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KRMA vs. IQM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

KRMA vs. IQM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Conscious Companies ETF (KRMA) and Franklin Intelligent Machines ETF (IQM). The values are adjusted to include any dividend payments, if applicable.

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KRMA vs. IQM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
KRMA
Global X Conscious Companies ETF
-3.68%13.98%18.12%22.08%-18.96%27.71%25.97%
IQM
Franklin Intelligent Machines ETF
3.20%30.76%31.03%41.06%-33.36%25.18%78.48%

Returns By Period

In the year-to-date period, KRMA achieves a -3.68% return, which is significantly lower than IQM's 3.20% return.


KRMA

1D
0.67%
1M
-3.94%
YTD
-3.68%
6M
-1.39%
1Y
14.91%
3Y*
14.13%
5Y*
8.73%
10Y*

IQM

1D
1.99%
1M
-3.98%
YTD
3.20%
6M
2.05%
1Y
57.05%
3Y*
26.96%
5Y*
15.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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KRMA vs. IQM - Expense Ratio Comparison

KRMA has a 0.43% expense ratio, which is lower than IQM's 0.50% expense ratio.


Return for Risk

KRMA vs. IQM — Risk / Return Rank

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

KRMA
KRMA Risk / Return Rank: 4545
Overall Rank
KRMA Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
KRMA Sortino Ratio Rank: 4343
Sortino Ratio Rank
KRMA Omega Ratio Rank: 4545
Omega Ratio Rank
KRMA Calmar Ratio Rank: 4242
Calmar Ratio Rank
KRMA Martin Ratio Rank: 5252
Martin Ratio Rank

IQM
IQM Risk / Return Rank: 8787
Overall Rank
IQM Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
IQM Sortino Ratio Rank: 8585
Sortino Ratio Rank
IQM Omega Ratio Rank: 8181
Omega Ratio Rank
IQM Calmar Ratio Rank: 9494
Calmar Ratio Rank
IQM Martin Ratio Rank: 9090
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.

KRMA vs. IQM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Conscious Companies ETF (KRMA) and Franklin Intelligent Machines ETF (IQM). 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.


KRMAIQMDifference

Sharpe ratio

Return per unit of total volatility

0.82

1.72

-0.90

Sortino ratio

Return per unit of downside risk

1.27

2.33

-1.05

Omega ratio

Gain probability vs. loss probability

1.19

1.33

-0.14

Calmar ratio

Return relative to maximum drawdown

1.22

4.00

-2.78

Martin ratio

Return relative to average drawdown

5.53

12.47

-6.94

KRMA vs. IQM - Sharpe Ratio Comparison

The current KRMA Sharpe Ratio is 0.82, which is lower than the IQM Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of KRMA and IQM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KRMAIQMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

1.72

-0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.54

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.78

-0.11

Correlation

The correlation between KRMA and IQM is 0.79, 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.


Dividends

KRMA vs. IQM - Dividend Comparison

KRMA's dividend yield for the trailing twelve months is around 2.69%, while IQM has not paid dividends to shareholders.


TTM2025202420232022202120202019201820172016
KRMA
Global X Conscious Companies ETF
2.69%2.59%0.91%1.16%0.86%1.07%0.96%1.52%1.82%1.21%0.96%
IQM
Franklin Intelligent Machines ETF
0.00%0.00%0.00%0.00%0.00%0.17%0.01%0.00%0.00%0.00%0.00%

Drawdowns

KRMA vs. IQM - Drawdown Comparison

The maximum KRMA drawdown since its inception was -36.16%, smaller than the maximum IQM drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for KRMA and IQM.


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Drawdown Indicators


KRMAIQMDifference

Max Drawdown

Largest peak-to-trough decline

-36.16%

-44.91%

+8.75%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

-14.71%

+2.28%

Max Drawdown (5Y)

Largest decline over 5 years

-26.12%

-44.91%

+18.79%

Current Drawdown

Current decline from peak

-5.43%

-6.86%

+1.43%

Average Drawdown

Average peak-to-trough decline

-4.99%

-12.55%

+7.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.74%

4.72%

-1.98%

Volatility

KRMA vs. IQM - Volatility Comparison

The current volatility for Global X Conscious Companies ETF (KRMA) is 5.15%, while Franklin Intelligent Machines ETF (IQM) has a volatility of 12.71%. This indicates that KRMA experiences smaller price fluctuations and is considered to be less risky than IQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KRMAIQMDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.15%

12.71%

-7.56%

Volatility (6M)

Calculated over the trailing 6-month period

9.75%

23.53%

-13.78%

Volatility (1Y)

Calculated over the trailing 1-year period

18.31%

33.40%

-15.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

28.67%

-11.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.60%

30.73%

-12.13%