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EASY vs. IQDY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EASY vs. IQDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty One Defensive Dividend Growth ETF (EASY) and FlexShares International Quality Dividend Dynamic Index Fund (IQDY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EASY achieves a 8.18% return, which is significantly lower than IQDY's 17.32% return.


EASY

1D
2.18%
1M
1.28%
6M
5.68%
YTD
8.18%
1Y
3Y*
5Y*
10Y*

IQDY

1D
-1.28%
1M
-1.97%
6M
12.06%
YTD
17.32%
1Y
35.05%
3Y*
22.44%
5Y*
12.55%
10Y*
11.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EASY vs. IQDY - Yearly Performance Comparison


Correlation

The correlation between EASY and IQDY is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 30, 2025

-0.10

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Return for Risk

EASY vs. IQDY — Risk / Return Rank

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

EASY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IQDY
IQDY Risk / Return Rank: 7979
Overall Rank
IQDY Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
IQDY Sortino Ratio Rank: 7575
Sortino Ratio Rank
IQDY Omega Ratio Rank: 7777
Omega Ratio Rank
IQDY Calmar Ratio Rank: 8181
Calmar Ratio Rank
IQDY Martin Ratio Rank: 8181
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.

EASY vs. IQDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) and FlexShares International Quality Dividend Dynamic Index Fund (IQDY). 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.


EASYIQDYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

3.38

Martin ratioReturn relative to average drawdown

12.48

EASY vs. IQDY - Sharpe Ratio Comparison


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Drawdowns

EASY vs. IQDY - Drawdown Comparison

The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum IQDY drawdown of -39.60%. Use the drawdown chart below to compare losses from any high point for EASY and IQDY.


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Drawdown Indicators


EASYIQDYDifference

Max Drawdown

Largest peak-to-trough decline

-7.79%

-39.60%

+31.81%

Max Drawdown (1Y)

Largest decline over 1 year

-10.42%

Max Drawdown (3Y)

Largest decline over 3 years

-14.76%

Max Drawdown (5Y)

Largest decline over 5 years

-32.30%

Max Drawdown (10Y)

Largest decline over 10 years

-39.60%

Current Drawdown

Current decline from peak

-2.54%

-3.42%

+0.88%

Average Drawdown

Average peak-to-trough decline

-2.89%

-9.04%

+6.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

Volatility

EASY vs. IQDY - Volatility Comparison


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Volatility by Period


EASYIQDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.94%

Volatility (6M)

Calculated over the trailing 6-month period

15.37%

Volatility (1Y)

Calculated over the trailing 1-year period

11.47%

17.44%

-5.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.47%

18.07%

-6.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.47%

18.23%

-6.76%

EASY vs. IQDY - Expense Ratio Comparison

EASY has a 0.85% expense ratio, which is higher than IQDY's 0.47% expense ratio.


Dividends

EASY vs. IQDY - Dividend Comparison

EASY's dividend yield for the trailing twelve months is around 0.74%, less than IQDY's 2.99% yield.


PositionTTM20252024202320222021202020192018201720162015
EASY
Liberty One Defensive Dividend Growth ETF
0.74%0.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IQDY
FlexShares International Quality Dividend Dynamic Index Fund
2.99%3.26%6.95%6.45%5.52%3.89%2.62%3.85%5.97%3.57%3.77%4.08%

Frequently Asked Questions


EASY and IQDY have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IQDY is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IQDY is cheaper with a 0.47% expense ratio, compared with 0.85% for EASY.

IQDY has the higher dividend yield at 2.99%, compared with 0.74% for EASY.

EASY is categorized as Dividend, while IQDY is Foreign Large Cap Equities. They also come from different issuers: Liberty One and Northern Trust. Their fees differ too: 0.85% for EASY and 0.47% for IQDY.

Portfolio Optimizer

Find the right allocation for EASY and IQDY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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