IBDX vs RQI
Comparison between ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX, ETF) and Cohen & Steers Quality Income Realty Fund Inc (RQI, ETF).
IBDX vs RQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDX
$1.70B
Winner
RQI
$1.80B
Expense Ratio
IBDX
0.10%
RQI
N/A
Max Drawdown
Winner
IBDX
13.89%
RQI
94.10%
Sharpe Ratio
IBDX
0.36
Winner
RQI
0.46
5Y Beta
Winner
IBDX
0.09
RQI
0.54
5Y Dividends CAGR
IBDX
N/A
RQI
5.08%
IBDX vs RQI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBDX
+0.44%
RQI
-6.63%
3M
IBDX
+0.75%
Winner
RQI
+5.07%
6M
IBDX
+0.48%
Winner
RQI
+13.49%
1Y
IBDX
+5.09%
Winner
RQI
+8.45%
5Y(CAGR)
IBDX
N/A
RQI
+3.76%
10Y(CAGR)
IBDX
N/A
RQI
+7.85%
Max(CAGR)
IBDX
+4.74%
Winner
RQI
+9.16%
IBDX vs RQI - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | IBDX | RQI |
|---|---|---|
| 2026 | +0.28% | +12.42% |
| 2025 | +8.96% | +2.35% |
| 2024 | +3.04% | +6.32% |
| 2023 | +8.83% | +12.47% |
| 2022 | -1.81% | -30.69% |
| 2021 | N/A | +60.01% |
| 2020 | N/A | -8.29% |
| 2019 | N/A | +56.16% |
| 2018 | N/A | -10.61% |
| 2017 | N/A | +9.34% |
| 2016 | N/A | +8.79% |
| 2015 | N/A | +7.86% |
| 2014 | N/A | +37.73% |
| 2013 | N/A | -2.82% |
| 2012 | N/A | +27.35% |
| 2011 | N/A | +5.15% |
| 2010 | N/A | +51.80% |
| 2009 | N/A | +67.79% |
| 2008 | N/A | -69.85% |
| 2007 | N/A | -31.77% |
| 2006 | N/A | +48.14% |
| 2005 | N/A | +7.49% |
| 2004 | N/A | +24.99% |
| 2003 | N/A | +46.65% |
| 2002 | N/A | -7.16% |
IBDX vs RQI Drawdown Comparison
The maximum drawdown for IBDX was -12.52%, occurring on Oct 20, 2022. Recovery took 345 trading sessions.
The maximum drawdown for RQI was -91.53%, occurring on Mar 9, 2009. Recovery took 1967 trading sessions.
The current IBDX drawdown is -1.35%. The current RQI drawdown is -8.08%.
| Rank | IBDX | RQI |
|---|---|---|
| #1 | -12.52% Aug 1, 2022 - Dec 13, 2023 | -91.53% Feb 6, 2007 - Nov 26, 2014 |
| #2 | -4.72% Sep 16, 2024 - Jun 4, 2025 | -59.09% Oct 21, 2019 - Apr 7, 2021 |
| #3 | -4.11% Dec 27, 2023 - Jul 8, 2024 | -41.03% Dec 31, 2021 - Feb 10, 2026 |
| #4 | -2.76% Feb 27, 2026 - Mar 26, 2026 | -24.76% Apr 1, 2004 - Oct 28, 2004 |
| #5 | -1.11% Aug 2, 2024 - Aug 14, 2024 | -21.79% Jul 29, 2016 - Aug 17, 2018 |
| #6 | -1.10% Jul 5, 2022 - Jul 13, 2022 | -19.00% Aug 29, 2018 - Feb 1, 2019 |
| #7 | -1.08% Oct 27, 2025 - Nov 25, 2025 | -16.57% Jul 9, 2002 - Apr 2, 2003 |
| #8 | -0.96% Jul 16, 2024 - Jul 30, 2024 | -16.04% Dec 31, 2015 - Mar 29, 2016 |
| #9 | -0.86% Jun 30, 2025 - Jul 22, 2025 | -15.86% Jan 22, 2015 - Dec 28, 2015 |
| #10 | -0.81% Sep 16, 2025 - Oct 14, 2025 | -13.93% Jul 28, 2005 - Jan 6, 2006 |
| #11 | -0.80% Jun 4, 2025 - Jun 12, 2025 | -11.96% Dec 31, 2004 - May 11, 2005 |
| #12 | -0.69% Nov 26, 2025 - Dec 26, 2025 | -11.74% Mar 2, 2026 - Apr 17, 2026 |
| #13 | -0.66% Jan 14, 2026 - Feb 5, 2026 | -10.28% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -0.64% Jul 15, 2022 - Jul 21, 2022 | -9.59% Oct 26, 2006 - Nov 21, 2006 |
| #15 | -0.64% Jul 22, 2022 - Jul 27, 2022 | -9.36% Mar 16, 2006 - Jul 11, 2006 |
Correlation
Correlation between IBDX and RQI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2002 - 2026)
IBDX vs RQI dividend yield comparison.
| Year | IBDX | RQI |
|---|---|---|
| 2026 | 2.00% | 4.37% |
| 2025 | 4.81% | 9.54% |
| 2024 | 5.02% | 7.84% |
| 2023 | 4.60% | 7.84% |
| 2022 | 2.39% | 10.41% |
| 2021 | 0.00% | 5.27% |
| 2020 | 0.00% | 7.74% |
| 2019 | 0.00% | 6.79% |
| 2018 | 0.00% | 9.27% |
| 2017 | 0.00% | 7.59% |
| 2016 | 0.00% | 7.86% |
| 2015 | 0.00% | 7.86% |
| 2014 | 0.00% | 6.23% |
| 2013 | 0.00% | 7.59% |
| 2012 | 0.00% | 7.09% |
| 2011 | 0.00% | 8.50% |
| 2010 | 0.00% | 6.30% |
| 2009 | 0.00% | 6.75% |
| 2008 | 0.00% | 48.16% |
| 2007 | 0.00% | 21.94% |
| 2006 | 0.00% | 15.38% |
| 2005 | 0.00% | 14.46% |
| 2004 | 0.00% | 7.40% |
| 2003 | 0.00% | 8.49% |
| 2002 | 0.00% | 7.24% |
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