IQSU vs RIV

Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and RiverNorth Opportunities Fund Inc (RIV, ETF).

5-Year PerformanceIQSU has outperformed RIV, delivering a return of +11.8% compared to +5.4%

IQSU vs RIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSU(ETF)	RIV(ETF)
Net Assets	$332M	$330M
Expense Ratio	0.09%	N/A
Max Drawdown	31.29%	54.84%
Sharpe Ratio	1.39	0.45
5Y Beta	1.00	0.44
P/E Ratio	29.12	N/A
Forward P/E	21.44	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	18.96%	-5.36%
5Y EPS CAGR	18.93%	N/A
Debt to Equity	20.52%	N/A
P/S Ratio	3.80	N/A
P/B Ratio	6.26	N/A

Net Assets

Winner

IQSU

$332M

RIV

$330M

Expense Ratio

IQSU

0.09%

RIV

N/A

Max Drawdown

Winner

IQSU

31.29%

RIV

54.84%

Sharpe Ratio

Winner

IQSU

1.39

RIV

0.45

5Y Beta

IQSU

1.00

Winner

RIV

0.44

P/E Ratio

IQSU

29.12

RIV

N/A

Forward P/E

IQSU

21.44

RIV

N/A

PEG Ratio

IQSU

0.38

RIV

N/A

5Y Dividends CAGR

Winner

IQSU

18.96%

RIV

-5.36%

5Y EPS CAGR

IQSU

18.93%

RIV

N/A

Debt to Equity

IQSU

20.52%

RIV

N/A

P/S Ratio

IQSU

3.80

RIV

N/A

P/B Ratio

IQSU

6.26

RIV

N/A

IQSU vs RIV - Historical Returns

Returns include dividend reinvestment.

Period	IQSU	RIV
1 month	-0.55%	+1.05%
3 months	+10.64%	+1.85%
6 months	+12.00%	+3.56%
1 year	+24.26%	+10.76%
5 years(CAGR)	+11.81%	+5.44%
10 years(CAGR)	N/A	+8.70%
Max(CAGR)	+15.93%	+8.59%

IQSU

-0.55%

Winner

RIV

+1.05%

Winner

IQSU

+10.64%

RIV

+1.85%

Winner

IQSU

+12.00%

RIV

+3.56%

Winner

IQSU

+24.26%

RIV

+10.76%

5Y(CAGR)

Winner

IQSU

+11.81%

RIV

+5.44%

10Y(CAGR)

IQSU

N/A

RIV

+8.70%

Max(CAGR)

Winner

IQSU

+15.93%

RIV

+8.59%

IQSU vs RIV - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IQSU	RIV
2026	+13.30%	+5.95%
2025	+15.28%	+16.40%
2024	+18.08%	+18.97%
2023	+33.53%	+0.35%
2022	-22.45%	-14.10%
2021	+32.44%	+12.99%
2020	+27.07%	+14.24%
2019	+1.24%	+13.45%
2018	N/A	-8.51%
2017	N/A	+17.64%
2016	N/A	+8.14%
2015	N/A	+0.25%

IQSU vs RIV Drawdown Comparison

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

The maximum drawdown for RIV was -42.87%, occurring on Mar 23, 2020. Recovery took 147 trading sessions.

The current IQSU drawdown is -1.58%. The current RIV drawdown is -1.28%.

Rank	IQSU	RIV
#1	-31.29% Feb 19, 2020 - Jul 10, 2020	-42.87% Feb 12, 2020 - Sep 11, 2020
#2	-26.76% Dec 29, 2021 - Dec 12, 2023	-28.99% Aug 9, 2021 - Jul 15, 2024
#3	-20.96% Dec 11, 2024 - Jul 22, 2025	-27.47% Jun 13, 2018 - Feb 10, 2020
#4	-11.18% Jan 28, 2026 - Apr 17, 2026	-19.61% Dec 30, 2015 - Apr 20, 2016
#5	-10.04% Sep 2, 2020 - Nov 25, 2020	-15.19% Feb 18, 2025 - May 19, 2025
#6	-9.07% Jul 16, 2024 - Sep 19, 2024	-11.72% Sep 14, 2020 - Dec 3, 2020
#7	-5.96% Feb 12, 2021 - Apr 1, 2021	-8.67% Dec 3, 2024 - Feb 13, 2025
#8	-5.92% Sep 3, 2021 - Oct 21, 2021	-7.65% Feb 25, 2026 - Apr 22, 2026
#9	-5.59% Oct 27, 2025 - Dec 10, 2025	-6.80% Sep 15, 2025 - Jan 6, 2026
#10	-5.09% Mar 28, 2024 - May 14, 2024	-6.39% Sep 7, 2016 - Jan 20, 2017
#11	-4.21% May 7, 2021 - Jun 10, 2021	-6.31% Sep 13, 2017 - Jan 8, 2018
#12	-4.17% Jun 4, 2026 - Jun 15, 2026	-5.60% Jul 14, 2021 - Aug 6, 2021
#13	-3.98% Dec 10, 2021 - Dec 23, 2021	-4.99% Jul 16, 2024 - Aug 12, 2024
#14	-3.45% Nov 19, 2021 - Dec 8, 2021	-4.89% Jun 9, 2016 - Jul 5, 2016
#15	-3.41% Oct 6, 2025 - Oct 20, 2025	-4.89% May 7, 2021 - May 26, 2021

Correlation

Correlation between IQSU and RIV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2016 - 2026)

IQSU vs RIV dividend yield comparison.

Year	IQSU	RIV
2026	0.44%	7.97%
2025	1.09%	12.80%
2024	1.12%	13.46%
2023	1.15%	13.96%
2022	1.47%	16.61%
2021	1.07%	14.31%
2020	0.98%	13.42%
2019	0.00%	12.34%
2018	0.00%	15.51%
2017	0.00%	10.14%
2016	0.00%	13.01%