QDEF vs CFA
Comparison between FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND (QDEF, ETF) and VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF).
5-Year PerformanceQDEF has outperformed CFA, delivering a return of +12.4% compared to +8.0%
QDEF vs CFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QDEF
$535M
CFA
$534M
Expense Ratio
QDEF
0.39%
Winner
CFA
0.35%
Max Drawdown
Winner
QDEF
36.22%
CFA
37.86%
Sharpe Ratio
Winner
QDEF
1.49
CFA
0.82
5Y Beta
Winner
QDEF
0.71
CFA
0.73
P/E Ratio
Winner
QDEF
21.74
CFA
23.04
Forward P/E
Winner
QDEF
17.69
CFA
17.82
PEG Ratio
Winner
QDEF
0.27
CFA
0.32
5Y Dividends CAGR
QDEF
4.26%
Winner
CFA
13.45%
5Y EPS CAGR
Winner
QDEF
23.65%
CFA
12.55%
Debt to Equity
QDEF
20.80%
Winner
CFA
12.91%
P/S Ratio
QDEF
3.39
Winner
CFA
1.99
P/B Ratio
QDEF
5.16
Winner
CFA
3.47
QDEF vs CFA - Holdings Comparison
QDEF and CFA have 78 common holdings. Overlap is 14.15%
QDEF's top 25 holdings weight is 56.68%. CFA's top 25 holdings weight is 8.84%.
| Rank | QDEF | CFA |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.57% | ALLIANT ENERGY CORP (LNT) - 0.40% |
| #2 | NVIDIA CORP (NVDA) - 6.61% | PALO ALTO NETWORKS INC (PANW) - 0.40% |
| #3 | BROADCOM INC (AVGO) - 4.74% | LOEWS CORP (L) - 0.40% |
| #4 | MICROSOFT CORP (MSFT) - 3.39% | DUKE ENERGY CORP (DUK) - 0.39% |
| #5 | ABBVIE INC (ABBV) - 3.10% | WEC ENERGY GROUP INC (WEC) - 0.39% |
| #6 | JOHNSON & JOHNSON (JNJ) - 2.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.39% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.52% | EVERGY INC (EVRG) - 0.39% |
| #8 | PROCTER & GAMBLE CO (PG) - 2.45% | FIRSTENERGY CORP (FE) - 0.39% |
| #9 | CISCO SYSTEMS INC (CSCO) - 2.26% | AMEREN CORP (AEE) - 0.38% |
| #10 | KLA CORP (KLAC) - 2.08% | DTE ENERGY CO (DTE) - 0.37% |
| #11 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.07% | CMS ENERGY CORP (CMS) - 0.36% |
| #12 | ALPHABET INC CLASS C (GOOG) - 2.02% | COCA-COLA CO (KO) - 0.36% |
| #13 | JPMORGAN CHASE & CO (JPM) - 2.01% | CENTERPOINT ENERGY INC (CNP) - 0.36% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.57% | BANK OF NEW YORK MELLON CORP (BNY) - 0.35% |
| #15 | QUALCOMM INC (QCOM) - 1.43% | LINDE PLC (LIN) - 0.35% |
| #16 | TJX COMPANIES INC (TJX) - 1.20% | ATMOS ENERGY CORP (ATO) - 0.35% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.13% | AFLAC INC (AFL) - 0.35% |
| #18 | CONOCOPHILLIPS (COP) - 0.99% | SOUTHERN CO (SO) - 0.35% |
| #19 | ELI LILLY AND CO (LLY) - 0.89% | ENTERGY CORP (ETR) - 0.34% |
| #20 | ALTRIA GROUP INC (MO) - 0.87% | DOMINION ENERGY INC (D) - 0.34% |
| #21 | GE VERNOVA INC (GEV) - 0.83% | ROSS STORES INC (ROST) - 0.29% |
| #22 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.83% | PRUDENTIAL FINANCIAL INC (PRU) - 0.29% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 0.77% | SNAP-ON INC (SNA) - 0.29% |
| #24 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 0.74% | COSTCO WHOLESALE CORP (COST) - 0.28% |
| #25 | NEWMONT CORP (NEM) - 0.73% | M&T BANK CORP (MTB) - 0.28% |
| Total Holdings | 136 | 461 |
QDEF vs CFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QDEF
+2.43%
CFA
+1.37%
3M
Winner
QDEF
+5.85%
CFA
+3.55%
6M
Winner
QDEF
+9.28%
CFA
+5.57%
1Y
Winner
QDEF
+19.36%
CFA
+13.18%
5Y(CAGR)
Winner
QDEF
+12.44%
CFA
+8.04%
10Y(CAGR)
Winner
QDEF
+11.98%
CFA
+11.40%
Max(CAGR)
Winner
QDEF
+12.71%
CFA
+10.48%
QDEF vs CFA - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QDEF | CFA |
|---|---|---|
| 2026 | +9.57% | +8.68% |
| 2025 | +17.60% | +8.76% |
| 2024 | +21.27% | +15.26% |
| 2023 | +17.68% | +11.98% |
| 2022 | -10.90% | -10.96% |
| 2021 | +27.71% | +27.98% |
| 2020 | +3.01% | +11.49% |
| 2019 | +25.36% | +31.11% |
| 2018 | -4.43% | -9.01% |
| 2017 | +16.51% | +21.65% |
| 2016 | +16.55% | +16.93% |
| 2015 | +0.02% | +0.12% |
| 2014 | +15.03% | +4.74% |
| 2013 | +33.47% | N/A |
| 2012 | -2.51% | N/A |
QDEF vs CFA Drawdown Comparison
The maximum drawdown for QDEF was -35.71%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The current QDEF drawdown is -0.30%. The current CFA drawdown is -1.04%.
| Rank | QDEF | CFA |
|---|---|---|
| #1 | -35.71% Feb 12, 2020 - Dec 17, 2020 | -37.73% Feb 19, 2020 - Nov 5, 2020 |
| #2 | -21.38% Dec 29, 2021 - Jul 19, 2023 | -20.87% Dec 29, 2021 - Jan 29, 2024 |
| #3 | -16.85% Sep 21, 2018 - Mar 21, 2019 | -20.84% Sep 20, 2018 - Apr 30, 2019 |
| #4 | -14.44% Dec 2, 2024 - Jun 12, 2025 | -17.28% Nov 29, 2024 - Aug 22, 2025 |
| #5 | -12.04% May 21, 2015 - Mar 31, 2016 | -14.17% Jun 23, 2015 - Apr 27, 2016 |
| #6 | -9.87% Jan 26, 2018 - Aug 3, 2018 | -9.12% Jan 26, 2018 - Aug 17, 2018 |
| #7 | -8.96% Jul 28, 2023 - Dec 8, 2023 | -7.52% Sep 17, 2014 - Oct 29, 2014 |
| #8 | -6.95% Feb 9, 2026 - Apr 17, 2026 | -7.13% Mar 2, 2026 - Jun 2, 2026 |
| #9 | -6.44% Apr 30, 2019 - Jun 20, 2019 | -6.65% Jun 8, 2016 - Jul 11, 2016 |
| #10 | -6.10% Sep 3, 2014 - Oct 28, 2014 | -6.21% Jul 26, 2019 - Oct 29, 2019 |
| #11 | -5.92% Dec 31, 2013 - Feb 28, 2014 | -5.85% Apr 30, 2019 - Jun 20, 2019 |
| #12 | -5.83% Jul 29, 2019 - Oct 25, 2019 | -5.54% Nov 16, 2021 - Dec 27, 2021 |
| #13 | -5.60% Sep 3, 2021 - Nov 2, 2021 | -5.53% Mar 28, 2024 - Jul 12, 2024 |
| #14 | -5.59% Aug 15, 2016 - Nov 21, 2016 | -5.29% Nov 26, 2014 - Dec 29, 2014 |
| #15 | -5.26% Mar 28, 2024 - May 15, 2024 | -5.13% Sep 2, 2021 - Oct 21, 2021 |
Correlation
Correlation between QDEF and CFA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2012 - 2026)
QDEF vs CFA dividend yield comparison.
| Year | QDEF | CFA |
|---|---|---|
| 2026 | 0.61% | 0.64% |
| 2025 | 1.74% | 1.29% |
| 2024 | 1.85% | 1.32% |
| 2023 | 2.21% | 1.42% |
| 2022 | 2.42% | 1.59% |
| 2021 | 1.84% | 1.04% |
| 2020 | 2.50% | 1.21% |
| 2019 | 3.17% | 1.35% |
| 2018 | 7.10% | 1.50% |
| 2017 | 2.70% | 1.15% |
| 2016 | 2.90% | 1.37% |
| 2015 | 3.00% | 1.31% |
| 2014 | 2.52% | 0.63% |
| 2013 | 2.12% | 0.00% |
| 2012 | 0.49% | 0.00% |
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