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QLTY.AX vs. CORE.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QLTY.AX vs. CORE.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a A$10,000 investment in BetaShares Global Quality Leaders ETF (QLTY.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QLTY.AX achieves a 1.90% return, which is significantly lower than CORE.AX's 4.95% return.


QLTY.AX

1D
-0.88%
1M
-0.19%
6M
-0.07%
YTD
1.90%
1Y
6.33%
3Y*
13.83%
5Y*
9.16%
10Y*

CORE.AX

1D
-0.25%
1M
0.93%
6M
4.67%
YTD
4.95%
1Y
15.14%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

QLTY.AX vs. CORE.AX - Yearly Performance Comparison


Correlation

The correlation between QLTY.AX and CORE.AX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.47

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2025

0.46

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Return for Risk

QLTY.AX vs. CORE.AX — Risk / Return Rank

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

QLTY.AX
QLTY.AX Risk / Return Rank: 1919
Overall Rank
QLTY.AX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
QLTY.AX Sortino Ratio Rank: 1919
Sortino Ratio Rank
QLTY.AX Omega Ratio Rank: 1919
Omega Ratio Rank
QLTY.AX Calmar Ratio Rank: 1717
Calmar Ratio Rank
QLTY.AX Martin Ratio Rank: 1717
Martin Ratio Rank

CORE.AX
CORE.AX Risk / Return Rank: 4545
Overall Rank
CORE.AX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
CORE.AX Sortino Ratio Rank: 4949
Sortino Ratio Rank
CORE.AX Omega Ratio Rank: 5656
Omega Ratio Rank
CORE.AX Calmar Ratio Rank: 3939
Calmar Ratio Rank
CORE.AX Martin Ratio Rank: 3636
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.

QLTY.AX vs. CORE.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BetaShares Global Quality Leaders ETF (QLTY.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). 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.


QLTY.AXCORE.AXDifference
Sharpe ratioReturn per unit of total volatility

-0.79

Sortino ratioReturn per unit of downside risk

-1.12

Omega ratioGain probability vs. loss probability

1.11

1.28

-0.17

Calmar ratioReturn relative to maximum drawdown

0.57

1.68

-1.11

Martin ratioReturn relative to average drawdown

1.40

4.54

-3.14

QLTY.AX vs. CORE.AX - Sharpe Ratio Comparison

The current QLTY.AX Sharpe Ratio is 0.59, which is lower than the CORE.AX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of QLTY.AX and CORE.AX, 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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Drawdowns

QLTY.AX vs. CORE.AX - Drawdown Comparison

The maximum QLTY.AX drawdown since its inception was -27.94%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for QLTY.AX and CORE.AX.


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Drawdown Indicators


QLTY.AXCORE.AXDifference

Max Drawdown

Largest peak-to-trough decline

-27.94%

-10.20%

-17.74%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

-10.20%

-2.21%

Max Drawdown (3Y)

Largest decline over 3 years

-14.17%

Max Drawdown (5Y)

Largest decline over 5 years

-27.94%

Current Drawdown

Current decline from peak

-2.10%

-1.34%

-0.76%

Average Drawdown

Average peak-to-trough decline

-5.56%

-2.60%

-2.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

Volatility

QLTY.AX vs. CORE.AX - Volatility Comparison

BetaShares Global Quality Leaders ETF (QLTY.AX) has a higher volatility of 3.50% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that QLTY.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QLTY.AXCORE.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.50%

2.12%

+1.38%

Volatility (6M)

Calculated over the trailing 6-month period

9.68%

7.39%

+2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

12.01%

12.44%

-0.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.28%

12.50%

+1.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.94%

12.50%

+2.44%

Dividends

QLTY.AX vs. CORE.AX - Dividend Comparison

QLTY.AX's dividend yield for the trailing twelve months is around 3.15%, more than CORE.AX's 0.68% yield.


PositionTTM2025202420232022202120202019
CORE.AX
Schroder Global Core Fund - Active ETF
0.68%0.55%0.00%0.00%0.00%0.00%0.00%0.00%
QLTY.AX
BetaShares Global Quality Leaders ETF
3.15%2.30%2.86%0.66%0.80%4.34%2.31%1.73%

Frequently Asked Questions


QLTY.AX and CORE.AX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

They also come from different issuers: BetaShares and Schroder.

Portfolio Optimizer

Find the right allocation for QLTY.AX and CORE.AX

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