QARP vs. XMHQ
Compare and contrast key facts about Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) and Invesco S&P MidCap Quality ETF (XMHQ).
QARP and XMHQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. QARP is a passively managed fund by Deutsche Bank that tracks the performance of the Russell 1000 2Qual/Val 5% Capped Factor Index. It was launched on Apr 5, 2018. XMHQ is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Index. It was launched on Dec 1, 2006. Both QARP and XMHQ 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: QARP or XMHQ.
Correlation
The correlation between QARP and XMHQ is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
QARP vs. XMHQ - Performance Comparison
Key characteristics
QARP:
1.83
XMHQ:
0.31
QARP:
2.49
XMHQ:
0.57
QARP:
1.33
XMHQ:
1.07
QARP:
3.05
XMHQ:
0.54
QARP:
10.07
XMHQ:
1.04
QARP:
1.92%
XMHQ:
5.34%
QARP:
10.54%
XMHQ:
18.05%
QARP:
-35.44%
XMHQ:
-58.19%
QARP:
-0.47%
XMHQ:
-9.27%
Returns By Period
In the year-to-date period, QARP achieves a 4.38% return, which is significantly higher than XMHQ's 0.56% return.
QARP
4.38%
1.80%
9.05%
19.58%
14.30%
N/A
XMHQ
0.56%
-4.73%
-0.40%
6.55%
14.93%
11.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QARP vs. XMHQ - Expense Ratio Comparison
QARP has a 0.19% expense ratio, which is lower than XMHQ's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
QARP vs. XMHQ — Risk-Adjusted Performance Rank
QARP
XMHQ
QARP vs. XMHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) and Invesco S&P MidCap Quality ETF (XMHQ). 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.
Dividends
QARP vs. XMHQ - Dividend Comparison
QARP's dividend yield for the trailing twelve months is around 1.33%, less than XMHQ's 5.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 1.33% | 1.39% | 1.28% | 1.68% | 1.34% | 1.61% | 1.85% | 1.39% | 0.00% | 0.00% | 0.00% | 0.00% |
XMHQ Invesco S&P MidCap Quality ETF | 5.17% | 5.20% | 0.73% | 1.72% | 1.00% | 1.12% | 1.22% | 1.59% | 1.06% | 1.64% | 1.34% | 1.25% |
Drawdowns
QARP vs. XMHQ - Drawdown Comparison
The maximum QARP drawdown since its inception was -35.44%, smaller than the maximum XMHQ drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for QARP and XMHQ. For additional features, visit the drawdowns tool.
Volatility
QARP vs. XMHQ - Volatility Comparison
The current volatility for Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) is 2.34%, while Invesco S&P MidCap Quality ETF (XMHQ) has a volatility of 4.27%. This indicates that QARP experiences smaller price fluctuations and is considered to be less risky than XMHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.