IQSU vs RUNN
Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and RUNNING OAK EFFICIENT GROWTH ETF (RUNN, ETF).
IQSU vs RUNN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSU
$332M
RUNN
$331M
Expense Ratio
Winner
IQSU
0.09%
RUNN
0.58%
Max Drawdown
IQSU
31.29%
Winner
RUNN
17.16%
Sharpe Ratio
Winner
IQSU
1.39
RUNN
-0.46
5Y Beta
IQSU
1.00
Winner
RUNN
0.69
P/E Ratio
IQSU
29.12
Winner
RUNN
22.17
Forward P/E
IQSU
21.44
Winner
RUNN
16.98
PEG Ratio
Winner
IQSU
0.38
RUNN
0.59
5Y Dividends CAGR
IQSU
18.96%
RUNN
N/A
5Y EPS CAGR
Winner
IQSU
18.93%
RUNN
15.18%
Debt to Equity
Winner
IQSU
20.52%
RUNN
49.05%
P/S Ratio
IQSU
3.80
Winner
RUNN
2.16
P/B Ratio
IQSU
6.26
Winner
RUNN
3.62
IQSU vs RUNN - Holdings Comparison
IQSU and RUNN have 23 common holdings. Overlap is 6.06%
IQSU's top 25 holdings weight is 57.69%. RUNN's top 25 holdings weight is 47.04%.
| Rank | IQSU | RUNN |
|---|---|---|
| #1 | APPLE INC (AAPL) - 9.99% | DARDEN RESTAURANTS INC (DRI) - 1.95% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 5.68% | THE CIGNA GROUP (CI) - 1.94% |
| #3 | ALPHABET INC CLASS C (GOOG) - 4.89% | CACI INTERNATIONAL INC CLASS A (CACI) - 1.93% |
| #4 | AMAZON.COM INC (AMZN) - 4.85% | BROWN & BROWN INC (BRO) - 1.93% |
| #5 | MICROSOFT CORP (MSFT) - 4.51% | AMDOCS LTD (DOX) - 1.92% |
| #6 | TESLA INC (TSLA) - 3.85% | GENERAL DYNAMICS CORP (GD) - 1.91% |
| #7 | MICRON TECHNOLOGY INC (MU) - 3.30% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.91% |
| #8 | ADVANCED MICRO DEVICES INC (AMD) - 2.44% | MARSH & MCLENNAN COMPANIES INC (MRSH) - 1.91% |
| #9 | VISA INC CLASS A (V) - 1.75% | ALCON INC (n/a) - 1.91% |
| #10 | INTEL CORP (INTC) - 1.58% | CARLISLE COMPANIES INC (CSL) - 1.90% |
| #11 | APPLIED MATERIALS INC (AMAT) - 1.48% | REPUBLIC SERVICES INC (RSG) - 1.90% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.32% | BECTON DICKINSON & CO (BDX) - 1.88% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.32% | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.88% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.23% | WATSCO INC ORDINARY SHARES (WSO) - 1.88% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.10% | HONEYWELL INTERNATIONAL INC (HON) - 1.86% |
| #16 | GE AEROSPACE (GE) - 1.08% | LEIDOS HOLDINGS INC (LDOS) - 1.86% |
| #17 | PROCTER & GAMBLE CO (PG) - 1.05% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.86% |
| #18 | THE HOME DEPOT INC (HD) - 1.03% | ARTHUR J. GALLAGHER & CO (AJG) - 1.86% |
| #19 | KLA CORP (KLAC) - 0.96% | PRIMERICA INC (PRI) - 1.85% |
| #20 | TEXAS INSTRUMENTS INC (TXN) - 0.81% | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.84% |
| #21 | GE VERNOVA INC (GEV) - 0.80% | VISA INC CLASS A (V) - 1.84% |
| #22 | PALO ALTO NETWORKS INC (PANW) - 0.75% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.83% |
| #23 | LINDE PLC (LIN) - 0.73% | ROPER TECHNOLOGIES INC (ROP) - 1.83% |
| #24 | MCDONALD'S CORP (MCD) - 0.60% | W.W. GRAINGER INC (GWW) - 1.83% |
| #25 | PEPSICO INC (PEP) - 0.59% | CURTISS-WRIGHT CORP (CW) - 1.83% |
| Total Holdings | 265 | 58 |
IQSU vs RUNN - Historical Returns
Returns include dividend reinvestment.
1M
IQSU
-0.55%
Winner
RUNN
+3.06%
3M
Winner
IQSU
+10.64%
RUNN
-2.53%
6M
Winner
IQSU
+12.00%
RUNN
-6.23%
1Y
Winner
IQSU
+24.26%
RUNN
-2.77%
5Y(CAGR)
IQSU
+11.81%
RUNN
N/A
Max(CAGR)
Winner
IQSU
+15.93%
RUNN
+9.29%
IQSU vs RUNN - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IQSU | RUNN |
|---|---|---|
| 2026 | +13.30% | -2.22% |
| 2025 | +15.28% | +2.89% |
| 2024 | +18.08% | +18.00% |
| 2023 | +33.53% | +12.05% |
| 2022 | -22.45% | N/A |
| 2021 | +32.44% | N/A |
| 2020 | +27.07% | N/A |
| 2019 | +1.24% | N/A |
IQSU vs RUNN Drawdown Comparison
The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The maximum drawdown for RUNN was -16.83%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current IQSU drawdown is -1.58%. The current RUNN drawdown is -6.70%.
| Rank | IQSU | RUNN |
|---|---|---|
| #1 | -31.29% Feb 19, 2020 - Jul 10, 2020 | -16.83% Nov 29, 2024 - Apr 8, 2025 |
| #2 | -26.76% Dec 29, 2021 - Dec 12, 2023 | -9.63% Jul 25, 2023 - Dec 1, 2023 |
| #3 | -20.96% Dec 11, 2024 - Jul 22, 2025 | -6.28% Mar 28, 2024 - Jul 12, 2024 |
| #4 | -11.18% Jan 28, 2026 - Apr 17, 2026 | -5.08% Jul 16, 2024 - Aug 21, 2024 |
| #5 | -10.04% Sep 2, 2020 - Nov 25, 2020 | -3.53% Nov 11, 2024 - Nov 29, 2024 |
| #6 | -9.07% Jul 16, 2024 - Sep 19, 2024 | -3.32% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -5.96% Feb 12, 2021 - Apr 1, 2021 | -3.21% Oct 18, 2024 - Nov 6, 2024 |
| #8 | -5.92% Sep 3, 2021 - Oct 21, 2021 | -2.24% Dec 28, 2023 - Jan 19, 2024 |
| #9 | -5.59% Oct 27, 2025 - Dec 10, 2025 | -1.64% Jun 30, 2023 - Jul 11, 2023 |
| #10 | -5.09% Mar 28, 2024 - May 14, 2024 | -1.35% Feb 9, 2024 - Feb 14, 2024 |
| #11 | -4.21% May 7, 2021 - Jun 10, 2021 | -1.27% Jun 15, 2023 - Jun 27, 2023 |
| #12 | -4.17% Jun 4, 2026 - Jun 15, 2026 | -1.26% Mar 21, 2024 - Mar 27, 2024 |
| #13 | -3.98% Dec 10, 2021 - Dec 23, 2021 | -1.12% Dec 19, 2023 - Dec 21, 2023 |
| #14 | -3.45% Nov 19, 2021 - Dec 8, 2021 | -1.01% Jan 30, 2024 - Feb 1, 2024 |
| #15 | -3.41% Oct 6, 2025 - Oct 20, 2025 | -0.98% Dec 4, 2023 - Dec 11, 2023 |
Correlation
Correlation between IQSU and RUNN is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2020 - 2026)
IQSU vs RUNN dividend yield comparison.
| Year | IQSU | RUNN |
|---|---|---|
| 2026 | 0.44% | 0.00% |
| 2025 | 1.09% | 0.55% |
| 2024 | 1.12% | 0.39% |
| 2023 | 1.15% | 0.33% |
| 2022 | 1.47% | 0.00% |
| 2021 | 1.07% | 0.00% |
| 2020 | 0.98% | 0.00% |
Select Stocks to Compare
Popular: IQSU vs SPYRUNN vs SPY
More Comparisons
Compare with similar stocks