ARES vs. IQSA.L
ARES (Ares Management Corporation) is a stock, while IQSA.L (Invesco Global Active ESG Equity UCITS ETF USD Acc) is Global Equities fund actively managed by Invesco. Over the past 5 years, ARES returned 14.87%/yr vs 14.53%/yr for IQSA.L. At a 0.39 correlation, their price movements are largely independent.
Performance
ARES vs. IQSA.L - Performance Comparison
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Returns By Period
In the year-to-date period, ARES achieves a -31.41% return, which is significantly lower than IQSA.L's 14.47% return.
ARES
- 1D
- -1.40%
- 1M
- -14.89%
- YTD
- -31.41%
- 6M
- -34.42%
- 1Y
- -34.85%
- 3Y*
- 7.32%
- 5Y*
- 14.87%
- 10Y*
- 27.74%
IQSA.L
- 1D
- 0.33%
- 1M
- 0.94%
- YTD
- 14.47%
- 6M
- 14.29%
- 1Y
- 28.97%
- 3Y*
- 23.37%
- 5Y*
- 14.53%
- 10Y*
- —
ARES vs. IQSA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | -31.41% | -5.72% | 52.68% | 79.52% | -12.75% | 77.75% | 37.37% | 24.99% |
IQSA.L Invesco Global Active ESG Equity UCITS ETF USD Acc | 14.47% | 22.67% | 22.82% | 24.38% | -14.00% | 24.95% | 10.20% | 8.32% |
Correlation
The correlation between ARES and IQSA.L is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2019 | 0.39 |
The correlation between ARES and IQSA.L shifts across timeframes, from 0.25 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ARES vs. IQSA.L — Risk / Return Rank
ARES
IQSA.L
ARES vs. IQSA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ares Management Corporation (ARES) and Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSA.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARES | IQSA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.00 | ||
| Sortino ratioReturn per unit of downside risk | -4.34 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.39 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 3.33 | -4.05 |
| Martin ratioReturn relative to average drawdown | -1.35 | 14.21 | -15.56 |
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Drawdowns
ARES vs. IQSA.L - Drawdown Comparison
The maximum ARES drawdown since its inception was -49.73%, which is greater than IQSA.L's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for ARES and IQSA.L.
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Drawdown Indicators
| ARES | IQSA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.73% | -34.64% | -15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -49.05% | -8.65% | -40.40% |
Max Drawdown (3Y)Largest decline over 3 years | -49.73% | -16.99% | -32.74% |
Max Drawdown (5Y)Largest decline over 5 years | -49.73% | -25.67% | -24.06% |
Max Drawdown (10Y)Largest decline over 10 years | -49.73% | — | — |
Current DrawdownCurrent decline from peak | -42.25% | -1.18% | -41.07% |
Average DrawdownAverage peak-to-trough decline | -11.40% | -4.88% | -6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.91% | 2.03% | +23.88% |
Volatility
ARES vs. IQSA.L - Volatility Comparison
Ares Management Corporation (ARES) has a higher volatility of 13.98% compared to Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSA.L) at 4.06%. This indicates that ARES's price experiences larger fluctuations and is considered to be riskier than IQSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARES | IQSA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.98% | 4.06% | +9.92% |
Volatility (6M)Calculated over the trailing 6-month period | 36.10% | 10.68% | +25.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.24% | 13.30% | +28.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.59% | 16.56% | +21.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.53% | 18.03% | +18.50% |
Dividends
ARES vs. IQSA.L - Dividend Comparison
ARES's dividend yield for the trailing twelve months is around 6.16%, while IQSA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARES Ares Management Corporation | 6.16% | 3.29% | 2.10% | 2.59% | 3.57% | 2.31% | 3.40% | 3.59% | 7.50% | 5.65% | 4.32% | 6.81% |
IQSA.L Invesco Global Active ESG Equity UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ARES and IQSA.L have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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