IQSZ vs SDG
Comparison between Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).
IQSZ vs SDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQSZ
$170M
SDG
$170M
Expense Ratio
Winner
IQSZ
0.19%
SDG
0.50%
Max Drawdown
Winner
IQSZ
9.53%
SDG
34.76%
Sharpe Ratio
Winner
IQSZ
1.55
SDG
0.73
5Y Beta
IQSZ
1.05
Winner
SDG
0.62
P/E Ratio
IQSZ
24.50
SDG
N/A
Forward P/E
IQSZ
18.98
SDG
N/A
PEG Ratio
IQSZ
0.24
SDG
N/A
5Y Dividends CAGR
IQSZ
N/A
SDG
11.63%
5Y EPS CAGR
IQSZ
23.43%
SDG
N/A
P/S Ratio
IQSZ
2.15
SDG
N/A
P/B Ratio
IQSZ
4.82
SDG
N/A
IQSZ vs SDG - Holdings Comparison
IQSZ and SDG have 6 common holdings. Overlap is 4.10%
IQSZ's top 25 holdings weight is 35.71%. SDG's top 25 holdings weight is 64.10%.
| Rank | IQSZ | SDG |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.05% | MARVELL TECHNOLOGY INC (MRVL) - 4.98% |
| #2 | NVIDIA CORP (NVDA) - 5.00% | NOVARTIS AG REGISTERED SHARES (n/a) - 4.10% |
| #3 | MICROSOFT CORP (MSFT) - 2.67% | WIWYNN CORP ORDINARY SHARES (n/a) - 4.06% |
| #4 | AMAZON.COM INC (AMZN) - 2.54% | FIRST SOLAR INC (FSLR) - 4.02% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.14% | NVIDIA CORP (NVDA) - 3.72% |
| #6 | n/a (n/a) - 2.05% | VESTAS WIND SYSTEMS AS (n/a) - 3.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.76% | UNI-PRESIDENT ENTERPRISES CORP (n/a) - 3.44% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.54% | KIMBERLY-CLARK CORP (KMB) - 3.35% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.13% | EAST JAPAN RAILWAY CO (n/a) - 3.26% |
| #10 | TESLA INC (TSLA) - 1.11% | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 3.14% |
| #11 | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.96% | ESSITY AB CLASS B (n/a) - 2.24% |
| #12 | ELI LILLY AND CO (LLY) - 0.83% | CSL LTD (n/a) - 2.20% |
| #13 | SK HYNIX INC (n/a) - 0.80% | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.07% |
| #14 | THE TORONTO-DOMINION BANK (TD) - 0.80% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.06% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.79% | REGENERON PHARMACEUTICALS INC (REGN) - 2.03% |
| #16 | ASML HOLDING NV (n/a) - 0.78% | EQUINIX INC (EQIX) - 1.87% |
| #17 | JPMORGAN CHASE & CO (JPM) - 0.78% | CENTRAL JAPAN RAILWAY CO (n/a) - 1.85% |
| #18 | MORGAN STANLEY (MS) - 0.72% | XPENG INC CLASS A (n/a) - 1.67% |
| #19 | BROADCOM INC (AVGO) - 0.72% | MASCO CORP (MAS) - 1.64% |
| #20 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.66% | WEYERHAEUSER CO (WY) - 1.64% |
| #21 | BANK OF AMERICA CORP (BAC) - 0.60% | ACCIONA SA (n/a) - 1.57% |
| #22 | LAM RESEARCH CORP (LRCX) - 0.59% | HOCHTIEF AG (n/a) - 1.49% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.57% | SAPUTO INC (n/a) - 1.41% |
| #24 | THE GOLDMAN SACHS GROUP INC (GS) - 0.56% | VONOVIA SE (n/a) - 1.34% |
| #25 | CITIGROUP INC (C) - 0.56% | DIGITAL REALTY TRUST INC (DLR) - 1.33% |
| Total Holdings | 503 | 149 |
IQSZ vs SDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IQSZ
-0.09%
SDG
-0.72%
3M
Winner
IQSZ
+5.10%
SDG
-0.90%
6M
Winner
IQSZ
+9.59%
SDG
+3.63%
1Y
Winner
IQSZ
+24.37%
SDG
+11.64%
5Y(CAGR)
IQSZ
N/A
SDG
-0.39%
10Y(CAGR)
IQSZ
N/A
SDG
+7.83%
Max(CAGR)
Winner
IQSZ
+26.81%
SDG
+7.90%
IQSZ vs SDG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IQSZ | SDG |
|---|---|---|
| 2026 | +11.63% | +3.22% |
| 2025 | +13.35% | +19.82% |
| 2024 | N/A | -8.93% |
| 2023 | N/A | +4.07% |
| 2022 | N/A | -11.71% |
| 2021 | N/A | -2.33% |
| 2020 | N/A | +43.49% |
| 2019 | N/A | +26.32% |
| 2018 | N/A | -8.88% |
| 2017 | N/A | +27.09% |
| 2016 | N/A | -0.08% |
IQSZ vs SDG Drawdown Comparison
The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.
The current IQSZ drawdown is -2.21%. The current SDG drawdown is -5.47%.
| Rank | IQSZ | SDG |
|---|---|---|
| #1 | -9.13% Feb 25, 2026 - Apr 14, 2026 | -30.33% Sep 3, 2021 - Jun 2, 2026 |
| #2 | -4.82% Nov 12, 2025 - Dec 3, 2025 | -27.28% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -4.10% Jun 2, 2026 - Jun 15, 2026 | -15.79% Jan 26, 2018 - Oct 24, 2019 |
| #4 | -3.39% Oct 6, 2025 - Oct 24, 2025 | -8.05% Sep 6, 2016 - Feb 15, 2017 |
| #5 | -2.86% Jul 23, 2025 - Aug 12, 2025 | -7.86% Jan 26, 2021 - Jun 29, 2021 |
| #6 | -2.49% Jun 15, 2026 - Jun 24, 2026 | -7.83% Jun 8, 2016 - Jul 21, 2016 |
| #7 | -2.26% May 14, 2026 - May 26, 2026 | -6.52% Oct 12, 2020 - Nov 5, 2020 |
| #8 | -2.24% Jan 12, 2026 - Jan 26, 2026 | -6.25% Apr 24, 2017 - Jun 19, 2017 |
| #9 | -2.24% Jan 27, 2026 - Feb 6, 2026 | -5.57% Jun 4, 2026 - Jul 20, 2026 |
| #10 | -2.03% Dec 11, 2025 - Dec 22, 2025 | -5.14% Sep 2, 2020 - Oct 12, 2020 |
| #11 | -1.71% Oct 28, 2025 - Nov 11, 2025 | -4.74% May 2, 2016 - Jun 6, 2016 |
| #12 | -1.52% Feb 11, 2026 - Feb 25, 2026 | -4.11% Jul 1, 2021 - Aug 30, 2021 |
| #13 | -1.39% Sep 22, 2025 - Oct 1, 2025 | -3.64% Oct 18, 2017 - Dec 26, 2017 |
| #14 | -1.35% Aug 22, 2025 - Sep 5, 2025 | -3.12% Jun 26, 2017 - Aug 31, 2017 |
| #15 | -1.24% Apr 17, 2026 - Apr 30, 2026 | -3.06% Jul 20, 2020 - Aug 12, 2020 |
Correlation
Correlation between IQSZ and SDG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
IQSZ vs SDG dividend yield comparison.
| Year | IQSZ | SDG |
|---|---|---|
| 2026 | 0.86% | 0.76% |
| 2025 | 1.03% | 2.00% |
| 2024 | 0.00% | 1.95% |
| 2023 | 0.00% | 1.77% |
| 2022 | 0.00% | 1.82% |
| 2021 | 0.00% | 1.66% |
| 2020 | 0.00% | 0.97% |
| 2019 | 0.00% | 1.39% |
| 2018 | 0.00% | 2.47% |
| 2017 | 0.00% | 2.54% |
| 2016 | 0.00% | 1.34% |
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