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ICPY vs. IDMO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ICPY vs. IDMO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tweedy, Browne International Insider + Value ETF (ICPY) and Invesco S&P International Developed Momentum ETF (IDMO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ICPY achieves a 12.60% return, which is significantly higher than IDMO's 8.71% return.


ICPY

1D
-0.08%
1M
-1.61%
YTD
12.60%
6M
13.91%
1Y
3Y*
5Y*
10Y*

IDMO

1D
-0.91%
1M
-0.65%
YTD
8.71%
6M
7.83%
1Y
22.08%
3Y*
25.85%
5Y*
15.33%
10Y*
12.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICPY vs. IDMO - Yearly Performance Comparison


Correlation

The correlation between ICPY and IDMO is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 10, 2025

0.73

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Return for Risk

ICPY vs. IDMO — Risk / Return Rank

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

ICPY

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


IDMO
IDMO Risk / Return Rank: 4040
Overall Rank
IDMO Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
IDMO Sortino Ratio Rank: 3737
Sortino Ratio Rank
IDMO Omega Ratio Rank: 3737
Omega Ratio Rank
IDMO Calmar Ratio Rank: 3939
Calmar Ratio Rank
IDMO Martin Ratio Rank: 4848
Martin Ratio Rank
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.

ICPY vs. IDMO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Insider + Value ETF (ICPY) and Invesco S&P International Developed Momentum ETF (IDMO). 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.


ICPYIDMODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.80

Martin ratioReturn relative to average drawdown

7.24

ICPY vs. IDMO - Sharpe Ratio Comparison


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Drawdowns

ICPY vs. IDMO - Drawdown Comparison

The maximum ICPY drawdown since its inception was -8.86%, smaller than the maximum IDMO drawdown of -39.38%. Use the drawdown chart below to compare losses from any high point for ICPY and IDMO.


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Drawdown Indicators


ICPYIDMODifference

Max Drawdown

Largest peak-to-trough decline

-8.86%

-39.38%

+30.52%

Max Drawdown (1Y)

Largest decline over 1 year

-12.31%

Max Drawdown (3Y)

Largest decline over 3 years

-12.65%

Max Drawdown (5Y)

Largest decline over 5 years

-27.07%

Max Drawdown (10Y)

Largest decline over 10 years

-31.34%

Current Drawdown

Current decline from peak

-2.71%

-3.54%

+0.83%

Average Drawdown

Average peak-to-trough decline

-1.57%

-9.72%

+8.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

Volatility

ICPY vs. IDMO - Volatility Comparison


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Volatility by Period


ICPYIDMODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.79%

Volatility (6M)

Calculated over the trailing 6-month period

16.43%

Volatility (1Y)

Calculated over the trailing 1-year period

15.09%

18.18%

-3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.09%

18.10%

-3.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

17.91%

-2.82%

ICPY vs. IDMO - Expense Ratio Comparison

ICPY has a 0.80% expense ratio, which is higher than IDMO's 0.25% expense ratio.


Dividends

ICPY vs. IDMO - Dividend Comparison

ICPY's dividend yield for the trailing twelve months is around 4.05%, more than IDMO's 3.68% yield.


PositionTTM20252024202320222021202020192018201720162015
ICPY
Tweedy, Browne International Insider + Value ETF
4.05%4.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IDMO
Invesco S&P International Developed Momentum ETF
3.68%3.71%2.24%2.89%3.66%1.81%1.63%2.78%3.27%3.08%2.18%2.52%

Frequently Asked Questions


ICPY and IDMO have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDMO is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDMO is cheaper with a 0.25% expense ratio, compared with 0.80% for ICPY.

ICPY has the higher dividend yield at 4.05%, compared with 3.68% for IDMO.

ICPY is categorized as Foreign Large Cap Equities, while IDMO is Momentum. They also come from different issuers: Tweedy, Browne and Invesco. Their fees differ too: 0.80% for ICPY and 0.25% for IDMO.

Portfolio Optimizer

Find the right allocation for ICPY and IDMO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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