BETA vs. IQSA.DE

Last updated Jun 3, 2026

BETA (BETA Technologies, Inc) is a stock, while IQSA.DE (Invesco Global Active ESG Equity UCITS ETF USD Acc) is Global Equities fund actively managed by Invesco. At a 0.40 correlation, their price movements are largely independent.

Performance

BETA vs. IQSA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BETA Technologies, Inc (BETA) and Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSA.DE). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

BETA is traded in USD, while IQSA.DE is traded in EUR. To make them comparable, the IQSA.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BETA achieves a -34.21% return, which is significantly lower than IQSA.DE's 14.01% return.

BETA

• 1D: 2.94%
• 1M: 14.22%
• YTD: -34.21%
• 6M: -34.58%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IQSA.DE

• 1D: 0.66%
• 1M: 6.32%
• YTD: 14.01%
• 6M: 17.64%
• 1Y: 32.89%
• 3Y*: 25.67%
• 5Y*: 14.62%
• 10Y*: —

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

BETA vs. IQSA.DE - Yearly Performance Comparison

	2026 (YTD)	2025
BETA BETA Technologies, Inc	-34.21%	-21.64%
IQSA.DE Invesco Global Active ESG Equity UCITS ETF USD Acc	14.01%	4.62%

Correlation

The correlation between BETA and IQSA.DE is 0.40, 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 Nov 5, 2025	0.40

Return for Risk

BETA vs. IQSA.DE — Risk / Return Rank

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

IQSA.DE

IQSA.DE Risk / Return Rank: 80
IQSA.DE Sharpe Ratio Rank: 76
IQSA.DE Sortino Ratio Rank: 80
IQSA.DE Omega Ratio Rank: 76
IQSA.DE Calmar Ratio Rank: 85
IQSA.DE Martin Ratio Rank: 86

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.

BETA vs. IQSA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BETA Technologies, Inc (BETA) and Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSA.DE). 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

	BETA	IQSA.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.56	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.90	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.88	0.92	-1.80

Drawdowns

BETA vs. IQSA.DE - Drawdown Comparison

The maximum BETA drawdown since its inception was -63.07%, which is greater than IQSA.DE's maximum drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for BETA and IQSA.DE.

Drawdown Indicators

	BETA	IQSA.DE	Difference
Max Drawdown Largest peak-to-trough decline	-63.07%	-34.80%	-28.27%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.57%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.81%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.61%	—
Current Drawdown Current decline from peak	-49.57%	0.00%	-49.57%
Average Drawdown Average peak-to-trough decline	-40.57%	-4.94%	-35.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.00%	—

Volatility

Volatility by Period

	BETA	IQSA.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.87%	—
Volatility (1Y) Calculated over the trailing 1-year period	78.91%	12.80%	+66.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	78.91%	16.11%	+62.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	78.91%	17.87%	+61.04%

Dividends

BETA vs. IQSA.DE - Dividend Comparison

Neither BETA nor IQSA.DE has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both BETA and IQSA.DE in my portfolio?

BETA and IQSA.DE have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.