IQSI vs BWZ

Comparison between NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF) and SPDR(R) BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF (BWZ, ETF).

5-Year PerformanceIQSI has outperformed BWZ, delivering a return of +8.7% compared to -1.0%

IQSI vs BWZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSI(ETF)	BWZ(ETF)
Net Assets	$268M	$268M
Expense Ratio	0.15%	0.35%
Max Drawdown	32.52%	38.33%
Sharpe Ratio	0.94	-0.33
5Y Beta	0.74	0.01
5Y Dividends CAGR	29.35%	161.85%

Net Assets

IQSI

$268M

BWZ

$268M

Expense Ratio

Winner

IQSI

0.15%

BWZ

0.35%

Max Drawdown

Winner

IQSI

32.52%

BWZ

38.33%

Sharpe Ratio

Winner

IQSI

0.94

BWZ

-0.33

5Y Beta

IQSI

0.74

Winner

BWZ

0.01

5Y Dividends CAGR

IQSI

29.35%

Winner

BWZ

161.85%

IQSI vs BWZ - Historical Returns

Returns include dividend reinvestment.

Period	IQSI	BWZ
1 month	+3.58%	+3.00%
3 months	+5.36%	+1.63%
6 months	+4.22%	-0.04%
1 year	+20.02%	+1.72%
5 years(CAGR)	+8.73%	-0.96%
10 years(CAGR)	N/A	-0.50%
Max(CAGR)	+9.86%	-0.09%

Winner

IQSI

+3.58%

BWZ

+3.00%

Winner

IQSI

+5.36%

BWZ

+1.63%

Winner

IQSI

+4.22%

BWZ

-0.04%

Winner

IQSI

+20.02%

BWZ

+1.72%

5Y(CAGR)

Winner

IQSI

+8.73%

BWZ

-0.96%

10Y(CAGR)

IQSI

N/A

BWZ

-0.50%

Max(CAGR)

Winner

IQSI

+9.86%

BWZ

-0.09%

IQSI vs BWZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IQSI	BWZ
2026	+13.03%	+1.71%
2025	+27.41%	+10.88%
2024	+5.23%	-4.53%
2023	+15.90%	+3.85%
2022	-15.15%	-10.17%
2021	+12.52%	-6.90%
2020	+9.33%	+6.74%
2019	+0.27%	+1.29%
2018	N/A	-3.82%
2017	N/A	+10.82%
2016	N/A	-1.22%
2015	N/A	-6.54%
2014	N/A	-9.36%
2013	N/A	-2.29%
2012	N/A	+2.23%
2011	N/A	-0.77%
2010	N/A	+0.98%
2009	N/A	+12.97%

IQSI vs BWZ Drawdown Comparison

The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.

The maximum drawdown for BWZ was -34.22%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current IQSI drawdown is -0.55%. The current BWZ drawdown is -20.92%.

Rank	IQSI	BWZ
#1	-31.90% Jan 17, 2020 - Nov 9, 2020	-34.22% Aug 29, 2011 - Sep 27, 2022
#2	-29.85% Sep 3, 2021 - Feb 22, 2024	-13.70% Dec 1, 2009 - Nov 4, 2010
#3	-14.01% Sep 26, 2024 - Apr 29, 2025	-6.59% Nov 4, 2010 - Jan 26, 2011
#4	-11.99% Feb 25, 2026 - Jun 16, 2026	-5.56% Feb 9, 2009 - Mar 18, 2009
#5	-7.35% Jul 12, 2024 - Aug 19, 2024	-5.06% Jan 26, 2011 - Apr 26, 2011
#6	-5.55% Jun 15, 2021 - Aug 11, 2021	-3.58% May 2, 2011 - Jul 29, 2011
#7	-5.36% Mar 27, 2024 - May 14, 2024	-3.43% Jun 2, 2009 - Jul 20, 2009
#8	-5.35% Oct 27, 2025 - Dec 11, 2025	-2.51% Mar 19, 2009 - May 4, 2009
#9	-4.18% Jan 21, 2021 - Feb 9, 2021	-2.22% Oct 14, 2009 - Nov 11, 2009
#10	-4.11% Jul 23, 2025 - Aug 13, 2025	-2.20% Jul 29, 2011 - Aug 29, 2011
#11	-4.01% Aug 30, 2024 - Sep 26, 2024	-2.14% Sep 18, 2009 - Oct 14, 2009
#12	-3.80% Feb 16, 2021 - Mar 17, 2021	-1.88% Aug 4, 2009 - Aug 25, 2009
#13	-3.44% Oct 6, 2025 - Oct 20, 2025	-1.52% Feb 3, 2009 - Feb 9, 2009
#14	-3.40% May 7, 2021 - May 24, 2021	-1.10% May 22, 2009 - Jun 1, 2009
#15	-3.37% Jun 12, 2025 - Jun 27, 2025	-1.05% Nov 11, 2009 - Nov 25, 2009

Correlation

Correlation between IQSI and BWZ is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (2009 - 2026)

IQSI vs BWZ dividend yield comparison.

Year	IQSI	BWZ
2026	1.69%	1.21%
2025	2.75%	2.05%
2024	2.79%	2.47%
2023	2.98%	1.63%
2022	2.89%	0.44%
2021	2.75%	0.60%
2020	1.65%	0.13%
2019	0.00%	0.43%
2018	0.00%	1.10%
2017	0.00%	0.40%
2016	0.00%	0.13%
2015	0.00%	0.06%
2014	0.00%	0.19%
2013	0.00%	0.09%
2012	0.00%	0.01%
2011	0.00%	3.53%
2010	0.00%	0.19%
2009	0.00%	1.61%