC.L and QDIV.L is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024 | 0.68 |
The correlation between WINC.L and QDIV.L has been stable across timeframes, ranging from 0.63 to 0.68 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WINC.L vs. QDIV.L — Risk / Return Rank
WINC.L
QDIV.L
WINC.L vs. QDIV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L). 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.
| WINC.L | QDIV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.19 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.39 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.44 | 4.61 | -0.17 |
| Martin ratioReturn relative to average drawdown | 16.49 | 15.43 | +1.06 |
Loading charts...
Drawdowns
WINC.L vs. QDIV.L - Drawdown Comparison
The maximum WINC.L drawdown since its inception was -16.51%, smaller than the maximum QDIV.L drawdown of -25.30%. Use the drawdown chart below to compare losses from any high point for WINC.L and QDIV.L.
Loading charts...
Drawdown Indicators
| WINC.L | QDIV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.51% | -25.30% | +8.79% |
Max Drawdown (1Y)Largest decline over 1 year | -5.36% | -5.47% | +0.11% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.21% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.21% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.30% | — |
Current DrawdownCurrent decline from peak | -0.03% | -1.71% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -3.65% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 1.64% | -0.19% |
Volatility
WINC.L vs. QDIV.L - Volatility Comparison
The current volatility for iShares World Equity High Income Active UCITS ETF USD (Dist) (WINC.L) is 3.21%, while iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (QDIV.L) has a volatility of 3.46%. This indicates that WINC.L experiences smaller price fluctuations and is considered to be less risky than QDIV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WINC.L | QDIV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 3.46% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.23% | 9.33% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 11.71% | -1.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.58% | 14.28% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.58% | 15.46% | -3.88% |
WINC.L vs. QDIV.L - Expense Ratio Comparison
Both WINC.L and QDIV.L have an expense ratio of 0.35%.
Dividends
WINC.L vs. QDIV.L - Dividend Comparison
WINC.L's dividend yield for the trailing twelve months is around 12.74%, more than QDIV.L's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIV.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.50% | 1.67% | 1.93% | 2.00% | 2.27% | 2.08% | 2.50% | 2.36% | 2.44% | 2.15% | 2.32% | 2.47% |
WINC.L iShares World Equity High Income Active UCITS ETF USD (Dist) | 9.81% | 9.75% | 4.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WINC.L and QDIV.L have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
WINC.L and QDIV.L have the same expense ratio: 0.35% per year.
Find the right allocation for WINC.L and QDIV.L
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