AKRE vs. IQM

Last updated Jun 5, 2026

AKRE (Akre Focus ETF) and IQM (Franklin Intelligent Machines ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a 0.11 correlation, their price movements are largely independent. AKRE charges 0.98%/yr vs 0.50%/yr for IQM.

Performance

AKRE vs. IQM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus ETF (AKRE) and Franklin Intelligent Machines ETF (IQM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AKRE achieves a -16.27% return, which is significantly lower than IQM's 38.49% return.

AKRE

• 1D: 1.88%
• 1M: 1.20%
• YTD: -16.27%
• 6M: -14.86%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IQM

• 1D: -1.20%
• 1M: 9.28%
• YTD: 38.49%
• 6M: 34.62%
• 1Y: 72.20%
• 3Y*: 37.11%
• 5Y*: 21.93%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AKRE vs. IQM - Yearly Performance Comparison

	2026 (YTD)	2025
AKRE Akre Focus ETF	-16.27%	-3.24%
IQM Franklin Intelligent Machines ETF	38.49%	-5.94%

Correlation

The correlation between AKRE and IQM is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 28, 2025	0.11

Return for Risk

AKRE vs. IQM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IQM

IQM Risk / Return Rank: 77
IQM Sharpe Ratio Rank: 80
IQM Sortino Ratio Rank: 67
IQM Omega Ratio Rank: 70
IQM Calmar Ratio Rank: 87
IQM Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AKRE vs. IQM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and Franklin Intelligent Machines ETF (IQM). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AKRE	IQM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.57	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	-1.42	0.95	-2.37

Drawdowns

AKRE vs. IQM - Drawdown Comparison

The maximum AKRE drawdown since its inception was -24.18%, smaller than the maximum IQM drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for AKRE and IQM.

Drawdown Indicators

	AKRE	IQM	Difference
Max Drawdown Largest peak-to-trough decline	-24.18%	-44.91%	+20.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.71%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-30.42%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-44.91%	—
Current Drawdown Current decline from peak	-18.98%	-1.57%	-17.41%
Average Drawdown Average peak-to-trough decline	-13.07%	-12.24%	-0.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.49%	—

Volatility

Volatility by Period

	AKRE	IQM	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	20.97%	28.28%	-7.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.97%	28.90%	-7.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.97%	30.71%	-9.74%

AKRE vs. IQM - Expense Ratio Comparison

AKRE has a 0.98% expense ratio, which is higher than IQM's 0.50% expense ratio.

Dividends

AKRE vs. IQM - Dividend Comparison

Neither AKRE nor IQM has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
AKRE Akre Focus ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IQM Franklin Intelligent Machines ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.17%	0.01%

Frequently Asked Questions

Can I hold both AKRE and IQM in my portfolio?

AKRE and IQM have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AKRE or IQM?

On fees, IQM is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AKRE or IQM?

IQM is cheaper with a 0.50% expense ratio, compared with 0.98% for AKRE.

Which ETF pays a higher dividend yield, AKRE or IQM?

AKRE and IQM have nearly identical dividend yields, around 0.00%.

What is the main difference between AKRE and IQM?

They also come from different issuers: Akre Capital and Franklin Templeton. Their fees differ too: 0.98% for AKRE and 0.50% for IQM.