STKS vs. QUAL
Compare and contrast key facts about The ONE Group Hospitality, Inc. (STKS) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
QUAL is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality Index. It was launched on Jul 16, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STKS or QUAL.
Correlation
The correlation between STKS and QUAL is 0.23, 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.
Performance
STKS vs. QUAL - Performance Comparison
Key characteristics
STKS:
-0.27
QUAL:
1.44
STKS:
0.05
QUAL:
2.01
STKS:
1.01
QUAL:
1.26
STKS:
-0.23
QUAL:
2.41
STKS:
-0.57
QUAL:
7.90
STKS:
32.99%
QUAL:
2.33%
STKS:
68.45%
QUAL:
12.84%
STKS:
-83.92%
QUAL:
-34.06%
STKS:
-80.84%
QUAL:
-1.98%
Returns By Period
In the year-to-date period, STKS achieves a 6.55% return, which is significantly higher than QUAL's 2.54% return. Over the past 10 years, STKS has underperformed QUAL with an annualized return of -4.10%, while QUAL has yielded a comparatively higher 12.73% annualized return.
STKS
6.55%
-10.43%
-22.17%
-19.11%
-7.46%
-4.10%
QUAL
2.54%
-0.61%
3.56%
15.27%
13.58%
12.73%
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Risk-Adjusted Performance
STKS vs. QUAL — Risk-Adjusted Performance Rank
STKS
QUAL
STKS vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The ONE Group Hospitality, Inc. (STKS) and iShares Edge MSCI USA Quality Factor ETF (QUAL). 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
STKS vs. QUAL - Dividend Comparison
STKS has not paid dividends to shareholders, while QUAL's dividend yield for the trailing twelve months is around 0.99%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STKS The ONE Group Hospitality, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 0.99% | 1.02% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% | 1.35% |
Drawdowns
STKS vs. QUAL - Drawdown Comparison
The maximum STKS drawdown since its inception was -83.92%, which is greater than QUAL's maximum drawdown of -34.06%. Use the drawdown chart below to compare losses from any high point for STKS and QUAL. For additional features, visit the drawdowns tool.
Volatility
STKS vs. QUAL - Volatility Comparison
The ONE Group Hospitality, Inc. (STKS) has a higher volatility of 14.12% compared to iShares Edge MSCI USA Quality Factor ETF (QUAL) at 3.12%. This indicates that STKS's price experiences larger fluctuations and is considered to be riskier than QUAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.