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Upturn AI SWOT - About
FlexShares Quality Dividend Index Fund (QDF)
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Upturn Advisory Summary
09/16/2025: QDF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 26.88% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.98 | 52 Weeks Range 58.50 - 73.03 | Updated Date 06/30/2025 |
52 Weeks Range 58.50 - 73.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
FlexShares Quality Dividend Index Fund
ETF Overview
Overview
The FlexShares Quality Dividend Index Fund (QDF) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Dividend IndexSM. It focuses on dividend-paying stocks exhibiting financial strength and consistent dividend payouts.
Reputation and Reliability
FlexShares is a suite of ETFs offered by Northern Trust Asset Management, a well-established and reputable investment management firm.
Management Expertise
Northern Trust has extensive experience in managing index-based and dividend-focused investment strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Northern Trust Quality Dividend IndexSM.
Investment Approach and Strategy
Strategy: Tracks the Northern Trust Quality Dividend IndexSM, which selects dividend-paying stocks based on quality factors.
Composition Primarily holds dividend-paying stocks of U.S. companies.
Market Position
Market Share: QDF's market share within the dividend ETF sector is moderate, competing with larger, more established funds.
Total Net Assets (AUM): 1850000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The dividend ETF market is highly competitive, with established players like Vanguard and Schwab dominating. QDF distinguishes itself through its quality-focused dividend selection methodology. A disadvantage is that it faces stiff competition from ETFs with larger AUM and potentially lower expense ratios. QDF differentiates by focusing on quality factors, but must demonstrate consistent outperformance to capture market share.
Financial Performance
Historical Performance: Historical performance varies depending on the time period; review fund factsheet or third party data for exact numbers.
Benchmark Comparison: Compare QDF's performance to the Northern Trust Quality Dividend IndexSM to assess tracking effectiveness; review fund factsheet or third party data for exact numbers.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
QDF's average trading volume indicates moderate liquidity, generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and dividend policies of companies within the index affect QDF's performance.
Growth Trajectory
Growth depends on the performance of its underlying holdings and investor demand for quality dividend strategies. Any changes will be reflected in fund documents.
Moat and Competitive Advantages
Competitive Edge
QDF's focus on quality dividend-paying stocks differentiates it within the dividend ETF landscape. The fund's methodology emphasizes financial strength and consistent dividend payouts. This focus potentially results in a portfolio of more resilient companies. The quality screen may lead to superior risk-adjusted returns, attracting investors seeking both income and capital preservation. The Northern Trust indexing expertise also contributes to its competitive advantage.
Risk Analysis
Volatility
Historical volatility can be assessed through standard deviation and beta metrics; review fund factsheet or third party data for exact numbers.
Market Risk
QDF is exposed to market risk associated with equity investments, sector-specific risks depending on its holdings, and risks related to dividend sustainability.
Investor Profile
Ideal Investor Profile
Income-seeking investors, retirees, and those looking for a blend of dividend income and capital appreciation may find QDF suitable.
Market Risk
QDF is suitable for long-term investors seeking a core dividend-focused equity allocation.
Summary
FlexShares Quality Dividend Index Fund (QDF) offers exposure to dividend-paying stocks selected for their financial quality. QDF targets investors seeking both income and potential capital appreciation by tracking the Northern Trust Quality Dividend IndexSM. While facing strong competition in the dividend ETF market, QDF distinguishes itself with a focus on quality factors. It's suitable as a core holding in a diversified portfolio for long-term income-seeking investors. Investors should assess its expense ratio and trading liquidity before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FlexShares website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and subject to change.
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 Quality Dividend Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying 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 U.S. equity securities, with an emphasis on long-term capital growth and a targeted overall beta that is similar to that of the Northern Trust 1250 Index (the "parent index"), a float-adjusted market-capitalization weighted index of U.S. domiciled large- and mid-capitalization companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.