IYJ vs QDF
Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).
5-Year PerformanceQDF has outperformed IYJ, delivering a return of +11.2% compared to +7.9%
IYJ vs QDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYJ
$2B
QDF
$2B
Expense Ratio
Winner
IYJ
0.38%
QDF
0.39%
Max Drawdown
IYJ
62.80%
Winner
QDF
37.16%
Sharpe Ratio
IYJ
1.06
Winner
QDF
2.01
5Y Beta
IYJ
0.92
Winner
QDF
0.88
P/E Ratio
IYJ
30.82
Winner
QDF
22.17
Forward P/E
IYJ
23.15
Winner
QDF
17.20
PEG Ratio
IYJ
N/A
QDF
0.18
5Y Dividends CAGR
Winner
IYJ
8.83%
QDF
1.72%
5Y EPS CAGR
IYJ
11.87%
Winner
QDF
23.14%
Debt to Equity
IYJ
49.64%
Winner
QDF
-64.16%
P/S Ratio
Winner
IYJ
3.13
QDF
3.68
P/B Ratio
IYJ
5.79
Winner
QDF
4.73
IYJ vs QDF - Holdings Comparison
IYJ and QDF have 19 common holdings. Overlap is 10.87%
IYJ's top 25 holdings weight is 56.16%. QDF's top 25 holdings weight is 57.17%.
| Rank | IYJ | QDF |
|---|---|---|
| #1 | VISA INC CLASS A (V) - 6.61% | APPLE INC (AAPL) - 8.09% |
| #2 | MASTERCARD INC CLASS A (MA) - 5.17% | NVIDIA CORP (NVDA) - 6.43% |
| #3 | CATERPILLAR INC (CAT) - 4.72% | BROADCOM INC (AVGO) - 3.76% |
| #4 | GE AEROSPACE (GE) - 4.14% | MICROSOFT CORP (MSFT) - 3.68% |
| #5 | RTX CORP (RTX) - 3.48% | JOHNSON & JOHNSON (JNJ) - 3.01% |
| #6 | GE VERNOVA INC (GEV) - 3.45% | ABBVIE INC (ABBV) - 2.77% |
| #7 | AMERICAN EXPRESS CO (AXP) - 2.18% | CISCO SYSTEMS INC (CSCO) - 2.53% |
| #8 | BOEING CO (BA) - 2.12% | LAM RESEARCH CORP (LRCX) - 2.33% |
| #9 | EATON CORP PLC (ETN) - 2.04% | GE AEROSPACE (GE) - 2.33% |
| #10 | UNION PACIFIC CORP (UNP) - 1.93% | PROCTER & GAMBLE CO (PG) - 2.28% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.93% | ALPHABET INC CLASS A (GOOGL) - 2.20% |
| #12 | DEERE & CO (DE) - 1.91% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.87% |
| #13 | LOCKHEED MARTIN CORP (LMT) - 1.63% | ALPHABET INC CLASS C (GOOG) - 1.76% |
| #14 | PARKER HANNIFIN CORP (PH) - 1.61% | KLA CORP (KLAC) - 1.60% |
| #15 | CAPITAL ONE FINANCIAL CORP (COF) - 1.53% | GE VERNOVA INC (GEV) - 1.54% |
| #16 | ACCENTURE PLC CLASS A (ACN) - 1.42% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #17 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.34% | GILEAD SCIENCES INC (GILD) - 1.34% |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.31% | PFIZER INC (PFE) - 1.21% |
| #19 | NORTHROP GRUMMAN CORP (NOC) - 1.16% | QUALCOMM INC (QCOM) - 1.11% |
| #20 | n/a (JCI) - 1.12% | UNION PACIFIC CORP (UNP) - 1.11% |
| #21 | QUANTA SERVICES INC (PWR) - 1.11% | CASH (n/a) - 0.96% |
| #22 | CUMMINS INC (CMI) - 1.09% | ACCENTURE PLC CLASS A (ACN) - 0.94% |
| #23 | GENERAL DYNAMICS CORP (GD) - 1.09% | BRISTOL-MYERS SQUIBB CO (BMY) - 0.94% |
| #24 | EMERSON ELECTRIC CO (EMR) - 1.04% | THE HOME DEPOT INC (HD) - 0.93% |
| #25 | FEDEX CORP (FDX) - 1.03% | INTUIT INC (INTU) - 0.92% |
| Total Holdings | 199 | 126 |
IYJ vs QDF - Historical Returns
Returns include dividend reinvestment.
1M
IYJ
+1.48%
Winner
QDF
+6.30%
3M
IYJ
-1.65%
Winner
QDF
+4.04%
6M
IYJ
+8.85%
Winner
QDF
+10.70%
1Y
IYJ
+18.92%
Winner
QDF
+30.52%
5Y(CAGR)
IYJ
+7.90%
Winner
QDF
+11.20%
10Y(CAGR)
Winner
IYJ
+12.62%
QDF
+12.14%
Max(CAGR)
IYJ
+7.92%
Winner
QDF
+12.53%
IYJ vs QDF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYJ | QDF |
|---|---|---|
| 2026 | +4.96% | +7.12% |
| 2025 | +12.53% | +16.90% |
| 2024 | +18.77% | +17.35% |
| 2023 | +19.58% | +20.23% |
| 2022 | -13.50% | -12.32% |
| 2021 | +19.46% | +28.22% |
| 2020 | +15.88% | +4.57% |
| 2019 | +31.97% | +25.67% |
| 2018 | -12.24% | -8.42% |
| 2017 | +23.04% | +16.35% |
| 2016 | +20.78% | +18.28% |
| 2015 | -1.81% | -0.87% |
| 2014 | +8.23% | +12.97% |
| 2013 | +36.67% | +33.51% |
| 2012 | +15.31% | -1.59% |
| 2011 | -2.11% | N/A |
| 2010 | +23.31% | N/A |
| 2009 | +21.43% | N/A |
| 2008 | -38.70% | N/A |
| 2007 | +12.74% | N/A |
| 2006 | +12.27% | N/A |
| 2005 | +5.23% | N/A |
| 2004 | +16.58% | N/A |
| 2003 | +28.35% | N/A |
| 2002 | -24.94% | N/A |
| 2001 | -4.82% | N/A |
| 2000 | -6.56% | N/A |
IYJ vs QDF Drawdown Comparison
The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The current IYJ drawdown is -2.77%. The current QDF drawdown is -0.44%.
| Rank | IYJ | QDF |
|---|---|---|
| #1 | -61.97% Oct 9, 2007 - Mar 15, 2012 | -36.64% Feb 12, 2020 - Dec 1, 2020 |
| #2 | -49.53% Sep 1, 2000 - Feb 27, 2006 | -22.06% Jan 4, 2022 - Jul 19, 2023 |
| #3 | -40.20% Feb 12, 2020 - Sep 2, 2020 | -19.87% Sep 21, 2018 - Oct 21, 2019 |
| #4 | -26.24% Sep 2, 2021 - Dec 14, 2023 | -18.01% Dec 2, 2024 - Jun 27, 2025 |
| #5 | -24.00% Sep 21, 2018 - Apr 18, 2019 | -13.20% May 21, 2015 - Apr 13, 2016 |
| #6 | -19.67% Nov 29, 2024 - Jul 1, 2025 | -10.62% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -15.27% Mar 2, 2015 - Apr 19, 2016 | -10.52% Jul 31, 2023 - Dec 11, 2023 |
| #8 | -13.21% May 9, 2006 - Dec 27, 2006 | -7.89% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -11.97% Mar 19, 2012 - Sep 13, 2012 | -6.90% Sep 18, 2014 - Oct 31, 2014 |
| #10 | -11.39% Mar 2, 2026 - Mar 30, 2026 | -6.04% Dec 31, 2013 - Feb 28, 2014 |
| #11 | -11.05% Jan 26, 2018 - Sep 14, 2018 | -5.75% Jul 16, 2024 - Aug 19, 2024 |
| #12 | -10.45% Jun 9, 2014 - Nov 6, 2014 | -5.75% Mar 28, 2024 - May 15, 2024 |
| #13 | -10.40% Jul 19, 2007 - Oct 9, 2007 | -5.22% Aug 2, 2013 - Oct 17, 2013 |
| #14 | -8.24% Jul 20, 2000 - Aug 21, 2000 | -5.18% Jun 23, 2016 - Jul 8, 2016 |
| #15 | -7.39% Oct 16, 2020 - Nov 6, 2020 | -5.05% May 21, 2013 - Jul 9, 2013 |
Correlation
Correlation between IYJ and QDF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IYJ vs QDF dividend yield comparison.
| Year | IYJ | QDF |
|---|---|---|
| 2026 | 0.17% | 0.23% |
| 2025 | 0.83% | 1.65% |
| 2024 | 0.88% | 1.93% |
| 2023 | 1.05% | 2.19% |
| 2022 | 1.05% | 2.45% |
| 2021 | 0.76% | 1.90% |
| 2020 | 1.01% | 2.38% |
| 2019 | 1.32% | 3.05% |
| 2018 | 1.43% | 4.29% |
| 2017 | 1.29% | 2.70% |
| 2016 | 1.38% | 3.07% |
| 2015 | 1.53% | 3.04% |
| 2014 | 1.46% | 2.70% |
| 2013 | 1.14% | 2.08% |
| 2012 | 1.66% | 0.49% |
| 2011 | 1.55% | 0.00% |
| 2010 | 1.55% | 0.00% |
| 2009 | 1.72% | 0.00% |
| 2008 | 2.31% | 0.00% |
| 2007 | 1.20% | 0.00% |
| 2006 | 1.07% | 0.00% |
| 2005 | 1.10% | 0.00% |
| 2004 | 0.82% | 0.00% |
| 2003 | 0.80% | 0.00% |
| 2002 | 0.96% | 0.00% |
| 2001 | 0.59% | 0.00% |
| 2000 | 0.50% | 0.00% |
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