QDF vs ARTY
Comparison between FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
5-Year PerformanceARTY has outperformed QDF, delivering a return of +11.2% compared to +11.2%
QDF vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QDF
$2B
Winner
ARTY
$2.10B
Expense Ratio
Winner
QDF
0.39%
ARTY
0.47%
Max Drawdown
Winner
QDF
37.16%
ARTY
55.76%
Sharpe Ratio
QDF
2.01
Winner
ARTY
2.49
5Y Beta
Winner
QDF
0.88
ARTY
1.55
P/E Ratio
Winner
QDF
22.17
ARTY
62.29
Forward P/E
Winner
QDF
17.20
ARTY
24.21
PEG Ratio
Winner
QDF
0.18
ARTY
0.27
5Y Dividends CAGR
QDF
1.72%
Winner
ARTY
8.09%
5Y EPS CAGR
QDF
23.14%
ARTY
N/A
Debt to Equity
Winner
QDF
-64.16%
ARTY
83.43%
P/S Ratio
Winner
QDF
3.68
ARTY
7.22
P/B Ratio
Winner
QDF
4.73
ARTY
10.52
QDF vs ARTY - Holdings Comparison
QDF and ARTY have 5 common holdings. Overlap is 11.21%
QDF's top 25 holdings weight is 57.17%. ARTY's top 25 holdings weight is 78.97%.
| Rank | QDF | ARTY |
|---|---|---|
| #1 | APPLE INC (AAPL) - 8.09% | MARVELL TECHNOLOGY INC (MRVL) - 6.05% |
| #2 | NVIDIA CORP (NVDA) - 6.43% | ADVANCED MICRO DEVICES INC (AMD) - 5.86% |
| #3 | BROADCOM INC (AVGO) - 3.76% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 5.33% |
| #4 | MICROSOFT CORP (MSFT) - 3.68% | MICRON TECHNOLOGY INC (MU) - 4.79% |
| #5 | JOHNSON & JOHNSON (JNJ) - 3.01% | n/a (n/a) - 4.56% |
| #6 | ABBVIE INC (ABBV) - 2.77% | NVIDIA CORP (NVDA) - 4.36% |
| #7 | CISCO SYSTEMS INC (CSCO) - 2.53% | BROADCOM INC (AVGO) - 4.34% |
| #8 | LAM RESEARCH CORP (LRCX) - 2.33% | ORACLE CORP (ORCL) - 4.05% |
| #9 | GE AEROSPACE (GE) - 2.33% | NAVER CORP (n/a) - 3.54% |
| #10 | PROCTER & GAMBLE CO (PG) - 2.28% | SK HYNIX INC (n/a) - 3.19% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 2.20% | GLOBAL UNICHIP CORP (n/a) - 3.11% |
| #12 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.87% | SUPER MICRO COMPUTER INC (SMCI) - 2.71% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.76% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.67% |
| #14 | KLA CORP (KLAC) - 1.60% | ARISTA NETWORKS INC (ANET) - 2.55% |
| #15 | GE VERNOVA INC (GEV) - 1.54% | ADVANTEST CORP (n/a) - 2.49% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.53% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.42% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.34% | WESTERN DIGITAL CORP (WDC) - 2.38% |
| #18 | PFIZER INC (PFE) - 1.21% | SCHNEIDER ELECTRIC SE (n/a) - 2.30% |
| #19 | QUALCOMM INC (QCOM) - 1.11% | MICROSOFT CORP (MSFT) - 2.18% |
| #20 | UNION PACIFIC CORP (UNP) - 1.11% | n/a (PLTR) - 1.86% |
| #21 | CASH (n/a) - 0.96% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.82% |
| #22 | ACCENTURE PLC CLASS A (ACN) - 0.94% | CONSTELLATION ENERGY CORP (CEG) - 1.71% |
| #23 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.94% | ACCENTURE PLC CLASS A (ACN) - 1.63% |
| #24 | THE HOME DEPOT INC (HD) - 0.93% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.56% |
| #25 | INTUIT INC (INTU) - 0.92% | BLOOM ENERGY CORP CLASS A (BE) - 1.51% |
| Total Holdings | 126 | 73 |
QDF vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
QDF
+6.30%
Winner
ARTY
+34.37%
3M
QDF
+4.04%
Winner
ARTY
+32.19%
6M
QDF
+10.70%
Winner
ARTY
+41.93%
1Y
QDF
+30.52%
Winner
ARTY
+98.78%
5Y(CAGR)
QDF
+11.20%
Winner
ARTY
+11.22%
10Y(CAGR)
QDF
+12.14%
ARTY
N/A
Max(CAGR)
QDF
+12.53%
Winner
ARTY
+15.38%
QDF vs ARTY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | QDF | ARTY |
|---|---|---|
| 2026 | +7.12% | +37.81% |
| 2025 | +16.90% | +29.45% |
| 2024 | +17.35% | +10.75% |
| 2023 | +20.23% | +35.02% |
| 2022 | -12.32% | -38.41% |
| 2021 | +28.22% | +6.59% |
| 2020 | +4.57% | +45.71% |
| 2019 | +25.67% | +33.74% |
| 2018 | -8.42% | -14.31% |
| 2017 | +16.35% | N/A |
| 2016 | +18.28% | N/A |
| 2015 | -0.87% | N/A |
| 2014 | +12.97% | N/A |
| 2013 | +33.51% | N/A |
| 2012 | -1.59% | N/A |
QDF vs ARTY Drawdown Comparison
The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current QDF drawdown is -0.44%.
| Rank | QDF | ARTY |
|---|---|---|
| #1 | -36.64% Feb 12, 2020 - Dec 1, 2020 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -22.06% Jan 4, 2022 - Jul 19, 2023 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -19.87% Sep 21, 2018 - Oct 21, 2019 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -18.01% Dec 2, 2024 - Jun 27, 2025 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -13.20% May 21, 2015 - Apr 13, 2016 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #6 | -10.62% Jan 26, 2018 - Aug 21, 2018 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #7 | -10.52% Jul 31, 2023 - Dec 11, 2023 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #8 | -7.89% Feb 25, 2026 - Apr 17, 2026 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #9 | -6.90% Sep 18, 2014 - Oct 31, 2014 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #10 | -6.04% Dec 31, 2013 - Feb 28, 2014 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #11 | -5.75% Jul 16, 2024 - Aug 19, 2024 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #12 | -5.75% Mar 28, 2024 - May 15, 2024 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #13 | -5.22% Aug 2, 2013 - Oct 17, 2013 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
| #14 | -5.18% Jun 23, 2016 - Jul 8, 2016 | -3.04% Aug 29, 2018 - Sep 26, 2018 |
| #15 | -5.05% May 21, 2013 - Jul 9, 2013 | -3.01% Nov 6, 2020 - Nov 16, 2020 |
Correlation
Correlation between QDF and ARTY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2012 - 2026)
QDF vs ARTY dividend yield comparison.
| Year | QDF | ARTY |
|---|---|---|
| 2026 | 0.23% | 0.00% |
| 2025 | 1.65% | 0.00% |
| 2024 | 1.93% | 0.50% |
| 2023 | 2.19% | 0.88% |
| 2022 | 2.45% | 0.75% |
| 2021 | 1.90% | 2.41% |
| 2020 | 2.38% | 0.53% |
| 2019 | 3.05% | 0.69% |
| 2018 | 4.29% | 0.34% |
| 2017 | 2.70% | 0.00% |
| 2016 | 3.07% | 0.00% |
| 2015 | 3.04% | 0.00% |
| 2014 | 2.70% | 0.00% |
| 2013 | 2.08% | 0.00% |
| 2012 | 0.49% | 0.00% |
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