QIDX vs. EPU
QIDX (Indexperts Quality Earnings Focused ETF) and EPU (iShares MSCI Peru ETF) are both Mid Cap Blend Equities funds. QIDX is actively managed, while EPU is passively managed. Over the past year, QIDX returned 12.51% vs 78.12% for EPU. At a 0.44 correlation, their price movements are largely independent. QIDX charges 0.50%/yr vs 0.59%/yr for EPU.
Performance
QIDX vs. EPU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, QIDX achieves a 10.08% return, which is significantly lower than EPU's 19.72% return.
QIDX
- 1D
- -0.39%
- 1M
- 0.78%
- 6M
- 6.77%
- YTD
- 10.08%
- 1Y
- 12.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EPU
- 1D
- -1.33%
- 1M
- -1.08%
- 6M
- 7.53%
- YTD
- 19.72%
- 1Y
- 78.12%
- 3Y*
- 43.35%
- 5Y*
- 29.94%
- 10Y*
- 13.64%
QIDX vs. EPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QIDX Indexperts Quality Earnings Focused ETF | 10.08% | 6.60% |
EPU iShares MSCI Peru ETF | 19.72% | 86.87% |
Correlation
The correlation between QIDX and EPU is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2025 | 0.44 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
QIDX vs. EPU — Risk / Return Rank
QIDX
EPU
QIDX vs. EPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Indexperts Quality Earnings Focused ETF (QIDX) and iShares MSCI Peru ETF (EPU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QIDX | EPU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.39 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 3.77 | -1.95 |
| Martin ratioReturn relative to average drawdown | 6.08 | 10.39 | -4.31 |
Loading charts...
Drawdowns
QIDX vs. EPU - Drawdown Comparison
The maximum QIDX drawdown since its inception was -14.99%, smaller than the maximum EPU drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for QIDX and EPU.
Loading charts...
Drawdown Indicators
| QIDX | EPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.99% | -60.62% | +45.63% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -20.85% | +13.93% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.59% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.97% | — |
Current DrawdownCurrent decline from peak | -0.49% | -7.70% | +7.21% |
Average DrawdownAverage peak-to-trough decline | -2.17% | -18.76% | +16.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 7.54% | -5.48% |
Volatility
QIDX vs. EPU - Volatility Comparison
The current volatility for Indexperts Quality Earnings Focused ETF (QIDX) is 2.83%, while iShares MSCI Peru ETF (EPU) has a volatility of 9.54%. This indicates that QIDX experiences smaller price fluctuations and is considered to be less risky than EPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| QIDX | EPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 9.54% | -6.71% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 27.25% | -18.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.02% | 31.60% | -20.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.36% | 25.20% | -10.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.36% | 23.65% | -9.29% |
QIDX vs. EPU - Expense Ratio Comparison
QIDX has a 0.50% expense ratio, which is lower than EPU's 0.59% expense ratio.
Dividends
QIDX vs. EPU - Dividend Comparison
QIDX's dividend yield for the trailing twelve months is around 0.86%, less than EPU's 2.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPU iShares MSCI Peru ETF | 2.00% | 1.63% | 5.78% | 4.17% | 5.56% | 3.13% | 1.91% | 2.67% | 1.53% | 3.30% | 0.85% | 1.90% |
QIDX Indexperts Quality Earnings Focused ETF | 0.86% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QIDX and EPU have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EPU has higher volatility (9.54%) compared to QIDX (2.83%). In terms of maximum drawdown, QIDX dropped -14.99% vs EPU's -60.62%.
On 1-year performance, EPU leads with 78.12% vs 12.51% for QIDX. On fees, QIDX is cheaper at 0.50% per year. On volatility, QIDX has been the lower-risk option at 2.83%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, EPU has performed better with a 78.12% return vs 12.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
QIDX is cheaper with a 0.50% expense ratio, compared with 0.59% for EPU.
EPU has the higher dividend yield at 2.00%, compared with 0.86% for QIDX.
They also come from different issuers: Indexperts and iShares. Their fees differ too: 0.50% for QIDX and 0.59% for EPU.
EPU currently has the higher Sharpe Ratio (2.49 vs 1.14), 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.
Find the right allocation for QIDX and EPU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer