FDM vs IQSI
Comparison between FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF) and NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF).
5-Year PerformanceFDM has outperformed IQSI, delivering a return of +9.1% compared to +7.7%
FDM vs IQSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FDM
$249M
IQSI
$249M
Expense Ratio
FDM
0.60%
Winner
IQSI
0.15%
Max Drawdown
FDM
64.00%
Winner
IQSI
32.52%
Sharpe Ratio
Winner
FDM
1.35
IQSI
0.95
5Y Beta
FDM
0.94
Winner
IQSI
0.75
P/E Ratio
FDM
19.31
IQSI
N/A
Forward P/E
FDM
11.51
IQSI
N/A
5Y Dividends CAGR
FDM
8.95%
Winner
IQSI
18.58%
5Y EPS CAGR
FDM
5.40%
IQSI
N/A
Debt to Equity
FDM
120.37%
IQSI
N/A
P/S Ratio
FDM
0.88
IQSI
N/A
P/B Ratio
FDM
1.44
IQSI
N/A
FDM vs IQSI - Holdings Comparison
FDM and IQSI have 1 common holdings. Overlap is 0.00%
FDM's top 25 holdings weight is 33.73%. IQSI's top 25 holdings weight is 30.67%.
| Rank | FDM | IQSI |
|---|---|---|
| #1 | DAUCH CORP (DCH) - 2.09% | ASML HOLDING NV (n/a) - 4.78% |
| #2 | STOKE THERAPEUTICS INC (STOK) - 1.99% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.92% |
| #3 | TETRA TECHNOLOGIES INC (TTI) - 1.97% | ASTRAZENECA PLC (AZN:XLON) - 1.91% |
| #4 | NWPX INFRASTRUCTURE INC (NWPX) - 1.56% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.91% |
| #5 | AMERESCO INC CLASS A (AMRC) - 1.49% | NESTLE SA (n/a) - 1.78% |
| #6 | DELUXE CORP (DLX) - 1.45% | SIEMENS AG (n/a) - 1.75% |
| #7 | DOUGLAS DYNAMICS INC (PLOW) - 1.41% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.39% |
| #8 | USA TODAY CO INC (TDAY) - 1.31% | SAP SE (n/a) - 1.35% |
| #9 | UNITED FIRE GROUP INC (UFCS) - 1.30% | SCHNEIDER ELECTRIC SE (n/a) - 1.31% |
| #10 | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.28% | TOYOTA MOTOR CORP (n/a) - 1.30% |
| #11 | HORIZON BANCORP (IN) (HBNC) - 1.28% | ABB LTD (n/a) - 1.26% |
| #12 | TRUSTCO BANK CORP N Y (TRST) - 1.27% | TOKYO ELECTRON LTD (n/a) - 1.02% |
| #13 | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.24% | IBERDROLA SA (n/a) - 1.00% |
| #14 | GENCO SHIPPING & TRADING LTD (GNK) - 1.24% | HITACHI LTD (n/a) - 0.99% |
| #15 | BUSINESS FIRST BANCSHARES INC (BFST) - 1.24% | INFINEON TECHNOLOGIES AG (n/a) - 0.99% |
| #16 | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.23% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.98% |
| #17 | CNB FINANCIAL CORP (CCNE) - 1.22% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.96% |
| #18 | HANMI FINANCIAL CORP (HAFC) - 1.21% | SONY GROUP CORP (n/a) - 0.94% |
| #19 | GIGACLOUD TECHNOLOGY INC CLASS A (GCT) - 1.20% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.86% |
| #20 | WHITESTONE REIT (WSR) - 1.15% | NINTENDO CO LTD (n/a) - 0.39% |
| #21 | CAMDEN NATIONAL CORP (CAC) - 1.15% | COMPASS GROUP PLC (n/a) - 0.38% |
| #22 | KOPPERS HOLDINGS INC (KOP) - 1.13% | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 0.38% |
| #23 | FIRST FINANCIAL CORP (THFF) - 1.12% | VOLVO AB CLASS B (n/a) - 0.38% |
| #24 | GOLD.COM INC (GOLD) - 1.10% | HOYA CORP (n/a) - 0.37% |
| #25 | STANDARD MOTOR PRODUCTS INC (SMP) - 1.10% | PRYSMIAN SPA (n/a) - 0.37% |
| Total Holdings | 150 | 575 |
FDM vs IQSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDM
+5.18%
IQSI
+4.58%
3M
Winner
FDM
+9.56%
IQSI
+7.98%
6M
FDM
+9.19%
Winner
IQSI
+10.85%
1Y
Winner
FDM
+29.81%
IQSI
+20.16%
5Y(CAGR)
Winner
FDM
+9.14%
IQSI
+7.72%
10Y(CAGR)
FDM
+11.93%
IQSI
N/A
Max(CAGR)
FDM
+8.69%
Winner
IQSI
+9.63%
FDM vs IQSI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FDM | IQSI |
|---|---|---|
| 2026 | +13.09% | +9.60% |
| 2025 | +18.79% | +27.41% |
| 2024 | +13.46% | +5.23% |
| 2023 | +13.27% | +15.90% |
| 2022 | -12.56% | -15.15% |
| 2021 | +37.09% | +12.52% |
| 2020 | -3.63% | +9.33% |
| 2019 | +25.23% | +0.27% |
| 2018 | -13.54% | N/A |
| 2017 | +8.17% | N/A |
| 2016 | +39.60% | N/A |
| 2015 | +1.80% | N/A |
| 2014 | +5.36% | N/A |
| 2013 | +40.37% | N/A |
| 2012 | +13.50% | N/A |
| 2011 | -10.89% | N/A |
| 2010 | +22.46% | N/A |
| 2009 | +20.05% | N/A |
| 2008 | -31.20% | N/A |
| 2007 | -7.21% | N/A |
| 2006 | +14.35% | N/A |
| 2005 | +2.51% | N/A |
FDM vs IQSI Drawdown Comparison
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The current FDM drawdown is -1.26%. The current IQSI drawdown is -0.06%.
| Rank | FDM | IQSI |
|---|---|---|
| #1 | -63.45% Jul 12, 2007 - Feb 19, 2013 | -31.90% Jan 17, 2020 - Nov 9, 2020 |
| #2 | -47.76% Aug 22, 2018 - Jan 7, 2021 | -29.85% Sep 3, 2021 - Feb 22, 2024 |
| #3 | -23.75% Nov 11, 2021 - Jul 15, 2024 | -14.01% Sep 26, 2024 - Apr 29, 2025 |
| #4 | -23.46% Dec 11, 2024 - Jul 2, 2025 | -11.99% Feb 25, 2026 - Mar 27, 2026 |
| #5 | -17.78% Jun 23, 2015 - Jul 12, 2016 | -7.35% Jul 12, 2024 - Aug 19, 2024 |
| #6 | -14.47% May 5, 2006 - Nov 15, 2006 | -5.55% Jun 15, 2021 - Aug 11, 2021 |
| #7 | -12.49% Jul 3, 2014 - Dec 23, 2014 | -5.36% Mar 27, 2024 - May 14, 2024 |
| #8 | -11.32% Jul 31, 2024 - Nov 6, 2024 | -5.35% Oct 27, 2025 - Dec 11, 2025 |
| #9 | -10.25% Mar 15, 2021 - Nov 1, 2021 | -4.18% Jan 21, 2021 - Feb 9, 2021 |
| #10 | -9.30% Feb 9, 2026 - Apr 14, 2026 | -4.11% Jul 23, 2025 - Aug 13, 2025 |
| #11 | -9.30% Dec 24, 2013 - Mar 4, 2014 | -4.01% Aug 30, 2024 - Sep 26, 2024 |
| #12 | -8.54% Jan 4, 2017 - Jul 3, 2017 | -3.80% Feb 16, 2021 - Mar 17, 2021 |
| #13 | -8.43% Apr 2, 2014 - Jul 3, 2014 | -3.44% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -8.34% Jan 19, 2018 - May 9, 2018 | -3.40% May 7, 2021 - May 24, 2021 |
| #15 | -7.92% Feb 22, 2007 - Apr 17, 2007 | -3.37% Jun 12, 2025 - Jun 27, 2025 |
Correlation
Correlation between FDM and IQSI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
FDM vs IQSI dividend yield comparison.
| Year | FDM | IQSI |
|---|---|---|
| 2026 | 0.26% | 0.24% |
| 2025 | 1.43% | 2.75% |
| 2024 | 1.56% | 2.79% |
| 2023 | 1.81% | 2.98% |
| 2022 | 1.80% | 2.89% |
| 2021 | 1.08% | 2.75% |
| 2020 | 1.68% | 1.65% |
| 2019 | 1.37% | 0.00% |
| 2018 | 1.26% | 0.00% |
| 2017 | 0.97% | 0.00% |
| 2016 | 1.13% | 0.00% |
| 2015 | 1.45% | 0.00% |
| 2014 | 0.75% | 0.00% |
| 2013 | 0.83% | 0.00% |
| 2012 | 1.75% | 0.00% |
| 2011 | 0.80% | 0.00% |
| 2010 | 0.38% | 0.00% |
| 2009 | 0.56% | 0.00% |
| 2008 | 1.19% | 0.00% |
| 2007 | 0.61% | 0.00% |
| 2006 | 0.23% | 0.00% |
| 2005 | 0.09% | 0.00% |
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