IQSZ vs DIM
Comparison between Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).
IQSZ vs DIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSZ
$173M
DIM
$168M
Expense Ratio
Winner
IQSZ
0.19%
DIM
0.58%
Max Drawdown
Winner
IQSZ
9.53%
DIM
64.74%
Sharpe Ratio
Winner
IQSZ
1.72
DIM
1.21
5Y Beta
IQSZ
1.06
Winner
DIM
0.63
P/E Ratio
IQSZ
21.72
DIM
N/A
Forward P/E
IQSZ
17.48
DIM
N/A
PEG Ratio
IQSZ
0.23
DIM
N/A
5Y Dividends CAGR
IQSZ
N/A
DIM
11.55%
5Y EPS CAGR
IQSZ
27.91%
DIM
N/A
P/S Ratio
IQSZ
1.86
DIM
N/A
P/B Ratio
IQSZ
4.34
DIM
N/A
IQSZ vs DIM - Holdings Comparison
IQSZ and DIM have 1 common holdings. Overlap is -0.54%
IQSZ's top 25 holdings weight is 34.64%. DIM's top 25 holdings weight is 16.40%.
| Rank | IQSZ | DIM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.26% | AIB GROUP PLC (n/a) - 1.36% |
| #2 | APPLE INC (AAPL) - 4.70% | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 1.00% |
| #3 | MICROSOFT CORP (MSFT) - 2.96% | TENARIS SA (n/a) - 0.94% |
| #4 | AMAZON.COM INC (AMZN) - 2.45% | BANCA MEDIOLANUM (n/a) - 0.85% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.09% | ADMIRAL GROUP PLC (n/a) - 0.75% |
| #6 | n/a (n/a) - 2.06% | NN GROUP NV (n/a) - 0.74% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.75% | TRATON SE (n/a) - 0.73% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.42% | KONINKLIJKE KPN NV (n/a) - 0.73% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.29% | BANK OF IRELAND GROUP PLC (n/a) - 0.72% |
| #10 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.29% | AMUNDI SA (n/a) - 0.72% |
| #11 | TESLA INC (TSLA) - 1.08% | FORTUM OYJ (n/a) - 0.72% |
| #12 | SK HYNIX INC (n/a) - 0.95% | ASTELLAS PHARMA INC (n/a) - 0.68% |
| #13 | BROADCOM INC (AVGO) - 0.87% | BOUYGUES (n/a) - 0.66% |
| #14 | ASML HOLDING NV (n/a) - 0.77% | TELIA COMPANY AB (n/a) - 0.66% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.75% | CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.59% |
| #16 | ELI LILLY AND CO (LLY) - 0.75% | n/a (n/a) - 0.59% |
| #17 | THE TORONTO-DOMINION BANK (TD) - 0.72% | CK ASSET HOLDINGS LTD (n/a) - 0.58% |
| #18 | MORGAN STANLEY (MS) - 0.71% | HELVETIA BALOISE HOLDING AG (n/a) - 0.56% |
| #19 | JPMORGAN CHASE & CO (JPM) - 0.67% | KLEPIERRE (n/a) - 0.56% |
| #20 | EXXON MOBIL CORP (XOM) - 0.67% | MAPFRE SA (n/a) - 0.55% |
| #21 | CUMMINS INC (CMI) - 0.29% | VALLOUREC SA (n/a) - 0.35% |
| #22 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.29% | GJENSIDIGE FORSIKRING ASA (n/a) - 0.35% |
| #23 | DANSKE BANK AS (n/a) - 0.29% | KEPPEL LTD (n/a) - 0.34% |
| #24 | ING GROEP NV (n/a) - 0.28% | n/a (n/a) - 0.34% |
| #25 | AMGEN INC (AMGN) - 0.28% | OBAYASHI CORP (n/a) - 0.33% |
| Total Holdings | 476 | 555 |
IQSZ vs DIM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSZ
+2.09%
DIM
-0.37%
3M
Winner
IQSZ
+13.34%
DIM
+6.01%
6M
Winner
IQSZ
+14.42%
DIM
+10.64%
1Y
Winner
IQSZ
+28.33%
DIM
+20.38%
5Y(CAGR)
IQSZ
N/A
DIM
+8.31%
10Y(CAGR)
IQSZ
N/A
DIM
+8.52%
Max(CAGR)
Winner
IQSZ
+31.68%
DIM
+6.30%
IQSZ vs DIM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IQSZ | DIM |
|---|---|---|
| 2026 | +12.46% | +8.09% |
| 2025 | +13.35% | +37.95% |
| 2024 | N/A | +4.74% |
| 2023 | N/A | +14.80% |
| 2022 | N/A | -14.45% |
| 2021 | N/A | +9.38% |
| 2020 | N/A | -1.25% |
| 2019 | N/A | +20.25% |
| 2018 | N/A | -15.85% |
| 2017 | N/A | +27.34% |
| 2016 | N/A | +4.88% |
| 2015 | N/A | +2.70% |
| 2014 | N/A | -0.75% |
| 2013 | N/A | +19.61% |
| 2012 | N/A | +17.68% |
| 2011 | N/A | -14.32% |
| 2010 | N/A | +8.60% |
| 2009 | N/A | +32.54% |
| 2008 | N/A | -41.12% |
| 2007 | N/A | +7.23% |
| 2006 | N/A | +27.13% |
IQSZ vs DIM Drawdown Comparison
The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.
The current IQSZ drawdown is -1.39%. The current DIM drawdown is -1.93%.
| Rank | IQSZ | DIM |
|---|---|---|
| #1 | -9.13% Feb 25, 2026 - Apr 14, 2026 | -61.43% Oct 31, 2007 - Oct 18, 2013 |
| #2 | -4.82% Nov 12, 2025 - Dec 3, 2025 | -40.87% Jan 26, 2018 - Mar 12, 2021 |
| #3 | -4.10% Jun 2, 2026 - Jun 10, 2026 | -30.73% Sep 3, 2021 - May 15, 2024 |
| #4 | -3.39% Oct 6, 2025 - Oct 24, 2025 | -20.59% May 15, 2015 - Mar 16, 2017 |
| #5 | -2.86% Jul 23, 2025 - Aug 12, 2025 | -14.20% Jul 12, 2007 - Oct 29, 2007 |
| #6 | -2.26% May 14, 2026 - May 26, 2026 | -13.93% Jul 3, 2014 - Apr 23, 2015 |
| #7 | -2.24% Jan 12, 2026 - Jan 26, 2026 | -12.13% Mar 19, 2025 - Apr 24, 2025 |
| #8 | -2.24% Jan 27, 2026 - Feb 6, 2026 | -10.56% Feb 25, 2026 - Mar 20, 2026 |
| #9 | -2.03% Dec 11, 2025 - Dec 22, 2025 | -9.98% Sep 26, 2024 - Mar 5, 2025 |
| #10 | -1.71% Oct 28, 2025 - Nov 11, 2025 | -8.46% Feb 26, 2007 - Mar 21, 2007 |
| #11 | -1.52% Feb 11, 2026 - Feb 25, 2026 | -6.28% Jul 16, 2024 - Aug 19, 2024 |
| #12 | -1.39% Sep 22, 2025 - Oct 1, 2025 | -6.21% Jan 16, 2014 - Feb 18, 2014 |
| #13 | -1.35% Aug 22, 2025 - Sep 5, 2025 | -5.35% Jul 3, 2006 - Jul 28, 2006 |
| #14 | -1.24% Apr 17, 2026 - Apr 30, 2026 | -5.23% Jun 14, 2021 - Aug 13, 2021 |
| #15 | -1.19% Aug 14, 2025 - Aug 22, 2025 | -4.94% Oct 22, 2013 - Dec 31, 2013 |
Correlation
Correlation between IQSZ and DIM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
IQSZ vs DIM dividend yield comparison.
| Year | IQSZ | DIM |
|---|---|---|
| 2026 | 0.38% | 0.07% |
| 2025 | 1.03% | 3.21% |
| 2024 | 0.00% | 3.58% |
| 2023 | 0.00% | 4.62% |
| 2022 | 0.00% | 3.96% |
| 2021 | 0.00% | 3.65% |
| 2020 | 0.00% | 2.53% |
| 2019 | 0.00% | 3.26% |
| 2018 | 0.00% | 3.28% |
| 2017 | 0.00% | 2.57% |
| 2016 | 0.00% | 2.94% |
| 2015 | 0.00% | 2.81% |
| 2014 | 0.00% | 3.46% |
| 2013 | 0.00% | 3.10% |
| 2012 | 0.00% | 2.95% |
| 2011 | 0.00% | 4.49% |
| 2010 | 0.00% | 2.82% |
| 2009 | 0.00% | 2.60% |
| 2008 | 0.00% | 5.92% |
| 2007 | 0.00% | 2.90% |
| 2006 | 0.00% | 0.59% |
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