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AQLT vs. QARP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AQLT vs. QARP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Global Quality Factor ETF (AQLT) and Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AQLT achieves a 11.10% return, which is significantly lower than QARP's 13.09% return.


AQLT

1D
0.44%
1M
-1.06%
6M
6.58%
YTD
11.10%
1Y
24.44%
3Y*
5Y*
10Y*
ALL TIME*
15.38%

QARP

1D
0.52%
1M
1.69%
6M
8.81%
YTD
13.09%
1Y
25.79%
3Y*
16.68%
5Y*
11.83%
10Y*
ALL TIME*
14.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$848.28K$1.29M$1.17M
$110.48K$118.49K$177.11K

AQLT vs. QARP - Yearly Performance Comparison


Correlation

The correlation between AQLT and QARP is 0.85, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.85

Correlation (All Time)
Calculated using the full available price history since Dec 12, 2024

0.86

The correlation between AQLT and QARP has been stable across timeframes, ranging from 0.85 to 0.86 - a consistent structural relationship.

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Return for Risk

AQLT vs. QARP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AQLT
AQLT Risk / Return Rank: 7070
Overall Rank
AQLT Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
AQLT Sortino Ratio Rank: 7171
Sortino Ratio Rank
AQLT Omega Ratio Rank: 6969
Omega Ratio Rank
AQLT Calmar Ratio Rank: 6262
Calmar Ratio Rank
AQLT Martin Ratio Rank: 7676
Martin Ratio Rank

QARP
QARP Risk / Return Rank: 9090
Overall Rank
QARP Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
QARP Sortino Ratio Rank: 9191
Sortino Ratio Rank
QARP Omega Ratio Rank: 8989
Omega Ratio Rank
QARP Calmar Ratio Rank: 8686
Calmar Ratio Rank
QARP Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AQLT vs. QARP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Global Quality Factor ETF (AQLT) and Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AQLTQARPDifference
Sharpe ratioReturn per unit of total volatility

-0.66

Sortino ratioReturn per unit of downside risk

-0.91

Omega ratioGain probability vs. loss probability

1.29

1.41

-0.12

Calmar ratioReturn relative to maximum drawdown

2.18

3.37

-1.19

Martin ratioReturn relative to average drawdown

9.54

15.08

-5.55

AQLT vs. QARP - Sharpe Ratio Comparison

The current AQLT Sharpe Ratio is 1.62, which is comparable to the QARP Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of AQLT and QARP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AQLT vs. QARP - Drawdown Comparison

The maximum AQLT drawdown since its inception was -16.84%, smaller than the maximum QARP drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for AQLT and QARP.


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Drawdown Indicators


AQLTQARPDifference

Max Drawdown

Largest peak-to-trough decline

-16.84%

-35.44%

+18.60%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-7.26%

-3.42%

Max Drawdown (3Y)

Largest decline over 3 years

-15.65%

Max Drawdown (5Y)

Largest decline over 5 years

-22.75%

Current Drawdown

Current decline from peak

-1.75%

-0.14%

-1.61%

Average Drawdown

Average peak-to-trough decline

-2.25%

-4.37%

+2.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.44%

1.62%

+0.82%

Volatility

AQLT vs. QARP - Volatility Comparison

iShares MSCI Global Quality Factor ETF (AQLT) has a higher volatility of 3.44% compared to Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) at 2.59%. This indicates that AQLT's price experiences larger fluctuations and is considered to be riskier than QARP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AQLTQARPDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.44%

2.59%

+0.85%

Volatility (6M)

Calculated over the trailing 6-month period

12.02%

8.16%

+3.86%

Volatility (1Y)

Calculated over the trailing 1-year period

14.36%

10.71%

+3.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.88%

15.52%

+1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.88%

19.51%

-2.63%

AQLT vs. QARP - Expense Ratio Comparison

AQLT has a 0.20% expense ratio, which is higher than QARP's 0.19% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

AQLT vs. QARP - Dividend Comparison

AQLT's dividend yield for the trailing twelve months is around 1.00%, less than QARP's 1.02% yield.


PositionTTM20252024202320222021202020192018
AQLT
iShares MSCI Global Quality Factor ETF
1.00%1.05%0.02%0.00%0.00%0.00%0.00%0.00%0.00%
QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
1.02%1.14%1.39%1.28%1.68%1.34%1.61%1.85%1.39%

Frequently Asked Questions


AQLT and QARP have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AQLT has higher volatility (3.44%) compared to QARP (2.59%). In terms of maximum drawdown, AQLT dropped -16.84% vs QARP's -35.44%.

On 1-year performance, QARP leads with 25.79% vs 24.44% for AQLT. On fees, QARP is cheaper at 0.19% per year. On volatility, QARP has been the lower-risk option at 2.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QARP has performed better with a 25.79% return vs 24.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QARP is cheaper with a 0.19% expense ratio, compared with 0.20% for AQLT.

QARP has the higher dividend yield at 1.02%, compared with 1.00% for AQLT.

AQLT tracks MSCI ACWI Quality Index (Net), while QARP tracks Russell 1000 2Qual/Val 5% Capped Factor Index. They also come from different issuers: iShares and Deutsche Bank. Their fees differ too: 0.20% for AQLT and 0.19% for QARP.

QARP currently has the higher Sharpe Ratio (2.29 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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