DEMZ vs QAT

Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and ISHARES MSCI QATAR ETF (QAT, ETF).

5-Year PerformanceDEMZ has outperformed QAT, delivering a return of +12.4% compared to +3.1%

DEMZ vs QAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEMZ(ETF)	QAT(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.45%	0.60%
Max Drawdown	28.44%	51.05%
Sharpe Ratio	1.06	-0.36
5Y Beta	0.93	0.33
P/E Ratio	29.12	N/A
Forward P/E	21.41	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	58.07%	7.19%
5Y EPS CAGR	20.04%	N/A
Debt to Equity	38.82%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	5.09	N/A

Net Assets

Winner

DEMZ

$67M

QAT

$67M

Expense Ratio

Winner

DEMZ

0.45%

QAT

0.60%

Max Drawdown

Winner

DEMZ

28.44%

QAT

51.05%

Sharpe Ratio

Winner

DEMZ

1.06

QAT

-0.36

5Y Beta

DEMZ

0.93

Winner

QAT

0.33

P/E Ratio

DEMZ

29.12

QAT

N/A

Forward P/E

DEMZ

21.41

QAT

N/A

PEG Ratio

DEMZ

0.62

QAT

N/A

5Y Dividends CAGR

Winner

DEMZ

58.07%

QAT

7.19%

5Y EPS CAGR

DEMZ

20.04%

QAT

N/A

Debt to Equity

DEMZ

38.82%

QAT

N/A

P/S Ratio

DEMZ

3.64

QAT

N/A

P/B Ratio

DEMZ

5.09

QAT

N/A

DEMZ vs QAT - Historical Returns

Returns include dividend reinvestment.

Period	DEMZ	QAT
1 month	-0.20%	-3.91%
3 months	+6.15%	-4.48%
6 months	+6.90%	-7.07%
1 year	+19.53%	-3.04%
5 years(CAGR)	+12.43%	+3.11%
10 years(CAGR)	N/A	+3.05%
Max(CAGR)	+16.53%	+1.08%

Winner

DEMZ

-0.20%

QAT

-3.91%

Winner

DEMZ

+6.15%

QAT

-4.48%

Winner

DEMZ

+6.90%

QAT

-7.07%

Winner

DEMZ

+19.53%

QAT

-3.04%

5Y(CAGR)

Winner

DEMZ

+12.43%

QAT

+3.11%

10Y(CAGR)

DEMZ

N/A

QAT

+3.05%

Max(CAGR)

Winner

DEMZ

+16.53%

QAT

+1.08%

DEMZ vs QAT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DEMZ	QAT
2026	+9.45%	-2.70%
2025	+19.81%	+9.02%
2024	+24.16%	+4.05%
2023	+24.28%	+1.14%
2022	-18.81%	-5.35%
2021	+34.21%	+13.19%
2020	+11.09%	+5.61%
2019	N/A	+0.68%
2018	N/A	+19.11%
2017	N/A	-12.89%
2016	N/A	+7.91%
2015	N/A	-14.63%
2014	N/A	-3.19%

DEMZ vs QAT Drawdown Comparison

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

The maximum drawdown for QAT was -45.16%, occurring on Nov 21, 2017. Recovery took 1876 trading sessions.

The current DEMZ drawdown is -2.11%. The current QAT drawdown is -14.81%.

Rank	DEMZ	QAT
#1	-27.17% Dec 29, 2021 - Dec 26, 2023	-45.16% May 30, 2014 - Nov 9, 2021
#2	-18.69% Dec 4, 2024 - Jun 10, 2025	-33.18% Apr 11, 2022 - Oct 27, 2023
#3	-12.28% Jan 27, 2026 - May 6, 2026	-5.29% Nov 15, 2021 - Jan 12, 2022
#4	-8.31% Jul 16, 2024 - Sep 19, 2024	-4.28% May 13, 2014 - May 27, 2014
#5	-7.34% Oct 27, 2025 - Jan 6, 2026	-3.88% Mar 8, 2022 - Mar 25, 2022
#6	-6.20% Mar 21, 2024 - May 15, 2024	-3.61% Feb 11, 2022 - Mar 1, 2022
#7	-5.44% Sep 8, 2021 - Nov 2, 2021	-1.42% Jan 19, 2022 - Jan 31, 2022
#8	-4.64% Jan 21, 2021 - Feb 4, 2021	-1.19% Mar 25, 2022 - Apr 4, 2022
#9	-4.42% Feb 12, 2021 - Mar 17, 2021	-1.11% May 5, 2014 - May 12, 2014
#10	-4.20% Nov 19, 2021 - Dec 8, 2021	-0.94% Apr 4, 2022 - Apr 7, 2022
#11	-4.10% Dec 10, 2021 - Dec 27, 2021	-0.86% Mar 2, 2022 - Mar 8, 2022
#12	-3.97% Oct 14, 2024 - Nov 7, 2024	-0.58% May 27, 2014 - May 29, 2014
#13	-3.91% May 7, 2021 - May 28, 2021	-0.51% Feb 3, 2022 - Feb 9, 2022
#14	-3.33% Oct 8, 2025 - Oct 20, 2025	-0.32% Nov 9, 2021 - Nov 11, 2021
#15	-2.79% Jul 12, 2021 - Jul 23, 2021	-0.14% Apr 7, 2022 - Apr 11, 2022

Correlation

Correlation between DEMZ and QAT is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2015 - 2026)

DEMZ vs QAT dividend yield comparison.

Year	DEMZ	QAT
2026	0.00%	3.52%
2025	0.98%	3.51%
2024	0.53%	5.90%
2023	0.90%	3.92%
2022	0.98%	4.78%
2021	2.46%	2.33%
2020	0.27%	2.63%
2019	0.00%	3.57%
2018	0.00%	4.63%
2017	0.00%	4.10%
2016	0.00%	3.51%
2015	0.00%	4.49%