Correlation
The correlation between VTUIX and QUAL is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
VTUIX vs. QUAL
Compare and contrast key facts about Vontobel U.S. Equity Institutional Fund (VTUIX) and iShares Edge MSCI USA Quality Factor ETF (QUAL).
VTUIX is managed by Vontobel. It was launched on Mar 27, 2018. 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: VTUIX or QUAL.
Performance
VTUIX vs. QUAL - Performance Comparison
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Key characteristics
Returns By Period
VTUIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
QUAL
-2.06%
4.31%
-4.28%
5.58%
15.69%
14.80%
12.17%
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VTUIX vs. QUAL - Expense Ratio Comparison
VTUIX has a 0.65% expense ratio, which is higher than QUAL's 0.15% expense ratio.
Risk-Adjusted Performance
VTUIX vs. QUAL — Risk-Adjusted Performance Rank
VTUIX
QUAL
VTUIX vs. QUAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) 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.
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Dividends
VTUIX vs. QUAL - Dividend Comparison
VTUIX has not paid dividends to shareholders, while QUAL's dividend yield for the trailing twelve months is around 1.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTUIX Vontobel U.S. Equity Institutional Fund | 0.62% | 0.62% | 0.53% | 0.36% | 0.36% | 0.29% | 0.65% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
QUAL iShares Edge MSCI USA Quality Factor ETF | 1.05% | 1.02% | 1.23% | 1.59% | 1.20% | 1.39% | 1.60% | 2.00% | 1.76% | 1.96% | 1.63% | 1.35% |
Drawdowns
VTUIX vs. QUAL - Drawdown Comparison
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Volatility
VTUIX vs. QUAL - Volatility Comparison
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