NVII vs IQM
Comparison between REX NVDA GROWTH & INCOME ETF (NVII, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).
NVII vs IQM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVII
$92M
Winner
IQM
$92M
Expense Ratio
NVII
N/A
IQM
0.50%
Max Drawdown
Winner
NVII
33.91%
IQM
45.01%
Sharpe Ratio
NVII
1.29
Winner
IQM
1.59
5Y Beta
NVII
1.91
Winner
IQM
1.66
P/E Ratio
NVII
N/A
IQM
58.27
Forward P/E
NVII
N/A
IQM
33.62
PEG Ratio
NVII
N/A
IQM
0.51
5Y EPS CAGR
NVII
N/A
IQM
34.47%
P/S Ratio
NVII
N/A
IQM
3.05
P/B Ratio
NVII
N/A
IQM
14.78
NVII vs IQM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NVII
+1.68%
IQM
+0.55%
3M
NVII
+10.83%
Winner
IQM
+21.52%
6M
NVII
+10.50%
Winner
IQM
+24.00%
1Y
NVII
+54.89%
Winner
IQM
+60.81%
5Y(CAGR)
NVII
N/A
IQM
+19.90%
Max(CAGR)
Winner
NVII
+60.86%
IQM
+27.50%
NVII vs IQM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | NVII | IQM |
|---|---|---|
| 2026 | +8.44% | +24.86% |
| 2025 | +48.43% | +30.98% |
| 2024 | N/A | +34.91% |
| 2023 | N/A | +42.59% |
| 2022 | N/A | -33.76% |
| 2021 | N/A | +26.37% |
| 2020 | N/A | +78.48% |
NVII vs IQM Drawdown Comparison
The maximum drawdown for NVII was -18.40%, occurring on Mar 30, 2026. Recovery took 118 trading sessions.
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current NVII drawdown is -13.25%. The current IQM drawdown is -9.44%.
| Rank | NVII | IQM |
|---|---|---|
| #1 | -18.40% Nov 3, 2025 - Apr 24, 2026 | -44.91% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -13.25% May 14, 2026 - Jun 5, 2026 | -30.42% Jan 23, 2025 - Jun 24, 2025 |
| #3 | -8.49% Aug 12, 2025 - Sep 22, 2025 | -30.17% Mar 4, 2020 - May 8, 2020 |
| #4 | -7.39% Oct 9, 2025 - Oct 28, 2025 | -19.70% Feb 12, 2021 - Aug 3, 2021 |
| #5 | -7.36% Apr 27, 2026 - May 8, 2026 | -18.59% Jul 8, 2024 - Nov 8, 2024 |
| #6 | -3.44% Jun 30, 2025 - Jul 3, 2025 | -14.71% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -3.33% Jul 17, 2025 - Jul 24, 2025 | -13.95% Feb 25, 2026 - Apr 10, 2026 |
| #8 | -2.80% Jul 30, 2025 - Aug 4, 2025 | -11.91% Sep 2, 2020 - Oct 12, 2020 |
| #9 | -2.76% May 29, 2025 - Jun 3, 2025 | -11.57% Mar 7, 2024 - May 21, 2024 |
| #10 | -2.75% Sep 22, 2025 - Sep 29, 2025 | -10.10% Jan 16, 2026 - Feb 25, 2026 |
| #11 | -2.20% Jun 12, 2025 - Jun 16, 2025 | -9.44% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -2.08% Oct 2, 2025 - Oct 8, 2025 | -8.35% Sep 7, 2021 - Oct 25, 2021 |
| #13 | -1.54% Oct 29, 2025 - Nov 3, 2025 | -8.30% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -1.12% Jun 18, 2025 - Jun 24, 2025 | -7.14% May 14, 2026 - May 26, 2026 |
| #15 | -0.97% Aug 4, 2025 - Aug 7, 2025 | -6.39% Jan 25, 2021 - Feb 8, 2021 |
Correlation
Correlation between NVII and IQM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2020 - 2026)
NVII vs IQM dividend yield comparison.
| Year | NVII | IQM |
|---|---|---|
| 2026 | 21.66% | 0.00% |
| 2025 | 29.17% | 0.00% |
| 2021 | 0.00% | 0.17% |
| 2020 | 0.00% | 0.01% |
Select Stocks to Compare
Popular: NVII vs SPYIQM vs SPY
More Comparisons
Compare with similar stocks