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IDHQ vs. FID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDHQ vs. FID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P International Developed High Quality ETF (IDHQ) and First Trust S&P International Dividend Aristocrats ETF (FID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IDHQ achieves a 18.47% return, which is significantly higher than FID's 8.56% return.


IDHQ

1D
-0.67%
1M
7.43%
YTD
18.47%
6M
20.13%
1Y
30.97%
3Y*
18.48%
5Y*
8.61%
10Y*
9.90%

FID

1D
-1.11%
1M
2.56%
YTD
8.56%
6M
10.95%
1Y
23.28%
3Y*
17.43%
5Y*
7.74%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDHQ vs. FID - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
IDHQ
Invesco S&P International Developed High Quality ETF
18.47%27.46%1.33%18.80%-20.23%11.38%16.09%29.58%-13.00%
FID
First Trust S&P International Dividend Aristocrats ETF
8.56%32.07%5.42%9.92%-9.69%12.90%-7.56%20.82%-8.00%

Correlation

The correlation between IDHQ and FID is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.75

Correlation (3Y)
Calculated over the trailing 3-year period

0.72

Correlation (5Y)
Calculated over the trailing 5-year period

0.73

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2018

0.68

The correlation between IDHQ and FID has been stable across timeframes, ranging from 0.68 to 0.75 - a consistent structural relationship.

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Return for Risk

IDHQ vs. FID — Risk / Return Rank

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

IDHQ
IDHQ Risk / Return Rank: 4949
Overall Rank
IDHQ Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IDHQ Sortino Ratio Rank: 5050
Sortino Ratio Rank
IDHQ Omega Ratio Rank: 4848
Omega Ratio Rank
IDHQ Calmar Ratio Rank: 4646
Calmar Ratio Rank
IDHQ Martin Ratio Rank: 5353
Martin Ratio Rank

FID
FID Risk / Return Rank: 6262
Overall Rank
FID Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FID Sortino Ratio Rank: 7171
Sortino Ratio Rank
FID Omega Ratio Rank: 6767
Omega Ratio Rank
FID Calmar Ratio Rank: 5353
Calmar Ratio Rank
FID Martin Ratio Rank: 5353
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.

IDHQ vs. FID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P International Developed High Quality ETF (IDHQ) and First Trust S&P International Dividend Aristocrats ETF (FID). 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.


IDHQFIDDifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-0.80

Omega ratioGain probability vs. loss probability

1.31

1.41

-0.10

Calmar ratioReturn relative to maximum drawdown

2.31

2.62

-0.30

Martin ratioReturn relative to average drawdown

9.23

9.14

+0.08

IDHQ vs. FID - Sharpe Ratio Comparison

The current IDHQ Sharpe Ratio is 1.68, which is comparable to the FID Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of IDHQ and FID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IDHQFIDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

2.30

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.46

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.39

-0.19

Drawdowns

IDHQ vs. FID - Drawdown Comparison

The maximum IDHQ drawdown since its inception was -73.84%, which is greater than FID's maximum drawdown of -39.79%. Use the drawdown chart below to compare losses from any high point for IDHQ and FID.


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Drawdown Indicators


IDHQFIDDifference

Max Drawdown

Largest peak-to-trough decline

-73.84%

-39.79%

-34.05%

Max Drawdown (1Y)

Largest decline over 1 year

-13.44%

-8.93%

-4.51%

Max Drawdown (3Y)

Largest decline over 3 years

-14.07%

-10.97%

-3.10%

Max Drawdown (5Y)

Largest decline over 5 years

-33.54%

-29.13%

-4.41%

Max Drawdown (10Y)

Largest decline over 10 years

-33.54%

Current Drawdown

Current decline from peak

-0.96%

-1.11%

+0.15%

Average Drawdown

Average peak-to-trough decline

-21.20%

-8.47%

-12.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.37%

2.55%

+0.82%

Volatility

IDHQ vs. FID - Volatility Comparison

Invesco S&P International Developed High Quality ETF (IDHQ) has a higher volatility of 7.57% compared to First Trust S&P International Dividend Aristocrats ETF (FID) at 3.00%. This indicates that IDHQ's price experiences larger fluctuations and is considered to be riskier than FID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IDHQFIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.57%

3.00%

+4.57%

Volatility (6M)

Calculated over the trailing 6-month period

16.39%

8.12%

+8.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.55%

10.16%

+8.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.39%

17.04%

+0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.93%

18.96%

-1.03%

IDHQ vs. FID - Expense Ratio Comparison

IDHQ has a 0.29% expense ratio, which is lower than FID's 0.60% expense ratio.


Dividends

IDHQ vs. FID - Dividend Comparison

IDHQ's dividend yield for the trailing twelve months is around 2.04%, less than FID's 4.02% yield.


PositionTTM20252024202320222021202020192018201720162015
FID
First Trust S&P International Dividend Aristocrats ETF
4.02%4.30%4.31%4.19%4.22%3.76%3.91%3.70%1.74%0.00%0.00%0.00%
IDHQ
Invesco S&P International Developed High Quality ETF
2.04%2.46%2.41%2.52%3.33%2.10%1.60%2.10%2.67%1.68%2.36%1.71%

Frequently Asked Questions


IDHQ and FID have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IDHQ has higher volatility (7.57%) compared to FID (3.00%). In terms of maximum drawdown, IDHQ dropped -73.84% vs FID's -39.79%.

On 5-year performance, IDHQ leads with 8.61% vs 7.74% for FID. On fees, IDHQ is cheaper at 0.29% per year. On volatility, FID has been the lower-risk option at 3.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, IDHQ has performed better with a 8.61% return vs 7.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IDHQ is cheaper with a 0.29% expense ratio, compared with 0.60% for FID.

FID has the higher dividend yield at 4.02%, compared with 2.04% for IDHQ.

IDHQ tracks IDHQ-US - S&P Quality Developed Ex-U.S. LargeMidCap Index, while FID tracks S&P International Dividend Aristocrats Index. They also come from different issuers: Invesco and First Trust. Their fees differ too: 0.29% for IDHQ and 0.60% for FID.

FID currently has the higher Sharpe Ratio (2.30 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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