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.
Performance
IBD vs. RQI - Performance Comparison
Loading graphics...
IBD vs. RQI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBD Inspire Corporate Bond Impact ETF | -0.41% | 7.70% | 3.58% | 6.00% | -8.94% | -1.89% | 5.15% | 7.97% | -1.18% | 1.32% |
RQI Cohen & Steers Quality Income Realty Fund | 9.09% | 2.07% | 8.04% | 15.74% | -31.07% | 56.64% | -9.28% | 54.62% | -11.11% | 4.08% |
Returns By Period
In the year-to-date period, IBD achieves a -0.41% return, which is significantly lower than RQI's 9.09% return.
IBD
- 1D
- 0.05%
- 1M
- -0.81%
- YTD
- -0.41%
- 6M
- 0.86%
- 1Y
- 4.77%
- 3Y*
- 4.83%
- 5Y*
- 1.45%
- 10Y*
- —
RQI
- 1D
- 1.16%
- 1M
- -8.04%
- YTD
- 9.09%
- 6M
- 2.83%
- 1Y
- 5.87%
- 3Y*
- 9.65%
- 5Y*
- 5.38%
- 10Y*
- 7.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBD vs. RQI — Risk / Return Rank
IBD
RQI
IBD vs. RQI - Risk-Adjusted Trends 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.
| IBD | RQI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.32 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.34 | 0.55 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.07 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 0.45 | +1.45 |
Martin ratioReturn relative to average drawdown | 6.80 | 1.44 | +5.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IBD | RQI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.32 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.23 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.27 | +0.04 |
Correlation
The correlation between IBD and RQI is 0.22, 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.
Dividends
IBD vs. RQI - Dividend Comparison
IBD's dividend yield for the trailing twelve months is around 4.26%, less than RQI's 9.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBD Inspire Corporate Bond Impact ETF | 4.26% | 4.17% | 4.18% | 3.39% | 1.75% | 1.36% | 1.63% | 2.47% | 2.06% | 0.82% | 0.00% | 0.00% |
RQI Cohen & Steers Quality Income Realty Fund | 9.19% | 9.54% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% |
Drawdowns
IBD vs. RQI - Drawdown Comparison
The maximum IBD drawdown since its inception was -16.30%, smaller than the maximum RQI drawdown of -91.59%. Use the drawdown chart below to compare losses from any high point for IBD and RQI.
Loading graphics...
Drawdown Indicators
| IBD | RQI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.30% | -91.59% | +75.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.55% | -14.25% | +11.70% |
Max Drawdown (5Y)Largest decline over 5 years | -14.76% | -41.06% | +26.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -59.12% | — |
Current DrawdownCurrent decline from peak | -1.27% | -8.04% | +6.77% |
Average DrawdownAverage peak-to-trough decline | -3.41% | -18.04% | +14.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.71% | 4.49% | -3.78% |
Volatility
IBD vs. RQI - Volatility Comparison
The current volatility for Inspire Corporate Bond Impact ETF (IBD) is 1.44%, while Cohen & Steers Quality Income Realty Fund (RQI) has a volatility of 5.73%. 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.
Loading graphics...
Volatility by Period
| IBD | RQI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 5.73% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.99% | 11.50% | -8.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.01% | 18.39% | -13.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.59% | 23.06% | -17.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.75% | 26.94% | -20.19% |