Correlation
The correlation between IBD and RQI is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
IBD vs. RQI
Compare and contrast key facts about Inspire Corporate Bond Impact ETF (IBD) and Cohen & Steers Quality Income Realty Fund (RQI).
IBD is a passively managed fund by Inspire that tracks the performance of the Inspire Corporate Bond Impact Equal Weight Index. It was launched on Jul 10, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBD or RQI.
Performance
IBD vs. RQI - Performance Comparison
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Key characteristics
IBD:
1.22
RQI:
0.98
IBD:
1.55
RQI:
1.34
IBD:
1.20
RQI:
1.18
IBD:
1.11
RQI:
0.78
IBD:
5.79
RQI:
2.65
IBD:
1.14%
RQI:
7.65%
IBD:
5.74%
RQI:
21.23%
IBD:
-16.30%
RQI:
-91.64%
IBD:
-0.16%
RQI:
-9.40%
Returns By Period
In the year-to-date period, IBD achieves a 2.94% return, which is significantly lower than RQI's 5.10% return.
IBD
2.94%
-0.08%
1.72%
6.95%
3.50%
0.77%
N/A
RQI
5.10%
2.62%
-7.10%
20.72%
2.98%
11.46%
9.03%
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Risk-Adjusted Performance
IBD vs. RQI — Risk-Adjusted Performance Rank
IBD
RQI
IBD vs. RQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Corporate Bond Impact ETF (IBD) and Cohen & Steers Quality Income Realty Fund (RQI). 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.
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Dividends
IBD vs. RQI - Dividend Comparison
IBD's dividend yield for the trailing twelve months is around 4.24%, less than RQI's 7.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBD Inspire Corporate Bond Impact ETF | 4.24% | 4.18% | 3.40% | 1.75% | 1.36% | 1.63% | 2.63% | 2.06% | 0.82% | 0.00% | 0.00% | 0.00% |
RQI Cohen & Steers Quality Income Realty Fund | 7.71% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% | 6.23% |
Drawdowns
IBD vs. RQI - Drawdown Comparison
The maximum IBD drawdown since its inception was -16.30%, smaller than the maximum RQI drawdown of -91.64%. Use the drawdown chart below to compare losses from any high point for IBD and RQI.
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Volatility
IBD vs. RQI - Volatility Comparison
The current volatility for Inspire Corporate Bond Impact ETF (IBD) is 1.80%, while Cohen & Steers Quality Income Realty Fund (RQI) has a volatility of 6.01%. This indicates that IBD experiences smaller price fluctuations and is considered to be less risky than RQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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