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IQDE vs. BOND
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IQDE and BOND is 0.00, 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.


Performance

IQDE vs. BOND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares International Quality Dividend Defensive Index ETF (IQDE) and PIMCO Active Bond ETF (BOND). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


IQDE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BOND

YTD

1.68%

1M

1.03%

6M

1.63%

1Y

5.17%

5Y*

-0.01%

10Y*

1.85%

*Annualized

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IQDE vs. BOND - Expense Ratio Comparison

IQDE has a 0.47% expense ratio, which is lower than BOND's 0.57% expense ratio.


Risk-Adjusted Performance

IQDE vs. BOND — Risk-Adjusted Performance Rank

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

IQDE
The Risk-Adjusted Performance Rank of IQDE is 2929
Overall Rank
The Sharpe Ratio Rank of IQDE is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of IQDE is 2525
Sortino Ratio Rank
The Omega Ratio Rank of IQDE is 2626
Omega Ratio Rank
The Calmar Ratio Rank of IQDE is 3939
Calmar Ratio Rank
The Martin Ratio Rank of IQDE is 2626
Martin Ratio Rank

BOND
The Risk-Adjusted Performance Rank of BOND is 6767
Overall Rank
The Sharpe Ratio Rank of BOND is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of BOND is 7575
Sortino Ratio Rank
The Omega Ratio Rank of BOND is 6666
Omega Ratio Rank
The Calmar Ratio Rank of BOND is 5151
Calmar Ratio Rank
The Martin Ratio Rank of BOND is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IQDE vs. BOND - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares International Quality Dividend Defensive Index ETF (IQDE) and PIMCO Active Bond ETF (BOND). 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

IQDE vs. BOND - Dividend Comparison

IQDE has not paid dividends to shareholders, while BOND's dividend yield for the trailing twelve months is around 5.13%.


TTM20242023202220212020201920182017201620152014
IQDE
FlexShares International Quality Dividend Defensive Index ETF
7.44%7.53%5.51%5.28%3.98%3.10%4.84%5.16%4.51%3.67%4.95%4.02%
BOND
PIMCO Active Bond ETF
5.13%5.02%4.78%3.44%2.58%2.66%3.38%3.47%2.87%2.85%4.14%4.13%

Drawdowns

IQDE vs. BOND - Drawdown Comparison


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Volatility

IQDE vs. BOND - Volatility Comparison


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