QABA vs. VFH
Compare and contrast key facts about First Trust NASDAQ ABA Community Bank Index Fund (QABA) and Vanguard Financials ETF (VFH).
QABA and VFH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QABA is a passively managed fund by First Trust that tracks the performance of the NASDAQ OMX ABA Community Bank Index. It was launched on Jun 29, 2009. VFH is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Financials 25/50 Index. It was launched on Jan 26, 2004. Both QABA and VFH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QABA or VFH.
Correlation
The correlation between QABA and VFH is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
QABA vs. VFH - Performance Comparison
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Key characteristics
QABA:
0.60
VFH:
1.11
QABA:
1.12
VFH:
1.63
QABA:
1.14
VFH:
1.24
QABA:
0.67
VFH:
1.39
QABA:
1.79
VFH:
5.12
QABA:
10.30%
VFH:
4.70%
QABA:
30.02%
VFH:
21.38%
QABA:
-49.30%
VFH:
-78.61%
QABA:
-12.66%
VFH:
-1.66%
Returns By Period
In the year-to-date period, QABA achieves a -1.60% return, which is significantly lower than VFH's 6.06% return. Over the past 10 years, QABA has underperformed VFH with an annualized return of 5.97%, while VFH has yielded a comparatively higher 11.85% annualized return.
QABA
-1.60%
12.27%
-8.67%
17.72%
5.23%
13.24%
5.97%
VFH
6.06%
11.74%
2.63%
23.43%
18.15%
20.76%
11.85%
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QABA vs. VFH - Expense Ratio Comparison
QABA has a 0.60% expense ratio, which is higher than VFH's 0.10% expense ratio.
Risk-Adjusted Performance
QABA vs. VFH — Risk-Adjusted Performance Rank
QABA
VFH
QABA vs. VFH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust NASDAQ ABA Community Bank Index Fund (QABA) and Vanguard Financials ETF (VFH). 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
QABA vs. VFH - Dividend Comparison
QABA's dividend yield for the trailing twelve months is around 2.49%, more than VFH's 1.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QABA First Trust NASDAQ ABA Community Bank Index Fund | 2.49% | 2.37% | 2.71% | 2.10% | 1.68% | 2.55% | 1.95% | 1.90% | 1.43% | 1.12% | 1.39% | 1.28% |
VFH Vanguard Financials ETF | 1.75% | 1.75% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% | 1.85% |
Drawdowns
QABA vs. VFH - Drawdown Comparison
The maximum QABA drawdown since its inception was -49.30%, smaller than the maximum VFH drawdown of -78.61%. Use the drawdown chart below to compare losses from any high point for QABA and VFH. For additional features, visit the drawdowns tool.
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Volatility
QABA vs. VFH - Volatility Comparison
First Trust NASDAQ ABA Community Bank Index Fund (QABA) has a higher volatility of 6.26% compared to Vanguard Financials ETF (VFH) at 5.35%. This indicates that QABA's price experiences larger fluctuations and is considered to be riskier than VFH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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