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FlexShares Quality Dividend Index Fund(QDF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QDF
11/13/2026: QDF (3-star) is currently NOT-A-BUY. Pass it for now.
FlexShares Quality Dividend Index Fund (QDF) provides exposure to high-quality, US-listed dividend-paying companies selected via a multi-factor methodology. Its primary strength lies in its ability to filter for financial stability and sustainable payouts, making it a defensive choice for income-oriented portfolios. While it carries a higher expense ratio than broad-market peers, it offers a distinct factor tilt that aims to outperform in volatile markets. Investors should monitor factor performance and expense competitiveness. It is best suited for long-term, risk-conscious investors focused on durable income.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures growth, its primary focus is on quality and income rather than pure capital appreciation. |
| Momentum investor | Weak fit | The fund's factor-based screening is not designed to capture short-term price momentum. |
| Value investor | Strong fit | The quality-dividend focus often naturally aligns with value-oriented stock selection criteria. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent, sustainable income from high-quality sources. |
| Low-risk investor | Strong fit | Its emphasis on financial stability and quality makes it a suitable choice for investors seeking lower volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, risk-aware individual or advisor seeking income with a defensive quality tilt.
Suitability
Best suited for long-term investors looking for a core dividend holding rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is designed to dampen portfolio volatility by focusing on established, profitable companies. |
| Market risk | Medium / high | As an equity fund, it remains fully exposed to general stock market declines. |
| Concentration | Medium | The fund holds a diversified basket of stocks, mitigating idiosyncratic risk. |
| Tracking/expense | Low | The management team has demonstrated consistent ability to track the benchmark within expected ranges. |
| Liquidity | Low | The high liquidity of the underlying large-cap holdings minimizes trade execution risk. |
| Business/sector quality | Low | The fund's primary mandate is to screen specifically for high business quality. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
QDF typically exhibits lower volatility than the S&P 500 due to its focus on established, high-quality, dividend-paying corporations.
Market Risk
The primary risk is systematic market risk; the fund will generally follow market trends while potentially lagging during growth-led speculative rallies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | The fund focuses on large-cap, established companies, providing a balance of stability and growth potential. |
| Market capitalization | US Mid-Cap Equities | 14 | Exposure to mid-cap companies provides additional growth opportunities beyond traditional large-cap dividend payers. |
| Cash/collateral | Cash and Cash Equivalents | 1 | A small cash position is held for liquidity and to manage daily fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 28.72% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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