IQSZ vs MMTM
Comparison between Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF).
IQSZ vs MMTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSZ
$165M
MMTM
$165M
Expense Ratio
IQSZ
0.19%
Winner
MMTM
0.12%
Max Drawdown
Winner
IQSZ
9.53%
MMTM
34.21%
Sharpe Ratio
Winner
IQSZ
1.68
MMTM
1.33
5Y Beta
Winner
IQSZ
1.06
MMTM
1.12
P/E Ratio
Winner
IQSZ
22.25
MMTM
28.19
Forward P/E
Winner
IQSZ
18.13
MMTM
22.31
PEG Ratio
IQSZ
0.30
MMTM
N/A
5Y Dividends CAGR
IQSZ
N/A
MMTM
7.14%
5Y EPS CAGR
IQSZ
26.24%
Winner
MMTM
31.27%
Debt to Equity
IQSZ
N/A
MMTM
30.71%
P/S Ratio
Winner
IQSZ
2.03
MMTM
3.81
P/B Ratio
Winner
IQSZ
4.24
MMTM
5.72
IQSZ vs MMTM - Holdings Comparison
IQSZ and MMTM have 193 common holdings. Overlap is 44.67%
IQSZ's top 25 holdings weight is 36.31%. MMTM's top 25 holdings weight is 61.09%.
| Rank | IQSZ | MMTM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.14% | NVIDIA CORP (NVDA) - 11.01% |
| #2 | APPLE INC (AAPL) - 4.66% | MICROSOFT CORP (MSFT) - 7.06% |
| #3 | MICROSOFT CORP (MSFT) - 2.87% | BROADCOM INC (AVGO) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 2.48% | APPLE INC (AAPL) - 4.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.26% | ALPHABET INC CLASS A (GOOGL) - 4.69% |
| #6 | n/a (n/a) - 2.04% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.89% | TESLA INC (TSLA) - 3.68% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.43% | AMAZON.COM INC (AMZN) - 3.35% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.34% | META PLATFORMS INC CLASS A (META) - 3.05% |
| #10 | TESLA INC (TSLA) - 1.17% | JPMORGAN CHASE & CO (JPM) - 2.26% |
| #11 | SAMSUNG ELECTRONICS CO LTD (n/a) - 1.10% | n/a (PLTR) - 1.26% |
| #12 | SK HYNIX INC (n/a) - 0.90% | NETFLIX INC (NFLX) - 1.09% |
| #13 | JOHNSON & JOHNSON (JNJ) - 0.83% | ORACLE CORP (ORCL) - 0.96% |
| #14 | BROADCOM INC (AVGO) - 0.82% | GE AEROSPACE (GE) - 0.95% |
| #15 | ASML HOLDING NV (n/a) - 0.80% | MICRON TECHNOLOGY INC (MU) - 0.94% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.94% |
| #17 | THE TORONTO-DOMINION BANK (TD) - 0.73% | WALMART INC (WMT) - 0.88% |
| #18 | EXXON MOBIL CORP (XOM) - 0.73% | VISA INC CLASS A (V) - 0.88% |
| #19 | ELI LILLY AND CO (LLY) - 0.71% | JOHNSON & JOHNSON (JNJ) - 0.74% |
| #20 | MORGAN STANLEY (MS) - 0.68% | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.65% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.64% |
| #22 | CITIGROUP INC (C) - 0.62% | LAM RESEARCH CORP (LRCX) - 0.63% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.61% | MASTERCARD INC CLASS A (MA) - 0.63% |
| #24 | BANK OF AMERICA CORP (BAC) - 0.56% | WELLS FARGO & CO (WFC) - 0.62% |
| #25 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.55% | BANK OF AMERICA CORP (BAC) - 0.61% |
| Total Holdings | 506 | 1435 |
IQSZ vs MMTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSZ
+1.94%
MMTM
+1.81%
3M
Winner
IQSZ
+9.21%
MMTM
+8.63%
6M
Winner
IQSZ
+12.88%
MMTM
+8.25%
1Y
Winner
IQSZ
+26.18%
MMTM
+25.07%
5Y(CAGR)
IQSZ
N/A
MMTM
+13.42%
10Y(CAGR)
IQSZ
N/A
MMTM
+15.00%
Max(CAGR)
Winner
IQSZ
+29.97%
MMTM
+14.70%
IQSZ vs MMTM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IQSZ | MMTM |
|---|---|---|
| 2026 | +10.58% | +8.55% |
| 2025 | +13.35% | +13.57% |
| 2024 | N/A | +31.51% |
| 2023 | N/A | +23.41% |
| 2022 | N/A | -16.80% |
| 2021 | N/A | +28.24% |
| 2020 | N/A | +18.52% |
| 2019 | N/A | +29.95% |
| 2018 | N/A | -4.81% |
| 2017 | N/A | +23.42% |
| 2016 | N/A | +11.02% |
| 2015 | N/A | +5.47% |
| 2014 | N/A | +14.69% |
| 2013 | N/A | +32.28% |
| 2012 | N/A | +1.62% |
IQSZ vs MMTM Drawdown Comparison
The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current IQSZ drawdown is -3.05%. The current MMTM drawdown is -1.79%.
| Rank | IQSZ | MMTM |
|---|---|---|
| #1 | -9.13% Feb 25, 2026 - Apr 14, 2026 | -33.84% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -4.82% Nov 12, 2025 - Dec 3, 2025 | -23.73% Jan 4, 2022 - Dec 14, 2023 |
| #3 | -3.39% Oct 6, 2025 - Oct 24, 2025 | -22.08% Feb 19, 2025 - Jul 25, 2025 |
| #4 | -3.05% Jun 2, 2026 - Jun 5, 2026 | -21.38% Oct 1, 2018 - Jun 18, 2019 |
| #5 | -2.86% Jul 23, 2025 - Aug 12, 2025 | -15.75% Dec 29, 2015 - Jul 12, 2016 |
| #6 | -2.26% May 14, 2026 - May 26, 2026 | -11.43% Jul 20, 2015 - Dec 29, 2015 |
| #7 | -2.24% Jan 12, 2026 - Jan 26, 2026 | -10.95% Jul 10, 2024 - Sep 24, 2024 |
| #8 | -2.24% Jan 27, 2026 - Feb 6, 2026 | -10.89% Sep 2, 2020 - Dec 8, 2020 |
| #9 | -2.03% Dec 11, 2025 - Dec 22, 2025 | -9.90% Feb 25, 2026 - Apr 13, 2026 |
| #10 | -1.71% Oct 28, 2025 - Nov 11, 2025 | -9.63% Jan 23, 2018 - Jun 13, 2018 |
| #11 | -1.52% Feb 11, 2026 - Feb 25, 2026 | -8.26% Sep 18, 2014 - Nov 5, 2014 |
| #12 | -1.39% Sep 22, 2025 - Oct 1, 2025 | -7.31% Feb 12, 2021 - Apr 5, 2021 |
| #13 | -1.35% Aug 22, 2025 - Sep 5, 2025 | -6.71% Mar 22, 2024 - May 15, 2024 |
| #14 | -1.24% Apr 17, 2026 - Apr 30, 2026 | -6.69% Oct 29, 2025 - Jan 9, 2026 |
| #15 | -1.19% Aug 14, 2025 - Aug 22, 2025 | -5.41% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between IQSZ and MMTM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
IQSZ vs MMTM dividend yield comparison.
| Year | IQSZ | MMTM |
|---|---|---|
| 2026 | 0.39% | 0.19% |
| 2025 | 1.03% | 0.86% |
| 2024 | 0.00% | 0.83% |
| 2023 | 0.00% | 1.16% |
| 2022 | 0.00% | 1.67% |
| 2021 | 0.00% | 0.95% |
| 2020 | 0.00% | 1.14% |
| 2019 | 0.00% | 1.55% |
| 2018 | 0.00% | 1.64% |
| 2017 | 0.00% | 1.52% |
| 2016 | 0.00% | 1.98% |
| 2015 | 0.00% | 1.68% |
| 2014 | 0.00% | 1.54% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 0.51% |
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