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QDF vs. FEIG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QDF vs. FEIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Quality Dividend Index Fund (QDF) and FlexShares ESG & Climate Investment Grade Corporate Core Index Fund (FEIG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QDF achieves a 10.70% return, which is significantly higher than FEIG's 0.48% return.


QDF

1D
-0.56%
1M
4.60%
YTD
10.70%
6M
10.82%
1Y
27.64%
3Y*
19.21%
5Y*
11.90%
10Y*
12.18%

FEIG

1D
-0.22%
1M
0.74%
YTD
0.48%
6M
0.30%
1Y
5.75%
3Y*
4.94%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QDF vs. FEIG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
QDF
FlexShares Quality Dividend Index Fund
10.70%16.58%16.95%19.71%-12.13%10.00%
FEIG
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
0.48%7.31%1.75%8.57%-15.91%-1.46%

Correlation

The correlation between QDF and FEIG is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.42

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

0.36

Correlation (All Time)
Calculated using the full available price history since Sep 22, 2021

0.33

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Return for Risk

QDF vs. FEIG — Risk / Return Rank

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

QDF
QDF Risk / Return Rank: 7373
Overall Rank
QDF Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
QDF Sortino Ratio Rank: 7373
Sortino Ratio Rank
QDF Omega Ratio Rank: 7373
Omega Ratio Rank
QDF Calmar Ratio Rank: 7070
Calmar Ratio Rank
QDF Martin Ratio Rank: 7878
Martin Ratio Rank

FEIG
FEIG Risk / Return Rank: 3838
Overall Rank
FEIG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
FEIG Sortino Ratio Rank: 3838
Sortino Ratio Rank
FEIG Omega Ratio Rank: 3535
Omega Ratio Rank
FEIG Calmar Ratio Rank: 4242
Calmar Ratio Rank
FEIG Martin Ratio Rank: 4040
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.

QDF vs. FEIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Quality Dividend Index Fund (QDF) and FlexShares ESG & Climate Investment Grade Corporate Core Index Fund (FEIG). 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.


QDFFEIGDifference
Sharpe ratioReturn per unit of total volatility

+1.08

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.44

1.23

+0.21

Calmar ratioReturn relative to maximum drawdown

3.52

2.05

+1.46

Martin ratioReturn relative to average drawdown

15.37

6.26

+9.12

QDF vs. FEIG - Sharpe Ratio Comparison

The current QDF Sharpe Ratio is 2.40, which is higher than the FEIG Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of QDF and FEIG, 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


QDFFEIGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

1.31

+1.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.70

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

-0.04

+0.82

Drawdowns

QDF vs. FEIG - Drawdown Comparison

The maximum QDF drawdown since its inception was -36.67%, which is greater than FEIG's maximum drawdown of -22.26%. Use the drawdown chart below to compare losses from any high point for QDF and FEIG.


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Drawdown Indicators


QDFFEIGDifference

Max Drawdown

Largest peak-to-trough decline

-36.67%

-22.26%

-14.41%

Max Drawdown (1Y)

Largest decline over 1 year

-7.90%

-2.81%

-5.09%

Max Drawdown (3Y)

Largest decline over 3 years

-18.01%

-6.67%

-11.34%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

Max Drawdown (10Y)

Largest decline over 10 years

-36.67%

Current Drawdown

Current decline from peak

-0.56%

-1.56%

+1.00%

Average Drawdown

Average peak-to-trough decline

-3.65%

-9.52%

+5.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.80%

0.92%

+0.88%

Volatility

QDF vs. FEIG - Volatility Comparison

FlexShares Quality Dividend Index Fund (QDF) has a higher volatility of 2.95% compared to FlexShares ESG & Climate Investment Grade Corporate Core Index Fund (FEIG) at 1.48%. This indicates that QDF's price experiences larger fluctuations and is considered to be riskier than FEIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QDFFEIGDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.95%

1.48%

+1.47%

Volatility (6M)

Calculated over the trailing 6-month period

8.76%

3.24%

+5.52%

Volatility (1Y)

Calculated over the trailing 1-year period

11.60%

4.40%

+7.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.60%

7.40%

+8.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.39%

7.40%

+9.99%

QDF vs. FEIG - Expense Ratio Comparison

QDF has a 0.37% expense ratio, which is higher than FEIG's 0.12% expense ratio.


Dividends

QDF vs. FEIG - Dividend Comparison

QDF's dividend yield for the trailing twelve months is around 1.50%, less than FEIG's 4.75% yield.


PositionTTM20252024202320222021202020192018201720162015
FEIG
FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
4.75%4.84%4.65%4.21%2.99%0.55%0.00%0.00%0.00%0.00%0.00%0.00%
QDF
FlexShares Quality Dividend Index Fund
1.50%1.65%1.93%2.19%2.45%1.90%2.38%3.05%4.29%2.70%3.07%3.04%

Frequently Asked Questions


QDF and FEIG have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QDF has higher volatility (2.95%) compared to FEIG (1.48%). In terms of maximum drawdown, QDF dropped -36.67% vs FEIG's -22.26%.

On 3-year performance, QDF leads with 19.21% vs 4.94% for FEIG. On fees, FEIG is cheaper at 0.12% per year. On volatility, FEIG has been the lower-risk option at 1.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, QDF has performed better with a 19.21% return vs 4.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FEIG is cheaper with a 0.12% expense ratio, compared with 0.37% for QDF.

FEIG has the higher dividend yield at 4.75%, compared with 1.50% for QDF.

QDF is categorized as Large Cap Value Equities, while FEIG is Corporate Bonds. QDF tracks Northern Trust Quality Dividend Index, while FEIG tracks Northern Trust ESG & Climate Investment Grade U.S. Corporate Core TR. Their fees differ too: 0.37% for QDF and 0.12% for FEIG.

QDF currently has the higher Sharpe Ratio (2.40 vs 1.31), 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.

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