XDED.DE vs. QDVF.DE
XDED.DE (Xtrackers S&P 500 Equal Weight UCITS ETF 2D) and QDVF.DE (iShares S&P 500 Energy Sector UCITS ETF (Acc)) are both exchange-traded funds - XDED.DE is a S&P 500 fund tracking the S&P 500 Equal Weight Index, while QDVF.DE is a Energy Equities fund tracking the S&P 500 Capped 35/20 Energy. Both are passively managed. Over the past 3 years, XDED.DE returned 12.11%/yr vs 13.74%/yr for QDVF.DE. At a 0.40 correlation, their price movements are largely independent. XDED.DE charges 0.20%/yr vs 0.15%/yr for QDVF.DE.
Performance
XDED.DE vs. QDVF.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDED.DE achieves a 10.41% return, which is significantly lower than QDVF.DE's 32.71% return.
XDED.DE
- 1D
- 0.26%
- 1M
- 3.92%
- YTD
- 10.41%
- 6M
- 10.28%
- 1Y
- 18.11%
- 3Y*
- 12.11%
- 5Y*
- —
- 10Y*
- —
QDVF.DE
- 1D
- -0.53%
- 1M
- 4.38%
- YTD
- 32.71%
- 6M
- 28.30%
- 1Y
- 45.00%
- 3Y*
- 13.74%
- 5Y*
- 21.44%
- 10Y*
- 8.97%
XDED.DE vs. QDVF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 10.41% | -0.44% | 18.53% | 10.75% |
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 32.71% | -2.67% | 9.20% | 7.81% |
Correlation
The correlation between XDED.DE and QDVF.DE is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2023 | 0.40 |
Over the past year, the correlation between XDED.DE and QDVF.DE has dropped to 0.18 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
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Return for Risk
XDED.DE vs. QDVF.DE — Risk / Return Rank
XDED.DE
QDVF.DE
XDED.DE vs. QDVF.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) and iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.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.
| XDED.DE | QDVF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.32 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.46 | 2.54 | +0.93 |
| Martin ratioReturn relative to average drawdown | 10.28 | 7.98 | +2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XDED.DE | QDVF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.82 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.79 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.28 | +0.62 |
Drawdowns
XDED.DE vs. QDVF.DE - Drawdown Comparison
The maximum XDED.DE drawdown since its inception was -22.63%, smaller than the maximum QDVF.DE drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for XDED.DE and QDVF.DE.
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Drawdown Indicators
| XDED.DE | QDVF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.63% | -65.81% | +43.18% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -17.23% | +12.12% |
Max Drawdown (3Y)Largest decline over 3 years | -22.63% | -27.13% | +4.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.81% | — |
Current DrawdownCurrent decline from peak | 0.00% | -8.92% | +8.92% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -17.41% | +13.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 5.49% | -3.77% |
Volatility
XDED.DE vs. QDVF.DE - Volatility Comparison
The current volatility for Xtrackers S&P 500 Equal Weight UCITS ETF 2D (XDED.DE) is 2.08%, while iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a volatility of 7.70%. This indicates that XDED.DE experiences smaller price fluctuations and is considered to be less risky than QDVF.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XDED.DE | QDVF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 7.70% | -5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 6.76% | 20.43% | -13.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.72% | 24.05% | -13.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 26.95% | -13.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.39% | 28.68% | -15.29% |
XDED.DE vs. QDVF.DE - Expense Ratio Comparison
XDED.DE has a 0.20% expense ratio, which is higher than QDVF.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%.
Dividends
XDED.DE vs. QDVF.DE - Dividend Comparison
XDED.DE's dividend yield for the trailing twelve months is around 1.25%, while QDVF.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QDVF.DE iShares S&P 500 Energy Sector UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% |
XDED.DE Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 1.25% | 1.35% | 1.61% | 0.83% |
Frequently Asked Questions
XDED.DE and QDVF.DE have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVF.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVF.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for XDED.DE.
XDED.DE is categorized as S&P 500, while QDVF.DE is Energy Equities. XDED.DE tracks S&P 500 Equal Weight Index, while QDVF.DE tracks S&P 500 Capped 35/20 Energy. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.20% for XDED.DE and 0.15% for QDVF.DE.
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