IQM vs RFDA
Comparison between FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF) and ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF).
5-Year PerformanceIQM has outperformed RFDA, delivering a return of +20.7% compared to +13.0%
IQM vs RFDA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQM
$88M
RFDA
$88M
Expense Ratio
Winner
IQM
0.50%
RFDA
0.52%
Max Drawdown
IQM
45.01%
Winner
RFDA
34.81%
Sharpe Ratio
IQM
1.70
Winner
RFDA
1.89
5Y Beta
IQM
1.67
Winner
RFDA
0.89
P/E Ratio
IQM
54.42
Winner
RFDA
22.41
Forward P/E
IQM
31.95
Winner
RFDA
15.57
PEG Ratio
Winner
IQM
0.46
RFDA
0.49
5Y Dividends CAGR
IQM
N/A
RFDA
13.55%
5Y EPS CAGR
Winner
IQM
34.39%
RFDA
15.87%
P/S Ratio
IQM
2.72
Winner
RFDA
1.84
P/B Ratio
IQM
13.49
Winner
RFDA
2.91
IQM vs RFDA - Holdings Comparison
IQM and RFDA have 5 common holdings. Overlap is 9.05%
IQM's top 25 holdings weight is 69.91%. RFDA's top 25 holdings weight is 53.43%.
| Rank | IQM | RFDA |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.53% | NVIDIA CORP (NVDA) - 4.03% |
| #2 | BROADCOM INC (AVGO) - 6.57% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 3.60% |
| #3 | n/a (TSM) - 5.82% | ALPHABET INC CLASS C (GOOG) - 3.54% |
| #4 | n/a (n/a) - 5.60% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.37% |
| #5 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.17% | MICROSOFT CORP (MSFT) - 3.31% |
| #6 | BLOOM ENERGY CORP CLASS A (BE) - 3.62% | JOHNSON & JOHNSON (JNJ) - 2.78% |
| #7 | TESLA INC (TSLA) - 3.38% | JPMORGAN CHASE & CO (JPM) - 2.71% |
| #8 | APPLE INC (AAPL) - 3.31% | CONOCOPHILLIPS (COP) - 2.33% |
| #9 | GE VERNOVA INC (GEV) - 2.82% | n/a (TSM) - 2.22% |
| #10 | TERADYNE INC (TER) - 2.47% | APPLE INC (AAPL) - 2.19% |
| #11 | LAM RESEARCH CORP (LRCX) - 2.29% | CATERPILLAR INC (CAT) - 2.17% |
| #12 | ROCKET LAB CORP (RKLB) - 2.28% | CITIGROUP INC (C) - 1.94% |
| #13 | ARISTA NETWORKS INC (ANET) - 2.01% | EXXON MOBIL CORP (XOM) - 1.93% |
| #14 | QUANTA SERVICES INC (PWR) - 1.87% | PHILLIPS 66 (PSX) - 1.85% |
| #15 | SK HYNIX INC (n/a) - 1.85% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% |
| #16 | KLA CORP (KLAC) - 1.80% | QUALCOMM INC (QCOM) - 1.72% |
| #17 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.58% | LOCKHEED MARTIN CORP (LMT) - 1.68% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.56% | THE GOLDMAN SACHS GROUP INC (GS) - 1.58% |
| #19 | TTM TECHNOLOGIES INC (TTMI) - 1.47% | VERIZON COMMUNICATIONS INC (VZ) - 1.42% |
| #20 | COHERENT CORP (COHR) - 1.38% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.38% | U.S. BANCORP (USB) - 1.32% |
| #22 | WESTERN DIGITAL CORP (WDC) - 1.35% | AT&T INC (T) - 1.28% |
| #23 | ASML HOLDING NV ADR (ASML) - 1.29% | WALMART INC (WMT) - 1.27% |
| #24 | FABRINET (FN) - 1.26% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #25 | MARVELL TECHNOLOGY INC (MRVL) - 1.25% | FRANKLIN RESOURCES INC (BEN) - 1.05% |
| Total Holdings | 81 | 78 |
IQM vs RFDA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQM
+3.72%
RFDA
+3.33%
3M
Winner
IQM
+28.48%
RFDA
+12.91%
6M
Winner
IQM
+33.78%
RFDA
+12.60%
1Y
Winner
IQM
+65.16%
RFDA
+28.12%
5Y(CAGR)
Winner
IQM
+20.66%
RFDA
+13.05%
10Y(CAGR)
IQM
N/A
RFDA
+13.45%
Max(CAGR)
Winner
IQM
+28.38%
RFDA
+13.37%
IQM vs RFDA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IQM | RFDA |
|---|---|---|
| 2026 | +31.04% | +12.34% |
| 2025 | +30.98% | +16.45% |
| 2024 | +34.91% | +20.00% |
| 2023 | +42.59% | +17.34% |
| 2022 | -33.76% | -9.13% |
| 2021 | +26.37% | +27.84% |
| 2020 | +78.48% | +10.69% |
| 2019 | N/A | +26.60% |
| 2018 | N/A | -9.74% |
| 2017 | N/A | +19.28% |
| 2016 | N/A | +8.15% |
IQM vs RFDA Drawdown Comparison
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current IQM drawdown is -4.96%. The current RFDA drawdown is -0.55%.
| Rank | IQM | RFDA |
|---|---|---|
| #1 | -44.91% Nov 19, 2021 - Mar 1, 2024 | -34.61% Feb 12, 2020 - Aug 26, 2020 |
| #2 | -30.42% Jan 23, 2025 - Jun 24, 2025 | -21.21% Aug 29, 2018 - Oct 23, 2019 |
| #3 | -30.17% Mar 4, 2020 - May 8, 2020 | -19.35% Dec 4, 2024 - Jun 30, 2025 |
| #4 | -19.70% Feb 12, 2021 - Aug 3, 2021 | -18.76% Mar 29, 2022 - Jul 13, 2023 |
| #5 | -18.59% Jul 8, 2024 - Nov 8, 2024 | -11.40% Jul 31, 2023 - Dec 13, 2023 |
| #6 | -14.71% Oct 29, 2025 - Jan 16, 2026 | -9.64% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -13.95% Feb 25, 2026 - Apr 10, 2026 | -9.18% Sep 2, 2020 - Nov 16, 2020 |
| #8 | -11.91% Sep 2, 2020 - Oct 12, 2020 | -8.79% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -11.57% Mar 7, 2024 - May 21, 2024 | -6.21% Jan 14, 2022 - Mar 25, 2022 |
| #10 | -11.50% Jun 2, 2026 - Jun 10, 2026 | -5.54% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -10.10% Jan 16, 2026 - Feb 25, 2026 | -5.45% Feb 9, 2026 - Apr 13, 2026 |
| #12 | -8.35% Sep 7, 2021 - Oct 25, 2021 | -5.31% Aug 15, 2016 - Nov 14, 2016 |
| #13 | -8.30% Oct 13, 2020 - Nov 5, 2020 | -4.78% Nov 16, 2021 - Dec 16, 2021 |
| #14 | -7.14% May 14, 2026 - May 26, 2026 | -4.69% Feb 12, 2021 - Mar 12, 2021 |
| #15 | -6.39% Jan 25, 2021 - Feb 8, 2021 | -4.69% Oct 28, 2025 - Dec 23, 2025 |
Correlation
Correlation between IQM and RFDA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
IQM vs RFDA dividend yield comparison.
| Year | IQM | RFDA |
|---|---|---|
| 2026 | 0.00% | 0.83% |
| 2025 | 0.00% | 1.89% |
| 2024 | 0.00% | 2.23% |
| 2023 | 0.00% | 2.68% |
| 2022 | 0.00% | 3.57% |
| 2021 | 0.17% | 1.44% |
| 2020 | 0.01% | 1.62% |
| 2019 | 0.00% | 1.87% |
| 2018 | 0.00% | 2.44% |
| 2017 | 0.00% | 1.90% |
| 2016 | 0.00% | 0.98% |
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