BAFE vs QIDX
Brown Advisory Flexible Equity ETF vs Indexperts Quality Earnings Focused ETF
Which is better, BAFE or QIDX?
BAFE has been ahead.
QIDX has a lower expense ratio. BAFE led over 1Y and the full window. QIDX is less concentrated, with 26.2% of the fund in its ten largest positions against 45.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BAFE | QIDX |
|---|---|---|
| Expense Ratio | 0.54% | 0.50%Best |
| AUM | $1.8B | $39M |
| Dividend Yield | 0.27% | 0.93% |
| Holdings | 90 | 264 |
| YTD Return | +9.97%Best | +7.85% |
| 1Y Return | +12.65%Best | +7.18% |
| Volatility (annualized) | 13.0% | 9.9%Best |
| Max Drawdown | -18.4% | -15.0%Best |
| $10,000 over 1.8 years | $12,131Best | $11,722 |
| Top 10 Weight | 45.4% | 26.2%Best |
| Fund Family | Brown Advisory | Indexperts |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 18, 2024 | Dec 31, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Jan 2, 2025 to Oct 14, 2026 (1.8 years).
BAFE vs QIDX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.
BAFE vs QIDX Performance
Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and Indexperts Quality Earnings Focused ETF (QIDX) is an ETF from Indexperts. Over the past year BAFE returned +12.65% while QIDX returned +7.18%. Year to date, BAFE is up 9.97% versus a gain of 7.85% for QIDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BAFE has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 9.9% for QIDX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.4% for BAFE and -15.0% for QIDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BAFE charges 0.54% per year while QIDX charges 0.50%. On a $10,000 position that is $54 vs $50 annually, a gap of $4 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 0.93% for QIDX.
Holdings Overlap
24.9% of BAFE's money is in holdings QIDX also owns. 12.3% of QIDX's money is in holdings BAFE also owns.
BAFE and QIDX share little of their money.
9 positions in common, counted across the 42 positions we hold weights for in BAFE and 131 in QIDX, against full books of 90 and 264.
What only one of them owns
Our book lists 121 positions for QIDX that do not appear in our book for BAFE (87.0% of the fund), and 28 for BAFE that do not appear in QIDX (57.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BAFE | Weight in QIDX | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.49% | 0.69% | 5.80% |
| GOOGLAlphabet Inc | 3.72% | 3.22% | 0.50% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 3.11% | 1.47% | 1.64% |
| AAPLApple, Inc | 1.90% | 2.42% | 0.52% |
| MAMastercard Inc | 3.73% | 0.56% | 3.17% |
| KLACKla-tencor | 2.28% | 1.71% | 0.57% |
| SPGIS&p Global Inc. | 1.35% | 1.15% | 0.20% |
| TJXTjx Cos., Inc. | 1.18% | 0.61% | 0.57% |
| PGRProgressive Corporation | 1.14% | 0.45% | 0.69% |
24.9% of BAFE is already inside QIDX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BAFE or QIDX?
BAFE has an expense ratio of 0.54% while QIDX charges 0.50%. QIDX is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, BAFE or QIDX?
Over the past year BAFE returned +12.65% vs +7.18% for QIDX, so BAFE leads on 1-year performance. Over the longest common window we track (2 years), BAFE annualized +11.33% vs +9.23% for QIDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BAFE or QIDX?
BAFE has been the more volatile fund at 13.0% annualized versus 9.9% for QIDX. Worst drawdown: BAFE -18.4% vs QIDX -15.0%.
Should I hold both BAFE and QIDX?
BAFE and QIDX have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BAFE and QIDX?
24.9% of BAFE's money is in holdings QIDX also owns. 12.3% of QIDX's is in holdings BAFE also owns. They hold 9 positions in common, counted across the 42 positions we hold weights for in BAFE and 131 in QIDX.
Which pays a higher dividend, BAFE or QIDX?
BAFE yields 0.27% while QIDX yields 0.93%, so QIDX currently pays the higher dividend yield.
Is QIDX better than BAFE?
QIDX has a lower expense ratio. BAFE led over 1Y and the full window. QIDX is less concentrated, with 26.2% of the fund in its ten largest positions against 45.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.