PortfoliosLab logoPortfoliosLab logo
IDME vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IDME vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus International Drawdown Managed Equity ETF (IDME) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


IDME

1D
-0.99%
1M
4.97%
YTD
16.05%
6M
18.64%
1Y
33.98%
3Y*
18.02%
5Y*
10Y*

QCON

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

IDME vs. QCON - Yearly Performance Comparison


IDME vs. QCON - Sectors Allocation Comparison


Sectors
IDME
QCON

Financial Services

19.2%
7.9%

Industrials

13.8%
1.0%

Consumer Cyclical

11.1%

-

Technology

9.9%

-

Healthcare

9.6%

-

Consumer Defensive

8.4%

-

Basic Materials

8.1%

-

Energy

5.6%

-

Communication Services

5.4%

-

Real Estate

3.2%

-

Utilities

3.0%
1.5%

Financial Services

IDME
19.2%
QCON
7.9%

Industrials

IDME
13.8%
QCON
1.0%

Consumer Cyclical

IDME
11.1%
QCON

-

Technology

IDME
9.9%
QCON

-

Healthcare

IDME
9.6%
QCON

-

Consumer Defensive

IDME
8.4%
QCON

-

Basic Materials

IDME
8.1%
QCON

-

Energy

IDME
5.6%
QCON

-

Communication Services

IDME
5.4%
QCON

-

Real Estate

IDME
3.2%
QCON

-

Utilities

IDME
3.0%
QCON
1.5%

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

IDME vs. QCON — Risk / Return Rank

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

IDME
IDME Risk / Return Rank: 6565
Overall Rank
IDME Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
IDME Sortino Ratio Rank: 6767
Sortino Ratio Rank
IDME Omega Ratio Rank: 6767
Omega Ratio Rank
IDME Calmar Ratio Rank: 6060
Calmar Ratio Rank
IDME Martin Ratio Rank: 6666
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.

IDME vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus International Drawdown Managed Equity ETF (IDME) 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.


IDMEQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.40

Calmar ratioReturn relative to maximum drawdown

2.98

Martin ratioReturn relative to average drawdown

11.87

IDME vs. QCON - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


IDMEQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

Drawdowns

IDME vs. QCON - Drawdown Comparison

The maximum IDME drawdown since its inception was -29.20%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IDME and QCON.


Loading charts...

Drawdown Indicators


IDMEQCONDifference

Max Drawdown

Largest peak-to-trough decline

-29.20%

0.00%

-29.20%

Max Drawdown (1Y)

Largest decline over 1 year

-11.46%

Max Drawdown (3Y)

Largest decline over 3 years

-12.88%

Current Drawdown

Current decline from peak

-0.99%

0.00%

-0.99%

Average Drawdown

Average peak-to-trough decline

-11.17%

0.00%

-11.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

Volatility

IDME vs. QCON - Volatility Comparison


Loading charts...

Volatility by Period


IDMEQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.23%

Volatility (6M)

Calculated over the trailing 6-month period

12.95%

Volatility (1Y)

Calculated over the trailing 1-year period

15.48%

0.00%

+15.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.64%

0.00%

+14.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.64%

0.00%

+14.64%

IDME vs. QCON - Expense Ratio Comparison

IDME has a 0.65% expense ratio, which is higher than QCON's 0.32% expense ratio.


Dividends

IDME vs. QCON - Dividend Comparison

IDME's dividend yield for the trailing twelve months is around 4.98%, while QCON has not paid dividends to shareholders.


PositionTTM20252024202320222021
IDME
Aptus International Drawdown Managed Equity ETF
4.98%4.90%5.64%3.71%2.62%1.38%
QCON
American Century Quality Convertible Securities ETF
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 0.65% for IDME.

IDME has the higher dividend yield at 4.98%, compared with 0.00% for QCON.

IDME is categorized as Global Equities, while QCON is Corporate Bonds. They also come from different issuers: Aptus Capital Advisors and American Century. Their fees differ too: 0.65% for IDME and 0.32% for QCON.

Portfolio Optimizer

Find the right allocation for IDME and QCON

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer