IQSI vs. DMXF
Compare and contrast key facts about IQ Candriam ESG International Equity ETF (IQSI) and iShares ESG Advanced MSCI EAFE ETF (DMXF).
IQSI and DMXF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IQSI is a passively managed fund by New York Life that tracks the performance of the IQ Candriam ESG International Equity Index. It was launched on Dec 17, 2019. DMXF is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Choice ESG Screened Index. It was launched on Jun 16, 2020. Both IQSI and DMXF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IQSI or DMXF.
Correlation
The correlation between IQSI and DMXF is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IQSI vs. DMXF - Performance Comparison
Key characteristics
IQSI:
0.59
DMXF:
0.43
IQSI:
1.00
DMXF:
0.80
IQSI:
1.14
DMXF:
1.11
IQSI:
0.77
DMXF:
0.53
IQSI:
2.17
DMXF:
1.59
IQSI:
4.99%
DMXF:
5.47%
IQSI:
17.43%
DMXF:
18.77%
IQSI:
-31.90%
DMXF:
-34.52%
IQSI:
-0.35%
DMXF:
-0.66%
Returns By Period
In the year-to-date period, IQSI achieves a 12.57% return, which is significantly higher than DMXF's 10.48% return.
IQSI
12.57%
9.62%
9.20%
10.26%
11.81%
N/A
DMXF
10.48%
9.37%
6.10%
8.03%
N/A
N/A
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IQSI vs. DMXF - Expense Ratio Comparison
IQSI has a 0.15% expense ratio, which is higher than DMXF's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IQSI vs. DMXF — Risk-Adjusted Performance Rank
IQSI
DMXF
IQSI vs. DMXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) and iShares ESG Advanced MSCI EAFE ETF (DMXF). 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.
Dividends
IQSI vs. DMXF - Dividend Comparison
IQSI's dividend yield for the trailing twelve months is around 2.43%, less than DMXF's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IQSI IQ Candriam ESG International Equity ETF | 2.43% | 2.79% | 2.98% | 2.89% | 2.75% | 1.65% | 0.06% |
DMXF iShares ESG Advanced MSCI EAFE ETF | 2.64% | 2.92% | 2.29% | 2.37% | 1.91% | 0.31% | 0.00% |
Drawdowns
IQSI vs. DMXF - Drawdown Comparison
The maximum IQSI drawdown since its inception was -31.90%, smaller than the maximum DMXF drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for IQSI and DMXF. For additional features, visit the drawdowns tool.
Volatility
IQSI vs. DMXF - Volatility Comparison
IQ Candriam ESG International Equity ETF (IQSI) and iShares ESG Advanced MSCI EAFE ETF (DMXF) have volatilities of 4.56% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.