SQS vs IAI
Comparison between SAPIENT QUALITY SELECT ETF (SQS, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
SQS vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SQS
$1.40B
IAI
$1.40B
Expense Ratio
SQS
0.80%
Winner
IAI
0.37%
Max Drawdown
Winner
SQS
7.18%
IAI
75.80%
Sharpe Ratio
Winner
SQS
1.19
IAI
0.54
5Y Beta
SQS
1.18
Winner
IAI
1.08
P/E Ratio
SQS
25.16
Winner
IAI
20.68
Forward P/E
SQS
21.51
Winner
IAI
19.38
PEG Ratio
SQS
N/A
IAI
0.48
5Y Dividends CAGR
SQS
N/A
IAI
12.58%
5Y EPS CAGR
Winner
SQS
33.09%
IAI
12.42%
Debt to Equity
SQS
N/A
IAI
75.34%
P/S Ratio
SQS
4.09
Winner
IAI
3.16
P/B Ratio
SQS
6.25
Winner
IAI
3.75
SQS vs IAI - Holdings Comparison
SQS and IAI have 11 common holdings. Overlap is -0.04%
SQS's top 25 holdings weight is 80.67%. IAI's top 25 holdings weight is 97.15%.
| Rank | SQS | IAI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.42% | THE GOLDMAN SACHS GROUP INC (GS) - 19.49% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 7.39% | MORGAN STANLEY (MS) - 16.56% |
| #3 | APPLE INC (AAPL) - 6.93% | CHARLES SCHWAB CORP (SCHW) - 9.60% |
| #4 | MICROSOFT CORP (MSFT) - 5.80% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.69% |
| #5 | VISTRA CORP (VST) - 4.58% | MOODYS CORP (MCO) - 4.54% |
| #6 | BROADCOM INC (AVGO) - 4.58% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.47% |
| #7 | AMAZON.COM INC (AMZN) - 4.48% | CME GROUP INC CLASS A (CME) - 4.34% |
| #8 | ELI LILLY AND CO (LLY) - 4.18% | S&P GLOBAL INC (SPGI) - 4.13% |
| #9 | NETFLIX INC (NFLX) - 3.27% | NASDAQ INC (NDAQ) - 3.80% |
| #10 | META PLATFORMS INC CLASS A (META) - 3.15% | MSCI INC (MSCI) - 3.60% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.95% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.55% |
| #12 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.69% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 2.86% |
| #13 | GE VERNOVA INC (GEV) - 2.62% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.74% |
| #14 | BOOKING HOLDINGS INC (BKNG) - 1.94% | CBOE GLOBAL MARKETS INC (CBOE) - 2.68% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.94% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.59% |
| #16 | GE AEROSPACE (GE) - 1.90% | STIFEL FINANCIAL CORP (SF) - 1.13% |
| #17 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.83% | TRADEWEB MARKETS INC (TW) - 1.07% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.70% | EVERCORE INC CLASS A (EVR) - 1.02% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 1.56% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.91% |
| #20 | CHEVRON CORP (CVX) - 1.53% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.77% |
| #21 | WELLS FARGO & CO (WFC) - 1.52% | STONEX GROUP INC (SNEX) - 0.62% |
| #22 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.48% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.60% |
| #23 | n/a (TSM) - 1.47% | MARKETAXESS HOLDINGS INC (MKTX) - 0.51% |
| #24 | INTUIT INC (INTU) - 1.39% | PIPER SANDLER COS (PIPR) - 0.44% |
| #25 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.37% | MOELIS & CO CLASS A (MC) - 0.44% |
| Total Holdings | 557 | 39 |
SQS vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
SQS
+2.08%
Winner
IAI
+5.29%
3M
SQS
-0.66%
Winner
IAI
+10.15%
6M
SQS
+10.87%
Winner
IAI
+14.29%
1Y
SQS
N/A
IAI
+14.19%
5Y(CAGR)
SQS
N/A
IAI
+14.31%
10Y(CAGR)
SQS
N/A
IAI
+18.94%
Max(CAGR)
Winner
SQS
+26.20%
IAI
+8.47%
SQS vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SQS | IAI |
|---|---|---|
| 2026 | +10.87% | +8.96% |
| 2025 | N/A | +25.49% |
| 2024 | N/A | +35.52% |
| 2023 | N/A | +14.79% |
| 2022 | N/A | -11.75% |
| 2021 | N/A | +41.17% |
| 2020 | N/A | +17.15% |
| 2019 | N/A | +23.36% |
| 2018 | N/A | -9.42% |
| 2017 | N/A | +27.80% |
| 2016 | N/A | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
SQS vs IAI Drawdown Comparison
The maximum drawdown for SQS was -7.18%, occurring on Mar 30, 2026. Recovery took 15 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current SQS drawdown is -3.10%.
| Rank | SQS | IAI |
|---|---|---|
| #1 | -7.18% Mar 17, 2026 - Apr 8, 2026 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -6.55% Jun 2, 2026 - Aug 7, 2026 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -3.38% Aug 13, 2026 - Aug 24, 2026 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -2.86% May 14, 2026 - May 26, 2026 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -1.71% Apr 27, 2026 - May 1, 2026 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -1.10% Apr 17, 2026 - Apr 22, 2026 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -0.86% May 6, 2026 - May 13, 2026 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -0.40% Apr 22, 2026 - Apr 24, 2026 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -0.37% Aug 10, 2026 - Aug 12, 2026 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -0.25% May 26, 2026 - May 28, 2026 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -0.17% May 1, 2026 - May 5, 2026 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -0.11% Apr 15, 2026 - Apr 17, 2026 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -0.02% May 28, 2026 - Jun 1, 2026 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | N/A | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | N/A | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between SQS and IAI is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
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