IQSZ vs ATFV
Comparison between Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF) and ALGER 35 ETF (ATFV, ETF).
IQSZ vs ATFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSZ
$173M
ATFV
$173M
Expense Ratio
Winner
IQSZ
0.19%
ATFV
0.56%
Max Drawdown
Winner
IQSZ
9.53%
ATFV
45.37%
Sharpe Ratio
Winner
IQSZ
1.72
ATFV
1.36
5Y Beta
Winner
IQSZ
1.06
ATFV
1.38
P/E Ratio
Winner
IQSZ
21.72
ATFV
47.82
Forward P/E
Winner
IQSZ
17.48
ATFV
27.94
PEG Ratio
Winner
IQSZ
0.23
ATFV
0.35
5Y EPS CAGR
IQSZ
27.91%
Winner
ATFV
41.85%
P/S Ratio
Winner
IQSZ
1.86
ATFV
3.47
P/B Ratio
Winner
IQSZ
4.34
ATFV
8.43
IQSZ vs ATFV - Holdings Comparison
IQSZ and ATFV have 9 common holdings. Overlap is 14.11%
IQSZ's top 25 holdings weight is 34.64%. ATFV's top 25 holdings weight is 89.57%.
| Rank | IQSZ | ATFV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.26% | NVIDIA CORP (NVDA) - 12.74% |
| #2 | APPLE INC (AAPL) - 4.70% | ALPHABET INC CLASS A (GOOGL) - 9.95% |
| #3 | MICROSOFT CORP (MSFT) - 2.96% | AMAZON.COM INC (AMZN) - 7.35% |
| #4 | AMAZON.COM INC (AMZN) - 2.45% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 6.96% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.09% | MICROSOFT CORP (MSFT) - 5.66% |
| #6 | n/a (n/a) - 2.06% | WESTERN DIGITAL CORP (WDC) - 4.91% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.75% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.75% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.42% | TWILIO INC CLASS A (TWLO) - 3.48% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.29% | DREYFUS TRSY OBLIG CASH MGMT CL INS (n/a) - 2.76% |
| #10 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.29% | ASTERA LABS INC (ALAB) - 2.73% |
| #11 | TESLA INC (TSLA) - 1.08% | GE VERNOVA INC (GEV) - 2.60% |
| #12 | SK HYNIX INC (n/a) - 0.95% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.52% |
| #13 | BROADCOM INC (AVGO) - 0.87% | ANTHROPIC PBC (n/a) - 2.44% |
| #14 | ASML HOLDING NV (n/a) - 0.77% | LAM RESEARCH CORP (LRCX) - 2.16% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.75% | SPOTIFY TECHNOLOGY SA (SPOT) - 2.10% |
| #16 | ELI LILLY AND CO (LLY) - 0.75% | QXO INC (QXO) - 2.07% |
| #17 | THE TORONTO-DOMINION BANK (TD) - 0.72% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.99% |
| #18 | MORGAN STANLEY (MS) - 0.71% | SERVICENOW INC (NOW) - 1.92% |
| #19 | JPMORGAN CHASE & CO (JPM) - 0.67% | NOVO NORDISK AS ADR (NVO) - 1.81% |
| #20 | EXXON MOBIL CORP (XOM) - 0.67% | RENESAS ELECTRONICS CORP ADR (RNECY) - 1.74% |
| #21 | CUMMINS INC (CMI) - 0.29% | NETFLIX INC (NFLX) - 1.64% |
| #22 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.29% | FERVO ENERGY CO CLASS A (FRVO) - 1.63% |
| #23 | DANSKE BANK AS (n/a) - 0.29% | MERCADOLIBRE INC (MELI) - 1.62% |
| #24 | ING GROEP NV (n/a) - 0.28% | ENOVIX CORP (ENVX) - 1.55% |
| #25 | AMGEN INC (AMGN) - 0.28% | APPLIED OPTOELECTRONICS INC (AAOI) - 1.49% |
| Total Holdings | 476 | 36 |
IQSZ vs ATFV - Historical Returns
Returns include dividend reinvestment.
1M
IQSZ
+2.09%
Winner
ATFV
+2.28%
3M
IQSZ
+13.34%
Winner
ATFV
+20.36%
6M
Winner
IQSZ
+14.42%
ATFV
+13.20%
1Y
IQSZ
+28.33%
Winner
ATFV
+39.98%
5Y(CAGR)
IQSZ
N/A
ATFV
+13.93%
Max(CAGR)
Winner
IQSZ
+31.68%
ATFV
+14.52%
IQSZ vs ATFV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IQSZ | ATFV |
|---|---|---|
| 2026 | +12.46% | +11.03% |
| 2025 | +13.35% | +35.72% |
| 2024 | N/A | +50.40% |
| 2023 | N/A | +34.41% |
| 2022 | N/A | -36.08% |
| 2021 | N/A | +4.19% |
IQSZ vs ATFV Drawdown Comparison
The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for ATFV was -45.34%, occurring on Dec 28, 2022. Recovery took 736 trading sessions.
The current IQSZ drawdown is -1.39%. The current ATFV drawdown is -6.70%.
| Rank | IQSZ | ATFV |
|---|---|---|
| #1 | -9.13% Feb 25, 2026 - Apr 14, 2026 | -45.34% Nov 8, 2021 - Oct 14, 2024 |
| #2 | -4.82% Nov 12, 2025 - Dec 3, 2025 | -29.01% Jan 22, 2025 - Jun 16, 2025 |
| #3 | -4.10% Jun 2, 2026 - Jun 10, 2026 | -18.29% Oct 29, 2025 - Apr 22, 2026 |
| #4 | -3.39% Oct 6, 2025 - Oct 24, 2025 | -9.60% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -2.86% Jul 23, 2025 - Aug 12, 2025 | -8.42% Sep 10, 2021 - Oct 19, 2021 |
| #6 | -2.26% May 14, 2026 - May 26, 2026 | -6.61% May 4, 2021 - May 26, 2021 |
| #7 | -2.24% Jan 12, 2026 - Jan 26, 2026 | -5.42% Oct 9, 2025 - Oct 27, 2025 |
| #8 | -2.24% Jan 27, 2026 - Feb 6, 2026 | -5.35% Aug 12, 2025 - Sep 8, 2025 |
| #9 | -2.03% Dec 11, 2025 - Dec 22, 2025 | -5.07% Dec 16, 2024 - Jan 6, 2025 |
| #10 | -1.71% Oct 28, 2025 - Nov 11, 2025 | -4.73% Jan 6, 2025 - Jan 21, 2025 |
| #11 | -1.52% Feb 11, 2026 - Feb 25, 2026 | -4.65% Jul 6, 2021 - Jul 23, 2021 |
| #12 | -1.39% Sep 22, 2025 - Oct 1, 2025 | -4.52% Jul 23, 2021 - Aug 27, 2021 |
| #13 | -1.35% Aug 22, 2025 - Sep 5, 2025 | -4.25% May 14, 2026 - May 21, 2026 |
| #14 | -1.24% Apr 17, 2026 - Apr 30, 2026 | -3.77% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -1.19% Aug 14, 2025 - Aug 22, 2025 | -3.23% Jun 30, 2025 - Jul 17, 2025 |
Correlation
Correlation between IQSZ and ATFV is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2022 - 2026)
IQSZ vs ATFV dividend yield comparison.
| Year | IQSZ | ATFV |
|---|---|---|
| 2026 | 0.38% | 0.00% |
| 2025 | 1.03% | 0.20% |
| 2024 | 0.00% | 0.16% |
| 2023 | 0.00% | 0.01% |
| 2022 | 0.00% | 0.06% |
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