QDIBX vs. PFF
Compare and contrast key facts about Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) and iShares Preferred and Income Securities ETF (PFF).
QDIBX is managed by T. Rowe Price. It was launched on Dec 13, 2019. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QDIBX or PFF.
Correlation
The correlation between QDIBX and PFF is 0.44, 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
QDIBX vs. PFF - Performance Comparison
Key characteristics
QDIBX:
0.92
PFF:
0.84
QDIBX:
1.36
PFF:
1.22
QDIBX:
1.16
PFF:
1.15
QDIBX:
0.40
PFF:
0.62
QDIBX:
2.19
PFF:
3.13
QDIBX:
2.28%
PFF:
2.22%
QDIBX:
5.44%
PFF:
8.33%
QDIBX:
-19.63%
PFF:
-65.55%
QDIBX:
-7.32%
PFF:
-3.08%
Returns By Period
In the year-to-date period, QDIBX achieves a 1.28% return, which is significantly lower than PFF's 1.70% return.
QDIBX
1.28%
1.16%
-0.79%
4.51%
-0.36%
N/A
PFF
1.70%
0.71%
2.75%
6.49%
1.89%
3.41%
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QDIBX vs. PFF - Expense Ratio Comparison
QDIBX has a 0.03% expense ratio, which is lower than PFF's 0.46% expense ratio.
Risk-Adjusted Performance
QDIBX vs. PFF — Risk-Adjusted Performance Rank
QDIBX
PFF
QDIBX vs. PFF - 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 Preferred and Income Securities ETF (PFF). 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
QDIBX vs. PFF - Dividend Comparison
QDIBX's dividend yield for the trailing twelve months is around 3.50%, less than PFF's 6.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.50% | 3.54% | 3.65% | 2.52% | 1.79% | 2.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFF iShares Preferred and Income Securities ETF | 6.24% | 6.31% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% |
Drawdowns
QDIBX vs. PFF - Drawdown Comparison
The maximum QDIBX drawdown since its inception was -19.63%, smaller than the maximum PFF drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for QDIBX and PFF. For additional features, visit the drawdowns tool.
Volatility
QDIBX vs. PFF - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) is 1.40%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 2.45%. This indicates that QDIBX experiences smaller price fluctuations and is considered to be less risky than PFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.