RGLO vs IQSM
Comparison between RUSSELL INVESTMENTS GLOBAL EQUITY ETF (RGLO, ETF) and NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF).
RGLO vs IQSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RGLO
$337M
IQSM
$337M
Expense Ratio
RGLO
0.49%
Winner
IQSM
0.15%
Max Drawdown
Winner
RGLO
9.61%
IQSM
24.17%
Sharpe Ratio
Winner
RGLO
1.40
IQSM
1.07
5Y Beta
RGLO
0.99
Winner
IQSM
0.95
P/E Ratio
Winner
RGLO
28.51
IQSM
33.08
Forward P/E
RGLO
21.16
Winner
IQSM
16.93
PEG Ratio
RGLO
0.44
IQSM
N/A
5Y EPS CAGR
RGLO
N/A
IQSM
9.65%
Debt to Equity
RGLO
N/A
IQSM
39.55%
P/S Ratio
Winner
RGLO
0.13
IQSM
1.73
P/B Ratio
RGLO
6.51
Winner
IQSM
2.97
RGLO vs IQSM - Holdings Comparison
RGLO and IQSM have 5 common holdings. Overlap is -2.01%
RGLO's top 25 holdings weight is 44.16%. IQSM's top 25 holdings weight is 19.83%.
| Rank | RGLO | IQSM |
|---|---|---|
| #1 | S&P500 EMINI FUT SEP26 XCME 20260918 (n/a) - 7.90% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.34% |
| #2 | NVIDIA CORP (NVDA) - 4.88% | TWILIO INC CLASS A (TWLO) - 1.10% |
| #3 | APPLE INC (AAPL) - 4.42% | MODERNA INC (MRNA) - 0.96% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.06% | NVENT ELECTRIC PLC (NVT) - 0.94% |
| #5 | AMAZON.COM INC (AMZN) - 2.90% | OKTA INC CLASS A (OKTA) - 0.94% |
| #6 | MICROSOFT CORP (MSFT) - 2.60% | F5 INC (FFIV) - 0.92% |
| #7 | BROADCOM INC (AVGO) - 1.95% | US FOODS HOLDING CORP (USFD) - 0.91% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.84% | MKS INC (MKSI) - 0.89% |
| #9 | US DOLLAR (n/a) - 1.70% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.88% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.45% | GUARDANT HEALTH INC (GH) - 0.80% |
| #11 | n/a (TSM) - 1.40% | BURLINGTON STORES INC (BURL) - 0.80% |
| #12 | S&P/TSX 60 IX FUT SEP26 XMOD 20260917 (n/a) - 1.29% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.77% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.14% | VIATRIS INC (VTRS) - 0.74% |
| #14 | E-MINI RUSS 2000 SEP26 XCME 20260918 (n/a) - 0.91% | TD SYNNEX CORP (SNX) - 0.68% |
| #15 | ELI LILLY AND CO (LLY) - 0.91% | ROKU INC CLASS A (ROKU) - 0.68% |
| #16 | RITC US CASH MANAGEMENT FD (n/a) - 0.85% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.68% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.84% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.68% |
| #18 | JPMORGAN CHASE & CO (JPM) - 0.79% | STERLING INFRASTRUCTURE INC (STRL) - 0.67% |
| #19 | MICRON TECHNOLOGY INC (MU) - 0.79% | KIMCO REALTY CORP (KIM) - 0.67% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 0.77% | IDEX CORP (IEX) - 0.64% |
| #21 | STANDARD CHARTERED PLC (n/a) - 0.36% | BALL CORP (BALL) - 0.64% |
| #22 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.36% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.64% |
| #23 | BNP PARIBAS ACT. CAT.A (n/a) - 0.35% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.64% |
| #24 | CITIGROUP INC (C) - 0.35% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.61% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.35% | HEALTHPEAK PROPERTIES INC (DOC) - 0.61% |
| Total Holdings | 333 | 249 |
RGLO vs IQSM - Historical Returns
Returns include dividend reinvestment.
1M
RGLO
+0.70%
Winner
IQSM
+0.97%
3M
Winner
RGLO
+6.07%
IQSM
+4.98%
6M
Winner
RGLO
+9.10%
IQSM
+7.59%
1Y
Winner
RGLO
+23.34%
IQSM
+21.30%
Max(CAGR)
Winner
RGLO
+25.57%
IQSM
+13.17%
RGLO vs IQSM - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | RGLO | IQSM |
|---|---|---|
| 2026 | +10.28% | +12.55% |
| 2025 | +17.38% | +8.28% |
| 2024 | N/A | +9.92% |
| 2023 | N/A | +16.04% |
| 2022 | N/A | +2.29% |
RGLO vs IQSM Drawdown Comparison
The maximum drawdown for RGLO was -9.61%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current RGLO drawdown is -0.76%. The current IQSM drawdown is -1.57%.
| Rank | RGLO | IQSM |
|---|---|---|
| #1 | -9.61% Feb 26, 2026 - Apr 15, 2026 | -23.66% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -4.92% Oct 29, 2025 - Dec 3, 2025 | -16.38% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -4.46% Jun 1, 2026 - Jul 10, 2026 | -8.86% Feb 26, 2026 - Apr 17, 2026 |
| #4 | -3.24% Oct 6, 2025 - Oct 24, 2025 | -8.29% Mar 28, 2024 - Aug 30, 2024 |
| #5 | -3.11% Jul 24, 2025 - Aug 12, 2025 | -6.87% Dec 2, 2022 - Jan 11, 2023 |
| #6 | -2.56% Jan 12, 2026 - Jan 26, 2026 | -4.24% Aug 30, 2024 - Sep 17, 2024 |
| #7 | -2.45% Jan 27, 2026 - Feb 10, 2026 | -3.98% Dec 28, 2023 - Feb 9, 2024 |
| #8 | -2.24% May 14, 2026 - May 26, 2026 | -3.89% Nov 1, 2022 - Nov 10, 2022 |
| #9 | -2.12% Jun 10, 2025 - Jun 24, 2025 | -3.50% May 6, 2026 - May 26, 2026 |
| #10 | -2.00% Dec 11, 2025 - Dec 22, 2025 | -3.46% Nov 11, 2024 - Nov 22, 2024 |
| #11 | -1.93% Jul 15, 2026 - Jul 20, 2026 | -2.80% Apr 20, 2026 - May 6, 2026 |
| #12 | -1.65% Apr 17, 2026 - May 1, 2026 | -2.67% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -1.47% Sep 22, 2025 - Oct 1, 2025 | -2.65% Jun 4, 2026 - Jun 12, 2026 |
| #14 | -1.41% Aug 28, 2025 - Sep 8, 2025 | -2.64% Feb 10, 2026 - Feb 26, 2026 |
| #15 | -1.25% Aug 14, 2025 - Aug 22, 2025 | -2.59% Jan 13, 2023 - Jan 23, 2023 |
Correlation
Correlation between RGLO and IQSM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
RGLO vs IQSM dividend yield comparison.
| Year | RGLO | IQSM |
|---|---|---|
| 2026 | 0.00% | 0.47% |
| 2025 | 0.63% | 1.18% |
| 2024 | 0.00% | 1.22% |
| 2023 | 0.00% | 1.11% |
| 2022 | 0.00% | 0.32% |
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