IQM vs SPY
Comparison between FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIQM has outperformed SPY, delivering a return of +17.4% compared to +12.4%
IQM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQM
$118M
Winner
SPY
$781B
Expense Ratio
IQM
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
IQM
45.01%
SPY
56.47%
Sharpe Ratio
IQM
1.07
Winner
SPY
1.12
5Y Beta
IQM
1.69
Winner
SPY
1.00
P/E Ratio
IQM
53.10
Winner
SPY
28.53
Forward P/E
IQM
30.54
Winner
SPY
21.47
PEG Ratio
IQM
0.35
SPY
N/A
5Y Dividends CAGR
IQM
N/A
SPY
6.00%
5Y EPS CAGR
Winner
IQM
34.53%
SPY
25.58%
Debt to Equity
IQM
N/A
SPY
32.09%
P/S Ratio
Winner
IQM
2.75
SPY
3.75
P/B Ratio
IQM
14.24
Winner
SPY
5.64
IQM vs SPY - Holdings Comparison
IQM and SPY have 33 common holdings. Overlap is 23.40%
IQM's top 25 holdings weight is 70.41%. SPY's top 25 holdings weight is 51.74%.
| Rank | IQM | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.09% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | n/a (TSM) - 6.09% | APPLE INC (AAPL) - 7.37% |
| #3 | SANDISK CORP ORDINARY SHARES (SNDK) - 4.65% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | n/a (n/a) - 4.37% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | BROADCOM INC (AVGO) - 4.27% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | APPLE INC (AAPL) - 3.56% | BROADCOM INC (AVGO) - 2.86% |
| #7 | BLOOM ENERGY CORP CLASS A (BE) - 3.56% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | GE VERNOVA INC (GEV) - 3.55% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | FRANKLIN INSTL U.S. GOVT MNY MKT FUND (INFXX) - 3.10% | TESLA INC (TSLA) - 1.70% |
| #10 | TESLA INC (TSLA) - 2.79% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | LAM RESEARCH CORP (LRCX) - 2.64% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | TERADYNE INC (TER) - 2.55% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | KLA CORP (KLAC) - 2.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.30% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | ARISTA NETWORKS INC (ANET) - 2.01% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | QUANTA SERVICES INC (PWR) - 1.95% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | SK HYNIX INC (n/a) - 1.80% | VISA INC CLASS A (V) - 0.90% |
| #18 | ROCKET LAB CORP (RKLB) - 1.69% | WALMART INC (WMT) - 0.76% |
| #19 | ASML HOLDING NV ADR (ASML) - 1.68% | INTEL CORP (INTC) - 0.75% |
| #20 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.55% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | ADVANCED MICRO DEVICES INC (AMD) - 1.47% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | WESTERN DIGITAL CORP (WDC) - 1.42% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | TTM TECHNOLOGIES INC (TTMI) - 1.40% | ABBVIE INC (ABBV) - 0.66% |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.33% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | ASM INTERNATIONAL NV (n/a) - 1.22% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 80 | 505 |
IQM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IQM
-8.50%
Winner
SPY
+0.63%
3M
IQM
+1.66%
Winner
SPY
+4.46%
6M
Winner
IQM
+15.06%
SPY
+7.67%
1Y
Winner
IQM
+38.89%
SPY
+17.68%
5Y(CAGR)
Winner
IQM
+17.39%
SPY
+12.42%
10Y(CAGR)
IQM
N/A
SPY
+14.84%
Max(CAGR)
Winner
IQM
+26.27%
SPY
+8.44%
IQM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IQM | SPY |
|---|---|---|
| 2026 | +21.17% | +8.63% |
| 2025 | +30.98% | +18.00% |
| 2024 | +34.91% | +25.59% |
| 2023 | +42.59% | +26.72% |
| 2022 | -33.76% | -18.64% |
| 2021 | +26.37% | +30.52% |
| 2020 | +78.48% | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IQM vs SPY Drawdown Comparison
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IQM drawdown is -14.17%. The current SPY drawdown is -2.57%.
| Rank | IQM | SPY |
|---|---|---|
| #1 | -44.91% Nov 19, 2021 - Mar 1, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.42% Jan 23, 2025 - Jun 24, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.17% Mar 4, 2020 - May 8, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -19.70% Feb 12, 2021 - Aug 3, 2021 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -18.59% Jul 8, 2024 - Nov 8, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.92% Jun 22, 2026 - Jul 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.71% Oct 29, 2025 - Jan 16, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.95% Feb 25, 2026 - Apr 10, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.91% Sep 2, 2020 - Oct 12, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.57% Mar 7, 2024 - May 21, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.50% Jun 2, 2026 - Jun 18, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.10% Jan 16, 2026 - Feb 25, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.35% Sep 7, 2021 - Oct 25, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.30% Oct 13, 2020 - Nov 5, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.14% May 14, 2026 - May 26, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IQM and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
IQM vs SPY dividend yield comparison.
| Year | IQM | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.17% | 1.20% |
| 2020 | 0.01% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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