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GQI vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GQI vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Gateway Quality Income ETF (GQI) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


GQI

1D
-0.02%
1M
4.10%
YTD
8.04%
6M
9.09%
1Y
23.37%
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GQI vs. IPDP - Yearly Performance Comparison


GQI vs. IPDP - Sectors Allocation Comparison


Sectors
GQI
IPDP

Technology

35.5%
13.1%

Consumer Cyclical

11.4%
3.6%

Communication Services

11.4%

-

Financial Services

10.3%
18.6%

Industrials

8.9%
45.1%

Healthcare

8.9%
13.6%

Consumer Defensive

6.5%
3.9%

Energy

5.3%

-

Utilities

0.8%

-

Basic Materials

0.6%
1.5%

Real Estate

0.5%

-

Technology

GQI
35.5%
IPDP
13.1%

Consumer Cyclical

GQI
11.4%
IPDP
3.6%

Communication Services

GQI
11.4%
IPDP

-

Financial Services

GQI
10.3%
IPDP
18.6%

Industrials

GQI
8.9%
IPDP
45.1%

Healthcare

GQI
8.9%
IPDP
13.6%

Consumer Defensive

GQI
6.5%
IPDP
3.9%

Energy

GQI
5.3%
IPDP

-

Utilities

GQI
0.8%
IPDP

-

Basic Materials

GQI
0.6%
IPDP
1.5%

Real Estate

GQI
0.5%
IPDP

-

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Return for Risk

GQI vs. IPDP — Risk / Return Rank

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

GQI
GQI Risk / Return Rank: 7777
Overall Rank
GQI Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
GQI Sortino Ratio Rank: 7878
Sortino Ratio Rank
GQI Omega Ratio Rank: 7676
Omega Ratio Rank
GQI Calmar Ratio Rank: 6868
Calmar Ratio Rank
GQI Martin Ratio Rank: 8686
Martin Ratio Rank

IPDP
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.

GQI vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Gateway Quality Income ETF (GQI) and Dividend Performers ETF (IPDP). 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.


GQIIPDPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

3.37

Martin ratioReturn relative to average drawdown

18.50

GQI vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GQIIPDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

Sharpe Ratio (All Time)

Calculated using the full available price history

1.26

Drawdowns

GQI vs. IPDP - Drawdown Comparison

The maximum GQI drawdown since its inception was -16.56%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for GQI and IPDP.


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Drawdown Indicators


GQIIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-16.56%

0.00%

-16.56%

Max Drawdown (1Y)

Largest decline over 1 year

-6.96%

Current Drawdown

Current decline from peak

-0.15%

0.00%

-0.15%

Average Drawdown

Average peak-to-trough decline

-1.66%

0.00%

-1.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.27%

Volatility

GQI vs. IPDP - Volatility Comparison


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Volatility by Period


GQIIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.71%

Volatility (6M)

Calculated over the trailing 6-month period

6.93%

Volatility (1Y)

Calculated over the trailing 1-year period

9.52%

0.00%

+9.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.13%

0.00%

+13.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.13%

0.00%

+13.13%

GQI vs. IPDP - Expense Ratio Comparison

GQI has a 0.34% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

GQI vs. IPDP - Dividend Comparison

GQI's dividend yield for the trailing twelve months is around 8.74%, while IPDP has not paid dividends to shareholders.


PositionTTM202520242023
GQI
Natixis Gateway Quality Income ETF
8.74%8.97%7.77%0.31%
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, GQI is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GQI is cheaper with a 0.34% expense ratio, compared with 1.52% for IPDP.

GQI has the higher dividend yield at 8.74%, compared with 0.00% for IPDP.

They also come from different issuers: Natixis and Innovative Portfolios. Their fees differ too: 0.34% for GQI and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for GQI and IPDP

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