RUNN vs IQSU
Comparison between RUNNING OAK EFFICIENT GROWTH ETF (RUNN, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).
RUNN vs IQSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RUNN
$331M
Winner
IQSU
$332M
Expense Ratio
RUNN
0.58%
Winner
IQSU
0.09%
Max Drawdown
Winner
RUNN
17.16%
IQSU
31.29%
Sharpe Ratio
RUNN
-0.46
Winner
IQSU
1.39
5Y Beta
Winner
RUNN
0.69
IQSU
1.00
P/E Ratio
Winner
RUNN
22.17
IQSU
29.12
Forward P/E
Winner
RUNN
16.98
IQSU
21.44
PEG Ratio
RUNN
0.59
Winner
IQSU
0.38
5Y Dividends CAGR
RUNN
N/A
IQSU
18.96%
5Y EPS CAGR
RUNN
15.18%
Winner
IQSU
18.93%
Debt to Equity
RUNN
49.05%
Winner
IQSU
20.52%
P/S Ratio
Winner
RUNN
2.16
IQSU
3.80
P/B Ratio
Winner
RUNN
3.62
IQSU
6.26
RUNN vs IQSU - Holdings Comparison
RUNN and IQSU have 23 common holdings. Overlap is 6.06%
RUNN's top 25 holdings weight is 47.04%. IQSU's top 25 holdings weight is 57.69%.
| Rank | RUNN | IQSU |
|---|---|---|
| #1 | DARDEN RESTAURANTS INC (DRI) - 1.95% | APPLE INC (AAPL) - 9.99% |
| #2 | THE CIGNA GROUP (CI) - 1.94% | ALPHABET INC CLASS A (GOOGL) - 5.68% |
| #3 | CACI INTERNATIONAL INC CLASS A (CACI) - 1.93% | ALPHABET INC CLASS C (GOOG) - 4.89% |
| #4 | BROWN & BROWN INC (BRO) - 1.93% | AMAZON.COM INC (AMZN) - 4.85% |
| #5 | AMDOCS LTD (DOX) - 1.92% | MICROSOFT CORP (MSFT) - 4.51% |
| #6 | GENERAL DYNAMICS CORP (GD) - 1.91% | TESLA INC (TSLA) - 3.85% |
| #7 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.91% | MICRON TECHNOLOGY INC (MU) - 3.30% |
| #8 | MARSH & MCLENNAN COMPANIES INC (MRSH) - 1.91% | ADVANCED MICRO DEVICES INC (AMD) - 2.44% |
| #9 | ALCON INC (n/a) - 1.91% | VISA INC CLASS A (V) - 1.75% |
| #10 | CARLISLE COMPANIES INC (CSL) - 1.90% | INTEL CORP (INTC) - 1.58% |
| #11 | REPUBLIC SERVICES INC (RSG) - 1.90% | APPLIED MATERIALS INC (AMAT) - 1.48% |
| #12 | BECTON DICKINSON & CO (BDX) - 1.88% | CISCO SYSTEMS INC (CSCO) - 1.32% |
| #13 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.88% | LAM RESEARCH CORP (LRCX) - 1.32% |
| #14 | WATSCO INC ORDINARY SHARES (WSO) - 1.88% | MASTERCARD INC CLASS A (MA) - 1.23% |
| #15 | HONEYWELL INTERNATIONAL INC (HON) - 1.86% | BANK OF AMERICA CORP (BAC) - 1.10% |
| #16 | LEIDOS HOLDINGS INC (LDOS) - 1.86% | GE AEROSPACE (GE) - 1.08% |
| #17 | TELEDYNE TECHNOLOGIES INC (TDY) - 1.86% | PROCTER & GAMBLE CO (PG) - 1.05% |
| #18 | ARTHUR J. GALLAGHER & CO (AJG) - 1.86% | THE HOME DEPOT INC (HD) - 1.03% |
| #19 | PRIMERICA INC (PRI) - 1.85% | KLA CORP (KLAC) - 0.96% |
| #20 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 1.84% | TEXAS INSTRUMENTS INC (TXN) - 0.81% |
| #21 | VISA INC CLASS A (V) - 1.84% | GE VERNOVA INC (GEV) - 0.80% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.83% | PALO ALTO NETWORKS INC (PANW) - 0.75% |
| #23 | ROPER TECHNOLOGIES INC (ROP) - 1.83% | LINDE PLC (LIN) - 0.73% |
| #24 | W.W. GRAINGER INC (GWW) - 1.83% | MCDONALD'S CORP (MCD) - 0.60% |
| #25 | CURTISS-WRIGHT CORP (CW) - 1.83% | PEPSICO INC (PEP) - 0.59% |
| Total Holdings | 58 | 265 |
RUNN vs IQSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RUNN
+3.06%
IQSU
-0.55%
3M
RUNN
-2.53%
Winner
IQSU
+10.64%
6M
RUNN
-6.23%
Winner
IQSU
+12.00%
1Y
RUNN
-2.77%
Winner
IQSU
+24.26%
5Y(CAGR)
RUNN
N/A
IQSU
+11.81%
Max(CAGR)
RUNN
+9.29%
Winner
IQSU
+15.93%
RUNN vs IQSU - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | RUNN | IQSU |
|---|---|---|
| 2026 | -2.22% | +13.30% |
| 2025 | +2.89% | +15.28% |
| 2024 | +18.00% | +18.08% |
| 2023 | +12.05% | +33.53% |
| 2022 | N/A | -22.45% |
| 2021 | N/A | +32.44% |
| 2020 | N/A | +27.07% |
| 2019 | N/A | +1.24% |
RUNN vs IQSU Drawdown Comparison
The maximum drawdown for RUNN was -16.83%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current RUNN drawdown is -6.70%. The current IQSU drawdown is -1.58%.
| Rank | RUNN | IQSU |
|---|---|---|
| #1 | -16.83% Nov 29, 2024 - Apr 8, 2025 | -31.29% Feb 19, 2020 - Jul 10, 2020 |
| #2 | -9.63% Jul 25, 2023 - Dec 1, 2023 | -26.76% Dec 29, 2021 - Dec 12, 2023 |
| #3 | -6.28% Mar 28, 2024 - Jul 12, 2024 | -20.96% Dec 11, 2024 - Jul 22, 2025 |
| #4 | -5.08% Jul 16, 2024 - Aug 21, 2024 | -11.18% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -3.53% Nov 11, 2024 - Nov 29, 2024 | -10.04% Sep 2, 2020 - Nov 25, 2020 |
| #6 | -3.32% Aug 30, 2024 - Sep 19, 2024 | -9.07% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -3.21% Oct 18, 2024 - Nov 6, 2024 | -5.96% Feb 12, 2021 - Apr 1, 2021 |
| #8 | -2.24% Dec 28, 2023 - Jan 19, 2024 | -5.92% Sep 3, 2021 - Oct 21, 2021 |
| #9 | -1.64% Jun 30, 2023 - Jul 11, 2023 | -5.59% Oct 27, 2025 - Dec 10, 2025 |
| #10 | -1.35% Feb 9, 2024 - Feb 14, 2024 | -5.09% Mar 28, 2024 - May 14, 2024 |
| #11 | -1.27% Jun 15, 2023 - Jun 27, 2023 | -4.21% May 7, 2021 - Jun 10, 2021 |
| #12 | -1.26% Mar 21, 2024 - Mar 27, 2024 | -4.17% Jun 4, 2026 - Jun 15, 2026 |
| #13 | -1.12% Dec 19, 2023 - Dec 21, 2023 | -3.98% Dec 10, 2021 - Dec 23, 2021 |
| #14 | -1.01% Jan 30, 2024 - Feb 1, 2024 | -3.45% Nov 19, 2021 - Dec 8, 2021 |
| #15 | -0.98% Dec 4, 2023 - Dec 11, 2023 | -3.41% Oct 6, 2025 - Oct 20, 2025 |
Correlation
Correlation between RUNN and IQSU is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2020 - 2026)
RUNN vs IQSU dividend yield comparison.
| Year | RUNN | IQSU |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 0.55% | 1.09% |
| 2024 | 0.39% | 1.12% |
| 2023 | 0.33% | 1.15% |
| 2022 | 0.00% | 1.47% |
| 2021 | 0.00% | 1.07% |
| 2020 | 0.00% | 0.98% |
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