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IWR vs. BTQ.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWR vs. BTQ.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Russell Midcap ETF (IWR) and BTQ Technologies Corp (BTQ.NEO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

IWR is traded in USD, while BTQ.NEO is traded in CAD. To make them comparable, the BTQ.NEO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, IWR achieves a 13.23% return, which is significantly higher than BTQ.NEO's -19.90% return.


IWR

1D
0.93%
1M
3.80%
YTD
13.23%
6M
11.96%
1Y
21.77%
3Y*
16.40%
5Y*
7.99%
10Y*
11.79%

BTQ.NEO

1D
-5.50%
1M
29.09%
YTD
-19.90%
6M
-30.34%
1Y
22.13%
3Y*
98.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWR vs. BTQ.NEO - Yearly Performance Comparison


2026 (YTD)202520242023
IWR
iShares Russell Midcap ETF
13.23%10.37%15.21%7.66%
BTQ.NEO
BTQ Technologies Corp
-19.90%88.56%342.98%11.18%

Correlation

The correlation between IWR and BTQ.NEO is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.31

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2023

0.16

The correlation between IWR and BTQ.NEO shifts across timeframes, from 0.16 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

IWR vs. BTQ.NEO — Risk / Return Rank

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

IWR
IWR Risk / Return Rank: 5656
Overall Rank
IWR Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IWR Sortino Ratio Rank: 5454
Sortino Ratio Rank
IWR Omega Ratio Rank: 4949
Omega Ratio Rank
IWR Calmar Ratio Rank: 6161
Calmar Ratio Rank
IWR Martin Ratio Rank: 6565
Martin Ratio Rank

BTQ.NEO
BTQ.NEO Risk / Return Rank: 5555
Overall Rank
BTQ.NEO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
BTQ.NEO Sortino Ratio Rank: 6969
Sortino Ratio Rank
BTQ.NEO Omega Ratio Rank: 6262
Omega Ratio Rank
BTQ.NEO Calmar Ratio Rank: 5050
Calmar Ratio Rank
BTQ.NEO Martin Ratio Rank: 4747
Martin Ratio Rank
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.

IWR vs. BTQ.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and BTQ Technologies Corp (BTQ.NEO). 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.


IWRBTQ.NEODifference
Sharpe ratioReturn per unit of total volatility

+1.45

Sortino ratioReturn per unit of downside risk

+0.68

Omega ratioGain probability vs. loss probability

1.28

1.16

+0.11

Calmar ratioReturn relative to maximum drawdown

2.68

0.26

+2.41

Martin ratioReturn relative to average drawdown

10.26

0.37

+9.89

IWR vs. BTQ.NEO - Sharpe Ratio Comparison

The current IWR Sharpe Ratio is 1.59, which is higher than the BTQ.NEO Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of IWR and BTQ.NEO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IWR vs. BTQ.NEO - Drawdown Comparison

The maximum IWR drawdown since its inception was -58.78%, smaller than the maximum BTQ.NEO drawdown of -84.79%. Use the drawdown chart below to compare losses from any high point for IWR and BTQ.NEO.


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Drawdown Indicators


IWRBTQ.NEODifference

Max Drawdown

Largest peak-to-trough decline

-58.78%

-84.79%

+26.01%

Max Drawdown (1Y)

Largest decline over 1 year

-8.17%

-84.79%

+76.62%

Max Drawdown (3Y)

Largest decline over 3 years

-21.09%

-84.79%

+63.70%

Max Drawdown (5Y)

Largest decline over 5 years

-26.18%

Max Drawdown (10Y)

Largest decline over 10 years

-40.59%

Current Drawdown

Current decline from peak

0.00%

-70.78%

+70.78%

Average Drawdown

Average peak-to-trough decline

-7.80%

-47.36%

+39.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

59.76%

-57.63%

Volatility

IWR vs. BTQ.NEO - Volatility Comparison

The current volatility for iShares Russell Midcap ETF (IWR) is 4.49%, while BTQ Technologies Corp (BTQ.NEO) has a volatility of 42.41%. This indicates that IWR experiences smaller price fluctuations and is considered to be less risky than BTQ.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IWRBTQ.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

42.41%

-37.92%

Volatility (6M)

Calculated over the trailing 6-month period

10.34%

84.89%

-74.55%

Volatility (1Y)

Calculated over the trailing 1-year period

13.79%

161.46%

-147.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.28%

171.66%

-153.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.38%

171.66%

-152.28%

Dividends

IWR vs. BTQ.NEO - Dividend Comparison

IWR's dividend yield for the trailing twelve months is around 1.14%, while BTQ.NEO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BTQ.NEO
BTQ Technologies Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IWR
iShares Russell Midcap ETF
1.14%1.29%1.27%1.43%1.59%1.04%1.28%1.43%1.98%1.52%1.72%1.59%

Frequently Asked Questions


IWR and BTQ.NEO have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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