PABD vs IQSM
Comparison between ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI WORLD EX USA ETF (PABD, ETF) and NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF).
PABD vs IQSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PABD
$325M
IQSM
$323M
Expense Ratio
Winner
PABD
0.12%
IQSM
0.15%
Max Drawdown
Winner
PABD
14.60%
IQSM
24.17%
Sharpe Ratio
PABD
0.94
Winner
IQSM
1.22
5Y Beta
Winner
PABD
0.72
IQSM
0.96
P/E Ratio
PABD
N/A
IQSM
29.44
Forward P/E
PABD
N/A
IQSM
17.10
5Y EPS CAGR
PABD
N/A
IQSM
10.42%
Debt to Equity
PABD
N/A
IQSM
18.78%
P/S Ratio
PABD
N/A
IQSM
1.71
P/B Ratio
PABD
N/A
IQSM
2.94
PABD vs IQSM - Holdings Comparison
PABD and IQSM have 2 common holdings. Overlap is -0.84%
PABD's top 25 holdings weight is 26.44%. IQSM's top 25 holdings weight is 23.24%.
| Rank | PABD | IQSM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.97% | TWILIO INC CLASS A (TWLO) - 1.31% |
| #2 | ROYAL BANK OF CANADA (n/a) - 1.46% | NVENT ELECTRIC PLC (NVT) - 1.16% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.44% | TECHNIPFMC PLC (n/a) - 1.16% |
| #4 | HSBC HOLDINGS PLC (n/a) - 1.34% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.12% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.31% | FABRINET (FN) - 1.12% |
| #6 | ABB LTD (n/a) - 1.30% | STERLING INFRASTRUCTURE INC (STRL) - 1.09% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 1.29% | XPO INC (XPO) - 1.04% |
| #8 | SCHNEIDER ELECTRIC SE (n/a) - 1.27% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.03% |
| #9 | THE TORONTO-DOMINION BANK (n/a) - 1.03% | MASTEC INC (MTZ) - 0.98% |
| #10 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.95% | UNITED THERAPEUTICS CORP (UTHR) - 0.96% |
| #11 | SAP SE (n/a) - 0.94% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.96% |
| #12 | JPY/USD PURCHASED (n/a) - 0.91% | F5 INC (FFIV) - 0.95% |
| #13 | ALLIANZ SE (n/a) - 0.90% | NEXTPOWER INC CLASS A (NXT) - 0.93% |
| #14 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.90% | ALCOA CORP (AA) - 0.89% |
| #15 | SOFTBANK GROUP CORP (n/a) - 0.89% | MKS INC (MKSI) - 0.89% |
| #16 | JPY CASH (n/a) - 0.87% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.88% |
| #17 | BANCO SANTANDER SA (n/a) - 0.83% | ALBEMARLE CORP (ALB) - 0.83% |
| #18 | MURATA MANUFACTURING CO LTD (n/a) - 0.81% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.82% |
| #19 | KEYENCE CORP (n/a) - 0.75% | BURLINGTON STORES INC (BURL) - 0.81% |
| #20 | SIEMENS AG (n/a) - 0.74% | TD SYNNEX CORP (SNX) - 0.80% |
| #21 | UNICREDIT SPA (n/a) - 0.73% | RAMBUS INC (RMBS) - 0.73% |
| #22 | TRANSURBAN GROUP (n/a) - 0.71% | BUNGE GLOBAL SA (BG) - 0.71% |
| #23 | INFINEON TECHNOLOGIES AG (n/a) - 0.71% | US FOODS HOLDING CORP (USFD) - 0.70% |
| #24 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.70% | ITT INC (ITT) - 0.69% |
| #25 | TOKYO ELECTRON LTD (n/a) - 0.69% | EAST WEST BANCORP INC (EWBC) - 0.68% |
| Total Holdings | 448 | 242 |
PABD vs IQSM - Historical Returns
Returns include dividend reinvestment.
1M
PABD
+2.26%
Winner
IQSM
+3.67%
3M
PABD
+8.00%
Winner
IQSM
+12.99%
6M
PABD
+9.31%
Winner
IQSM
+11.82%
1Y
PABD
+18.00%
Winner
IQSM
+23.46%
Max(CAGR)
Winner
PABD
+17.57%
IQSM
+13.34%
PABD vs IQSM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | PABD | IQSM |
|---|---|---|
| 2026 | +6.84% | +11.68% |
| 2025 | +30.36% | +8.28% |
| 2024 | +5.34% | +9.92% |
| 2023 | N/A | +16.04% |
| 2022 | N/A | +2.29% |
PABD vs IQSM Drawdown Comparison
The maximum drawdown for PABD was -13.37%, occurring on Apr 8, 2025. Recovery took 145 trading sessions.
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current PABD drawdown is -0.77%.
| Rank | PABD | IQSM |
|---|---|---|
| #1 | -13.37% Sep 26, 2024 - Apr 28, 2025 | -23.66% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -12.55% Feb 26, 2026 - Mar 27, 2026 | -16.38% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -6.94% Jul 12, 2024 - Aug 19, 2024 | -8.86% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -5.59% Nov 12, 2025 - Dec 11, 2025 | -8.29% Mar 28, 2024 - Aug 30, 2024 |
| #5 | -5.39% Mar 20, 2024 - May 10, 2024 | -6.87% Dec 2, 2022 - Jan 11, 2023 |
| #6 | -4.50% Jul 23, 2025 - Aug 13, 2025 | -4.24% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -3.65% May 15, 2024 - Jun 5, 2024 | -3.98% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -3.50% Jun 6, 2024 - Jul 11, 2024 | -3.89% Nov 1, 2022 - Nov 10, 2022 |
| #9 | -3.20% Aug 23, 2024 - Sep 19, 2024 | -3.50% May 6, 2026 - May 26, 2026 |
| #10 | -2.97% Oct 6, 2025 - Oct 20, 2025 | -3.46% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -2.88% Jun 12, 2025 - Jun 27, 2025 | -2.80% Apr 20, 2026 - May 6, 2026 |
| #12 | -2.80% Oct 28, 2025 - Nov 12, 2025 | -2.67% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -2.70% Aug 22, 2025 - Sep 11, 2025 | -2.65% Jun 4, 2026 - Jun 12, 2026 |
| #14 | -2.52% Jan 27, 2026 - Feb 9, 2026 | -2.64% Feb 10, 2026 - Feb 26, 2026 |
| #15 | -2.44% Jan 15, 2026 - Jan 27, 2026 | -2.59% Jan 13, 2023 - Jan 23, 2023 |
Correlation
Correlation between PABD and IQSM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2022 - 2026)
PABD vs IQSM dividend yield comparison.
| Year | PABD | IQSM |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 2.74% | 1.18% |
| 2024 | 2.87% | 1.22% |
| 2023 | 0.00% | 1.11% |
| 2022 | 0.00% | 0.32% |
Select Stocks to Compare
Popular: PABD vs SPYIQSM vs SPY
More Comparisons
Compare with similar stocks