IQSU vs BGT

Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and BlackRock Floating Rate Income Trust (BGT, ETF).

5-Year PerformanceIQSU has outperformed BGT, delivering a return of +10.9% compared to +7.0%

IQSU vs BGT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSU(ETF)	BGT(ETF)
Net Assets	$332M	$333M
Expense Ratio	0.09%	N/A
Max Drawdown	31.29%	64.14%
Sharpe Ratio	1.13	-0.61
5Y Beta	1.00	0.36
P/E Ratio	28.72	N/A
Forward P/E	21.82	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	18.96%	13.69%
5Y EPS CAGR	18.94%	N/A
Debt to Equity	20.66%	N/A
P/S Ratio	3.78	N/A
P/B Ratio	6.27	N/A

Net Assets

IQSU

$332M

Winner

BGT

$333M

Expense Ratio

IQSU

0.09%

BGT

N/A

Max Drawdown

Winner

IQSU

31.29%

BGT

64.14%

Sharpe Ratio

Winner

IQSU

1.13

BGT

-0.61

5Y Beta

IQSU

1.00

Winner

BGT

0.36

P/E Ratio

IQSU

28.72

BGT

N/A

Forward P/E

IQSU

21.82

BGT

N/A

PEG Ratio

IQSU

0.36

BGT

N/A

5Y Dividends CAGR

Winner

IQSU

18.96%

BGT

13.69%

5Y EPS CAGR

IQSU

18.94%

BGT

N/A

Debt to Equity

IQSU

20.66%

BGT

N/A

P/S Ratio

IQSU

3.78

BGT

N/A

P/B Ratio

IQSU

6.27

BGT

N/A

IQSU vs BGT - Historical Returns

Returns include dividend reinvestment.

Period	IQSU	BGT
1 month	-1.39%	+2.75%
3 months	+6.93%	+3.11%
6 months	+8.42%	-0.19%
1 year	+20.13%	-2.94%
5 years(CAGR)	+10.89%	+6.98%
10 years(CAGR)	N/A	+6.41%
Max(CAGR)	+15.46%	+5.38%

IQSU

-1.39%

Winner

BGT

+2.75%

Winner

IQSU

+6.93%

BGT

+3.11%

Winner

IQSU

+8.42%

BGT

-0.19%

Winner

IQSU

+20.13%

BGT

-2.94%

5Y(CAGR)

Winner

IQSU

+10.89%

BGT

+6.98%

10Y(CAGR)

IQSU

N/A

BGT

+6.41%

Max(CAGR)

Winner

IQSU

+15.46%

BGT

+5.38%

IQSU vs BGT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IQSU	BGT
2026	+10.43%	+3.17%
2025	+15.28%	-1.46%
2024	+18.08%	+17.10%
2023	+33.53%	+25.02%
2022	-22.45%	-14.22%
2021	+32.44%	+26.55%
2020	+27.07%	-1.30%
2019	+1.24%	+17.15%
2018	N/A	-13.82%
2017	N/A	+4.04%
2016	N/A	+19.09%
2015	N/A	+2.40%
2014	N/A	-2.37%
2013	N/A	-3.09%
2012	N/A	+19.80%
2011	N/A	-11.00%
2010	N/A	+28.58%
2009	N/A	+80.65%
2008	N/A	-41.10%
2007	N/A	-10.63%
2006	N/A	+21.74%
2005	N/A	-1.79%
2004	N/A	-4.99%

IQSU vs BGT Drawdown Comparison

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The maximum drawdown for BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 643 trading sessions.

The current IQSU drawdown is -4.07%. The current BGT drawdown is -3.47%.

Rank	IQSU	BGT
#1	-31.29% Feb 19, 2020 - Jul 10, 2020	-58.00% Jul 9, 2007 - Jan 26, 2010
#2	-26.76% Dec 29, 2021 - Dec 12, 2023	-41.92% Jan 23, 2020 - Jan 15, 2021
#3	-20.96% Dec 11, 2024 - Jul 22, 2025	-24.68% Dec 31, 2010 - Sep 12, 2012
#4	-11.18% Jan 28, 2026 - Apr 17, 2026	-23.18% Dec 29, 2021 - Dec 14, 2023
#5	-10.04% Sep 2, 2020 - Nov 25, 2020	-15.97% Mar 2, 2010 - Oct 1, 2010
#6	-9.07% Jul 16, 2024 - Sep 19, 2024	-15.96% Mar 16, 2018 - Dec 4, 2019
#7	-5.96% Feb 12, 2021 - Apr 1, 2021	-15.93% Dec 16, 2024 - Jul 2, 2025
#8	-5.92% Sep 3, 2021 - Oct 21, 2021	-15.48% May 22, 2013 - Aug 24, 2016
#9	-5.59% Oct 27, 2025 - Dec 10, 2025	-11.68% Sep 22, 2004 - Feb 10, 2006
#10	-5.09% Mar 28, 2024 - May 14, 2024	-11.08% Aug 1, 2025 - Mar 27, 2026
#11	-4.21% May 7, 2021 - Jun 10, 2021	-8.95% Oct 19, 2012 - Jan 3, 2013
#12	-4.17% Jun 4, 2026 - Jun 15, 2026	-8.30% May 15, 2024 - Oct 30, 2024
#13	-4.07% Jun 30, 2026 - Jul 23, 2026	-6.41% Apr 25, 2017 - Jan 2, 2018
#14	-3.98% Dec 10, 2021 - Dec 23, 2021	-6.10% Oct 14, 2010 - Nov 30, 2010
#15	-3.45% Nov 19, 2021 - Dec 8, 2021	-5.68% Feb 6, 2007 - Apr 5, 2007

Correlation

Correlation between IQSU and BGT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2004 - 2026)

IQSU vs BGT dividend yield comparison.

Year	IQSU	BGT
2026	0.45%	7.80%
2025	1.09%	12.74%
2024	1.12%	11.23%
2023	1.15%	10.36%
2022	1.47%	6.87%
2021	1.07%	5.55%
2020	0.98%	7.58%
2019	0.00%	6.33%
2018	0.00%	6.64%
2017	0.00%	5.03%
2016	0.00%	5.03%
2015	0.00%	6.04%
2014	0.00%	6.65%
2013	0.00%	6.41%
2012	0.00%	7.08%
2011	0.00%	8.11%
2010	0.00%	6.15%
2009	0.00%	6.90%
2008	0.00%	23.76%
2007	0.00%	10.08%
2006	0.00%	7.60%
2005	0.00%	7.13%
2004	0.00%	2.00%