IUS vs. STRN

Last updated Jul 17, 2026

IUS (Invesco RAFI Strategic US ETF) and STRN (SMART Trend ETF) are both exchange-traded funds - IUS is a Large Cap Blend Equities fund tracking the Invesco Strategic US Index, while STRN is a Actively Managed fund actively managed by SmartWay. IUS is passively managed, while STRN is actively managed. A 0.62 correlation means they provide meaningful diversification when combined. IUS charges 0.19%/yr vs 0.59%/yr for STRN.

Performance

IUS vs. STRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco RAFI Strategic US ETF (IUS) and SMART Trend ETF (STRN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with IUS having a 18.56% return and STRN slightly higher at 19.31%.

IUS

• 1D: 0.59%
• 1M: 2.39%
• 6M: 14.56%
• YTD: 18.56%
• 1Y: 32.11%
• 3Y*: 19.96%
• 5Y*: 14.50%
• 10Y*: —

STRN

• 1D: -3.03%
• 1M: -6.46%
• 6M: 14.02%
• YTD: 19.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IUS vs. STRN - Yearly Performance Comparison

	2026 (YTD)	2025
IUS Invesco RAFI Strategic US ETF	18.56%	8.24%
STRN SMART Trend ETF	19.31%	10.48%

Correlation

The correlation between IUS and STRN is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.62

Return for Risk

IUS vs. STRN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUS

IUS Risk / Return Rank: 95
IUS Sharpe Ratio Rank: 95
IUS Sortino Ratio Rank: 95
IUS Omega Ratio Rank: 94
IUS Calmar Ratio Rank: 94
IUS Martin Ratio Rank: 95

STRN

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

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUS vs. STRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI Strategic US ETF (IUS) and SMART Trend ETF (STRN). 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.

	IUS	STRN	Difference
Sharpe ratio: Return per unit of total volatility	3.06	—	—
Sortino ratio: Return per unit of downside risk	4.16	—	—
Omega ratio: Gain probability vs. loss probability	1.56	—	—
Calmar ratio: Return relative to maximum drawdown	5.25	—	—
Martin ratio: Return relative to average drawdown	21.84	—	—

Drawdowns

IUS vs. STRN - Drawdown Comparison

The maximum IUS drawdown since its inception was -34.67%, which is greater than STRN's maximum drawdown of -15.43%. Use the drawdown chart below to compare losses from any high point for IUS and STRN.

Drawdown Indicators

	IUS	STRN	Difference
Max Drawdown Largest peak-to-trough decline	-34.67%	-15.43%	-19.24%
Max Drawdown (1Y) Largest decline over 1 year	-6.15%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.61%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.72%	—	—
Current Drawdown Current decline from peak	0.00%	-8.89%	+8.89%
Average Drawdown Average peak-to-trough decline	-3.82%	-3.00%	-0.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.47%	—	—

Volatility

Volatility by Period

	IUS	STRN	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.49%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.95%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.56%	26.85%	-16.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.01%	26.85%	-11.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.96%	26.85%	-8.89%

IUS vs. STRN - Expense Ratio Comparison

IUS has a 0.19% expense ratio, which is lower than STRN's 0.59% expense ratio.

Dividends

IUS vs. STRN - Dividend Comparison

IUS's dividend yield for the trailing twelve months is around 1.25%, more than STRN's 0.15% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
IUS Invesco RAFI Strategic US ETF	1.25%	1.48%	1.52%	1.72%	1.78%	1.46%	1.74%	1.77%	0.73%
STRN SMART Trend ETF	0.15%	0.18%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IUS and STRN in my portfolio?

IUS and STRN have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IUS or STRN?

On fees, IUS is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IUS or STRN?

IUS is cheaper with a 0.19% expense ratio, compared with 0.59% for STRN.

Which ETF pays a higher dividend yield, IUS or STRN?

IUS has the higher dividend yield at 1.25%, compared with 0.15% for STRN.

What is the main difference between IUS and STRN?

IUS is categorized as Large Cap Blend Equities, while STRN is Actively Managed. They also come from different issuers: Invesco and SmartWay. Their fees differ too: 0.19% for IUS and 0.59% for STRN.