IQSU vs EWD
Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and ISHARES MSCI SWEDEN ETF (EWD, ETF).
5-Year PerformanceIQSU has outperformed EWD, delivering a return of +12.3% compared to +4.0%
IQSU vs EWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSU
$316M
EWD
$314M
Expense Ratio
Winner
IQSU
0.09%
EWD
0.51%
Max Drawdown
Winner
IQSU
31.29%
EWD
79.94%
Sharpe Ratio
Winner
IQSU
1.48
EWD
0.61
5Y Beta
IQSU
0.99
Winner
EWD
0.84
P/E Ratio
IQSU
29.79
EWD
N/A
Forward P/E
IQSU
23.34
EWD
N/A
PEG Ratio
IQSU
0.57
EWD
N/A
5Y Dividends CAGR
Winner
IQSU
18.07%
EWD
14.87%
5Y EPS CAGR
IQSU
18.88%
EWD
N/A
Debt to Equity
IQSU
23.12%
EWD
N/A
P/S Ratio
IQSU
3.87
EWD
N/A
P/B Ratio
IQSU
6.31
EWD
N/A
IQSU vs EWD - Holdings Comparison
IQSU and EWD have 1 common holdings. Overlap is -0.55%
IQSU's top 25 holdings weight is 58.62%. EWD's top 25 holdings weight is 84.83%.
| Rank | IQSU | EWD |
|---|---|---|
| #1 | APPLE INC (AAPL) - 10.30% | SPOTIFY TECHNOLOGY SA (SPOT) - 10.13% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.29% | INVESTOR AB CLASS B (n/a) - 9.23% |
| #3 | AMAZON.COM INC (AMZN) - 5.35% | VOLVO AB CLASS B (VOLVF) - 6.66% |
| #4 | ALPHABET INC CLASS C (GOOG) - 5.30% | ATLAS COPCO AB CLASS A (n/a) - 6.34% |
| #5 | MICROSOFT CORP (MSFT) - 4.38% | SANDVIK AB (n/a) - 5.43% |
| #6 | TESLA INC (TSLA) - 3.74% | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 4.69% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.24% | ASSA ABLOY AB CLASS B (n/a) - 3.91% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.54% | SWEDBANK AB CLASS A (n/a) - 3.88% |
| #9 | INTEL CORP (INTC) - 1.73% | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 3.77% |
| #10 | VISA INC CLASS A (V) - 1.61% | ATLAS COPCO AB CLASS B (n/a) - 3.27% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.37% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.68% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.29% | HEXAGON AB CLASS B (n/a) - 2.41% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.14% | EPIROC AB ORDINARY SHARES CLASS A (n/a) - 2.33% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.13% | SAAB AB CLASS B (n/a) - 2.26% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.00% | ALFA LAVAL AB (n/a) - 2.13% |
| #16 | GE AEROSPACE (GE) - 0.99% | ESSITY AB CLASS B (n/a) - 2.07% |
| #17 | BANK OF AMERICA CORP (BAC) - 0.98% | EQT AB ORDINARY SHARES (n/a) - 2.07% |
| #18 | GE VERNOVA INC (GEV) - 0.91% | BOLIDEN AB (n/a) - 2.03% |
| #19 | THE HOME DEPOT INC (HD) - 0.91% | SEK CASH (n/a) - 1.81% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.89% | TELIA COMPANY AB (n/a) - 1.60% |
| #21 | KLA CORP (KLAC) - 0.84% | TELE2 AB CLASS B (n/a) - 1.34% |
| #22 | QUALCOMM INC (QCOM) - 0.78% | EVOLUTION AB (n/a) - 1.25% |
| #23 | LINDE PLC (LIN) - 0.70% | EPIROC AB SHARE B (n/a) - 1.20% |
| #24 | ANALOG DEVICES INC (ADI) - 0.61% | ADDTECH AB CLASS B (n/a) - 1.18% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 0.60% | SWEDISH ORPHAN BIOVITRUM AB (n/a) - 1.16% |
| Total Holdings | 265 | 53 |
IQSU vs EWD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSU
+2.85%
EWD
+0.14%
3M
Winner
IQSU
+12.15%
EWD
-2.09%
6M
Winner
IQSU
+10.70%
EWD
+6.65%
1Y
Winner
IQSU
+27.27%
EWD
+14.24%
5Y(CAGR)
Winner
IQSU
+12.33%
EWD
+3.99%
10Y(CAGR)
IQSU
N/A
EWD
+9.04%
Max(CAGR)
Winner
IQSU
+15.86%
EWD
+6.63%
IQSU vs EWD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IQSU | EWD |
|---|---|---|
| 2026 | +10.77% | +2.72% |
| 2025 | +15.28% | +36.16% |
| 2024 | +18.08% | -1.94% |
| 2023 | +33.53% | +23.68% |
| 2022 | -22.45% | -28.45% |
| 2021 | +32.44% | +21.34% |
| 2020 | +27.07% | +18.94% |
| 2019 | +1.24% | +23.80% |
| 2018 | N/A | -13.43% |
| 2017 | N/A | +21.04% |
| 2016 | N/A | +4.52% |
| 2015 | N/A | -3.90% |
| 2014 | N/A | -5.97% |
| 2013 | N/A | +21.95% |
| 2012 | N/A | +19.94% |
| 2011 | N/A | -18.22% |
| 2010 | N/A | +31.31% |
| 2009 | N/A | +48.46% |
| 2008 | N/A | -46.58% |
| 2007 | N/A | -2.28% |
| 2006 | N/A | +38.19% |
| 2005 | N/A | +9.32% |
| 2004 | N/A | +34.96% |
| 2003 | N/A | +57.95% |
| 2002 | N/A | -31.32% |
| 2001 | N/A | -22.76% |
| 2000 | N/A | -27.76% |
| 1999 | N/A | +27.13% |
IQSU vs EWD Drawdown Comparison
The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.
The current IQSU drawdown is -2.77%. The current EWD drawdown is -6.89%.
| Rank | IQSU | EWD |
|---|---|---|
| #1 | -31.29% Feb 19, 2020 - Jul 10, 2020 | -75.34% Mar 3, 2000 - Oct 20, 2006 |
| #2 | -26.76% Dec 29, 2021 - Dec 12, 2023 | -68.10% Jul 12, 2007 - Apr 21, 2011 |
| #3 | -20.96% Dec 11, 2024 - Jul 22, 2025 | -42.26% Aug 13, 2021 - Feb 18, 2025 |
| #4 | -11.18% Jan 28, 2026 - Apr 17, 2026 | -37.22% Feb 12, 2020 - Jul 17, 2020 |
| #5 | -10.04% Sep 2, 2020 - Nov 25, 2020 | -36.19% May 2, 2011 - Mar 7, 2013 |
| #6 | -9.07% Jul 16, 2024 - Sep 19, 2024 | -25.57% May 21, 2014 - May 2, 2017 |
| #7 | -5.96% Feb 12, 2021 - Apr 1, 2021 | -23.30% Jan 24, 2018 - Jan 2, 2020 |
| #8 | -5.92% Sep 3, 2021 - Oct 21, 2021 | -17.84% Mar 7, 2025 - May 13, 2025 |
| #9 | -5.59% Oct 27, 2025 - Dec 10, 2025 | -14.49% Feb 27, 2026 - Mar 20, 2026 |
| #10 | -5.09% Mar 28, 2024 - May 14, 2024 | -12.59% May 21, 2013 - Jul 23, 2013 |
| #11 | -4.21% May 7, 2021 - Jun 10, 2021 | -9.09% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -3.98% Dec 10, 2021 - Dec 23, 2021 | -8.75% May 7, 2007 - Jul 6, 2007 |
| #13 | -3.45% Nov 19, 2021 - Dec 8, 2021 | -8.18% Oct 12, 2020 - Nov 6, 2020 |
| #14 | -3.41% Oct 6, 2025 - Oct 20, 2025 | -8.16% Sep 18, 2013 - Dec 30, 2013 |
| #15 | -3.29% Jan 25, 2021 - Feb 4, 2021 | -7.82% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between IQSU and EWD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (1999 - 2026)
IQSU vs EWD dividend yield comparison.
| Year | IQSU | EWD |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 1.09% | 3.27% |
| 2024 | 1.12% | 1.77% |
| 2023 | 1.15% | 2.41% |
| 2022 | 1.47% | 3.68% |
| 2021 | 1.07% | 5.46% |
| 2020 | 0.98% | 0.98% |
| 2019 | 0.00% | 4.15% |
| 2018 | 0.00% | 5.17% |
| 2017 | 0.00% | 3.23% |
| 2016 | 0.00% | 3.91% |
| 2015 | 0.00% | 4.08% |
| 2014 | 0.00% | 3.92% |
| 2013 | 0.00% | 3.47% |
| 2012 | 0.00% | 3.03% |
| 2011 | 0.00% | 4.13% |
| 2010 | 0.00% | 1.77% |
| 2009 | 0.00% | 2.13% |
| 2008 | 0.00% | 8.23% |
| 2007 | 0.00% | 3.61% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 1.85% |
| 2004 | 0.00% | 0.70% |
| 2003 | 0.00% | 1.58% |
| 2002 | 0.00% | 1.28% |
| 2001 | 0.00% | 0.35% |
| 2000 | 0.00% | 30.15% |
| 1999 | 0.00% | 3.42% |
Select Stocks to Compare
Popular: IQSU vs SPYEWD vs SPY
More Comparisons
Compare with similar stocks