XD9U.DE vs. QDVB.DE
XD9U.DE (Xtrackers MSCI USA UCITS ETF 1C) and QDVB.DE (iShares Edge MSCI USA Quality Factor UCITS ETF) are both Large Cap Blend Equities funds - XD9U.DE tracks the MSCI USA while QDVB.DE tracks the MSCI USA Sector Neutral Quality. Both are passively managed. Over the past 5 years, XD9U.DE returned 13.35%/yr vs 12.30%/yr for QDVB.DE. With a 0.96 correlation, they move nearly in lockstep. XD9U.DE charges 0.07%/yr vs 0.20%/yr for QDVB.DE.
Performance
XD9U.DE vs. QDVB.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with XD9U.DE having a 10.45% return and QDVB.DE slightly higher at 10.69%.
XD9U.DE
- 1D
- -0.16%
- 1M
- 0.25%
- YTD
- 10.45%
- 6M
- 10.69%
- 1Y
- 24.22%
- 3Y*
- 18.99%
- 5Y*
- 13.35%
- 10Y*
- 15.01%
QDVB.DE
- 1D
- 0.19%
- 1M
- 1.80%
- YTD
- 10.69%
- 6M
- 11.00%
- 1Y
- 23.27%
- 3Y*
- 16.92%
- 5Y*
- 12.30%
- 10Y*
- —
XD9U.DE vs. QDVB.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XD9U.DE Xtrackers MSCI USA UCITS ETF 1C | 10.45% | 4.61% | 32.32% | 23.38% | -15.69% | 38.72% | 9.42% | 34.69% | -1.29% | 6.77% |
QDVB.DE iShares Edge MSCI USA Quality Factor UCITS ETF | 10.69% | 0.35% | 29.28% | 26.64% | -16.49% | 39.07% | 5.34% | 37.19% | -2.63% | 7.24% |
Correlation
The correlation between XD9U.DE and QDVB.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Oct 13, 2016 | 0.96 |
The correlation between XD9U.DE and QDVB.DE has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
XD9U.DE vs. QDVB.DE — Risk / Return Rank
XD9U.DE
QDVB.DE
XD9U.DE vs. QDVB.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) and iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.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.
| XD9U.DE | QDVB.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.39 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.30 | 3.42 | -0.12 |
| Martin ratioReturn relative to average drawdown | 11.33 | 12.60 | -1.27 |
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Drawdowns
XD9U.DE vs. QDVB.DE - Drawdown Comparison
The maximum XD9U.DE drawdown since its inception was -34.10%, roughly equal to the maximum QDVB.DE drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for XD9U.DE and QDVB.DE.
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Drawdown Indicators
| XD9U.DE | QDVB.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.10% | -33.25% | -0.85% |
Max Drawdown (1Y)Largest decline over 1 year | -7.30% | -6.77% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -23.68% | -22.69% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.68% | -22.69% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.10% | — | — |
Current DrawdownCurrent decline from peak | -1.19% | -0.63% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -5.02% | +0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 1.84% | +0.29% |
Volatility
XD9U.DE vs. QDVB.DE - Volatility Comparison
Xtrackers MSCI USA UCITS ETF 1C (XD9U.DE) has a higher volatility of 3.37% compared to iShares Edge MSCI USA Quality Factor UCITS ETF (QDVB.DE) at 2.49%. This indicates that XD9U.DE's price experiences larger fluctuations and is considered to be riskier than QDVB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XD9U.DE | QDVB.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 2.49% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.97% | 7.46% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 11.15% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.45% | 15.55% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 17.96% | -1.74% |
XD9U.DE vs. QDVB.DE - Expense Ratio Comparison
XD9U.DE has a 0.07% expense ratio, which is lower than QDVB.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XD9U.DE vs. QDVB.DE - Dividend Comparison
Neither XD9U.DE nor QDVB.DE has paid dividends to shareholders.
Frequently Asked Questions
With a correlation of 0.90, XD9U.DE and QDVB.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, XD9U.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XD9U.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for QDVB.DE.
XD9U.DE tracks MSCI USA, while QDVB.DE tracks MSCI USA Sector Neutral Quality. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.07% for XD9U.DE and 0.20% for QDVB.DE.
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