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.
Performance
QDIBX vs. PFF - Performance Comparison
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QDIBX vs. PFF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | -0.22% | 7.72% | 1.66% | 6.71% | -14.11% | -0.17% | 6.77% | -0.10% |
PFF iShares Preferred and Income Securities ETF | -1.42% | 4.87% | 7.24% | 9.22% | -18.19% | 7.15% | 7.89% | 1.36% |
Returns By Period
In the year-to-date period, QDIBX achieves a -0.22% return, which is significantly higher than PFF's -1.42% return.
QDIBX
- 1D
- 0.45%
- 1M
- -1.98%
- YTD
- -0.22%
- 6M
- 1.00%
- 1Y
- 4.31%
- 3Y*
- 4.20%
- 5Y*
- 0.43%
- 10Y*
- —
PFF
- 1D
- 0.66%
- 1M
- -3.37%
- YTD
- -1.42%
- 6M
- -1.65%
- 1Y
- 4.61%
- 3Y*
- 5.39%
- 5Y*
- 1.02%
- 10Y*
- 3.24%
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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.
Return for Risk
QDIBX vs. PFF — Risk / Return Rank
QDIBX
PFF
QDIBX vs. PFF - Risk-Adjusted Trends 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.
| QDIBX | PFF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.56 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.51 | 0.82 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.00 | 0.80 | +1.20 |
Martin ratioReturn relative to average drawdown | 5.89 | 2.28 | +3.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QDIBX | PFF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.56 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.10 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.20 | -0.03 |
Correlation
The correlation between QDIBX and PFF is 0.41, 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.
Dividends
QDIBX vs. PFF - Dividend Comparison
QDIBX's dividend yield for the trailing twelve months is around 3.51%, less than PFF's 5.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QDIBX Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans | 3.51% | 3.50% | 3.55% | 3.65% | 2.51% | 1.80% | 3.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFF iShares Preferred and Income Securities ETF | 5.97% | 6.30% | 6.32% | 6.63% | 6.01% | 4.45% | 4.79% | 5.31% | 6.32% | 5.59% | 5.85% | 5.76% |
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.
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Drawdown Indicators
| QDIBX | PFF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.63% | -65.55% | +45.92% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -5.28% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -19.63% | -21.05% | +1.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.10% | — |
Current DrawdownCurrent decline from peak | -1.98% | -4.65% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -5.81% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.84% | -0.97% |
Volatility
QDIBX vs. PFF - Volatility Comparison
The current volatility for Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans (QDIBX) is 1.51%, while iShares Preferred and Income Securities ETF (PFF) has a volatility of 2.59%. 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.
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Volatility by Period
| QDIBX | PFF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.51% | 2.59% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 5.10% | -2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 8.32% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.58% | 10.26% | -3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.32% | 12.63% | -6.31% |