DIM vs IQSZ

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF).

DIM vs IQSZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	IQSZ(ETF)
Net Assets	$165M	$165M
Expense Ratio	0.58%	0.19%
Max Drawdown	64.74%	9.53%
Sharpe Ratio	1.08	1.68
5Y Beta	0.62	1.06
P/E Ratio	N/A	22.25
Forward P/E	N/A	18.13
PEG Ratio	N/A	0.30
5Y Dividends CAGR	11.55%	N/A
5Y EPS CAGR	N/A	26.24%
P/S Ratio	N/A	2.03
P/B Ratio	N/A	4.24

Net Assets

Winner

DIM

$165M

IQSZ

$165M

Expense Ratio

DIM

0.58%

Winner

IQSZ

0.19%

Max Drawdown

DIM

64.74%

Winner

IQSZ

9.53%

Sharpe Ratio

DIM

1.08

Winner

IQSZ

1.68

5Y Beta

Winner

DIM

0.62

IQSZ

1.06

P/E Ratio

DIM

N/A

IQSZ

22.25

Forward P/E

DIM

N/A

IQSZ

18.13

PEG Ratio

DIM

N/A

IQSZ

0.30

5Y Dividends CAGR

DIM

11.55%

IQSZ

N/A

5Y EPS CAGR

DIM

N/A

IQSZ

26.24%

P/S Ratio

DIM

N/A

IQSZ

2.03

P/B Ratio

DIM

N/A

IQSZ

4.24

DIM vs IQSZ - Holdings Comparison

DIM and IQSZ have 1 common holdings. Overlap is 0.00%

DIM's top 25 holdings weight is 17.26%. IQSZ's top 25 holdings weight is 36.31%.

Rank	DIM	IQSZ
#1	AIB GROUP PLC (n/a) - 1.34%	NVIDIA CORP (NVDA) - 5.14%
#2	WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.94%	APPLE INC (AAPL) - 4.66%
#3	TENARIS SA (n/a) - 0.90%	MICROSOFT CORP (MSFT) - 2.87%
#4	BANCA MEDIOLANUM (n/a) - 0.85%	AMAZON.COM INC (AMZN) - 2.48%
#5	ADMIRAL GROUP PLC (n/a) - 0.78%	ALPHABET INC CLASS A (GOOGL) - 2.26%
#6	NN GROUP NV (n/a) - 0.76%	n/a (n/a) - 2.04%
#7	KONINKLIJKE KPN NV (n/a) - 0.74%	ALPHABET INC CLASS C (GOOG) - 1.89%
#8	FORTUM OYJ (n/a) - 0.71%	MICRON TECHNOLOGY INC (MU) - 1.43%
#9	BANK OF IRELAND GROUP PLC (n/a) - 0.71%	META PLATFORMS INC CLASS A (META) - 1.34%
#10	TRATON SE (n/a) - 0.70%	TESLA INC (TSLA) - 1.17%
#11	ASTELLAS PHARMA INC (n/a) - 0.70%	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.10%
#12	AMUNDI SA (n/a) - 0.70%	SK HYNIX INC (n/a) - 0.90%
#13	BOUYGUES (n/a) - 0.66%	JOHNSON & JOHNSON (JNJ) - 0.83%
#14	TELIA COMPANY AB (n/a) - 0.65%	BROADCOM INC (AVGO) - 0.82%
#15	CK ASSET HOLDINGS LTD (n/a) - 0.60%	ASML HOLDING NV (n/a) - 0.80%
#16	HELVETIA BALOISE HOLDING AG (n/a) - 0.60%	JPMORGAN CHASE & CO (JPM) - 0.74%
#17	n/a (n/a) - 0.59%	THE TORONTO-DOMINION BANK (TD) - 0.73%
#18	MAPFRE SA (n/a) - 0.56%	EXXON MOBIL CORP (XOM) - 0.73%
#19	CK INFRASTRUCTURE HOLDINGS LTD (n/a) - 0.55%	ELI LILLY AND CO (LLY) - 0.71%
#20	CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.55%	MORGAN STANLEY (MS) - 0.68%
#21	KLEPIERRE (n/a) - 0.55%	CISCO SYSTEMS INC (CSCO) - 0.65%
#22	AGEAS SA/ NV (n/a) - 0.54%	CITIGROUP INC (C) - 0.62%
#23	n/a (n/a) - 0.53%	LAM RESEARCH CORP (LRCX) - 0.61%
#24	POWER ASSETS HOLDINGS LTD (n/a) - 0.53%	BANK OF AMERICA CORP (BAC) - 0.56%
#25	SINGAPORE AIRLINES LTD (n/a) - 0.52%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.55%
Total Holdings	596	506

DIM vs IQSZ - Historical Returns

Returns include dividend reinvestment.

Period	DIM	IQSZ
1 month	-1.65%	+1.94%
3 months	+0.95%	+9.21%
6 months	+8.33%	+12.88%
1 year	+18.48%	+26.18%
5 years(CAGR)	+7.75%	N/A
10 years(CAGR)	+7.69%	N/A
Max(CAGR)	+6.14%	+29.97%

DIM

-1.65%

Winner

IQSZ

+1.94%

DIM

+0.95%

Winner

IQSZ

+9.21%

DIM

+8.33%

Winner

IQSZ

+12.88%

DIM

+18.48%

Winner

IQSZ

+26.18%

5Y(CAGR)

DIM

+7.75%

IQSZ

N/A

10Y(CAGR)

DIM

+7.69%

IQSZ

N/A

Max(CAGR)

DIM

+6.14%

Winner

IQSZ

+29.97%

DIM vs IQSZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIM	IQSZ
2026	+4.90%	+10.58%
2025	+37.95%	+13.35%
2024	+4.74%	N/A
2023	+14.80%	N/A
2022	-14.45%	N/A
2021	+9.38%	N/A
2020	-1.25%	N/A
2019	+20.25%	N/A
2018	-15.85%	N/A
2017	+27.34%	N/A
2016	+4.88%	N/A
2015	+2.70%	N/A
2014	-0.75%	N/A
2013	+19.61%	N/A
2012	+17.68%	N/A
2011	-14.32%	N/A
2010	+8.60%	N/A
2009	+32.54%	N/A
2008	-41.12%	N/A
2007	+7.23%	N/A
2006	+27.13%	N/A

DIM vs IQSZ Drawdown Comparison

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current DIM drawdown is -4.82%. The current IQSZ drawdown is -3.05%.

Rank	DIM	IQSZ
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-9.13% Feb 25, 2026 - Apr 14, 2026
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-4.82% Nov 12, 2025 - Dec 3, 2025
#3	-30.73% Sep 3, 2021 - May 15, 2024	-3.39% Oct 6, 2025 - Oct 24, 2025
#4	-20.59% May 15, 2015 - Mar 16, 2017	-3.05% Jun 2, 2026 - Jun 5, 2026
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-2.86% Jul 23, 2025 - Aug 12, 2025
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-2.26% May 14, 2026 - May 26, 2026
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-2.24% Jan 12, 2026 - Jan 26, 2026
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-2.24% Jan 27, 2026 - Feb 6, 2026
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-2.03% Dec 11, 2025 - Dec 22, 2025
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-1.71% Oct 28, 2025 - Nov 11, 2025
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-1.52% Feb 11, 2026 - Feb 25, 2026
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-1.39% Sep 22, 2025 - Oct 1, 2025
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-1.35% Aug 22, 2025 - Sep 5, 2025
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-1.24% Apr 17, 2026 - Apr 30, 2026
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-1.19% Aug 14, 2025 - Aug 22, 2025

Correlation

Correlation between DIM and IQSZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2006 - 2026)

DIM vs IQSZ dividend yield comparison.

Year	DIM	IQSZ
2026	0.07%	0.39%
2025	3.21%	1.03%
2024	3.58%	0.00%
2023	4.62%	0.00%
2022	3.96%	0.00%
2021	3.65%	0.00%
2020	2.53%	0.00%
2019	3.26%	0.00%
2018	3.28%	0.00%
2017	2.57%	0.00%
2016	2.94%	0.00%
2015	2.81%	0.00%
2014	3.46%	0.00%
2013	3.10%	0.00%
2012	2.95%	0.00%
2011	4.49%	0.00%
2010	2.82%	0.00%
2009	2.60%	0.00%
2008	5.92%	0.00%
2007	2.90%	0.00%
2006	0.59%	0.00%