IQDY vs LVDS
Comparison between FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DYNAMIC INDEX FUND (IQDY, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF).
IQDY vs LVDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQDY
$102M
LVDS
$101M
Expense Ratio
IQDY
0.47%
Winner
LVDS
0.30%
Max Drawdown
IQDY
45.35%
Winner
LVDS
8.07%
Sharpe Ratio
Winner
IQDY
1.74
LVDS
1.71
5Y Beta
IQDY
0.80
Winner
LVDS
0.68
P/E Ratio
IQDY
N/A
LVDS
22.67
Forward P/E
IQDY
N/A
LVDS
17.40
PEG Ratio
IQDY
N/A
LVDS
0.56
5Y Dividends CAGR
IQDY
8.87%
LVDS
N/A
5Y EPS CAGR
IQDY
N/A
LVDS
13.11%
Debt to Equity
IQDY
N/A
LVDS
9.65%
P/S Ratio
IQDY
N/A
LVDS
2.36
P/B Ratio
IQDY
N/A
LVDS
3.22
IQDY vs LVDS - Holdings Comparison
IQDY and LVDS have 1 common holdings. Overlap is 0.00%
IQDY's top 25 holdings weight is 35.00%. LVDS's top 25 holdings weight is 40.96%.
| Rank | IQDY | LVDS |
|---|---|---|
| #1 | n/a (n/a) - 3.93% | ALPHABET INC CLASS C (GOOG) - 3.80% |
| #2 | MEDIATEK INC (n/a) - 2.76% | MICRON TECHNOLOGY INC (MU) - 2.96% |
| #3 | TOKYO ELECTRON LTD (n/a) - 1.94% | AMAZON.COM INC (AMZN) - 2.49% |
| #4 | NOVO NORDISK AS CLASS B (n/a) - 1.93% | EXXON MOBIL CORP (XOM) - 2.40% |
| #5 | HSBC HOLDINGS PLC (n/a) - 1.87% | BANK OF AMERICA CORP (BAC) - 1.90% |
| #6 | HITACHI LTD (n/a) - 1.82% | WELLS FARGO & CO (WFC) - 1.82% |
| #7 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.79% |
| #8 | CASH (n/a) - 1.48% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.75% |
| #9 | BHP GROUP LTD (n/a) - 1.46% | ANALOG DEVICES INC (ADI) - 1.70% |
| #10 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.41% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #11 | INTESA SANPAOLO (n/a) - 1.22% | MORGAN STANLEY (MS) - 1.47% |
| #12 | ENEL SPA (n/a) - 1.20% | RTX CORP (RTX) - 1.43% |
| #13 | FUJIKURA LTD (n/a) - 1.13% | NEXTERA ENERGY INC (NEE) - 1.40% |
| #14 | SK HYNIX INC (n/a) - 1.06% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.38% |
| #15 | BNP PARIBAS ACT. CAT.A (n/a) - 1.06% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #16 | ROYAL BANK OF CANADA (RY) - 0.95% | UNITEDHEALTH GROUP INC (UNH) - 1.30% |
| #17 | NOVATEK MICROELECTRONICS CORP (n/a) - 0.94% | WALMART INC (WMT) - 1.30% |
| #18 | LASERTEC CORP (n/a) - 0.93% | TEXAS INSTRUMENTS INC (TXN) - 1.29% |
| #19 | TALABAT HOLDING PLC (n/a) - 0.92% | EATON CORP PLC (ETN) - 1.23% |
| #20 | EVOLUTION AB (n/a) - 0.92% | CONOCOPHILLIPS (COP) - 1.20% |
| #21 | BARRICK MINING CORP (n/a) - 0.90% | DEERE & CO (DE) - 1.16% |
| #22 | SANOFI SA (n/a) - 0.89% | META PLATFORMS INC CLASS A (META) - 1.14% |
| #23 | ASML HOLDING NV (n/a) - 0.87% | THE TRAVELERS COMPANIES INC (TRV) - 1.11% |
| #24 | TOTALENERGIES SE (TTE) - 0.87% | CSX CORP (CSX) - 1.07% |
| #25 | VAT GROUP AG (n/a) - 0.87% | LOWE'S COMPANIES INC (LOW) - 1.07% |
| Total Holdings | 225 | 137 |
IQDY vs LVDS - Historical Returns
Returns include dividend reinvestment.
1M
IQDY
+1.11%
Winner
LVDS
+2.18%
3M
Winner
IQDY
+8.87%
LVDS
+7.72%
6M
Winner
IQDY
+16.16%
LVDS
+13.61%
1Y
Winner
IQDY
+35.95%
LVDS
+20.78%
5Y(CAGR)
IQDY
+10.70%
LVDS
N/A
10Y(CAGR)
IQDY
+11.24%
LVDS
N/A
Max(CAGR)
IQDY
+8.67%
Winner
LVDS
+23.56%
IQDY vs LVDS - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IQDY | LVDS |
|---|---|---|
| 2026 | +12.23% | +11.81% |
| 2025 | +38.20% | +7.23% |
| 2024 | +7.53% | N/A |
| 2023 | +22.55% | N/A |
| 2022 | -16.30% | N/A |
| 2021 | +11.70% | N/A |
| 2020 | +8.17% | N/A |
| 2019 | +27.42% | N/A |
| 2018 | -20.44% | N/A |
| 2017 | +22.99% | N/A |
| 2016 | +14.01% | N/A |
| 2015 | -7.19% | N/A |
| 2014 | -6.16% | N/A |
| 2013 | +15.53% | N/A |
IQDY vs LVDS Drawdown Comparison
The maximum drawdown for IQDY was -39.56%, occurring on Mar 23, 2020. Recovery took 721 trading sessions.
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current IQDY drawdown is -4.30%. The current LVDS drawdown is -1.48%.
| Rank | IQDY | LVDS |
|---|---|---|
| #1 | -39.56% Jan 25, 2018 - Dec 4, 2020 | -6.64% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -32.97% Jun 14, 2021 - Feb 22, 2024 | -3.59% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -30.87% Jul 3, 2014 - May 16, 2017 | -2.91% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -14.77% Sep 26, 2024 - May 2, 2025 | -2.60% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -11.24% May 20, 2013 - Sep 10, 2013 | -2.22% Oct 27, 2025 - Nov 12, 2025 |
| #6 | -10.41% Feb 25, 2026 - Apr 14, 2026 | -1.48% Jun 4, 2026 - Jun 5, 2026 |
| #7 | -9.40% Jul 12, 2024 - Sep 24, 2024 | -1.40% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -5.39% Oct 28, 2013 - Apr 2, 2014 | -1.35% Jul 14, 2025 - Jul 22, 2025 |
| #9 | -5.22% Jan 21, 2021 - Feb 11, 2021 | -1.16% May 6, 2026 - May 14, 2026 |
| #10 | -4.89% Nov 12, 2025 - Dec 4, 2025 | -1.16% May 14, 2026 - May 22, 2026 |
| #11 | -4.68% Mar 12, 2024 - May 6, 2024 | -1.05% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -4.52% Jul 23, 2025 - Aug 12, 2025 | -0.91% Dec 24, 2025 - Jan 5, 2026 |
| #13 | -4.30% Jun 2, 2026 - Jun 5, 2026 | -0.91% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -3.68% May 7, 2021 - Jun 1, 2021 | -0.89% Apr 30, 2026 - May 6, 2026 |
| #15 | -3.62% Oct 6, 2025 - Oct 20, 2025 | -0.88% Dec 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between IQDY and LVDS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
IQDY vs LVDS dividend yield comparison.
| Year | IQDY | LVDS |
|---|---|---|
| 2026 | 0.28% | 0.28% |
| 2025 | 3.26% | 8.25% |
| 2024 | 6.95% | 0.00% |
| 2023 | 6.45% | 0.00% |
| 2022 | 5.52% | 0.00% |
| 2021 | 3.89% | 0.00% |
| 2020 | 2.62% | 0.00% |
| 2019 | 3.85% | 0.00% |
| 2018 | 5.97% | 0.00% |
| 2017 | 3.57% | 0.00% |
| 2016 | 3.78% | 0.00% |
| 2015 | 4.08% | 0.00% |
| 2014 | 4.34% | 0.00% |
| 2013 | 2.33% | 0.00% |
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