IQSI vs. TLTD
Compare and contrast key facts about IQ Candriam ESG International Equity ETF (IQSI) and FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD).
IQSI and TLTD 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. TLTD is a passively managed fund by Northern Trust that tracks the performance of the Morningstar Developed Markets ex-US Factor Tilt Index. It was launched on Sep 28, 2012. Both IQSI and TLTD 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 TLTD.
Correlation
The correlation between IQSI and TLTD is 0.76, 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. TLTD - Performance Comparison
Key characteristics
IQSI:
0.59
TLTD:
0.80
IQSI:
1.00
TLTD:
1.26
IQSI:
1.14
TLTD:
1.18
IQSI:
0.77
TLTD:
1.09
IQSI:
2.17
TLTD:
3.52
IQSI:
4.99%
TLTD:
4.07%
IQSI:
17.43%
TLTD:
17.01%
IQSI:
-31.90%
TLTD:
-40.62%
IQSI:
-0.35%
TLTD:
-0.04%
Returns By Period
In the year-to-date period, IQSI achieves a 12.57% return, which is significantly lower than TLTD's 14.61% return.
IQSI
12.57%
9.62%
9.20%
10.26%
11.81%
N/A
TLTD
14.61%
9.69%
12.27%
13.56%
12.92%
5.49%
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IQSI vs. TLTD - Expense Ratio Comparison
IQSI has a 0.15% expense ratio, which is lower than TLTD's 0.39% expense ratio.
Risk-Adjusted Performance
IQSI vs. TLTD — Risk-Adjusted Performance Rank
IQSI
TLTD
IQSI vs. TLTD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) and FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD). 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. TLTD - Dividend Comparison
IQSI's dividend yield for the trailing twelve months is around 2.43%, less than TLTD's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQSI IQ Candriam ESG International Equity ETF | 2.43% | 2.79% | 2.98% | 2.89% | 2.75% | 1.65% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt | 3.52% | 3.88% | 3.39% | 2.76% | 3.44% | 2.04% | 3.46% | 3.16% | 2.71% | 2.93% | 2.56% | 3.14% |
Drawdowns
IQSI vs. TLTD - Drawdown Comparison
The maximum IQSI drawdown since its inception was -31.90%, smaller than the maximum TLTD drawdown of -40.62%. Use the drawdown chart below to compare losses from any high point for IQSI and TLTD. For additional features, visit the drawdowns tool.
Volatility
IQSI vs. TLTD - Volatility Comparison
IQ Candriam ESG International Equity ETF (IQSI) has a higher volatility of 4.56% compared to FlexShares Morningstar Developed Markets ex-US Factor Tilt (TLTD) at 4.32%. This indicates that IQSI's price experiences larger fluctuations and is considered to be riskier than TLTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.