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IQSI vs. FIDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQSI vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IQ Candriam ESG International Equity ETF (IQSI) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IQSI achieves a 11.22% return, which is significantly lower than FIDI's 15.39% return.


IQSI

1D
0.31%
1M
0.32%
6M
5.61%
YTD
11.22%
1Y
22.43%
3Y*
15.55%
5Y*
8.09%
10Y*
ALL TIME*
9.55%

FIDI

1D
-0.17%
1M
5.79%
6M
9.31%
YTD
15.39%
1Y
31.09%
3Y*
20.22%
5Y*
12.48%
10Y*
ALL TIME*
6.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.67M$1.97M$1.82M
$66.39K$361.19K$950.83K

IQSI vs. FIDI - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
IQSI
IQ Candriam ESG International Equity ETF
11.22%26.95%4.84%16.21%-14.76%12.70%10.36%0.38%
FIDI
Fidelity International High Dividend ETF
15.39%39.34%-0.06%16.28%-4.73%16.87%-11.68%-0.66%

Correlation

The correlation between IQSI and FIDI is 0.81, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.81

Correlation (3Y)
Balances recent behavior with more history.

0.87

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.88

Correlation (All Time)
Calculated using the full available price history since Dec 17, 2019

0.86

The correlation between IQSI and FIDI has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.

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Return for Risk

IQSI vs. FIDI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IQSI
IQSI Risk / Return Rank: 5555
Overall Rank
IQSI Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IQSI Sortino Ratio Rank: 5656
Sortino Ratio Rank
IQSI Omega Ratio Rank: 5555
Omega Ratio Rank
IQSI Calmar Ratio Rank: 5050
Calmar Ratio Rank
IQSI Martin Ratio Rank: 5656
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 9393
Overall Rank
FIDI Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 9393
Sortino Ratio Rank
FIDI Omega Ratio Rank: 9393
Omega Ratio Rank
FIDI Calmar Ratio Rank: 9393
Calmar Ratio Rank
FIDI Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IQSI vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) and Fidelity International High Dividend ETF (FIDI). 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.


IQSIFIDIDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.59

Omega ratioGain probability vs. loss probability

1.25

1.48

-0.22

Calmar ratioReturn relative to maximum drawdown

1.88

4.49

-2.61

Martin ratioReturn relative to average drawdown

6.90

15.56

-8.66

IQSI vs. FIDI - Sharpe Ratio Comparison

The current IQSI Sharpe Ratio is 1.43, which is lower than the FIDI Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of IQSI and FIDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IQSI vs. FIDI - Drawdown Comparison

The maximum IQSI drawdown since its inception was -31.90%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for IQSI and FIDI.


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Drawdown Indicators


IQSIFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-31.90%

-46.34%

+14.44%

Max Drawdown (1Y)

Largest decline over 1 year

-12.00%

-6.96%

-5.04%

Max Drawdown (3Y)

Largest decline over 3 years

-14.02%

-12.09%

-1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-29.86%

-26.05%

-3.81%

Current Drawdown

Current decline from peak

-0.65%

-1.09%

+0.44%

Average Drawdown

Average peak-to-trough decline

-6.37%

-9.63%

+3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.26%

2.00%

+1.26%

Volatility

IQSI vs. FIDI - Volatility Comparison

IQ Candriam ESG International Equity ETF (IQSI) has a higher volatility of 4.38% compared to Fidelity International High Dividend ETF (FIDI) at 2.78%. This indicates that IQSI's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IQSIFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.38%

2.78%

+1.60%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

9.27%

+4.34%

Volatility (1Y)

Calculated over the trailing 1-year period

15.83%

11.62%

+4.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.43%

14.81%

+1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.94%

18.61%

+0.33%

IQSI vs. FIDI - Expense Ratio Comparison

IQSI has a 0.15% expense ratio, which is lower than FIDI's 0.39% expense ratio.


Dividends

IQSI vs. FIDI - Dividend Comparison

IQSI's dividend yield for the trailing twelve months is around 2.69%, less than FIDI's 3.90% yield.


PositionTTM20252024202320222021202020192018
FIDI
Fidelity International High Dividend ETF
3.90%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%
IQSI
IQ Candriam ESG International Equity ETF
2.69%2.75%2.79%2.98%2.89%2.75%1.65%0.00%0.00%

Frequently Asked Questions


IQSI and FIDI have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IQSI has higher volatility (4.38%) compared to FIDI (2.78%). In terms of maximum drawdown, IQSI dropped -31.90% vs FIDI's -46.34%.

On 5-year performance, FIDI leads with 12.48% vs 8.09% for IQSI. On fees, IQSI is cheaper at 0.15% per year. On volatility, FIDI has been the lower-risk option at 2.78%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FIDI has performed better with a 12.48% return vs 8.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IQSI is cheaper with a 0.15% expense ratio, compared with 0.39% for FIDI.

FIDI has the higher dividend yield at 3.90%, compared with 2.69% for IQSI.

IQSI tracks IQ Candriam ESG International Equity Index, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: New York Life and Fidelity. Their fees differ too: 0.15% for IQSI and 0.39% for FIDI.

FIDI currently has the higher Sharpe Ratio (2.69 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IQSI and FIDI

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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