AGD vs IQSM
Comparison between abrdn Global Dynamic Dividend Fund (AGD, ETF) and NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF).
AGD vs IQSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGD
$322M
Winner
IQSM
$323M
Expense Ratio
AGD
N/A
IQSM
0.15%
Max Drawdown
AGD
88.29%
Winner
IQSM
24.17%
Sharpe Ratio
AGD
1.08
Winner
IQSM
1.22
5Y Beta
Winner
AGD
0.70
IQSM
0.96
P/E Ratio
AGD
N/A
IQSM
29.44
Forward P/E
AGD
N/A
IQSM
17.10
5Y Dividends CAGR
AGD
13.82%
IQSM
N/A
5Y EPS CAGR
AGD
N/A
IQSM
10.42%
Debt to Equity
AGD
N/A
IQSM
18.78%
P/S Ratio
AGD
N/A
IQSM
1.71
P/B Ratio
AGD
N/A
IQSM
2.94
AGD vs IQSM - Historical Returns
Returns include dividend reinvestment.
1M
AGD
-2.57%
Winner
IQSM
+3.67%
3M
AGD
+7.99%
Winner
IQSM
+12.99%
6M
Winner
AGD
+13.27%
IQSM
+11.82%
1Y
Winner
AGD
+28.89%
IQSM
+23.46%
5Y(CAGR)
AGD
+9.59%
IQSM
N/A
10Y(CAGR)
AGD
+13.03%
IQSM
N/A
Max(CAGR)
AGD
+4.55%
Winner
IQSM
+13.34%
AGD vs IQSM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AGD | IQSM |
|---|---|---|
| 2026 | +9.90% | +11.68% |
| 2025 | +33.99% | +8.28% |
| 2024 | +16.99% | +9.92% |
| 2023 | +7.01% | +16.04% |
| 2022 | -15.93% | +2.29% |
| 2021 | +25.32% | N/A |
| 2020 | +9.35% | N/A |
| 2019 | +31.56% | N/A |
| 2018 | -15.45% | N/A |
| 2017 | +29.62% | N/A |
| 2016 | +10.30% | N/A |
| 2015 | -2.57% | N/A |
| 2014 | +5.57% | N/A |
| 2013 | +2.55% | N/A |
| 2012 | +13.73% | N/A |
| 2011 | -22.93% | N/A |
| 2010 | -17.13% | N/A |
| 2009 | +56.50% | N/A |
| 2008 | -61.97% | N/A |
| 2007 | +10.39% | N/A |
| 2006 | +19.64% | N/A |
AGD vs IQSM Drawdown Comparison
The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current AGD drawdown is -5.21%.
| Rank | AGD | IQSM |
|---|---|---|
| #1 | -76.23% Jul 19, 2007 - Apr 1, 2021 | -23.66% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -28.14% Jan 14, 2022 - Jul 12, 2024 | -16.38% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -20.25% Oct 7, 2025 - Mar 30, 2026 | -8.86% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -14.97% Feb 19, 2025 - May 2, 2025 | -8.29% Mar 28, 2024 - Aug 30, 2024 |
| #5 | -7.71% Feb 6, 2007 - Mar 30, 2007 | -6.87% Dec 2, 2022 - Jan 11, 2023 |
| #6 | -7.28% Sep 3, 2021 - Nov 16, 2021 | -4.24% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -6.77% Jul 16, 2024 - Aug 14, 2024 | -3.98% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -6.50% Sep 30, 2024 - Jan 21, 2025 | -3.89% Nov 1, 2022 - Nov 10, 2022 |
| #9 | -5.84% May 4, 2007 - Jul 3, 2007 | -3.50% May 6, 2026 - May 26, 2026 |
| #10 | -5.41% Nov 16, 2021 - Jan 12, 2022 | -3.46% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -4.98% Dec 28, 2006 - Jan 30, 2007 | -2.80% Apr 20, 2026 - May 6, 2026 |
| #12 | -4.49% Jun 9, 2021 - Aug 9, 2021 | -2.67% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -3.85% Aug 23, 2006 - Oct 17, 2006 | -2.65% Jun 4, 2026 - Jun 12, 2026 |
| #14 | -3.49% Jul 25, 2025 - Aug 12, 2025 | -2.64% Feb 10, 2026 - Feb 26, 2026 |
| #15 | -3.01% Aug 30, 2024 - Sep 19, 2024 | -2.59% Jan 13, 2023 - Jan 23, 2023 |
Correlation
Correlation between AGD and IQSM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
AGD vs IQSM dividend yield comparison.
| Year | AGD | IQSM |
|---|---|---|
| 2026 | 4.93% | 0.21% |
| 2025 | 11.41% | 1.18% |
| 2024 | 10.46% | 1.22% |
| 2023 | 8.35% | 1.11% |
| 2022 | 8.25% | 0.32% |
| 2021 | 6.45% | 0.00% |
| 2020 | 7.47% | 0.00% |
| 2019 | 7.50% | 0.00% |
| 2018 | 9.17% | 0.00% |
| 2017 | 7.22% | 0.00% |
| 2016 | 8.89% | 0.00% |
| 2015 | 8.77% | 0.00% |
| 2014 | 7.80% | 0.00% |
| 2013 | 7.65% | 0.00% |
| 2012 | 14.36% | 0.00% |
| 2011 | 13.93% | 0.00% |
| 2010 | 15.88% | 0.00% |
| 2009 | 14.84% | 0.00% |
| 2008 | 28.85% | 0.00% |
| 2007 | 16.02% | 0.00% |
| 2006 | 3.81% | 0.00% |
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