CFA vs QDEF
Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND (QDEF, ETF).
5-Year PerformanceQDEF has outperformed CFA, delivering a return of +12.3% compared to +7.7%
CFA vs QDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CFA
$532M
QDEF
$530M
Expense Ratio
Winner
CFA
0.35%
QDEF
0.39%
Max Drawdown
CFA
37.86%
Winner
QDEF
36.22%
Sharpe Ratio
CFA
0.91
Winner
QDEF
1.69
5Y Beta
CFA
0.74
Winner
QDEF
0.72
P/E Ratio
CFA
22.14
Winner
QDEF
21.64
Forward P/E
Winner
CFA
17.51
QDEF
17.88
PEG Ratio
CFA
0.34
Winner
QDEF
0.25
5Y Dividends CAGR
Winner
CFA
11.08%
QDEF
2.83%
5Y EPS CAGR
CFA
13.46%
Winner
QDEF
25.34%
Debt to Equity
CFA
29.29%
Winner
QDEF
17.51%
P/S Ratio
Winner
CFA
1.95
QDEF
3.32
P/B Ratio
Winner
CFA
3.30
QDEF
5.01
CFA vs QDEF - Holdings Comparison
CFA and QDEF have 85 common holdings. Overlap is 16.99%
CFA's top 25 holdings weight is 9.01%. QDEF's top 25 holdings weight is 57.70%.
| Rank | CFA | QDEF |
|---|---|---|
| #1 | ALLIANT ENERGY CORP (LNT) - 0.40% | APPLE INC (AAPL) - 8.42% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.40% | NVIDIA CORP (NVDA) - 7.06% |
| #3 | WEC ENERGY GROUP INC (WEC) - 0.39% | BROADCOM INC (AVGO) - 5.47% |
| #4 | DUKE ENERGY CORP (DUK) - 0.39% | MICROSOFT CORP (MSFT) - 3.78% |
| #5 | AMEREN CORP (AEE) - 0.39% | ALPHABET INC CLASS A (GOOGL) - 2.68% |
| #6 | LOEWS CORP (L) - 0.39% | ABBVIE INC (ABBV) - 2.60% |
| #7 | EVERGY INC (EVRG) - 0.39% | JOHNSON & JOHNSON (JNJ) - 2.51% |
| #8 | FIRSTENERGY CORP (FE) - 0.38% | CISCO SYSTEMS INC (CSCO) - 2.35% |
| #9 | CMS ENERGY CORP (CMS) - 0.37% | PROCTER & GAMBLE CO (PG) - 2.35% |
| #10 | DTE ENERGY CO (DTE) - 0.37% | ALPHABET INC CLASS C (GOOG) - 2.14% |
| #11 | CENTERPOINT ENERGY INC (CNP) - 0.37% | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.05% |
| #12 | ATMOS ENERGY CORP (ATO) - 0.36% | KLA CORP (KLAC) - 1.93% |
| #13 | COCA-COLA CO (KO) - 0.36% | QUALCOMM INC (QCOM) - 1.91% |
| #14 | TJX COMPANIES INC (TJX) - 0.35% | JPMORGAN CHASE & CO (JPM) - 1.86% |
| #15 | LINDE PLC (LIN) - 0.35% | MERCK & CO INC (MRK) - 1.39% |
| #16 | CBOE GLOBAL MARKETS INC (CBOE) - 0.35% | TJX COMPANIES INC (TJX) - 1.26% |
| #17 | SOUTHERN CO (SO) - 0.35% | GILEAD SCIENCES INC (GILD) - 1.12% |
| #18 | ENTERGY CORP (ETR) - 0.34% | CONOCOPHILLIPS (COP) - 1.07% |
| #19 | AFLAC INC (AFL) - 0.34% | ALTRIA GROUP INC (MO) - 0.88% |
| #20 | DOMINION ENERGY INC (D) - 0.33% | NEWMONT CORP (NEM) - 0.87% |
| #21 | NISOURCE INC (NI) - 0.33% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% |
| #22 | CONSOLIDATED EDISON INC (ED) - 0.33% | GE VERNOVA INC (GEV) - 0.83% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.33% | LOCKHEED MARTIN CORP (LMT) - 0.80% |
| #24 | BANK OF NEW YORK MELLON CORP (BNY) - 0.33% | CASH (n/a) - 0.77% |
| #25 | JOHNSON & JOHNSON (JNJ) - 0.32% | ELI LILLY AND CO (LLY) - 0.76% |
| Total Holdings | 501 | 135 |
CFA vs QDEF - Historical Returns
Returns include dividend reinvestment.
1M
CFA
+1.04%
Winner
QDEF
+1.78%
3M
CFA
+2.06%
Winner
QDEF
+4.71%
6M
CFA
+6.62%
Winner
QDEF
+7.40%
1Y
CFA
+13.80%
Winner
QDEF
+22.02%
5Y(CAGR)
CFA
+7.74%
Winner
QDEF
+12.33%
10Y(CAGR)
CFA
+11.35%
Winner
QDEF
+12.18%
Max(CAGR)
CFA
+10.37%
Winner
QDEF
+12.64%
CFA vs QDEF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | CFA | QDEF |
|---|---|---|
| 2026 | +6.07% | +7.02% |
| 2025 | +8.76% | +17.60% |
| 2024 | +15.26% | +21.27% |
| 2023 | +11.98% | +17.68% |
| 2022 | -10.96% | -10.90% |
| 2021 | +27.98% | +27.71% |
| 2020 | +11.49% | +3.01% |
| 2019 | +31.11% | +25.36% |
| 2018 | -9.01% | -4.43% |
| 2017 | +21.65% | +16.51% |
| 2016 | +16.93% | +16.55% |
| 2015 | +0.12% | +0.02% |
| 2014 | +4.74% | +15.03% |
| 2013 | N/A | +33.47% |
| 2012 | N/A | -2.51% |
CFA vs QDEF Drawdown Comparison
The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The maximum drawdown for QDEF was -35.71%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The current CFA drawdown is -0.90%. The current QDEF drawdown is -1.84%.
| Rank | CFA | QDEF |
|---|---|---|
| #1 | -37.73% Feb 19, 2020 - Nov 5, 2020 | -35.71% Feb 12, 2020 - Dec 17, 2020 |
| #2 | -20.87% Dec 29, 2021 - Jan 29, 2024 | -21.38% Dec 29, 2021 - Jul 19, 2023 |
| #3 | -20.84% Sep 20, 2018 - Apr 30, 2019 | -16.85% Sep 21, 2018 - Mar 21, 2019 |
| #4 | -17.28% Nov 29, 2024 - Aug 22, 2025 | -14.44% Dec 2, 2024 - Jun 12, 2025 |
| #5 | -14.17% Jun 23, 2015 - Apr 27, 2016 | -12.04% May 21, 2015 - Mar 31, 2016 |
| #6 | -9.12% Jan 26, 2018 - Aug 17, 2018 | -9.87% Jan 26, 2018 - Aug 3, 2018 |
| #7 | -7.52% Sep 17, 2014 - Oct 29, 2014 | -8.96% Jul 28, 2023 - Dec 8, 2023 |
| #8 | -7.13% Mar 2, 2026 - Jun 2, 2026 | -6.95% Feb 9, 2026 - Apr 17, 2026 |
| #9 | -6.65% Jun 8, 2016 - Jul 11, 2016 | -6.44% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -6.21% Jul 26, 2019 - Oct 29, 2019 | -6.10% Sep 3, 2014 - Oct 28, 2014 |
| #11 | -5.85% Apr 30, 2019 - Jun 20, 2019 | -5.92% Dec 31, 2013 - Feb 28, 2014 |
| #12 | -5.54% Nov 16, 2021 - Dec 27, 2021 | -5.83% Jul 29, 2019 - Oct 25, 2019 |
| #13 | -5.53% Mar 28, 2024 - Jul 12, 2024 | -5.60% Sep 3, 2021 - Nov 2, 2021 |
| #14 | -5.29% Nov 26, 2014 - Dec 29, 2014 | -5.59% Aug 15, 2016 - Nov 21, 2016 |
| #15 | -5.13% Sep 2, 2021 - Oct 21, 2021 | -5.26% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between CFA and QDEF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
CFA vs QDEF dividend yield comparison.
| Year | CFA | QDEF |
|---|---|---|
| 2026 | 0.38% | 0.23% |
| 2025 | 1.29% | 1.74% |
| 2024 | 1.32% | 1.85% |
| 2023 | 1.42% | 2.21% |
| 2022 | 1.59% | 2.42% |
| 2021 | 1.04% | 1.84% |
| 2020 | 1.21% | 2.50% |
| 2019 | 1.35% | 3.17% |
| 2018 | 1.50% | 7.10% |
| 2017 | 1.15% | 2.70% |
| 2016 | 1.37% | 2.90% |
| 2015 | 1.31% | 3.00% |
| 2014 | 0.63% | 2.52% |
| 2013 | 0.00% | 2.12% |
| 2012 | 0.00% | 0.49% |
Select Stocks to Compare
Popular: CFA vs SPYQDEF vs SPY
More Comparisons
Compare with similar stocks