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IBD vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBD vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Corporate Bond Impact ETF (IBD) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBD

1D
-0.19%
1M
-0.01%
YTD
-0.18%
6M
0.16%
1Y
4.61%
3Y*
5.01%
5Y*
1.30%
10Y*

QCON

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

IBD vs. QCON - Yearly Performance Comparison


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Return for Risk

IBD vs. QCON — Risk / Return Rank

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

IBD
IBD Risk / Return Rank: 3535
Overall Rank
IBD Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
IBD Sortino Ratio Rank: 3131
Sortino Ratio Rank
IBD Omega Ratio Rank: 2828
Omega Ratio Rank
IBD Calmar Ratio Rank: 4444
Calmar Ratio Rank
IBD Martin Ratio Rank: 4141
Martin Ratio Rank

QCON
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.

IBD vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Corporate Bond Impact ETF (IBD) and American Century Quality Convertible Securities ETF (QCON). 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.


IBDQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

2.15

Martin ratioReturn relative to average drawdown

6.66

IBD vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBDQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

Drawdowns

IBD vs. QCON - Drawdown Comparison

The maximum IBD drawdown since its inception was -16.30%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBD and QCON.


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Drawdown Indicators


IBDQCONDifference

Max Drawdown

Largest peak-to-trough decline

-16.30%

0.00%

-16.30%

Max Drawdown (1Y)

Largest decline over 1 year

-2.15%

Max Drawdown (3Y)

Largest decline over 3 years

-4.01%

Max Drawdown (5Y)

Largest decline over 5 years

-14.76%

Current Drawdown

Current decline from peak

-1.04%

0.00%

-1.04%

Average Drawdown

Average peak-to-trough decline

-3.36%

0.00%

-3.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

Volatility

IBD vs. QCON - Volatility Comparison


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Volatility by Period


IBDQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.03%

Volatility (6M)

Calculated over the trailing 6-month period

2.83%

Volatility (1Y)

Calculated over the trailing 1-year period

4.21%

0.00%

+4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.60%

0.00%

+5.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.70%

0.00%

+6.70%

IBD vs. QCON - Expense Ratio Comparison

IBD has a 0.49% expense ratio, which is higher than QCON's 0.32% expense ratio.


Dividends

IBD vs. QCON - Dividend Comparison

IBD's dividend yield for the trailing twelve months is around 4.25%, while QCON has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
IBD
Inspire Corporate Bond Impact ETF
4.25%4.17%4.18%3.39%1.75%1.36%1.63%2.47%2.06%0.82%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, QCON is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

QCON is cheaper with a 0.32% expense ratio, compared with 0.49% for IBD.

IBD has the higher dividend yield at 4.25%, compared with 0.00% for QCON.

They also come from different issuers: Inspire and American Century. Their fees differ too: 0.49% for IBD and 0.32% for QCON.

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