HIMU vs QDF

Comparison between iShares High Yield Muni Active ETF (HIMU, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).

HIMU vs QDF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIMU(ETF)	QDF(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.39%	0.39%
Max Drawdown	8.64%	37.16%
Sharpe Ratio	0.64	2.01
5Y Beta	-0.04	0.88
P/E Ratio	N/A	22.17
Forward P/E	N/A	17.20
PEG Ratio	N/A	0.18
5Y Dividends CAGR	N/A	1.72%
5Y EPS CAGR	N/A	23.14%
Debt to Equity	N/A	-64.16%
P/S Ratio	N/A	3.68
P/B Ratio	N/A	4.73

Net Assets

HIMU

$2B

QDF

$2B

Expense Ratio

HIMU

0.39%

QDF

0.39%

Max Drawdown

Winner

HIMU

8.64%

QDF

37.16%

Sharpe Ratio

HIMU

0.64

Winner

QDF

2.01

5Y Beta

Winner

HIMU

-0.04

QDF

0.88

P/E Ratio

HIMU

N/A

QDF

22.17

Forward P/E

HIMU

N/A

QDF

17.20

PEG Ratio

HIMU

N/A

QDF

0.18

5Y Dividends CAGR

HIMU

N/A

QDF

1.72%

5Y EPS CAGR

HIMU

N/A

QDF

23.14%

Debt to Equity

HIMU

N/A

QDF

-64.16%

P/S Ratio

HIMU

N/A

QDF

3.68

P/B Ratio

HIMU

N/A

QDF

4.73

HIMU vs QDF - Historical Returns

Returns include dividend reinvestment.

Period	HIMU	QDF
1 month	+1.01%	+6.30%
3 months	+0.97%	+4.04%
6 months	+1.82%	+10.70%
1 year	+6.61%	+30.52%
5 years(CAGR)	N/A	+11.20%
10 years(CAGR)	N/A	+12.14%
Max(CAGR)	+2.51%	+12.53%

HIMU

+1.01%

Winner

QDF

+6.30%

HIMU

+0.97%

Winner

QDF

+4.04%

HIMU

+1.82%

Winner

QDF

+10.70%

HIMU

+6.61%

Winner

QDF

+30.52%

5Y(CAGR)

HIMU

N/A

QDF

+11.20%

10Y(CAGR)

HIMU

N/A

QDF

+12.14%

Max(CAGR)

HIMU

+2.51%

Winner

QDF

+12.53%

HIMU vs QDF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HIMU	QDF
2026	+1.87%	+7.12%
2025	+1.13%	+16.90%
2024	N/A	+17.35%
2023	N/A	+20.23%
2022	N/A	-12.32%
2021	N/A	+28.22%
2020	N/A	+4.57%
2019	N/A	+25.67%
2018	N/A	-8.42%
2017	N/A	+16.35%
2016	N/A	+18.28%
2015	N/A	-0.87%
2014	N/A	+12.97%
2013	N/A	+33.51%
2012	N/A	-1.59%

HIMU vs QDF Drawdown Comparison

The maximum drawdown for HIMU was -8.01%, occurring on Apr 11, 2025. Recovery took 157 trading sessions.

The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current HIMU drawdown is -0.05%. The current QDF drawdown is -0.44%.

Rank	HIMU	QDF
#1	-8.01% Mar 3, 2025 - Oct 15, 2025	-36.64% Feb 12, 2020 - Dec 1, 2020
#2	-3.29% Feb 27, 2026 - Mar 27, 2026	-22.06% Jan 4, 2022 - Jul 19, 2023
#3	-1.43% Feb 10, 2025 - Feb 25, 2025	-19.87% Sep 21, 2018 - Oct 21, 2019
#4	-0.76% Nov 11, 2025 - Jan 7, 2026	-18.01% Dec 2, 2024 - Jun 27, 2025
#5	-0.65% Jan 16, 2026 - Feb 4, 2026	-13.20% May 21, 2015 - Apr 13, 2016
#6	-0.59% Oct 27, 2025 - Nov 11, 2025	-10.62% Jan 26, 2018 - Aug 21, 2018
#7	-0.20% Feb 10, 2026 - Feb 12, 2026	-10.52% Jul 31, 2023 - Dec 11, 2023
#8	-0.17% Feb 25, 2025 - Feb 27, 2025	-7.89% Feb 25, 2026 - Apr 17, 2026
#9	-0.08% Feb 4, 2026 - Feb 10, 2026	-6.90% Sep 18, 2014 - Oct 31, 2014
#10	-0.08% Oct 20, 2025 - Oct 23, 2025	-6.04% Dec 31, 2013 - Feb 28, 2014
#11	-0.04% Feb 23, 2026 - Feb 27, 2026	-5.75% Jul 16, 2024 - Aug 19, 2024
#12	-0.02% Feb 17, 2026 - Feb 19, 2026	-5.75% Mar 28, 2024 - May 15, 2024
#13	-0.01% Jan 9, 2026 - Jan 13, 2026	-5.22% Aug 2, 2013 - Oct 17, 2013
#14	N/A	-5.18% Jun 23, 2016 - Jul 8, 2016
#15	N/A	-5.05% May 21, 2013 - Jul 9, 2013

Correlation

Correlation between HIMU and QDF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2012 - 2026)

HIMU vs QDF dividend yield comparison.

Year	HIMU	QDF
2026	1.75%	0.23%
2025	4.57%	1.65%
2024	0.00%	1.93%
2023	0.00%	2.19%
2022	0.00%	2.45%
2021	0.00%	1.90%
2020	0.00%	2.38%
2019	0.00%	3.05%
2018	0.00%	4.29%
2017	0.00%	2.70%
2016	0.00%	3.07%
2015	0.00%	3.04%
2014	0.00%	2.70%
2013	0.00%	2.08%
2012	0.00%	0.49%