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QUAL vs VTEB

Comparison between ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF) and VANGUARD TAX-EXEMPT BOND INDEX FUND ETF SHARES (VTEB, ETF).

5-Year PerformanceQUAL has outperformed VTEB, delivering a return of +11.5% compared to +1.0%

QUAL vs VTEB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QUAL
$47B
Winner
VTEB
$48B
Expense Ratio
QUAL
0.15%
Winner
VTEB
0.03%
Max Drawdown
QUAL
34.06%
Winner
VTEB
17.00%
Sharpe Ratio
Winner
QUAL
1.42
VTEB
1.05
5Y Beta
QUAL
0.90
Winner
VTEB
0.03
P/E Ratio
QUAL
27.87
VTEB
N/A
Forward P/E
QUAL
22.99
VTEB
N/A
PEG Ratio
QUAL
0.80
VTEB
N/A
5Y Dividends CAGR
QUAL
1.38%
Winner
VTEB
10.53%
5Y EPS CAGR
QUAL
25.34%
VTEB
N/A
Debt to Equity
QUAL
55.98%
VTEB
N/A
P/S Ratio
QUAL
4.44
VTEB
N/A
P/B Ratio
QUAL
7.36
VTEB
N/A

QUAL vs VTEB - Historical Returns

Returns include dividend reinvestment.

1M
QUAL
-0.38%
Winner
VTEB
+1.50%
3M
Winner
QUAL
+10.48%
VTEB
+2.61%
6M
Winner
QUAL
+6.48%
VTEB
+1.94%
1Y
Winner
QUAL
+19.82%
VTEB
+6.78%
5Y(CAGR)
Winner
QUAL
+11.55%
VTEB
+0.97%
10Y(CAGR)
Winner
QUAL
+14.49%
VTEB
+1.98%
Max(CAGR)
Winner
QUAL
+13.55%
VTEB
+2.44%

QUAL vs VTEB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearQUALVTEB
2026+7.45%+1.66%
2025+12.95%+3.58%
2024+23.18%+1.63%
2023+31.26%+5.87%
2022-20.28%-7.95%
2021+28.99%+1.14%
2020+16.02%+5.08%
2019+33.96%+7.32%
2018-6.11%+1.20%
2017+21.39%+5.10%
2016+10.84%+0.06%
2015+5.47%+2.44%
2014+12.54%N/A
2013+13.45%N/A

QUAL vs VTEB Drawdown Comparison

The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The maximum drawdown for VTEB was -17.00%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The current QUAL drawdown is -2.74%. The current VTEB drawdown is -0.17%.

RankQUALVTEB
#1-34.06%
Feb 19, 2020 - Aug 12, 2020
-17.00%
Mar 9, 2020 - Jul 30, 2020
#2-28.22%
Dec 29, 2021 - Dec 11, 2023
-12.64%
Jul 22, 2021 - Dec 4, 2024
#3-20.46%
Sep 21, 2018 - Apr 5, 2019
-5.82%
Jul 5, 2016 - Aug 23, 2017
#4-18.00%
Dec 4, 2024 - Jul 23, 2025
-4.76%
Dec 6, 2024 - Sep 11, 2025
#5-11.49%
Jul 20, 2015 - Oct 28, 2015
-2.71%
Feb 27, 2026 - Mar 24, 2026
#6-11.20%
Nov 3, 2015 - Apr 1, 2016
-2.27%
Dec 6, 2017 - Dec 7, 2018
#7-9.92%
Jan 26, 2018 - Aug 20, 2018
-2.04%
Feb 10, 2021 - Jun 4, 2021
#8-9.03%
Feb 25, 2026 - Apr 17, 2026
-1.57%
Aug 15, 2019 - Jan 3, 2020
#9-8.69%
Sep 2, 2020 - Nov 9, 2020
-1.40%
Aug 10, 2020 - Nov 19, 2020
#10-7.63%
Jul 16, 2024 - Aug 21, 2024
-1.14%
Sep 8, 2017 - Dec 6, 2017
#11-7.40%
Aug 30, 2021 - Oct 29, 2021
-0.95%
Feb 11, 2016 - Apr 5, 2016
#12-6.92%
Apr 23, 2019 - Jun 20, 2019
-0.82%
Aug 25, 2015 - Sep 24, 2015
#13-6.63%
Sep 19, 2014 - Oct 30, 2014
-0.63%
Jun 16, 2016 - Jun 24, 2016
#14-6.58%
Mar 21, 2024 - May 15, 2024
-0.54%
Oct 30, 2015 - Nov 20, 2015
#15-6.46%
Jan 21, 2014 - Feb 26, 2014
-0.52%
Jun 10, 2021 - Jul 7, 2021

Correlation

Correlation between QUAL and VTEB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2013 - 2026)

QUAL vs VTEB dividend yield comparison.

YearQUALVTEB
20260.38%1.41%
20250.94%3.29%
20241.02%3.14%
20231.23%2.79%
20221.59%2.09%
20211.20%1.64%
20201.39%1.99%
20191.60%2.30%
20182.00%2.25%
20171.76%1.96%
20161.96%1.66%
20151.63%0.58%
20141.35%0.00%
20130.63%0.00%

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