IQSU vs. GQGU
IQSU (IQ Candriam ESG U.S. Equity ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. IQSU is passively managed, while GQGU is actively managed. At a correlation of -0.09, they often move in opposite directions. IQSU charges 0.09%/yr vs 0.49%/yr for GQGU.
Performance
IQSU vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, IQSU achieves a 13.69% return, which is significantly higher than GQGU's 6.44% return.
IQSU
- 1D
- 0.55%
- 1M
- 5.78%
- YTD
- 13.69%
- 6M
- 14.19%
- 1Y
- 30.14%
- 3Y*
- 19.93%
- 5Y*
- 12.97%
- 10Y*
- —
GQGU
- 1D
- -0.15%
- 1M
- -1.69%
- YTD
- 6.44%
- 6M
- 7.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQSU vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IQSU IQ Candriam ESG U.S. Equity ETF | 13.69% | 10.66% |
GQGU GQG US Equity ETF | 6.44% | -1.14% |
Correlation
The correlation between IQSU and GQGU is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.09 |
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Return for Risk
IQSU vs. GQGU — Risk / Return Rank
IQSU
GQGU
IQSU vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ Candriam ESG U.S. Equity ETF (IQSU) and GQG US Equity ETF (GQGU). 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.
| IQSU | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | — | — |
| Martin ratioReturn relative to average drawdown | 11.03 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IQSU | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.21 |
Drawdowns
IQSU vs. GQGU - Drawdown Comparison
The maximum IQSU drawdown since its inception was -31.29%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for IQSU and GQGU.
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Drawdown Indicators
| IQSU | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.29% | -6.65% | -24.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -20.96% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.76% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -4.80% | +4.80% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -2.55% | -3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | — | — |
Volatility
IQSU vs. GQGU - Volatility Comparison
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Volatility by Period
| IQSU | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.48% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.85% | 10.12% | +3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 10.12% | +7.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.67% | 10.12% | +10.55% |
IQSU vs. GQGU - Expense Ratio Comparison
IQSU has a 0.09% expense ratio, which is lower than GQGU's 0.49% expense ratio.
Dividends
IQSU vs. GQGU - Dividend Comparison
IQSU's dividend yield for the trailing twelve months is around 0.97%, more than GQGU's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IQSU IQ Candriam ESG U.S. Equity ETF | 0.97% | 1.09% | 1.12% | 1.15% | 1.47% | 1.07% | 0.98% |
Frequently Asked Questions
IQSU and GQGU have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQSU is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQSU is cheaper with a 0.09% expense ratio, compared with 0.49% for GQGU.
IQSU has the higher dividend yield at 0.97%, compared with 0.96% for GQGU.
They also come from different issuers: New York Life and GQG Partners. Their fees differ too: 0.09% for IQSU and 0.49% for GQGU.
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