IQSI vs. VTV
Compare and contrast key facts about IQ Candriam ESG International Equity ETF (IQSI) and Vanguard Value ETF (VTV).
IQSI and VTV 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. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004. Both IQSI and VTV 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 VTV.
Correlation
The correlation between IQSI and VTV is 0.72, 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. VTV - Performance Comparison
Key characteristics
IQSI:
0.51
VTV:
0.46
IQSI:
0.84
VTV:
0.73
IQSI:
1.11
VTV:
1.10
IQSI:
0.63
VTV:
0.48
IQSI:
1.77
VTV:
2.01
IQSI:
4.98%
VTV:
3.45%
IQSI:
17.31%
VTV:
15.17%
IQSI:
-31.90%
VTV:
-59.27%
IQSI:
-4.22%
VTV:
-10.02%
Returns By Period
In the year-to-date period, IQSI achieves a 6.17% return, which is significantly higher than VTV's -3.89% return.
IQSI
6.17%
-2.83%
-0.70%
9.33%
10.88%
N/A
VTV
-3.89%
-6.18%
-7.97%
6.15%
13.81%
9.45%
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IQSI vs. VTV - Expense Ratio Comparison
IQSI has a 0.15% expense ratio, which is higher than VTV's 0.04% 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. VTV — Risk-Adjusted Performance Rank
IQSI
VTV
IQSI vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG International Equity ETF (IQSI) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
IQSI's dividend yield for the trailing twelve months is around 2.58%, more than VTV's 2.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQSI IQ Candriam ESG International Equity ETF | 2.58% | 2.79% | 2.98% | 2.89% | 2.75% | 1.65% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.42% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% |
Drawdowns
IQSI vs. VTV - Drawdown Comparison
The maximum IQSI drawdown since its inception was -31.90%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for IQSI and VTV. For additional features, visit the drawdowns tool.
Volatility
IQSI vs. VTV - Volatility Comparison
IQ Candriam ESG International Equity ETF (IQSI) has a higher volatility of 11.42% compared to Vanguard Value ETF (VTV) at 10.77%. This indicates that IQSI's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.