STNC vs IQM
Comparison between HENNESSY SUSTAINABLE ETF (STNC, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).
5-Year PerformanceIQM has outperformed STNC, delivering a return of +19.9% compared to +7.4%
STNC vs IQM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STNC
$92M
Winner
IQM
$92M
Expense Ratio
STNC
0.85%
Winner
IQM
0.50%
Max Drawdown
Winner
STNC
22.33%
IQM
45.01%
Sharpe Ratio
STNC
1.07
Winner
IQM
1.59
5Y Beta
Winner
STNC
0.77
IQM
1.66
P/E Ratio
Winner
STNC
19.61
IQM
58.27
Forward P/E
Winner
STNC
16.12
IQM
33.62
PEG Ratio
Winner
STNC
0.36
IQM
0.51
5Y EPS CAGR
STNC
23.28%
Winner
IQM
34.47%
Debt to Equity
STNC
82.10%
IQM
N/A
P/S Ratio
Winner
STNC
1.89
IQM
3.05
P/B Ratio
Winner
STNC
3.36
IQM
14.78
STNC vs IQM - Holdings Comparison
STNC and IQM have 6 common holdings. Overlap is 6.06%
STNC's top 25 holdings weight is 72.10%. IQM's top 25 holdings weight is 71.49%.
| Rank | STNC | IQM |
|---|---|---|
| #1 | INTEL CORP (INTC) - 5.33% | NVIDIA CORP (NVDA) - 7.60% |
| #2 | JABIL INC (JBL) - 3.65% | BROADCOM INC (AVGO) - 6.03% |
| #3 | APPLIED MATERIALS INC (AMAT) - 3.46% | n/a (TSM) - 5.62% |
| #4 | CORNING INC (GLW) - 3.18% | n/a (n/a) - 4.60% |
| #5 | ROSS STORES INC (ROST) - 3.11% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.04% |
| #6 | LAM RESEARCH CORP (LRCX) - 3.07% | BLOOM ENERGY CORP CLASS A (BE) - 3.78% |
| #7 | FEDERAL REALTY INVESTMENT TRUST (FRT) - 3.02% | TESLA INC (TSLA) - 3.62% |
| #8 | TJX COMPANIES INC (TJX) - 2.92% | APPLE INC (AAPL) - 3.39% |
| #9 | CONSTELLATION BRANDS INC CLASS A (STZ) - 2.84% | GE VERNOVA INC (GEV) - 3.26% |
| #10 | EXELON CORP (EXC) - 2.77% | CASH (n/a) - 3.03% |
| #11 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.74% | ROCKET LAB CORP (RKLB) - 2.77% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.73% | TERADYNE INC (TER) - 2.56% |
| #13 | WESTERN DIGITAL CORP (WDC) - 2.70% | LAM RESEARCH CORP (LRCX) - 2.31% |
| #14 | COMCAST CORP CLASS A (CMCSA) - 2.65% | QUANTA SERVICES INC (PWR) - 2.06% |
| #15 | GILEAD SCIENCES INC (GILD) - 2.64% | ARISTA NETWORKS INC (ANET) - 1.89% |
| #16 | MEDTRONIC PLC (MDT) - 2.62% | KLA CORP (KLAC) - 1.85% |
| #17 | LABCORP HOLDINGS INC (LH) - 2.62% | SK HYNIX INC (n/a) - 1.70% |
| #18 | PEPSICO INC (PEP) - 2.62% | TTM TECHNOLOGIES INC (TTMI) - 1.69% |
| #19 | PACCAR INC (PCAR) - 2.60% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.60% |
| #20 | AMGEN INC (AMGN) - 2.57% | APPLIED MATERIALS INC (AMAT) - 1.52% |
| #21 | ROLLINS INC (ROL) - 2.53% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #22 | NEWMONT CORP (NEM) - 2.51% | WESTERN DIGITAL CORP (WDC) - 1.32% |
| #23 | AT&T INC (T) - 2.47% | COHERENT CORP (COHR) - 1.29% |
| #24 | TYSON FOODS INC CLASS A (TSN) - 2.38% | ASML HOLDING NV ADR (ASML) - 1.29% |
| #25 | W.W. GRAINGER INC (GWW) - 2.37% | FABRINET (FN) - 1.28% |
| Total Holdings | 50 | 78 |
STNC vs IQM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
STNC
+0.73%
IQM
+0.55%
3M
STNC
+2.16%
Winner
IQM
+21.52%
6M
STNC
+9.96%
Winner
IQM
+24.00%
1Y
STNC
+19.54%
Winner
IQM
+60.81%
5Y(CAGR)
STNC
+7.39%
Winner
IQM
+19.90%
Max(CAGR)
STNC
+7.81%
Winner
IQM
+27.50%
STNC vs IQM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | STNC | IQM |
|---|---|---|
| 2026 | +6.93% | +24.86% |
| 2025 | +10.50% | +30.98% |
| 2024 | +9.85% | +34.91% |
| 2023 | +11.97% | +42.59% |
| 2022 | -12.51% | -33.76% |
| 2021 | +17.76% | +26.37% |
| 2020 | N/A | +78.48% |
STNC vs IQM Drawdown Comparison
The maximum drawdown for STNC was -22.33%, occurring on Jun 16, 2022. Recovery took 539 trading sessions.
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current STNC drawdown is -2.53%. The current IQM drawdown is -9.44%.
| Rank | STNC | IQM |
|---|---|---|
| #1 | -22.33% Dec 29, 2021 - Feb 22, 2024 | -44.91% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -17.89% Nov 29, 2024 - Aug 12, 2025 | -30.42% Jan 23, 2025 - Jun 24, 2025 |
| #3 | -8.09% Feb 27, 2026 - Apr 17, 2026 | -30.17% Mar 4, 2020 - May 8, 2020 |
| #4 | -7.12% Jul 16, 2024 - Sep 19, 2024 | -19.70% Feb 12, 2021 - Aug 3, 2021 |
| #5 | -6.80% Sep 2, 2021 - Nov 3, 2021 | -18.59% Jul 8, 2024 - Nov 8, 2024 |
| #6 | -6.62% Oct 27, 2025 - Jan 5, 2026 | -14.71% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -5.71% Mar 28, 2024 - Jul 16, 2024 | -13.95% Feb 25, 2026 - Apr 10, 2026 |
| #8 | -4.03% Apr 17, 2026 - May 26, 2026 | -11.91% Sep 2, 2020 - Oct 12, 2020 |
| #9 | -3.93% Nov 24, 2021 - Dec 13, 2021 | -11.57% Mar 7, 2024 - May 21, 2024 |
| #10 | -3.85% Oct 18, 2024 - Nov 22, 2024 | -10.10% Jan 16, 2026 - Feb 25, 2026 |
| #11 | -3.52% Apr 26, 2021 - May 28, 2021 | -9.44% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -3.06% Sep 4, 2025 - Oct 20, 2025 | -8.35% Sep 7, 2021 - Oct 25, 2021 |
| #13 | -2.79% Mar 22, 2021 - Apr 12, 2021 | -8.30% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -2.71% May 26, 2026 - Jun 1, 2026 | -7.14% May 14, 2026 - May 26, 2026 |
| #15 | -2.66% Jun 14, 2021 - Jun 24, 2021 | -6.39% Jan 25, 2021 - Feb 8, 2021 |
Correlation
Correlation between STNC and IQM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2025)
STNC vs IQM dividend yield comparison.
| Year | STNC | IQM |
|---|---|---|
| 2025 | 1.02% | 0.00% |
| 2024 | 0.96% | 0.00% |
| 2023 | 0.08% | 0.00% |
| 2022 | 0.58% | 0.00% |
| 2021 | 0.41% | 0.17% |
| 2020 | 0.00% | 0.01% |
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