QUAL vs IEF
Comparison between ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF) and ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF).
5-Year PerformanceQUAL has outperformed IEF, delivering a return of +11.2% compared to -1.7%
QUAL vs IEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QUAL
$47B
Winner
IEF
$47B
Expense Ratio
QUAL
0.15%
IEF
0.15%
Max Drawdown
QUAL
34.06%
Winner
IEF
27.72%
Sharpe Ratio
Winner
QUAL
1.27
IEF
-0.59
5Y Beta
QUAL
0.89
Winner
IEF
0.01
P/E Ratio
QUAL
28.30
IEF
N/A
Forward P/E
QUAL
23.92
IEF
N/A
PEG Ratio
QUAL
0.74
IEF
N/A
5Y Dividends CAGR
QUAL
1.38%
Winner
IEF
29.32%
5Y EPS CAGR
QUAL
25.44%
IEF
N/A
Debt to Equity
QUAL
60.88%
IEF
N/A
P/S Ratio
QUAL
5.00
IEF
N/A
P/B Ratio
QUAL
7.88
IEF
N/A
QUAL vs IEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QUAL
+2.33%
IEF
-0.18%
3M
Winner
QUAL
+5.11%
IEF
-0.04%
6M
Winner
QUAL
+9.64%
IEF
-2.50%
1Y
Winner
QUAL
+20.78%
IEF
+1.29%
5Y(CAGR)
Winner
QUAL
+11.15%
IEF
-1.75%
10Y(CAGR)
Winner
QUAL
+14.25%
IEF
+0.44%
Max(CAGR)
Winner
QUAL
+13.77%
IEF
+3.34%
QUAL vs IEF - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | QUAL | IEF |
|---|---|---|
| 2026 | +12.50% | -1.16% |
| 2025 | +12.95% | +7.97% |
| 2024 | +23.18% | -0.26% |
| 2023 | +31.26% | +2.84% |
| 2022 | -20.28% | -14.36% |
| 2021 | +28.99% | -3.35% |
| 2020 | +16.02% | +9.50% |
| 2019 | +33.96% | +7.80% |
| 2018 | -6.11% | +1.32% |
| 2017 | +21.39% | +2.60% |
| 2016 | +10.84% | +0.58% |
| 2015 | +5.47% | +1.00% |
| 2014 | +12.54% | +8.64% |
| 2013 | +13.45% | -5.66% |
| 2012 | N/A | +4.33% |
| 2011 | N/A | +16.00% |
| 2010 | N/A | +9.10% |
| 2009 | N/A | -5.23% |
| 2008 | N/A | +17.07% |
| 2007 | N/A | +10.05% |
| 2006 | N/A | +2.53% |
| 2005 | N/A | +2.44% |
| 2004 | N/A | +4.97% |
| 2003 | N/A | +3.73% |
| 2002 | N/A | +6.25% |
QUAL vs IEF Drawdown Comparison
The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current QUAL drawdown is -1.74%. The current IEF drawdown is -11.87%.
| Rank | QUAL | IEF |
|---|---|---|
| #1 | -34.06% Feb 19, 2020 - Aug 12, 2020 | -23.92% Aug 4, 2020 - Oct 19, 2023 |
| #2 | -28.22% Dec 29, 2021 - Dec 11, 2023 | -10.40% Dec 30, 2008 - Jun 28, 2010 |
| #3 | -20.46% Sep 21, 2018 - Apr 5, 2019 | -9.07% May 1, 2013 - Oct 14, 2014 |
| #4 | -18.00% Dec 4, 2024 - Jul 23, 2025 | -8.81% Jul 8, 2016 - May 28, 2019 |
| #5 | -11.49% Jul 20, 2015 - Oct 28, 2015 | -8.53% Jun 13, 2003 - Mar 16, 2004 |
| #6 | -11.20% Nov 3, 2015 - Apr 1, 2016 | -8.01% Oct 11, 2010 - Jul 13, 2011 |
| #7 | -9.92% Jan 26, 2018 - Aug 20, 2018 | -7.21% Mar 16, 2004 - Sep 22, 2004 |
| #8 | -9.03% Feb 25, 2026 - Apr 17, 2026 | -6.18% Mar 20, 2008 - Sep 15, 2008 |
| #9 | -8.69% Sep 2, 2020 - Nov 9, 2020 | -5.37% Sep 17, 2008 - Nov 19, 2008 |
| #10 | -7.63% Jul 16, 2024 - Aug 21, 2024 | -5.35% Jan 30, 2015 - Jan 28, 2016 |
| #11 | -7.40% Aug 30, 2021 - Oct 29, 2021 | -4.91% Jun 1, 2005 - Sep 21, 2006 |
| #12 | -6.92% Apr 23, 2019 - Jun 20, 2019 | -4.68% Mar 9, 2020 - Apr 1, 2020 |
| #13 | -6.63% Sep 19, 2014 - Oct 30, 2014 | -4.40% Sep 22, 2011 - Dec 19, 2011 |
| #14 | -6.58% Mar 21, 2024 - May 15, 2024 | -4.03% Oct 9, 2002 - Feb 13, 2003 |
| #15 | -6.46% Jan 21, 2014 - Feb 26, 2014 | -3.91% Feb 9, 2005 - May 5, 2005 |
Correlation
Correlation between QUAL and IEF is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.44
-101
Dividend Comparison (2002 - 2026)
QUAL vs IEF dividend yield comparison.
| Year | QUAL | IEF |
|---|---|---|
| 2026 | 0.36% | 2.34% |
| 2025 | 0.94% | 3.77% |
| 2024 | 1.02% | 3.62% |
| 2023 | 1.23% | 2.91% |
| 2022 | 1.59% | 1.96% |
| 2021 | 1.20% | 0.83% |
| 2020 | 1.39% | 1.08% |
| 2019 | 1.60% | 2.08% |
| 2018 | 2.00% | 2.24% |
| 2017 | 1.76% | 1.82% |
| 2016 | 1.96% | 1.81% |
| 2015 | 1.63% | 1.90% |
| 2014 | 1.35% | 2.05% |
| 2013 | 0.63% | 1.77% |
| 2012 | 0.00% | 1.79% |
| 2011 | 0.00% | 2.55% |
| 2010 | 0.00% | 3.24% |
| 2009 | 0.00% | 3.96% |
| 2008 | 0.00% | 3.71% |
| 2007 | 0.00% | 4.29% |
| 2006 | 0.00% | 4.23% |
| 2005 | 0.00% | 3.87% |
| 2004 | 0.00% | 3.74% |
| 2003 | 0.00% | 3.80% |
| 2002 | 0.00% | 2.07% |
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