Correlation
The correlation between QDIBX and IGM is 0.16, 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.
QDIBX vs. IGM
Compare and contrast key facts about Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and iShares Expanded Tech Sector ETF (IGM).
QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. IGM is a passively managed fund by iShares that tracks the performance of the S&P North American Technology Sector Index. It was launched on Mar 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDIBX or IGM.
Performance
QDIBX vs. IGM - Performance Comparison
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Key characteristics
QDIBX:
1.13
IGM:
0.61
QDIBX:
1.68
IGM:
0.87
QDIBX:
1.19
IGM:
1.12
QDIBX:
0.53
IGM:
0.54
QDIBX:
2.58
IGM:
1.71
QDIBX:
2.40%
IGM:
8.26%
QDIBX:
5.52%
IGM:
29.22%
QDIBX:
-19.63%
IGM:
-65.59%
QDIBX:
-5.83%
IGM:
-5.30%
Returns By Period
In the year-to-date period, QDIBX achieves a 2.91% return, which is significantly higher than IGM's 0.61% return.
QDIBX
2.91%
-0.45%
1.04%
5.83%
2.02%
-0.35%
N/A
IGM
0.61%
8.99%
1.41%
17.76%
24.00%
18.83%
19.65%
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QDIBX vs. IGM - Expense Ratio Comparison
QDIBX has a 0.03% expense ratio, which is lower than IGM's 0.46% expense ratio.
Risk-Adjusted Performance
QDIBX vs. IGM — Risk-Adjusted Performance Rank
QDIBX
IGM
QDIBX vs. IGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and iShares Expanded Tech Sector ETF (IGM). 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
QDIBX vs. IGM - Dividend Comparison
QDIBX's dividend yield for the trailing twelve months is around 3.44%, more than IGM's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.44% | 3.54% | 3.65% | 2.52% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGM iShares Expanded Tech Sector ETF | 0.23% | 0.22% | 0.52% | 0.53% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% | 0.88% |
Drawdowns
QDIBX vs. IGM - Drawdown Comparison
The maximum QDIBX drawdown since its inception was -19.63%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for QDIBX and IGM.
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Volatility
QDIBX vs. IGM - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) is 1.42%, while iShares Expanded Tech Sector ETF (IGM) has a volatility of 6.41%. This indicates that QDIBX experiences smaller price fluctuations and is considered to be less risky than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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