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IQSM vs. DRES
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IQSM vs. DRES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in IQ Candriam U.S. Mid Cap Equity ETF (IQSM) and GMO Domestic Resilience ETF (DRES). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IQSM achieves a 13.78% return, which is significantly lower than DRES's 21.60% return.


IQSM

1D
-0.35%
1M
-0.68%
6M
10.23%
YTD
13.78%
1Y
22.19%
3Y*
11.37%
5Y*
10Y*
ALL TIME*
13.08%

DRES

1D
0.30%
1M
0.31%
6M
12.48%
YTD
21.60%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$93.72K$76.15K$99.36K
$9.67K$146.66K$208.73K

IQSM vs. DRES - Yearly Performance Comparison


2026 (YTD)2025
IQSM
IQ Candriam U.S. Mid Cap Equity ETF
13.78%2.46%
DRES
GMO Domestic Resilience ETF
21.60%2.50%

Correlation

The correlation between IQSM and DRES is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

0.79

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Return for Risk

IQSM vs. DRES — Risk / Return Rank

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

IQSM
IQSM Risk / Return Rank: 6161
Overall Rank
IQSM Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IQSM Sortino Ratio Rank: 5959
Sortino Ratio Rank
IQSM Omega Ratio Rank: 5353
Omega Ratio Rank
IQSM Calmar Ratio Rank: 6666
Calmar Ratio Rank
IQSM Martin Ratio Rank: 7070
Martin Ratio Rank

DRES

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

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.

IQSM vs. DRES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQ Candriam U.S. Mid Cap Equity ETF (IQSM) and GMO Domestic Resilience ETF (DRES). 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.


IQSMDRESDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.34

Martin ratioReturn relative to average drawdown

8.62

IQSM vs. DRES - Sharpe Ratio Comparison


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Drawdowns

IQSM vs. DRES - Drawdown Comparison

The maximum IQSM drawdown since its inception was -23.66%, which is greater than DRES's maximum drawdown of -10.41%. Use the drawdown chart below to compare losses from any high point for IQSM and DRES.


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Drawdown Indicators


IQSMDRESDifference

Max Drawdown

Largest peak-to-trough decline

-23.66%

-10.41%

-13.25%

Max Drawdown (1Y)

Largest decline over 1 year

-8.86%

Max Drawdown (3Y)

Largest decline over 3 years

-23.66%

Current Drawdown

Current decline from peak

-1.51%

-1.59%

+0.08%

Average Drawdown

Average peak-to-trough decline

-4.70%

-2.14%

-2.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.40%

Volatility

IQSM vs. DRES - Volatility Comparison


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Volatility by Period


IQSMDRESDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.40%

Volatility (6M)

Calculated over the trailing 6-month period

11.47%

Volatility (1Y)

Calculated over the trailing 1-year period

15.10%

18.07%

-2.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.72%

18.07%

-0.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.72%

18.07%

-0.35%

IQSM vs. DRES - Expense Ratio Comparison

IQSM has a 0.15% expense ratio, which is lower than DRES's 0.50% expense ratio.


Dividends

IQSM vs. DRES - Dividend Comparison

IQSM's dividend yield for the trailing twelve months is around 1.06%, more than DRES's 0.52% yield.


PositionTTM2025202420232022
DRES
GMO Domestic Resilience ETF
0.52%0.22%0.00%0.00%0.00%
IQSM
IQ Candriam U.S. Mid Cap Equity ETF
1.06%1.18%1.22%1.11%0.32%

Frequently Asked Questions


IQSM and DRES have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IQSM is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IQSM is cheaper with a 0.15% expense ratio, compared with 0.50% for DRES.

IQSM has the higher dividend yield at 1.06%, compared with 0.52% for DRES.

They also come from different issuers: IndexIQ and GMO. Their fees differ too: 0.15% for IQSM and 0.50% for DRES.

Portfolio Optimizer

Find the right allocation for IQSM and DRES

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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