PSET vs QDIV
Comparison between PRINCIPAL QUALITY ETF (PSET, ETF) and GLOBAL X S&P 500 QUALITY DIVIDEND ETF (QDIV, ETF).
5-Year PerformancePSET has outperformed QDIV, delivering a return of +8.6% compared to +6.3%
PSET vs QDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSET
$33M
QDIV
$33M
Expense Ratio
Winner
PSET
0.15%
QDIV
0.20%
Max Drawdown
Winner
PSET
34.74%
QDIV
41.54%
Sharpe Ratio
PSET
0.26
Winner
QDIV
0.92
5Y Beta
PSET
1.03
Winner
QDIV
0.56
P/E Ratio
PSET
25.86
Winner
QDIV
24.04
Forward P/E
PSET
21.69
Winner
QDIV
14.43
PEG Ratio
PSET
0.86
Winner
QDIV
0.72
5Y Dividends CAGR
PSET
-1.59%
Winner
QDIV
7.14%
5Y EPS CAGR
Winner
PSET
26.88%
QDIV
4.54%
Debt to Equity
Winner
PSET
5.19%
QDIV
117.59%
P/S Ratio
PSET
4.37
Winner
QDIV
1.34
P/B Ratio
PSET
5.75
Winner
QDIV
2.77
PSET vs QDIV - Holdings Comparison
PSET and QDIV have 4 common holdings. Overlap is 4.66%
PSET's top 25 holdings weight is 53.31%. QDIV's top 25 holdings weight is 47.48%.
| Rank | PSET | QDIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.95% | CORNING INC (GLW) - 2.92% |
| #2 | APPLE INC (AAPL) - 5.86% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 2.59% |
| #3 | MICROSOFT CORP (MSFT) - 3.68% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.23% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.37% | VALERO ENERGY CORP (VLO) - 2.07% |
| #5 | AMAZON.COM INC (AMZN) - 2.51% | JOHNSON & JOHNSON (JNJ) - 2.02% |
| #6 | APPLIED MATERIALS INC (AMAT) - 2.09% | HALLIBURTON CO (HAL) - 1.95% |
| #7 | VISA INC CLASS A (V) - 2.01% | BAKER HUGHES CO CLASS A (BKR) - 1.94% |
| #8 | PALO ALTO NETWORKS INC (PANW) - 2.00% | MERCK & CO INC (MRK) - 1.88% |
| #9 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.86% | HASBRO INC (HAS) - 1.87% |
| #10 | MASTERCARD INC CLASS A (MA) - 1.67% | GENERAL DYNAMICS CORP (GD) - 1.87% |
| #11 | GE AEROSPACE (GE) - 1.59% | T. ROWE PRICE GROUP INC (TROW) - 1.83% |
| #12 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.54% | MARATHON PETROLEUM CORP (MPC) - 1.82% |
| #13 | NETAPP INC (NTAP) - 1.51% | PHILLIPS 66 (PSX) - 1.82% |
| #14 | EATON CORP PLC (ETN) - 1.50% | QUALCOMM INC (QCOM) - 1.81% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.49% | MEDTRONIC PLC (MDT) - 1.81% |
| #16 | BROADCOM INC (AVGO) - 1.48% | SNAP-ON INC (SNA) - 1.76% |
| #17 | CUMMINS INC (CMI) - 1.48% | BLACKROCK INC (BLK) - 1.75% |
| #18 | SLB LTD (SLB) - 1.46% | CINCINNATI FINANCIAL CORP (CINF) - 1.75% |
| #19 | TJX COMPANIES INC (TJX) - 1.36% | STANLEY BLACK & DECKER INC (SWK) - 1.75% |
| #20 | NORTHERN TRUST CORP (NTRS) - 1.36% | GILEAD SCIENCES INC (GILD) - 1.72% |
| #21 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.33% | OMNICOM GROUP INC (OMC) - 1.67% |
| #22 | FEDEX CORP (FDX) - 1.33% | BEST BUY CO INC (BBY) - 1.67% |
| #23 | CBOE GLOBAL MARKETS INC (CBOE) - 1.32% | SLB LTD (SLB) - 1.67% |
| #24 | HOWMET AEROSPACE INC (HWM) - 1.29% | NIKE INC CLASS B (NKE) - 1.66% |
| #25 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.27% | UNION PACIFIC CORP (UNP) - 1.65% |
| Total Holdings | 72 | 66 |
PSET vs QDIV - Historical Returns
Returns include dividend reinvestment.
1M
PSET
+1.14%
Winner
QDIV
+1.42%
3M
Winner
PSET
+1.23%
QDIV
+0.10%
6M
PSET
-1.97%
Winner
QDIV
+8.42%
1Y
PSET
+6.38%
Winner
QDIV
+15.36%
5Y(CAGR)
Winner
PSET
+8.63%
QDIV
+6.28%
10Y(CAGR)
PSET
+12.62%
QDIV
N/A
Max(CAGR)
Winner
PSET
+12.63%
QDIV
+8.47%
PSET vs QDIV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSET | QDIV |
|---|---|---|
| 2026 | -1.29% | +8.07% |
| 2025 | +7.74% | +3.42% |
| 2024 | +19.06% | +9.87% |
| 2023 | +24.21% | +5.55% |
| 2022 | -15.17% | -1.36% |
| 2021 | +31.75% | +31.14% |
| 2020 | +15.73% | -0.34% |
| 2019 | +34.98% | +25.24% |
| 2018 | -2.29% | -12.20% |
| 2017 | +24.21% | N/A |
| 2016 | +5.66% | N/A |
PSET vs QDIV Drawdown Comparison
The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.
The maximum drawdown for QDIV was -41.21%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The current PSET drawdown is -3.57%. The current QDIV drawdown is -3.46%.
| Rank | PSET | QDIV |
|---|---|---|
| #1 | -34.74% Feb 19, 2020 - Aug 25, 2020 | -41.21% Jan 16, 2020 - Jan 6, 2021 |
| #2 | -25.61% Dec 31, 2021 - Dec 11, 2023 | -19.00% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -21.96% Jan 23, 2025 - Jul 24, 2025 | -18.53% Apr 20, 2022 - Feb 22, 2024 |
| #4 | -13.62% Sep 18, 2018 - Feb 25, 2019 | -16.80% Nov 29, 2024 - Jan 14, 2026 |
| #5 | -12.94% Jan 9, 2026 - Mar 30, 2026 | -9.76% Apr 23, 2019 - Oct 25, 2019 |
| #6 | -10.12% Jul 16, 2024 - Sep 24, 2024 | -7.97% Feb 11, 2026 - Mar 20, 2026 |
| #7 | -8.04% Jan 26, 2018 - Aug 6, 2018 | -5.97% Nov 16, 2021 - Dec 27, 2021 |
| #8 | -7.59% Sep 3, 2021 - Nov 4, 2021 | -5.97% Jun 8, 2021 - Oct 14, 2021 |
| #9 | -7.55% Sep 2, 2020 - Oct 13, 2020 | -5.90% Jan 14, 2022 - Mar 25, 2022 |
| #10 | -7.43% Mar 22, 2024 - Jun 12, 2024 | -5.48% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -6.73% Oct 14, 2020 - Nov 5, 2020 | -3.76% Jul 30, 2024 - Aug 19, 2024 |
| #12 | -5.98% Aug 23, 2016 - Jan 19, 2017 | -3.20% Mar 29, 2022 - Apr 20, 2022 |
| #13 | -5.85% Jul 26, 2019 - Sep 19, 2019 | -3.19% Jan 14, 2021 - Feb 5, 2021 |
| #14 | -5.80% Oct 27, 2025 - Jan 6, 2026 | -3.12% Feb 24, 2021 - Mar 8, 2021 |
| #15 | -5.29% Apr 30, 2019 - Jun 13, 2019 | -3.04% Mar 15, 2021 - Mar 26, 2021 |
Correlation
Correlation between PSET and QDIV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
PSET vs QDIV dividend yield comparison.
| Year | PSET | QDIV |
|---|---|---|
| 2026 | 0.19% | 1.24% |
| 2025 | 0.59% | 3.13% |
| 2024 | 0.69% | 2.88% |
| 2023 | 0.85% | 3.26% |
| 2022 | 1.47% | 3.02% |
| 2021 | 0.89% | 2.44% |
| 2020 | 1.09% | 3.06% |
| 2019 | 1.52% | 2.84% |
| 2018 | 1.33% | 1.30% |
| 2017 | 1.02% | 0.00% |
| 2016 | 1.26% | 0.00% |
Select Stocks to Compare
Popular: PSET vs SPYQDIV vs SPY
More Comparisons
Compare with similar stocks