BWZ vs IQSI

Comparison between SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF) and NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF).

5-Year PerformanceIQSI has outperformed BWZ, delivering a return of +8.7% compared to -1.0%

BWZ vs IQSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWZ(ETF)	IQSI(ETF)
Net Assets	$268M	$268M
Expense Ratio	0.35%	0.15%
Max Drawdown	38.33%	32.52%
Sharpe Ratio	-0.33	0.94
5Y Beta	0.01	0.74
5Y Dividends CAGR	161.85%	29.35%

Net Assets

BWZ

$268M

IQSI

$268M

Expense Ratio

BWZ

0.35%

Winner

IQSI

0.15%

Max Drawdown

BWZ

38.33%

Winner

IQSI

32.52%

Sharpe Ratio

BWZ

-0.33

Winner

IQSI

0.94

5Y Beta

Winner

BWZ

0.01

IQSI

0.74

5Y Dividends CAGR

Winner

BWZ

161.85%

IQSI

29.35%

BWZ vs IQSI - Historical Returns

Returns include dividend reinvestment.

Period	BWZ	IQSI
1 month	+3.00%	+3.58%
3 months	+1.63%	+5.36%
6 months	-0.04%	+4.22%
1 year	+1.72%	+20.02%
5 years(CAGR)	-0.96%	+8.73%
10 years(CAGR)	-0.50%	N/A
Max(CAGR)	-0.09%	+9.86%

BWZ

+3.00%

Winner

IQSI

+3.58%

BWZ

+1.63%

Winner

IQSI

+5.36%

BWZ

-0.04%

Winner

IQSI

+4.22%

BWZ

+1.72%

Winner

IQSI

+20.02%

5Y(CAGR)

BWZ

-0.96%

Winner

IQSI

+8.73%

10Y(CAGR)

BWZ

-0.50%

IQSI

N/A

Max(CAGR)

BWZ

-0.09%

Winner

IQSI

+9.86%

BWZ vs IQSI - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	BWZ	IQSI
2026	+1.71%	+13.03%
2025	+10.88%	+27.41%
2024	-4.53%	+5.23%
2023	+3.85%	+15.90%
2022	-10.17%	-15.15%
2021	-6.90%	+12.52%
2020	+6.74%	+9.33%
2019	+1.29%	+0.27%
2018	-3.82%	N/A
2017	+10.82%	N/A
2016	-1.22%	N/A
2015	-6.54%	N/A
2014	-9.36%	N/A
2013	-2.29%	N/A
2012	+2.23%	N/A
2011	-0.77%	N/A
2010	+0.98%	N/A
2009	+12.97%	N/A

BWZ vs IQSI Drawdown Comparison

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.

The current BWZ drawdown is -20.92%. The current IQSI drawdown is -0.55%.

Rank	BWZ	IQSI
#1	-34.22% Aug 29, 2011 - Sep 27, 2022	-31.90% Jan 17, 2020 - Nov 9, 2020
#2	-13.70% Dec 1, 2009 - Nov 4, 2010	-29.85% Sep 3, 2021 - Feb 22, 2024
#3	-6.59% Nov 4, 2010 - Jan 26, 2011	-14.01% Sep 26, 2024 - Apr 29, 2025
#4	-5.56% Feb 9, 2009 - Mar 18, 2009	-11.99% Feb 25, 2026 - Jun 16, 2026
#5	-5.06% Jan 26, 2011 - Apr 26, 2011	-7.35% Jul 12, 2024 - Aug 19, 2024
#6	-3.58% May 2, 2011 - Jul 29, 2011	-5.55% Jun 15, 2021 - Aug 11, 2021
#7	-3.43% Jun 2, 2009 - Jul 20, 2009	-5.36% Mar 27, 2024 - May 14, 2024
#8	-2.51% Mar 19, 2009 - May 4, 2009	-5.35% Oct 27, 2025 - Dec 11, 2025
#9	-2.22% Oct 14, 2009 - Nov 11, 2009	-4.18% Jan 21, 2021 - Feb 9, 2021
#10	-2.20% Jul 29, 2011 - Aug 29, 2011	-4.11% Jul 23, 2025 - Aug 13, 2025
#11	-2.14% Sep 18, 2009 - Oct 14, 2009	-4.01% Aug 30, 2024 - Sep 26, 2024
#12	-1.88% Aug 4, 2009 - Aug 25, 2009	-3.80% Feb 16, 2021 - Mar 17, 2021
#13	-1.52% Feb 3, 2009 - Feb 9, 2009	-3.44% Oct 6, 2025 - Oct 20, 2025
#14	-1.10% May 22, 2009 - Jun 1, 2009	-3.40% May 7, 2021 - May 24, 2021
#15	-1.05% Nov 11, 2009 - Nov 25, 2009	-3.37% Jun 12, 2025 - Jun 27, 2025

Correlation

Correlation between BWZ and IQSI is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (2009 - 2026)

BWZ vs IQSI dividend yield comparison.

Year	BWZ	IQSI
2026	1.21%	1.69%
2025	2.05%	2.75%
2024	2.47%	2.79%
2023	1.63%	2.98%
2022	0.44%	2.89%
2021	0.60%	2.75%
2020	0.13%	1.65%
2019	0.43%	0.00%
2018	1.10%	0.00%
2017	0.40%	0.00%
2016	0.13%	0.00%
2015	0.06%	0.00%
2014	0.19%	0.00%
2013	0.09%	0.00%
2012	0.01%	0.00%
2011	3.53%	0.00%
2010	0.19%	0.00%
2009	1.61%	0.00%