FTHI vs QDF
Comparison between FIRST TRUST BUYWRITE INCOME ETF (FTHI, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).
5-Year PerformanceQDF has outperformed FTHI, delivering a return of +11.2% compared to +10.3%
FTHI vs QDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FTHI
$2B
QDF
$2B
Expense Ratio
FTHI
0.76%
Winner
QDF
0.39%
Max Drawdown
Winner
FTHI
35.49%
QDF
37.16%
Sharpe Ratio
FTHI
1.59
Winner
QDF
2.01
5Y Beta
Winner
FTHI
0.74
QDF
0.88
P/E Ratio
FTHI
23.48
Winner
QDF
22.17
Forward P/E
FTHI
20.75
Winner
QDF
17.20
PEG Ratio
FTHI
0.40
Winner
QDF
0.18
5Y Dividends CAGR
Winner
FTHI
16.54%
QDF
1.72%
5Y EPS CAGR
Winner
FTHI
24.42%
QDF
23.14%
Debt to Equity
FTHI
N/A
QDF
-64.16%
P/S Ratio
Winner
FTHI
2.80
QDF
3.68
P/B Ratio
Winner
FTHI
4.11
QDF
4.73
FTHI vs QDF - Holdings Comparison
FTHI and QDF have 39 common holdings. Overlap is 32.90%
FTHI's top 25 holdings weight is 51.36%. QDF's top 25 holdings weight is 57.17%.
| Rank | FTHI | QDF |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.59% | APPLE INC (AAPL) - 8.09% |
| #2 | NVIDIA CORP (NVDA) - 5.63% | NVIDIA CORP (NVDA) - 6.43% |
| #3 | DREYFUS GOVT CM INST 289 (n/a) - 3.79% | BROADCOM INC (AVGO) - 3.76% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.58% | MICROSOFT CORP (MSFT) - 3.68% |
| #5 | AMAZON.COM INC (AMZN) - 2.44% | JOHNSON & JOHNSON (JNJ) - 3.01% |
| #6 | COSTCO WHOLESALE CORP (COST) - 2.34% | ABBVIE INC (ABBV) - 2.77% |
| #7 | BROADCOM INC (AVGO) - 2.32% | CISCO SYSTEMS INC (CSCO) - 2.53% |
| #8 | BANK OF AMERICA CORP (BAC) - 2.31% | LAM RESEARCH CORP (LRCX) - 2.33% |
| #9 | ASML HOLDING NV ADR (ASML) - 2.23% | GE AEROSPACE (GE) - 2.33% |
| #10 | MICROSOFT CORP (MSFT) - 2.10% | PROCTER & GAMBLE CO (PG) - 2.28% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.09% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.02% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.87% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.91% | ALPHABET INC CLASS C (GOOG) - 1.76% |
| #14 | ALPHABET INC CLASS C (GOOG) - 1.70% | KLA CORP (KLAC) - 1.60% |
| #15 | META PLATFORMS INC CLASS A (META) - 1.48% | GE VERNOVA INC (GEV) - 1.54% |
| #16 | LINDE PLC (LIN) - 1.27% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #17 | EXXON MOBIL CORP (XOM) - 1.10% | GILEAD SCIENCES INC (GILD) - 1.34% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.08% | PFIZER INC (PFE) - 1.21% |
| #19 | TESLA INC (TSLA) - 1.04% | QUALCOMM INC (QCOM) - 1.11% |
| #20 | COCA-COLA EUROPACIFIC PARTNERS PLC (CCEP) - 1.02% | UNION PACIFIC CORP (UNP) - 1.11% |
| #21 | AT&T INC (T) - 0.99% | CASH (n/a) - 0.96% |
| #22 | ABBVIE INC (ABBV) - 0.94% | ACCENTURE PLC CLASS A (ACN) - 0.94% |
| #23 | WALMART INC (WMT) - 0.82% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.94% |
| #24 | UNION PACIFIC CORP (UNP) - 0.81% | THE HOME DEPOT INC (HD) - 0.93% |
| #25 | ALTRIA GROUP INC (MO) - 0.76% | INTUIT INC (INTU) - 0.92% |
| Total Holdings | 202 | 126 |
FTHI vs QDF - Historical Returns
Returns include dividend reinvestment.
1M
FTHI
+1.42%
Winner
QDF
+6.30%
3M
FTHI
+0.62%
Winner
QDF
+4.04%
6M
FTHI
+5.18%
Winner
QDF
+10.70%
1Y
FTHI
+18.85%
Winner
QDF
+30.52%
5Y(CAGR)
FTHI
+10.25%
Winner
QDF
+11.20%
10Y(CAGR)
FTHI
+8.52%
Winner
QDF
+12.14%
Max(CAGR)
FTHI
+7.63%
Winner
QDF
+12.53%
FTHI vs QDF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FTHI | QDF |
|---|---|---|
| 2026 | +2.91% | +7.12% |
| 2025 | +10.99% | +16.90% |
| 2024 | +19.05% | +17.35% |
| 2023 | +20.21% | +20.23% |
| 2022 | -5.47% | -12.32% |
| 2021 | +13.64% | +28.22% |
| 2020 | -7.27% | +4.57% |
| 2019 | +17.86% | +25.67% |
| 2018 | -10.09% | -8.42% |
| 2017 | +13.54% | +16.35% |
| 2016 | +13.36% | +18.28% |
| 2015 | +2.81% | -0.87% |
| 2014 | +6.69% | +12.97% |
| 2013 | N/A | +33.51% |
| 2012 | N/A | -1.59% |
FTHI vs QDF Drawdown Comparison
The maximum drawdown for FTHI was -32.65%, occurring on Mar 23, 2020. Recovery took 305 trading sessions.
The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The current FTHI drawdown is -0.50%. The current QDF drawdown is -0.44%.
| Rank | FTHI | QDF |
|---|---|---|
| #1 | -32.65% Feb 19, 2020 - May 5, 2021 | -36.64% Feb 12, 2020 - Dec 1, 2020 |
| #2 | -17.17% Aug 29, 2018 - Jul 5, 2019 | -22.06% Jan 4, 2022 - Jul 19, 2023 |
| #3 | -16.68% Apr 20, 2022 - Jun 13, 2023 | -19.87% Sep 21, 2018 - Oct 21, 2019 |
| #4 | -15.91% Feb 13, 2025 - Jul 3, 2025 | -18.01% Dec 2, 2024 - Jun 27, 2025 |
| #5 | -15.11% Sep 16, 2015 - Jul 20, 2016 | -13.20% May 21, 2015 - Apr 13, 2016 |
| #6 | -11.11% May 28, 2015 - Sep 16, 2015 | -10.62% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -8.92% Jan 23, 2018 - Aug 21, 2018 | -10.52% Jul 31, 2023 - Dec 11, 2023 |
| #8 | -7.91% Sep 19, 2014 - Nov 10, 2014 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -6.71% Jun 8, 2021 - Oct 19, 2021 | -6.90% Sep 18, 2014 - Oct 31, 2014 |
| #10 | -6.08% Nov 15, 2021 - Jan 11, 2022 | -6.04% Dec 31, 2013 - Feb 28, 2014 |
| #11 | -6.06% Jan 14, 2022 - Mar 18, 2022 | -5.75% Jul 16, 2024 - Aug 19, 2024 |
| #12 | -5.94% Sep 14, 2023 - Nov 14, 2023 | -5.75% Mar 28, 2024 - May 15, 2024 |
| #13 | -5.80% Jul 16, 2024 - Aug 21, 2024 | -5.22% Aug 2, 2013 - Oct 17, 2013 |
| #14 | -5.46% Feb 9, 2026 - Apr 20, 2026 | -5.18% Jun 23, 2016 - Jul 8, 2016 |
| #15 | -5.33% Sep 30, 2016 - Nov 14, 2016 | -5.05% May 21, 2013 - Jul 9, 2013 |
Correlation
Correlation between FTHI and QDF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2012 - 2026)
FTHI vs QDF dividend yield comparison.
| Year | FTHI | QDF |
|---|---|---|
| 2026 | 2.96% | 0.23% |
| 2025 | 8.70% | 1.65% |
| 2024 | 8.61% | 1.93% |
| 2023 | 8.50% | 2.19% |
| 2022 | 9.06% | 2.45% |
| 2021 | 4.37% | 1.90% |
| 2020 | 4.76% | 2.38% |
| 2019 | 4.21% | 3.05% |
| 2018 | 4.76% | 4.29% |
| 2017 | 4.00% | 2.70% |
| 2016 | 4.41% | 3.07% |
| 2015 | 4.98% | 3.04% |
| 2014 | 3.96% | 2.70% |
| 2013 | 0.00% | 2.08% |
| 2012 | 0.00% | 0.49% |
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