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XZSP.DE vs. QDVF.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XZSP.DE vs. QDVF.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) and iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XZSP.DE achieves a 11.17% return, which is significantly lower than QDVF.DE's 32.71% return.


XZSP.DE

1D
0.61%
1M
5.47%
YTD
11.17%
6M
11.67%
1Y
28.67%
3Y*
18.55%
5Y*
10Y*

QDVF.DE

1D
-0.53%
1M
-0.30%
YTD
32.71%
6M
29.55%
1Y
43.90%
3Y*
13.74%
5Y*
21.44%
10Y*
8.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XZSP.DE vs. QDVF.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
XZSP.DE
Xtrackers S&P 500 ESG UCITS ETF 1C
11.17%5.34%31.24%23.89%-4.47%
QDVF.DE
iShares S&P 500 Energy Sector UCITS ETF (Acc)
32.71%-2.67%9.20%-3.70%2.38%

Correlation

The correlation between XZSP.DE and QDVF.DE is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2022

0.27

Over the past year, the correlation between XZSP.DE and QDVF.DE has dropped to 0.02 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.

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Return for Risk

XZSP.DE vs. QDVF.DE — Risk / Return Rank

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

XZSP.DE
XZSP.DE Risk / Return Rank: 7979
Overall Rank
XZSP.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
XZSP.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
XZSP.DE Omega Ratio Rank: 7878
Omega Ratio Rank
XZSP.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
XZSP.DE Martin Ratio Rank: 8181
Martin Ratio Rank

QDVF.DE
QDVF.DE Risk / Return Rank: 5151
Overall Rank
QDVF.DE Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
QDVF.DE Sortino Ratio Rank: 4747
Sortino Ratio Rank
QDVF.DE Omega Ratio Rank: 5151
Omega Ratio Rank
QDVF.DE Calmar Ratio Rank: 5252
Calmar Ratio Rank
QDVF.DE Martin Ratio Rank: 4848
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.

XZSP.DE vs. QDVF.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.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.


XZSP.DEQDVF.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.65

Sortino ratioReturn per unit of downside risk

+1.07

Omega ratioGain probability vs. loss probability

1.46

1.32

+0.14

Calmar ratioReturn relative to maximum drawdown

4.07

2.54

+1.53

Martin ratioReturn relative to average drawdown

15.72

7.98

+7.74

XZSP.DE vs. QDVF.DE - Sharpe Ratio Comparison

The current XZSP.DE Sharpe Ratio is 2.47, which is higher than the QDVF.DE Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of XZSP.DE and QDVF.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


XZSP.DEQDVF.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

1.82

+0.65

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

1.31

0.28

+1.03

Drawdowns

XZSP.DE vs. QDVF.DE - Drawdown Comparison

The maximum XZSP.DE drawdown since its inception was -23.40%, smaller than the maximum QDVF.DE drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for XZSP.DE and QDVF.DE.


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Drawdown Indicators


XZSP.DEQDVF.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.40%

-65.81%

+42.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.02%

-17.23%

+10.21%

Max Drawdown (3Y)

Largest decline over 3 years

-23.40%

-27.13%

+3.73%

Max Drawdown (5Y)

Largest decline over 5 years

-27.13%

Max Drawdown (10Y)

Largest decline over 10 years

-65.81%

Current Drawdown

Current decline from peak

0.00%

-8.92%

+8.92%

Average Drawdown

Average peak-to-trough decline

-3.09%

-17.41%

+14.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.82%

5.49%

-3.67%

Volatility

XZSP.DE vs. QDVF.DE - Volatility Comparison

The current volatility for Xtrackers S&P 500 ESG UCITS ETF 1C (XZSP.DE) is 2.79%, while iShares S&P 500 Energy Sector UCITS ETF (Acc) (QDVF.DE) has a volatility of 7.70%. This indicates that XZSP.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


XZSP.DEQDVF.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.79%

7.70%

-4.91%

Volatility (6M)

Calculated over the trailing 6-month period

7.55%

20.43%

-12.88%

Volatility (1Y)

Calculated over the trailing 1-year period

11.55%

24.05%

-12.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.26%

26.95%

-12.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.26%

28.68%

-14.42%

XZSP.DE vs. QDVF.DE - Expense Ratio Comparison

XZSP.DE has a 0.08% expense ratio, which is lower than QDVF.DE's 0.15% 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

XZSP.DE vs. QDVF.DE - Dividend Comparison

Neither XZSP.DE nor QDVF.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


XZSP.DE and QDVF.DE have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XZSP.DE is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XZSP.DE is cheaper with a 0.08% expense ratio, compared with 0.15% for QDVF.DE.

XZSP.DE is categorized as S&P 500, while QDVF.DE is Energy Equities. XZSP.DE tracks S&P 500 ESG, while QDVF.DE tracks S&P 500 Capped 35/20 Energy. They also come from different issuers: Xtrackers and iShares. Their fees differ too: 0.08% for XZSP.DE and 0.15% for QDVF.DE.

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