INEQ vs IQM

Comparison between COLUMBIA INTERNATIONAL EQUITY INCOME ETF (INEQ, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).

5-Year PerformanceIQM has outperformed INEQ, delivering a return of +16.6% compared to +14.0%

INEQ vs IQM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INEQ(ETF)	IQM(ETF)
Net Assets	$103M	$103M
Expense Ratio	0.45%	0.50%
Max Drawdown	47.22%	45.01%
Sharpe Ratio	1.40	0.90
5Y Beta	0.64	1.71
P/E Ratio	N/A	51.01
Forward P/E	N/A	28.56
PEG Ratio	N/A	0.36
5Y Dividends CAGR	38.17%	N/A
5Y EPS CAGR	N/A	36.28%
P/S Ratio	N/A	2.77
P/B Ratio	N/A	13.69

Net Assets

INEQ

$103M

Winner

IQM

$103M

Expense Ratio

Winner

INEQ

0.45%

IQM

0.50%

Max Drawdown

INEQ

47.22%

Winner

IQM

45.01%

Sharpe Ratio

Winner

INEQ

1.40

IQM

0.90

5Y Beta

Winner

INEQ

0.64

IQM

1.71

P/E Ratio

INEQ

N/A

IQM

51.01

Forward P/E

INEQ

N/A

IQM

28.56

PEG Ratio

INEQ

N/A

IQM

0.36

5Y Dividends CAGR

INEQ

38.17%

IQM

N/A

5Y EPS CAGR

INEQ

N/A

IQM

36.28%

P/S Ratio

INEQ

N/A

IQM

2.77

P/B Ratio

INEQ

N/A

IQM

13.69

INEQ vs IQM - Historical Returns

Returns include dividend reinvestment.

Period	INEQ	IQM
1 month	+5.59%	-3.66%
3 months	+5.64%	-6.61%
6 months	+4.42%	+11.56%
1 year	+24.63%	+36.05%
5 years(CAGR)	+14.05%	+16.56%
10 years(CAGR)	+10.04%	N/A
Max(CAGR)	+10.41%	+25.45%

Winner

INEQ

+5.59%

IQM

-3.66%

Winner

INEQ

+5.64%

IQM

-6.61%

INEQ

+4.42%

Winner

IQM

+11.56%

INEQ

+24.63%

Winner

IQM

+36.05%

5Y(CAGR)

INEQ

+14.05%

Winner

IQM

+16.56%

10Y(CAGR)

INEQ

+10.04%

IQM

N/A

Max(CAGR)

INEQ

+10.41%

Winner

IQM

+25.45%

INEQ vs IQM - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	INEQ	IQM
2026	+14.96%	+18.35%
2025	+40.20%	+30.98%
2024	+6.96%	+34.91%
2023	+20.41%	+42.59%
2022	-6.27%	-33.76%
2021	+10.37%	+26.37%
2020	-1.43%	+78.48%
2019	+16.08%	N/A
2018	-18.12%	N/A
2017	+24.64%	N/A
2016	+8.86%	N/A

INEQ vs IQM Drawdown Comparison

The maximum drawdown for INEQ was -41.56%, occurring on Mar 23, 2020. Recovery took 823 trading sessions.

The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.

The current IQM drawdown is -16.17%.

Rank	INEQ	IQM
#1	-41.56% Jan 29, 2018 - May 6, 2021	-44.91% Nov 19, 2021 - Mar 1, 2024
#2	-24.52% Sep 13, 2021 - Apr 21, 2023	-30.42% Jan 23, 2025 - Jun 24, 2025
#3	-14.38% Mar 19, 2025 - May 12, 2025	-30.17% Mar 4, 2020 - May 8, 2020
#4	-9.56% Feb 27, 2026 - Jul 30, 2026	-25.28% Jun 22, 2026 - Jul 29, 2026
#5	-8.76% Jul 13, 2023 - Dec 1, 2023	-19.70% Feb 12, 2021 - Aug 3, 2021
#6	-8.62% Aug 27, 2024 - Feb 18, 2025	-18.59% Jul 8, 2024 - Nov 8, 2024
#7	-6.50% Jul 12, 2024 - Aug 19, 2024	-14.71% Oct 29, 2025 - Jan 16, 2026
#8	-5.17% Jun 7, 2021 - Sep 3, 2021	-13.95% Feb 25, 2026 - Apr 10, 2026
#9	-4.35% Apr 9, 2024 - May 10, 2024	-11.91% Sep 2, 2020 - Oct 12, 2020
#10	-4.30% Jun 3, 2024 - Jul 12, 2024	-11.57% Mar 7, 2024 - May 21, 2024
#11	-4.15% Jun 15, 2023 - Jul 13, 2023	-11.50% Jun 2, 2026 - Jun 18, 2026
#12	-4.10% Nov 12, 2025 - Dec 3, 2025	-10.10% Jan 16, 2026 - Feb 25, 2026
#13	-3.66% Sep 6, 2016 - Dec 9, 2016	-8.35% Sep 7, 2021 - Oct 25, 2021
#14	-3.60% May 10, 2021 - Jun 4, 2021	-8.30% Oct 13, 2020 - Nov 5, 2020
#15	-3.54% Jul 23, 2025 - Aug 8, 2025	-7.14% May 14, 2026 - May 26, 2026

Correlation

Correlation between INEQ and IQM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2016 - 2026)

INEQ vs IQM dividend yield comparison.

Year	INEQ	IQM
2026	1.60%	0.00%
2025	9.76%	0.00%
2024	3.11%	0.00%
2023	3.27%	0.00%
2022	3.58%	0.00%
2021	3.43%	0.17%
2020	2.64%	0.01%
2019	3.34%	0.00%
2018	7.25%	0.00%
2017	4.63%	0.00%
2016	2.52%	0.00%