QDEF vs IPKW
Comparison between FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND (QDEF, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
5-Year PerformanceQDEF has outperformed IPKW, delivering a return of +12.3% compared to +8.8%
QDEF vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QDEF
$530M
IPKW
$530M
Expense Ratio
Winner
QDEF
0.39%
IPKW
0.55%
Max Drawdown
Winner
QDEF
36.22%
IPKW
50.31%
Sharpe Ratio
Winner
QDEF
1.69
IPKW
1.30
5Y Beta
QDEF
0.72
Winner
IPKW
0.71
P/E Ratio
QDEF
21.64
IPKW
N/A
Forward P/E
QDEF
17.88
IPKW
N/A
PEG Ratio
QDEF
0.25
IPKW
N/A
5Y Dividends CAGR
QDEF
2.83%
Winner
IPKW
26.91%
5Y EPS CAGR
QDEF
25.34%
IPKW
N/A
Debt to Equity
QDEF
17.51%
IPKW
N/A
P/S Ratio
QDEF
3.32
IPKW
N/A
P/B Ratio
QDEF
5.01
IPKW
N/A
QDEF vs IPKW - Holdings Comparison
QDEF and IPKW have 1 common holdings. Overlap is -0.01%
QDEF's top 25 holdings weight is 57.70%. IPKW's top 25 holdings weight is 66.59%.
| Rank | QDEF | IPKW |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.42% | ING GROEP NV (n/a) - 5.75% |
| #2 | NVIDIA CORP (NVDA) - 7.06% | UNICREDIT SPA (n/a) - 5.72% |
| #3 | BROADCOM INC (AVGO) - 5.47% | STANDARD CHARTERED PLC (n/a) - 4.86% |
| #4 | MICROSOFT CORP (MSFT) - 3.78% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 4.77% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.68% | TOTALENERGIES SE (TTE:XPAR) - 4.53% |
| #6 | ABBVIE INC (ABBV) - 2.60% | SHELL PLC (n/a) - 4.21% |
| #7 | JOHNSON & JOHNSON (JNJ) - 2.51% | HONDA MOTOR CO LTD (n/a) - 3.96% |
| #8 | CISCO SYSTEMS INC (CSCO) - 2.35% | EQUINOR ASA (n/a) - 3.16% |
| #9 | PROCTER & GAMBLE CO (PG) - 2.35% | BAIDU INC (n/a) - 2.76% |
| #10 | ALPHABET INC CLASS C (GOOG) - 2.14% | AIB GROUP PLC (n/a) - 2.38% |
| #11 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.05% | VODAFONE GROUP PLC (n/a) - 2.32% |
| #12 | KLA CORP (KLAC) - 1.93% | SOMPO HOLDINGS INC (n/a) - 2.24% |
| #13 | QUALCOMM INC (QCOM) - 1.91% | NN GROUP NV (n/a) - 2.11% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.86% | ENEOS HOLDINGS INC (n/a) - 2.06% |
| #15 | MERCK & CO INC (MRK) - 1.39% | SAAB AB CLASS B (n/a) - 1.91% |
| #16 | TJX COMPANIES INC (TJX) - 1.26% | BANCO DE SABADELL SA (n/a) - 1.84% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.12% | BANK OF IRELAND GROUP PLC (n/a) - 1.73% |
| #18 | CONOCOPHILLIPS (COP) - 1.07% | n/a (n/a) - 1.67% |
| #19 | ALTRIA GROUP INC (MO) - 0.88% | TOKYO GAS CO LTD (n/a) - 1.42% |
| #20 | NEWMONT CORP (NEM) - 0.87% | NIPPON YUSEN KABUSHIKI KAISHA (n/a) - 1.26% |
| #21 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.84% | MIRAE ASSET SECURITIES CO LTD (n/a) - 1.25% |
| #22 | GE VERNOVA INC (GEV) - 0.83% | IMPERIAL OIL LTD (IMO) - 1.24% |
| #23 | LOCKHEED MARTIN CORP (LMT) - 0.80% | CENTRICA PLC (n/a) - 1.23% |
| #24 | CASH (n/a) - 0.77% | T&D HOLDINGS INC (n/a) - 1.19% |
| #25 | ELI LILLY AND CO (LLY) - 0.76% | KOREA ZINC CO LTD (n/a) - 1.02% |
| Total Holdings | 135 | 178 |
QDEF vs IPKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QDEF
+1.78%
IPKW
-1.95%
3M
Winner
QDEF
+4.71%
IPKW
+3.25%
6M
QDEF
+7.40%
Winner
IPKW
+8.48%
1Y
QDEF
+22.02%
Winner
IPKW
+23.28%
5Y(CAGR)
Winner
QDEF
+12.33%
IPKW
+8.84%
10Y(CAGR)
Winner
QDEF
+12.18%
IPKW
+11.20%
Max(CAGR)
Winner
QDEF
+12.64%
IPKW
+10.17%
QDEF vs IPKW - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QDEF | IPKW |
|---|---|---|
| 2026 | +7.02% | +3.18% |
| 2025 | +17.60% | +46.10% |
| 2024 | +21.27% | +11.33% |
| 2023 | +17.68% | +15.49% |
| 2022 | -10.90% | -13.61% |
| 2021 | +27.71% | +11.57% |
| 2020 | +3.01% | +15.28% |
| 2019 | +25.36% | +19.76% |
| 2018 | -4.43% | -21.98% |
| 2017 | +16.51% | +33.30% |
| 2016 | +16.55% | +13.54% |
| 2015 | +0.02% | +7.30% |
| 2014 | +15.03% | -0.62% |
| 2013 | +33.47% | N/A |
| 2012 | -2.51% | N/A |
QDEF vs IPKW Drawdown Comparison
The maximum drawdown for QDEF was -35.71%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current QDEF drawdown is -1.84%. The current IPKW drawdown is -4.00%.
| Rank | QDEF | IPKW |
|---|---|---|
| #1 | -35.71% Feb 12, 2020 - Dec 17, 2020 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -21.38% Dec 29, 2021 - Jul 19, 2023 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -16.85% Sep 21, 2018 - Mar 21, 2019 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -14.44% Dec 2, 2024 - Jun 12, 2025 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -12.04% May 21, 2015 - Mar 31, 2016 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -9.87% Jan 26, 2018 - Aug 3, 2018 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -8.96% Jul 28, 2023 - Dec 8, 2023 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -6.95% Feb 9, 2026 - Apr 17, 2026 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -6.44% Apr 30, 2019 - Jun 20, 2019 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -6.10% Sep 3, 2014 - Oct 28, 2014 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -5.92% Dec 31, 2013 - Feb 28, 2014 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -5.83% Jul 29, 2019 - Oct 25, 2019 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #13 | -5.60% Sep 3, 2021 - Nov 2, 2021 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #14 | -5.59% Aug 15, 2016 - Nov 21, 2016 | -4.71% May 7, 2021 - May 27, 2021 |
| #15 | -5.26% Mar 28, 2024 - May 15, 2024 | -4.53% May 31, 2024 - Jul 5, 2024 |
Correlation
Correlation between QDEF and IPKW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
QDEF vs IPKW dividend yield comparison.
| Year | QDEF | IPKW |
|---|---|---|
| 2026 | 0.23% | 0.99% |
| 2025 | 1.74% | 3.55% |
| 2024 | 1.85% | 4.12% |
| 2023 | 2.21% | 2.66% |
| 2022 | 2.42% | 3.77% |
| 2021 | 1.84% | 7.37% |
| 2020 | 2.50% | 1.45% |
| 2019 | 3.17% | 2.41% |
| 2018 | 7.10% | 2.61% |
| 2017 | 2.70% | 0.93% |
| 2016 | 2.90% | 2.82% |
| 2015 | 3.00% | 1.31% |
| 2014 | 2.52% | 1.41% |
| 2013 | 2.12% | 0.00% |
| 2012 | 0.49% | 0.00% |
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