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FlexShares International Quality Dividend Dynamic Index Fund (IQDY)



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Upturn Advisory Summary
08/14/2025: IQDY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 1.19% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 24.82 - 32.40 | Updated Date 06/29/2025 |
52 Weeks Range 24.82 - 32.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
FlexShares International Quality Dividend Dynamic Index Fund
ETF Overview
Overview
The FlexShares International Quality Dividend Dynamic Index Fund (IQDY) aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend Dynamic Index. The fund focuses on dividend-paying companies outside the US, emphasizing quality, management efficiency, and dividend policy. Its asset allocation is primarily in developed market equities. The investment strategy seeks high current income and long-term capital appreciation by selecting companies with strong financials and dividend-paying history.
Reputation and Reliability
FlexShares is known for its suite of factor-based ETFs, with a reputation for innovation and offering targeted exposures. They are generally considered a reliable issuer.
Management Expertise
FlexShares is managed by Northern Trust Asset Management, a large and established asset manager with significant experience in factor-based and index investing.
Investment Objective
Goal
The primary investment goal of IQDY is to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust International Quality Dividend Dynamic Index.
Investment Approach and Strategy
Strategy: IQDY aims to track the Northern Trust International Quality Dividend Dynamic Index, which selects companies based on quality, management efficiency, and dividend policy.
Composition The ETF primarily holds stocks of dividend-paying companies in developed markets outside the United States.
Market Position
Market Share: The exact market share is difficult to ascertain without specific data from all dividend-focused international ETFs, but IQDY holds a moderate position among similar funds.
Total Net Assets (AUM): 248200000
Competitors
Key Competitors
- Schwab International Dividend Equity ETF (SCHY)
- Vanguard International Dividend Appreciation ETF (VIGI)
- SPDR S&P International Dividend ETF (DWX)
Competitive Landscape
The international dividend ETF market is competitive, with larger, more established funds like SCHY and VIGI holding significant market share. IQDY differentiates itself through its dynamic index, which actively selects based on quality and management efficiency, potentially offering higher returns, but possibly at the cost of higher volatility. Competitors generally focus on broader dividend strategies, potentially offering lower risk but also lower potential returns. IQDY's smaller size may impact liquidity compared to the larger ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be updated. I cannot provide specific historical performance without live data access. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparison requires specific performance data and cannot be accurately provided without live access.
Expense Ratio: 0.37
Liquidity
Average Trading Volume
The average trading volume for IQDY suggests reasonable, although not exceptionally high, liquidity.
Bid-Ask Spread
The bid-ask spread for IQDY is typically competitive, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in developed markets outside the US, interest rate policies, currency fluctuations, and global trade conditions all affect IQDY. Sector-specific performance within the international equity markets also plays a role.
Growth Trajectory
The growth trajectory of IQDY depends on its ability to attract assets and deliver competitive returns relative to its benchmark and peers. Changes to the index methodology or holdings could impact its future performance.
Moat and Competitive Advantages
Competitive Edge
IQDY's competitive advantage lies in its dynamic index, which actively screens for high-quality, dividend-paying companies with strong management efficiency, aiming to provide higher returns than passively managed dividend ETFs. This dynamic selection process differentiates it from broad-based international dividend ETFs. However, this advantage depends on the effectiveness of the Northern Trust International Quality Dividend Dynamic Index's selection criteria. The relatively low expense ratio also helps in providing a competitive total return for investors.
Risk Analysis
Volatility
IQDY's historical volatility is dependent on the performance of its underlying holdings. It is likely to exhibit similar volatility to other international equity ETFs with a dividend focus.
Market Risk
IQDY is subject to market risk associated with international equities, including currency risk, political risk, and economic downturns in the countries where its holdings are located. Fluctuations in dividend payments by the underlying companies can also impact the fund's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for IQDY is one seeking international equity exposure with a focus on dividend income and long-term capital appreciation. Investors who are comfortable with factor-based investing and understand the potential for both outperformance and underperformance relative to broader market indices are suitable candidates.
Market Risk
IQDY is suitable for long-term investors looking to diversify their portfolios with international dividend-paying stocks. It may also appeal to income-seeking investors, but it's not recommended for active traders due to its relatively lower trading volume compared to broader market ETFs.
Summary
IQDY is an international dividend ETF that seeks to track the Northern Trust International Quality Dividend Dynamic Index. It focuses on dividend-paying companies with strong financials and management efficiency. Its dynamic index aims to outperform passively managed dividend ETFs, but this comes with the potential for higher volatility. The fund is suitable for long-term investors seeking international equity exposure and dividend income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FlexShares Website
- Northern Trust Asset Management
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FlexShares International Quality Dividend Dynamic Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The index is designed to reflect the performance of a selection of companies that, in aggregate, provide exposure to a high-quality income-oriented universe of long-only international securities issued by non-U.S.-based companies. The fund will invest at least 80% of its total assets in the securities of the index and in ADRs and GDRs based on the securities in the index.

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