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AQLT vs. SDIV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AQLT vs. SDIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Global Quality Factor ETF (AQLT) and Global X SuperDividend ETF (SDIV). 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 12.40% return, which is significantly higher than SDIV's 5.97% return.


AQLT

1D
-0.37%
1M
4.34%
YTD
12.40%
6M
12.67%
1Y
29.00%
3Y*
5Y*
10Y*

SDIV

1D
-2.00%
1M
-3.86%
YTD
5.97%
6M
6.19%
1Y
25.09%
3Y*
15.75%
5Y*
-0.84%
10Y*
-0.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AQLT vs. SDIV - Yearly Performance Comparison


2026 (YTD)20252024
AQLT
iShares MSCI Global Quality Factor ETF
12.40%17.65%-3.14%
SDIV
Global X SuperDividend ETF
5.97%29.12%-2.41%

Correlation

The correlation between AQLT and SDIV is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2024

0.60

The correlation between AQLT and SDIV has been stable across timeframes, ranging from 0.56 to 0.60 - a consistent structural relationship.

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Return for Risk

AQLT vs. SDIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AQLT
AQLT Risk / Return Rank: 6464
Overall Rank
AQLT Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
AQLT Sortino Ratio Rank: 6767
Sortino Ratio Rank
AQLT Omega Ratio Rank: 6464
Omega Ratio Rank
AQLT Calmar Ratio Rank: 5555
Calmar Ratio Rank
AQLT Martin Ratio Rank: 6767
Martin Ratio Rank

SDIV
SDIV Risk / Return Rank: 6161
Overall Rank
SDIV Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SDIV Sortino Ratio Rank: 5656
Sortino Ratio Rank
SDIV Omega Ratio Rank: 5656
Omega Ratio Rank
SDIV Calmar Ratio Rank: 6868
Calmar Ratio Rank
SDIV Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AQLT vs. SDIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Global Quality Factor ETF (AQLT) and Global X SuperDividend ETF (SDIV). 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.


AQLTSDIVDifference
Sharpe ratioReturn per unit of total volatility

+0.15

Sortino ratioReturn per unit of downside risk

+0.35

Omega ratioGain probability vs. loss probability

1.39

1.35

+0.03

Calmar ratioReturn relative to maximum drawdown

2.73

3.43

-0.70

Martin ratioReturn relative to average drawdown

12.25

12.41

-0.15

AQLT vs. SDIV - Sharpe Ratio Comparison

The current AQLT Sharpe Ratio is 2.18, which is comparable to the SDIV Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of AQLT and SDIV, 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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Sharpe Ratios by Period


AQLTSDIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

2.02

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.09

0.06

+1.03

Drawdowns

AQLT vs. SDIV - Drawdown Comparison

The maximum AQLT drawdown since its inception was -16.84%, smaller than the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for AQLT and SDIV.


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Drawdown Indicators


AQLTSDIVDifference

Max Drawdown

Largest peak-to-trough decline

-16.84%

-56.90%

+40.06%

Max Drawdown (1Y)

Largest decline over 1 year

-10.68%

-7.35%

-3.33%

Max Drawdown (3Y)

Largest decline over 3 years

-18.64%

Max Drawdown (5Y)

Largest decline over 5 years

-41.94%

Max Drawdown (10Y)

Largest decline over 10 years

-56.90%

Current Drawdown

Current decline from peak

-0.37%

-17.77%

+17.40%

Average Drawdown

Average peak-to-trough decline

-2.32%

-18.59%

+16.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.37%

2.03%

+0.34%

Volatility

AQLT vs. SDIV - Volatility Comparison

The current volatility for iShares MSCI Global Quality Factor ETF (AQLT) is 3.54%, while Global X SuperDividend ETF (SDIV) has a volatility of 4.21%. This indicates that AQLT experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AQLTSDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

4.21%

-0.67%

Volatility (6M)

Calculated over the trailing 6-month period

10.82%

9.64%

+1.18%

Volatility (1Y)

Calculated over the trailing 1-year period

13.39%

12.47%

+0.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.99%

16.86%

+0.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.99%

18.97%

-1.98%

AQLT vs. SDIV - Expense Ratio Comparison

AQLT has a 0.20% expense ratio, which is lower than SDIV's 0.58% expense ratio.


Dividends

AQLT vs. SDIV - Dividend Comparison

AQLT's dividend yield for the trailing twelve months is around 0.93%, less than SDIV's 10.02% yield.


PositionTTM20252024202320222021202020192018201720162015
AQLT
iShares MSCI Global Quality Factor ETF
0.93%1.05%0.02%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SDIV
Global X SuperDividend ETF
10.02%9.59%11.33%11.73%14.17%8.95%7.96%8.73%9.22%6.66%6.95%7.33%

Frequently Asked Questions


AQLT and SDIV have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SDIV has higher volatility (4.21%) compared to AQLT (3.54%). In terms of maximum drawdown, AQLT dropped -16.84% vs SDIV's -56.90%.

On 1-year performance, AQLT leads with 29.00% vs 25.09% for SDIV. On fees, AQLT is cheaper at 0.20% per year. On volatility, AQLT has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, AQLT has performed better with a 29.00% return vs 25.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AQLT is cheaper with a 0.20% expense ratio, compared with 0.58% for SDIV.

SDIV has the higher dividend yield at 10.02%, compared with 0.93% for AQLT.

AQLT tracks MSCI ACWI Quality Index (Net), while SDIV tracks Solactive Global SuperDividend Index. They also come from different issuers: iShares and Global X. Their fees differ too: 0.20% for AQLT and 0.58% for SDIV.

AQLT currently has the higher Sharpe Ratio (2.18 vs 2.02), 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.

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